Aspiriant

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
288
Total Value
2880816687
Accession Number
0001172661-25-001518
Form Type
13F-HR
Manager Name
Aspiriant
Data Enrichment
77% identified
222 identified66 unidentified

Holdings

288 positions • $2.9B total value
Manager:
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Page 6 of 15
PAYCHEX INC
Shares:11.3K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.9B)
Broadcom Inc.
Shares:10.3K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.9B)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:3.2K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.9B)
922042676
Shares:42.3K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.9B)
Mastercard Inc
Shares:3.1K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.9B)
808524102
Shares:77.8K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.9B)
VISA INC.
Shares:4.7K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.9B)
WELLS FARGO & COMPANY/MN
Shares:21.9K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.9B)
LOWES COMPANIES INC
Shares:6.6K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.9B)
921946406
Shares:11.9K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.9B)
BANK OF AMERICA CORP /DE/
Shares:36.8K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.9B)
Walt Disney Co
Shares:14.8K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.9B)
Salesforce, Inc.
Shares:5.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.9B)
464287481
Shares:12.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.9B)
RTX Corp
Shares:10.9K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.9B)
808524797
Shares:50.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.9B)
464286533
Shares:24.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.9B)
464288570
Shares:13.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.9B)
AMGEN INC
Shares:4.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.9B)
Merck & Co., Inc.
Shares:15.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.9B)