Aspiriant, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001433541
Manager Name
Aspiriant, LLC
Data Enrichment
77% identified
222 identified66 unidentified

Holdings

288 positions
Manager:
SEC
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Page 6 of 15
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Value:
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Value:
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SPDR S&P MIDCAP 400 ETF TRUST
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3221(+0.0%)
Value:
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922042676
VNQI|922042676
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42303(-6.7%)
Value:
$1.7B(-4.6%)
Mastercard Inc
MA|57636Q104
Shares:
3107(+2.0%)
Value:
$1.7B(+6.2%)
808524102
SCHB|808524102
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77840(+4.8%)
Value:
$1.7B(-0.6%)
VISA INC.
V|92826C839
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Value:
$1.6B(+10.1%)
WELLS FARGO & COMPANY/MN
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21881(-0.8%)
Value:
$1.6B(+1.4%)
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6626(+0.7%)
Value:
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VYM|921946406
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11919(+0.1%)
Value:
$1.5B(+1.1%)
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BAC|060505104
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36825(+1.5%)
Value:
$1.5B(-3.6%)
Walt Disney Co
DIS|254687106
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14819(-6.8%)
Value:
$1.5B(-17.4%)
Salesforce, Inc.
CRM|79466L302
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5432(-17.5%)
Value:
$1.5B(-33.8%)
464287481
IWP|464287481
Shares:
12313(+0.0%)
Value:
$1.4B(-7.3%)
RTX Corp
RTX|75513E101
Shares:
10886(+0.2%)
Value:
$1.4B(+14.7%)
808524797
SCHD|808524797
Shares:
50373(+0.8%)
Value:
$1.4B(+3.1%)
464286533
464286533
Shares:
24080(+6.2%)
Value:
$1.4B(+6.8%)
464288570
464288570
Shares:
13494(+0.0%)
Value:
$1.4B(-7.1%)
AMGEN INC
AMGN|031162100
Shares:
4364(-1.5%)
Value:
$1.4B(+17.7%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
15094(-1.2%)
Value:
$1.4B(-10.8%)