Aspiriant

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TEM",
  "FROG",
  null,
  "QSR",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JEF",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "AFRM",
  "AIG",
  "T",
  "BLK",
  "ESAB",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "CP.TO",
  null,
  "COF",
  null,
  null,
  "DUK",
  "D",
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "LIN",
  null,
  null,
  "MPC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "NVS",
  "DLN",
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  "GSBD",
  null,
  "IVV",
  null,
  "MRCC",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "REGN",
  "FNDX",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SPG",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  null,
  "SLNO",
  "ACWV",
  "VWO",
  "VSS",
  "IWV",
  null,
  "VIG",
  null,
  null,
  "TTE",
  null,
  "IWO",
  "IWN",
  "GSK",
  "VYM",
  "TT",
  "SLGN",
  "NFG",
  "SDY",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  "ABEV",
  null,
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VNQI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
  null,
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "IUSG",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "NOK",
  null,
  "CRM",
  null,
  "DIA",
  null,
  "IUSV",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "FDX",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BILL",
  "BA",
  "BMY",
  "BOX",
  "BCAL",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CSCO",
  "NET",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: aspiriant
Manager Name: Aspiriant

Data Enrichment

77% identified

222 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

288 positions • $2.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 9 of 15

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78463X426

Shares:12.1K

Value:$697.4K

% of Portfolio:0.0% ($697.4K/$2.9B)

46434V613

Shares:15.1K

Value:$696.2K

% of Portfolio:0.0% ($696.2K/$2.9B)

46434V647

Shares:28.3K

Value:$686.5K

% of Portfolio:0.0% ($686.5K/$2.9B)

92206C409

Shares:8.6K

Value:$677.9K

% of Portfolio:0.0% ($677.9K/$2.9B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:23.7K

Value:$677.2K

% of Portfolio:0.0% ($677.2K/$2.9B)

92189F726

Shares:4.2K

Value:$666.6K

% of Portfolio:0.0% ($666.6K/$2.9B)

Tempus AI, Inc.

TEM|88023B103

Shares:13.7K

Value:$660.5K

% of Portfolio:0.0% ($660.5K/$2.9B)

81369Y803

XLK|81369Y803

Shares:3.1K

Value:$636.8K

% of Portfolio:0.0% ($636.8K/$2.9B)

922908652

VXF|922908652

Shares:3.7K

Value:$633.9K

% of Portfolio:0.0% ($633.9K/$2.9B)

464287457

Shares:7.5K

Value:$618.2K

% of Portfolio:0.0% ($618.2K/$2.9B)

FEDEX CORP

FDX|31428X106

Shares:2.5K

Value:$615.6K

% of Portfolio:0.0% ($615.6K/$2.9B)

464287887

IJT|464287887

Shares:4.9K

Value:$610.2K

% of Portfolio:0.0% ($610.2K/$2.9B)

MCDONALDS CORP

MCD|580135101

Shares:1.9K

Value:$602.5K

% of Portfolio:0.0% ($602.5K/$2.9B)

25434V831

Shares:18.1K

Value:$600.0K

% of Portfolio:0.0% ($600.0K/$2.9B)

922908512

VOE|922908512

Shares:3.7K

Value:$589.5K

% of Portfolio:0.0% ($589.5K/$2.9B)

922908538

VOT|922908538

Shares:2.4K

Value:$586.6K

% of Portfolio:0.0% ($586.6K/$2.9B)

922042742

VT|922042742

Shares:5.0K

Value:$582.0K

% of Portfolio:0.0% ($582.0K/$2.9B)

CONOCOPHILLIPS

COP|20825C104

Shares:5.5K

Value:$574.0K

% of Portfolio:0.0% ($574.0K/$2.9B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.0K

Value:$559.9K

% of Portfolio:0.0% ($559.9K/$2.9B)

464287705

IJJ|464287705

Shares:4.6K

Value:$549.4K

% of Portfolio:0.0% ($549.4K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X426)✕	12.1K	QoQ 0.00% (+0) YoY -9.02% (-1.2K)	All Managers (Combined)	$697.4K	0.0% ($697.4K/$2.9B)	QoQ +1.06% (+$7.4K) YoY -9.13% (-$70.1K)
(cusip46434V613)✕	15.1K	QoQ -47.98% (-13.9K) YoY -12.39% (-2.1K)	All Managers (Combined)	$696.2K	0.0% ($696.2K/$2.9B)	QoQ -46.97% (-$616.8K) YoY -11.45% (-$90.0K)
(cusip46434V647)✕	28.3K	QoQ -26.51% (-10.2K) YoY -53.79% (-33.0K)	All Managers (Combined)	$686.5K	0.0% ($686.5K/$2.9B)	QoQ -25.62% (-$236.5K) YoY -52.66% (-$763.8K)
(cusip92206C409)✕	8.6K	QoQ -7.82% (-729) YoY +14.76% (+1.1K)	All Managers (Combined)	$677.9K	0.0% ($677.9K/$2.9B)	QoQ -6.72% (-$48.9K) YoY +17.18% (+$99.4K)
KINDER MORGAN, INC.(KMIcusip49456B101)	23.7K	QoQ +1.69% (+396) YoY -11.41% (-3.1K)	All Managers (Combined)	$677.2K	0.0% ($677.2K/$2.9B)	QoQ +5.89% (+$37.7K) YoY +37.80% (-$185.8K)
(cusip92189F726)✕	4.2K	QoQ -2.21% (-96) YoY -3.87% (-171)	All Managers (Combined)	$666.6K	0.0% ($666.6K/$2.9B)	QoQ -1.99% (-$13.5K) YoY -9.08% (-$66.6K)
Tempus AI, Inc.(TEMcusip88023B103)	13.7K	QoQ NEW(+13.7K) YoY NEW(+13.7K)	All Managers (Combined)	$660.5K	0.0% ($660.5K/$2.9B)	QoQ NEW(+$660.5K) YoY NEW(+$660.5K)
(XLKcusip81369Y803)	3.1K	QoQ -33.24% (-1.5K) YoY +4.89% (+144)	All Managers (Combined)	$636.8K	0.0% ($636.8K/$2.9B)	QoQ -40.72% (-$437.5K) YoY +3.99% (+$24.5K)
(VXFcusip922908652)	3.7K	QoQ 0.00% (-0) YoY -0.27% (-10)	All Managers (Combined)	$633.9K	0.0% ($633.9K/$2.9B)	QoQ -9.32% (-$65.2K) YoY -1.98% (-$12.8K)
(cusip464287457)✕	7.5K	QoQ +23.41% (+1.4K) YoY +57.49% (+2.7K)	All Managers (Combined)	$618.2K	0.0% ($618.2K/$2.9B)	QoQ +24.54% (+$121.9K) YoY +59.32% (+$230.2K)
FEDEX CORP(FDXcusip31428X106)	2.5K	QoQ +0.87% (-22) YoY -14.11% (-415)	All Managers (Combined)	$615.6K	0.0% ($615.6K/$2.9B)	QoQ -12.57% (-$88.5K) YoY -27.75% (-$236.5K)
(IJTcusip464287887)	4.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$610.2K	0.0% ($610.2K/$2.9B)	QoQ -8.02% (-$53.3K) YoY -4.76% (-$30.5K)
MCDONALDS CORP(MCDcusip580135101)	1.9K	QoQ -24.70% (-633) YoY -40.01% (-1.3K)	All Managers (Combined)	$602.5K	0.0% ($602.5K/$2.9B)	QoQ -18.87% (-$140.1K) YoY -33.59% (-$304.8K)
(cusip25434V831)✕	18.1K	QoQ +4.66% (+807) YoY +4.66% (+807)	All Managers (Combined)	$600.0K	0.0% ($600.0K/$2.9B)	QoQ +2.65% (+$15.5K) YoY +9.73% (+$53.2K)
(VOEcusip922908512)	3.7K	QoQ 0.00% (-0) YoY +115.49% (+2.0K)	All Managers (Combined)	$589.5K	0.0% ($589.5K/$2.9B)	QoQ -0.76% (-$4.5K) YoY +121.89% (+$323.8K)
(VOTcusip922908538)	2.4K	QoQ +31.18% (+570) YoY NEW(+2.4K)	All Managers (Combined)	$586.6K	0.0% ($586.6K/$2.9B)	QoQ +26.47% (+$122.8K) YoY NEW(+$586.6K)
(VTcusip922042742)	5.0K	QoQ +3.91% (+189) YoY +3.31% (+161)	All Managers (Combined)	$582.0K	0.0% ($582.0K/$2.9B)	QoQ +2.55% (+$14.5K) YoY +8.40% (+$45.1K)
CONOCOPHILLIPS(COPcusip20825C104)	5.5K	QoQ -1.84% (-103) YoY +28.67% (+1.2K)	All Managers (Combined)	$574.0K	0.0% ($574.0K/$2.9B)	QoQ +3.94% (-$21.8K) YoY +6.16% (+$33.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.0K	QoQ +4.48% (-44) YoY -42.64% (-762)	All Managers (Combined)	$559.9K	0.0% ($559.9K/$2.9B)	QoQ -0.31% (-$1.8K) YoY -24.98% (-$186.5K)
(IJJcusip464287705)	4.6K	QoQ -1.60% (-75) YoY -11.15% (-576)	All Managers (Combined)	$549.4K	0.0% ($549.4K/$2.9B)	QoQ -5.72% (-$33.4K) YoY -10.07% (-$61.5K)