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Shanda Gentry

@Aspiriant, Llc

Latest period2024 - Q4ReportedManaged Assets$2.77BTotal holdings287
Assets growth rate5.11%Assets growth rate (2-Q avg)6.26%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspiriant, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 287 positions.

Assets under management

The assets under management (AUM) of Aspiriant, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.77B in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 6.26%. The portfolio is managed by Shanda Gentry, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.45%
9.36%
$259.19M
5.17M shares@ $50.14 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.79%
6.73%
$186.318M
951,430 shares@ $195.83 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.04%
2.95%
$81.683M
151,599 shares@ $538.81 avg price
AAPLApple Inc
Recent Activity
Decreased -1.44%
2.72%
$75.162M
300,142 shares@ $250.43 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -1.7%
1.28%
$35.442M
492,861 shares@ $71.92 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.34%
1.03%
$28.476M
695,892 shares@ $40.92 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.49%
0.96%
$26.399M
91,088 shares@ $289.82 avg price
AORIshares Tr
Recent Activity
Decreased -3.95%
0.89%
$24.469M
426,881 shares@ $57.32 avg price
FNDESchwab Strategic Tr
Recent Activity
Decreased -6.05%
0.7%
$19.343M
665,865 shares@ $29.06 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.81%
0.67%
$18.479M
321,872 shares@ $57.42 avg price