Shanda Gentry

@Aspiriant, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$2.77B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SUSAIshares Tr Recent Activity New Position	0.04%	$835,080 6,868 shares@ $121.59 avg price	New Position
ONEVSpdr Ser Tr Recent Activity New Position	0.02%	$409,032 3,260 shares@ $125.47 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.02%	$404,918 395 shares@ $1025.11 avg price	New Position
INTUIntuit Recent Activity New Position	0.02%	$389,231 619 shares@ $628.81 avg price	New Position
VGITVanguard Scottsdale Fds Recent Activity New Position	0.02%	$381,176 6,572 shares@ $58.0 avg price	New Position
SLYGSpdr Ser Tr Recent Activity New Position	0.02%	$337,548 3,736 shares@ $90.36 avg price	New Position
ASMLAsml Holding N V Recent Activity New Position	0.01%	$260,599 376 shares@ $693.09 avg price	New Position
VTECVanguard Calif Tax Free Fds Recent Activity New Position	0.01%	$245,864 2,470 shares@ $99.55 avg price	New Position
CBChubb Limited Recent Activity New Position	0.01%	$235,685 853 shares@ $276.31 avg price	New Position
MCKMckesson Corp Recent Activity New Position	0.01%	$234,803 412 shares@ $569.92 avg price	New Position