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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
HOODRobinhood Mkts Inc
Recent Activity
Exited
0%
$985,326
42,072 shares@ $23.42 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$476,899
4,152 shares@ $114.87 avg price
COURCoursera Inc
Recent Activity
Exited
0%
$333,385
41,988 shares@ $7.95 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$278,790
10,469 shares@ $26.64 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$255,840
492 shares@ $520.0 avg price
ESTCElastic N V
Recent Activity
Exited
0%
$244,558
3,186 shares@ $76.77 avg price
BEPBrookfield Renewable Partner
Recent Activity
Exited
0%
$241,334
8,564 shares@ $28.19 avg price
DEODiageo Plc
Recent Activity
Exited
0%
$235,211
1,676 shares@ $140.35 avg price
RWXSpdr Index Shs Fds
Recent Activity
Exited
0%
$235,061
8,526 shares@ $27.57 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Exited
0%
$227,129
2,546 shares@ $89.22 avg price