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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
IVVIshares Tr
Recent Activity
Increased 21.73%
11.39%
$315.377M
535,736 shares@ $588.68 avg price
IUSVIshares Tr
Recent Activity
Increased 13.81%
10.92%
$302.405M
3.266M shares@ $92.6 avg price
ACWVIshares Inc
Recent Activity
Increased 0.55%
9.57%
$264.978M
2.427M shares@ $109.2 avg price
VBRVanguard Index Fds
Recent Activity
Increased 42.14%
8.76%
$242.598M
1.224M shares@ $198.18 avg price
EFVIshares Tr
Recent Activity
Increased 0.83%
2.25%
$62.229M
1.186M shares@ $52.48 avg price
IEMGIshares Inc
Recent Activity
Increased 1.84%
1.89%
$52.267M
1.001M shares@ $52.23 avg price
IEFAIshares Tr
Recent Activity
Increased 7.69%
1.52%
$41.91M
596,334 shares@ $70.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.69%
1.29%
$35.674M
60,869 shares@ $586.08 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.91%
1.09%
$30.132M↑ Call
66,476 shares@ $453.28 avg price
IWBIshares Tr
Recent Activity
Increased 1.57%
0.81%
$22.206M
68,926 shares@ $322.17 avg price