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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
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
BNDVanguard Bd Index Fds
Recent Activity
Decreased -1.7%
1.28%
$35.442M
492,861 shares@ $71.92 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.91%
1.09%
$30.132M↑ Call
66,476 shares@ $453.28 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
IWBIshares Tr
Recent Activity
Increased 1.57%
0.81%
$22.206M
68,926 shares@ $322.17 avg price
CRBNIshares Tr
Recent Activity
Increased 5.87%
0.74%
$20.462M
105,698 shares@ $193.59 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.38%
0.72%
$19.733M
46,814 shares@ $421.52 avg price