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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
DEMWisdomtree Tr
Recent Activity
Decreased -3.1%
0.67%
$18.293M
451,802 shares@ $40.49 avg price
MUBIshares Tr
Recent Activity
Decreased -11.28%
0.65%
$17.754M
166,621 shares@ $106.56 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.31%
0.55%
$15.061M
88,963 shares@ $169.3 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.16%
0.49%
$13.323M
21,427 shares@ $621.8 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -0.95%
0.45%
$12.402M
108,330 shares@ $114.49 avg price
EFAVIshares Tr
Recent Activity
Decreased -2.64%
0.33%
$9.045M
127,921 shares@ $70.72 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -0.41%
0.27%
$7.403M
113,748 shares@ $65.09 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.94%
0.24%
$6.638M
11,337 shares@ $585.5 avg price
IWDIshares Tr
Recent Activity
Decreased -2.65%
0.23%
$6.258M
33,800 shares@ $185.14 avg price
QAINew York Life Investments Et
Recent Activity
Decreased -5.89%
0.21%
$5.75M
183,058 shares@ $31.42 avg price