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
BCALCalifornia Bancorp Recent Activity New Position	0.01%	$230,104 13,912 shares@ $16.54 avg price	New Position
FTNTFortinet Inc Recent Activity New Position	0.01%	$227,319 2,406 shares@ $94.49 avg price	New Position
SUBIshares Tr Recent Activity New Position	0.01%	$226,571 2,148 shares@ $105.48 avg price	New Position
ORLYOreilly Automotive Inc Recent Activity New Position	0.01%	$219,373 185 shares@ $1185.8 avg price	New Position
EQHEquitable Hldgs Inc Recent Activity New Position	0.01%	$214,482 4,547 shares@ $47.18 avg price	New Position
VONGVanguard Scottsdale Fds Recent Activity New Position	0.01%	$206,683 2,001 shares@ $103.29 avg price	New Position
VOOGVanguard Admiral Fds Inc Recent Activity New Position	0.01%	$201,333 550 shares@ $366.06 avg price	New Position
SPESpecial Opportunities Fd Inc Recent Activity New Position	0.01%	$193,789 13,246 shares@ $14.64 avg price	New Position
HNRGHallador Energy Company Recent Activity New Position	0.01%	$178,735 15,610 shares@ $11.46 avg price	New Position