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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
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
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 6.53%
0.68%
$18.691M
416,563 shares@ $44.87 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.4%
0.56%
$15.233M
80,473 shares@ $189.3 avg price
IWNIshares Tr
Recent Activity
Increased 1.86%
0.51%
$14.093M
85,846 shares@ $164.17 avg price
VBVanguard Index Fds
Recent Activity
Increased 20.41%
0.5%
$13.815M
57,498 shares@ $240.28 avg price
AGGIshares Tr
Recent Activity
Increased 13.71%
0.45%
$12.212M
126,032 shares@ $96.9 avg price
IWMIshares Tr
Recent Activity
Increased 0.15%
0.38%
$10.35M
46,842 shares@ $220.96 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.01%
0.36%
$9.756M
282,036 shares@ $34.59 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.77%
0.35%
$9.633M
173,061 shares@ $55.67 avg price