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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
VUGVanguard Index Fds
Recent Activity
Decreased -8.58%
0.2%
$5.378M
13,104 shares@ $410.45 avg price
BILLBill Holdings Inc
Recent Activity
Decreased -4.04%
0.19%
$5.048M
59,594 shares@ $84.71 avg price
IJHIshares Tr
Recent Activity
Decreased -1.6%
0.15%
$4.029M
64,652 shares@ $62.32 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.66%
0.14%
$3.732M
21,296 shares@ $175.23 avg price
MNANew York Life Investments Et
Recent Activity
Decreased -9.52%
0.13%
$3.511M
106,537 shares@ $32.96 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -4.04%
0.13%
$3.41M
38,281 shares@ $89.09 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.14%
0.12%
$3.293M
19,761 shares@ $166.65 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased -2.27%
0.12%
$3.266M
40,191 shares@ $81.26 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.66%
0.12%
$3.234M
22,360 shares@ $144.62 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -2.29%
0.12%
$3.218M
41,366 shares@ $77.8 avg price