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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
NETZTcw Etf Trust
Recent Activity
Increased 380.76%
0.35%
$9.542M
131,487 shares@ $72.57 avg price
IWVIshares Tr
Recent Activity
Increased 8.34%
0.35%
$9.436M
28,229 shares@ $334.26 avg price
USMVIshares Tr
Recent Activity
Increased 0.34%
0.34%
$9.294M
104,673 shares@ $88.79 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.47%
0.31%
$8.421M
44,219 shares@ $190.45 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 0.62%
0.28%
$7.54M
212,506 shares@ $35.48 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 11.06%
0.27%
$7.346M
221,211 shares@ $33.22 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.61%
0.26%
$7.123M
148,964 shares@ $47.83 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.73%
0.26%
$6.927M
31,572 shares@ $219.4 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 8.09%
0.24%
$6.533M
27,255 shares@ $239.72 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 197.59%
0.22%
$5.909M
254,914 shares@ $23.19 avg price