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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
XLFSelect Sector Spdr Tr
Recent Activity
0.49%
$13.486M
279,046 shares@ $48.33 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
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
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