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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
VOTETcw Etf Trust
Recent Activity
Increased 39.09%
0.21%
$5.787M
84,135 shares@ $68.79 avg price
PGProcter And Gamble Co
Recent Activity
Increased 8.22%
0.21%
$5.545M
33,076 shares@ $167.66 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 7.55%
0.18%
$4.863M
110,423 shares@ $44.05 avg price
EFAIshares Tr
Recent Activity
Increased 15.39%
0.15%
$4.147M
54,843 shares@ $75.62 avg price
IWFIshares Tr
Recent Activity
Increased 1.45%
0.15%
$3.969M
9,883 shares@ $401.58 avg price
RYRoyal Bk Cda
Recent Activity
Increased 0.16%
0.14%
$3.706M
30,756 shares@ $120.51 avg price
SDGIshares Tr
Recent Activity
Increased 89.55%
0.13%
$3.492M
48,797 shares@ $71.56 avg price
IWRIshares Tr
Recent Activity
Increased 8.46%
0.13%
$3.488M
39,454 shares@ $88.4 avg price
SCZIshares Tr
Recent Activity
Increased 0.13%
0.13%
$3.479M
57,260 shares@ $60.76 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.92%
0.12%
$3.153M
23,476 shares@ $134.29 avg price