Shanda Gentry

@Aspiriant, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$2.77B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWDIshares Tr Recent Activity Decreased -2.65%	0.23%	$6.258M 33,800 shares@ $185.14 avg price	Decreased -2.65%
SCHXSchwab Strategic Tr Recent Activity Increased 197.59%	0.22%	$5.909M 254,914 shares@ $23.19 avg price	Increased 197.59%
VOTETcw Etf Trust Recent Activity Increased 39.09%	0.21%	$5.787M 84,135 shares@ $68.79 avg price	Increased 39.09%
QAINew York Life Investments Et Recent Activity Decreased -5.89%	0.21%	$5.75M 183,058 shares@ $31.42 avg price	Decreased -5.89%
PGProcter And Gamble Co Recent Activity Increased 8.22%	0.21%	$5.545M 33,076 shares@ $167.66 avg price	Increased 8.22%
VUGVanguard Index Fds Recent Activity Decreased -8.58%	0.2%	$5.378M 13,104 shares@ $410.45 avg price	Decreased -8.58%
BILLBill Holdings Inc Recent Activity Decreased -4.04%	0.19%	$5.048M 59,594 shares@ $84.71 avg price	Decreased -4.04%
VWOVanguard Intl Equity Index F Recent Activity Increased 7.55%	0.18%	$4.863M 110,423 shares@ $44.05 avg price	Increased 7.55%
CINFCincinnati Finl Corp Recent Activity	0.18%	$4.773M 33,214 shares@ $143.7 avg price
IYYIshares Tr Recent Activity	0.16%	$4.256M 29,744 shares@ $143.1 avg price