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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
VVVanguard Index Fds
Recent Activity
Increased 0.11%
0.11%
$2.919M
10,823 shares@ $269.7 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.82%
0.1%
$2.745M
18,053 shares@ $152.06 avg price
AVGOBroadcom Inc
Recent Activity
Increased 6.22%
0.1%
$2.661M
11,477 shares@ $231.84 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.04%
0.1%
$2.594M
24,114 shares@ $107.58 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.96%
0.1%
$2.574M
5,034 shares@ $511.24 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 0.6%
0.1%
$2.551M
2,013 shares@ $1267.28 avg price
HDHome Depot Inc
Recent Activity
Increased 1.53%
0.09%
$2.376M
6,109 shares@ $389.0 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -2.63%
0.09%
$2.331M
15,174 shares@ $153.62 avg price
CVXChevron Corp New
Recent Activity
Decreased -4.69%
0.09%
$2.276M
15,713 shares@ $144.84 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.36%
0.09%
$2.275M
4,498 shares@ $505.83 avg price