Sign In
test

Shanda Gentry

Aspiriant, Llc

Assets Managed
$3.511B
Holdings
338
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
0.88%(2Q avg: 3.66%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspiriant, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 338 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.511B in assets, with a quarterly growth rate of 0.88% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Shanda Gentry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.42%
12.32%
$432.364M
661,906 shares@ $653.22 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 7.34%
10.77%
$377.913M
1.74M shares@ $217.26 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 2.82%
10.73%
$376.592M
3.683M shares@ $102.26 avg price
ACWV
Ishares Msci Global Min Vol
Recent Activity
Increased 1.35%
8.31%
$291.417M
2.438M shares@ $119.52 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Decreased -1.62%
6.02%
$211.232M
4.234M shares@ $49.9 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.12%
5.86%
$205.415M
955,149 shares@ $215.07 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.54%
3.09%
$108.234M
181,129 shares@ $597.56 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.78%
2.55%
$89.331M
986,758 shares@ $90.54 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -1.95%
2.27%
$79.521M
1.07M shares@ $74.36 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.85%
2.14%
$74.797M
1.072M shares@ $69.76 avg price

1-10 of 338