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Shanda Gentry

Aspiriant, Llc

Assets Managed
$4.051B
Holdings
400
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.38%(2Q avg: 8.13%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspiriant, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 400 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 4.051B in assets, with a quarterly growth rate of 15.38% and a 2-quarter average growth rate of 8.13%. The portfolio is managed by Shanda Gentry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 30.03%
15.92%
$644.544M
860,648 shares@ $748.91 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.35%
10.48%
$424.153M
1.746M shares@ $243.0 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 0.07%
10.03%
$405.962M
3.686M shares@ $110.16 avg price
ACWV
Ishares Msci Global Min Vol
Recent Activity
Decreased -0.23%
7.23%
$292.499M
2.433M shares@ $120.24 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.01%
5.58%
$225.994M
955,047 shares@ $236.64 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 0.92%
5.34%
$216.119M
4.273M shares@ $50.59 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.03%
3.08%
$124.467M
181,177 shares@ $687.0 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 2.43%
2.41%
$97.612M
1.011M shares@ $96.59 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.36%
2.19%
$88.506M
1.068M shares@ $82.85 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -0.79%
2.01%
$81.226M
1.061M shares@ $76.56 avg price

1-10 of 400