← Every investor
Aspiriant, LLC Portfolio
$4.1B across 422 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.7%
-4.7% a year vs the S&P 500
3 years
+13.2%
-8.1% a year vs the S&P 500
5 years
+5.9%
-6.2% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $678.8M | 16.6% | 886,379 |
| IUSViShares Core S&P U.S. Value ETF | $416M | 10.2% | 3,771,780 |
| VBRVanguard Small-Cap Value ETF | $402.3M | 9.9% | 1,741,209 |
| ACWViShares MSCI Global Min Vol Factor ETF | $300.3M | 7.4% | 2,447,074 |
| VIGVanguard Div Appreciation ETF | $225.2M | 5.5% | 965,249 |
| VTEBVanguard Tax-Exempt Bond ETF | $208.5M | 5.1% | 4,402,750 |
| VOOVanguard S&P 500 ETF | $128.7M | 3.2% | 183,591 |
| IEFAiShares Core MSCI EAFE ETF | $106.3M | 2.6% | 1,097,070 |
| AAPLApple Inc | $92M | 2.3% | 276,376 |
| IEMGiShares Core MSCI Emerging Markets ETF | $87.6M | 2.1% | 1,078,748 |
| EFViShares MSCI EAFE Value ETF | $82.7M | 2.0% | 1,045,588 |
| IWBiShares Russell 1000 ETF | $50.5M | 1.2% | 121,257 |
| SPYState Street SPDR S&P 500 ETF Trust | $44M | 1.1% | 57,708 |
| BNDVanguard Total Bond Market ETF | $40.6M | 1.0% | 578,986 |
| VTIVanguard Total Stock Market ETF | $39.6M | 1.0% | 105,797 |
| DIMENSIONAL ETF TRUST | $39M | 1.0% | 709,563 |
| FBNDFidelity Total Bond ETF | $37.5M | 0.9% | 866,720 |
| BRK.BBerkshire Hathaway Inc | $35.9M | 0.9% | 72,193 |
| AORiShares Core 60/40 Balanced Allocation ETF | $35.8M | 0.9% | 521,896 |
| ISHARES TR | $32.6M | 0.8% | 127,294 |
| VANGUARD ADMIRAL FDS INC | $30.4M | 0.7% | 276,726 |
| MUBiShares National Muni Bond ETF | $29.7M | 0.7% | 294,198 |
| AGGiShares Core U.S. Aggregate Bond ETF | $29.1M | 0.7% | 308,322 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $26.9M | 0.7% | 727,702 |
| VEUVanguard FTSE All World Ex US ETF | $26.8M | 0.7% | 322,561 |
| VBVanguard Small-Cap ETF | $26.7M | 0.7% | 93,799 |
| GOOGLAlphabet Inc | $25.1M | 0.6% | 72,854 |
| MSFTMicrosoft Corp | $23.1M | 0.6% | 45,100 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $22.4M | 0.5% | 535,076 |
| DIMENSIONAL ETF TRUST | $20.4M | 0.5% | 443,046 |
| VTVVanguard Value ETF | $20.1M | 0.5% | 93,073 |
| WISDOMTREE TR | $19.5M | 0.5% | 353,031 |
| VEAVanguard FTSE Developed Markets ETF | $18.3M | 0.4% | 259,029 |
| TCW ETF TRUST | $17.7M | 0.4% | 167,840 |
| VOTETCW Transform 500 ETF | $17.4M | 0.4% | 192,986 |
| IWNiShares Russell 2000 Value ETF | $16M | 0.4% | 76,365 |
| IWMiShares Russell 2000 Index Fund | $15.7M | 0.4% | 56,651 |
| XLFState Street Financial Select Sector SPDR ETF | $15M | 0.4% | 280,372 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $14.7M | 0.4% | 94,651 |
| FNDFSchwab Fundamental International Equity ETF | $14.5M | 0.4% | 270,540 |
| VGTVanguard Information Tech ETF | $12.9M | 0.3% | 102,679 |
| GOOGAlphabet Inc | $12.3M | 0.3% | 36,157 |
| IDEViShares Core MSCI International Developed Markets ETF | $12.3M | 0.3% | 137,499 |
| EFAiShares MSCI EAFE ETF | $11.4M | 0.3% | 109,838 |
| DFIVDimensional International Value ETF | $11M | 0.3% | 197,001 |
| WISDOMTREE TR | $10.6M | 0.3% | 108,829 |
| VWOVanguard FTSE Emerging Markets ETF | $10.4M | 0.3% | 175,811 |
| IJHiShares Core S&P Mid-Cap ETF | $9.2M | 0.2% | 128,383 |
| IJRiShares Core S&P Small-Cap ETF | $9.2M | 0.2% | 67,348 |
| IWDiShares Russell 1000 Value ETF | $9.2M | 0.2% | 36,923 |
| NVDANVIDIA Corp | $9.1M | 0.2% | 39,802 |
| JPMJPMorgan Chase & Co | $8.5M | 0.2% | 25,804 |
| ISHARES TR | $8.5M | 0.2% | 19,691 |
| VONVVanguard Russell 1000 Value ETF | $8M | 0.2% | 73,485 |
| DSIiShares ESG MSCI KLD 400 ETF | $8M | 0.2% | 54,558 |
| NYLIM ETF TR | $7.6M | 0.2% | 211,530 |
| METAMeta Platforms Inc | $7.5M | 0.2% | 10,288 |
| AMZNAmazon.com Inc | $7.1M | 0.2% | 28,365 |
| SCHXSchwab U.S. Large-Cap ETF | $7M | 0.2% | 233,363 |
| NYLIM ETF TR | $6.9M | 0.2% | 187,849 |
| QQQInvesco QQQ Trust, Series 1 | $6.8M | 0.2% | 9,224 |
| VVVanguard Large-Cap ETF | $6.7M | 0.2% | 18,917 |
| USMViShares MSCI USA Min Vol Factor ETF | $6.6M | 0.2% | 68,157 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $6.1M | 0.1% | 36,833 |
| SUSAiShares MSCI USA ESG Select ETF | $5.9M | 0.1% | 38,124 |
| RYRoyal Bank of Canada | $5.8M | 0.1% | 29,333 |
| VUGVanguard Growth ETF | $5.6M | 0.1% | 62,699 |
| IYYISHARES TR | $5.5M | 0.1% | 29,744 |
| IUSGiShares Core S&P U.S. Growth ETF | $5.5M | 0.1% | 28,293 |
| JNJJohnson & Johnson | $5.4M | 0.1% | 20,259 |
| PGProcter & Gamble Co | $5.2M | 0.1% | 35,898 |
| VANGUARD BD INDEX FDS | $5.2M | 0.1% | 104,292 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $5.1M | 0.1% | 56,399 |
| XOMExxonmobil Holdings Corp | $4.8M | 0.1% | 29,765 |
| QCOMQualcomm Inc | $4.7M | 0.1% | 25,525 |
| VANGUARD MUN BD FDS | $4.5M | 0.1% | 47,181 |
| RSPInvesco S&P 500 Equal Weight ETF | $4.3M | 0.1% | 20,596 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $4.2M | 0.1% | 180,108 |
| CINFCincinnati Financial Corp | $4.2M | 0.1% | 26,292 |
| IM GLOBAL PARTNER FUNDS | $4.1M | 0.1% | 126,749 |
| IWRiShares Russell Mid-Cap ETF | $3.9M | 0.1% | 36,543 |
| SCZiShares MSCI EAFE Small-Cap ETF | $3.7M | 0.1% | 44,296 |
| DGROiShares Core Dividend Growth ETF | $3.7M | 0.1% | 49,356 |
| IWFiShares Russell 1000 Growth ETF | $3.5M | 0.1% | 27,670 |
| VNQVanguard Real Estate ETF | $3.4M | 0.1% | 37,560 |
| SHYiShares 1-3 Year Treasury Bond ETF | $3.2M | 0.1% | 39,257 |
| ORCLOracle Corp | $2.9M | 0.1% | 21,440 |
| TJXTJX Companies Inc | $2.9M | 0.1% | 21,912 |
| AVGOBroadcom Inc | $2.8M | 0.1% | 8,007 |
| CRMSalesforce Inc | $2.8M | 0.1% | 12,050 |
| MPCMarathon Petroleum Corp | $2.7M | 0.1% | 6,906 |
| ISHARES TR | $2.7M | 0.1% | 55,535 |
| ACWIiShares MSCI ACWI ETF | $2.7M | 0.1% | 16,773 |
| EEMiShares MSCI Emerging Index Fund | $2.6M | 0.1% | 38,953 |
| CATCaterpillar Inc | $2.6M | 0.1% | 3,181 |
| CVXChevron Corp | $2.6M | 0.1% | 12,540 |
| ISHARES TR | $2.6M | 0.1% | 47,237 |
| VXUSVanguard Total International Stock ETF | $2.5M | 0.1% | 29,146 |
| RTXRTX Corp | $2.4M | 0.1% | 13,056 |
| VOVanguard Mid-Cap ETF | $2.4M | 0.1% | 30,174 |
| PEPPepsiCo Inc | $2.3M | 0.1% | 18,491 |
| BACBank of America Corp | $2.3M | 0.1% | 42,600 |
| SCHWCharles Schwab Corp | $2.3M | 0.1% | 23,634 |
| CSCOCisco Systems Inc | $2.3M | 0.1% | 21,438 |
| VVisa Inc | $2.3M | 0.1% | 6,277 |
| LLYEli Lilly and Co | $2.2M | 0.1% | 1,943 |
| SDYState Street SPDR S&P Dividend ETF | $2.2M | 0.1% | 15,106 |
| BILLBILL Holdings Inc | $2.2M | 0.1% | 51,841 |
| AMGNAmgen Inc | $2.2M | 0.1% | 5,217 |
| TDGTransDigm Group Inc | $2.2M | 0.1% | 2,000 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $2.1M | 0.1% | 40,817 |
| COSTCostco Wholesale Corp | $2.1M | 0.1% | 2,319 |
| SCHBSchwab U.S. Broad Market ETF | $2.1M | 0.1% | 71,710 |
| ABBVAbbVie Inc | $2.1M | 0.1% | 8,016 |
| TSLATesla Inc | $2.1M | 0.1% | 5,863 |
| VYMVanguard High Dividend Yield ETF | $2M | 0.0% | 13,145 |
| MDYSPDR MidCap Trust Series I | $2M | 0.0% | 3,036 |
| MRKMerck & Co Inc | $2M | 0.0% | 13,635 |
| EAGLEagle Capital Select Equity ETF | $2M | 0.0% | 58,062 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $2M | 0.0% | 43,218 |
| SHViShares 0-1 Year Treasury Bond ETF | $1.9M | 0.0% | 17,429 |
| DFAIDimensional International Core Equity Market ETF | $1.9M | 0.0% | 46,041 |
| INTCIntel Corp | $1.9M | 0.0% | 15,474 |
| UNPUnion Pacific Corp | $1.8M | 0.0% | 6,752 |
| ABTAbbott Laboratories | $1.8M | 0.0% | 18,416 |
| MAMastercard Inc | $1.8M | 0.0% | 3,245 |
| VNQIVanguard Global ex-U.S. Real Estate ETF | $1.7M | 0.0% | 40,517 |
| ADBEAdobe Inc | $1.7M | 0.0% | 7,010 |
| VTWOVanguard Russell 2000 ETF | $1.6M | 0.0% | 14,581 |
| XLKState Street Technology Select Sector SPDR ETF | $1.6M | 0.0% | 8,359 |
| SCHVSchwab U.S. Large-Cap Value ETF | $1.6M | 0.0% | 48,121 |
| WFCWells Fargo & Co | $1.6M | 0.0% | 19,845 |
| GDGeneral Dynamics Corp | $1.6M | 0.0% | 4,776 |
| VBKVanguard Small-Cap Growth ETF | $1.6M | 0.0% | 4,635 |
| SCHDSchwab US Dividend Equity ETF | $1.6M | 0.0% | 47,988 |
| MUMicron Technology Inc | $1.6M | 0.0% | 1,464 |
| IBMInternational Business Machines Corp | $1.5M | 0.0% | 6,930 |
| DIMENSIONAL ETF TRUST | $1.5M | 0.0% | 45,230 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.0% | 2 |
| DISWalt Disney Co | $1.5M | 0.0% | 14,092 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $1.5M | 0.0% | 49,389 |
| SDGiShares MSCI Global Sustainable Development Goals ETF | $1.4M | 0.0% | 15,944 |
| NOCNorthrop Grumman Corp | $1.4M | 0.0% | 2,837 |
| AOAiShares Core Aggressive Allocation Fund | $1.3M | 0.0% | 13,787 |
| VONGVanguard Russell 1000 Growth ETF | $1.3M | 0.0% | 10,299 |
| SCHFSchwab International Equity ETF | $1.3M | 0.0% | 48,251 |
| VGSHVanguard Short-Term Treasury ETF | $1.3M | 0.0% | 22,809 |
| SOXXiShares Semiconductor ETF | $1.3M | 0.0% | 2,254 |
| IWPiShares Russell Midcap Growth ETF | $1.3M | 0.0% | 9,108 |
| GEGeneral Electric Co | $1.3M | 0.0% | 4,008 |
| VICTORY PORTFOLIOS II | $1.3M | 0.0% | 28,000 |
| EEMViShares MSCI Emerging Markets Min Vol Factor ETF | $1.2M | 0.0% | 16,741 |
| MCKMcKesson Corp | $1.2M | 0.0% | 1,402 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $1.2M | 0.0% | 32,792 |
| PANWPalo Alto Networks Inc | $1.2M | 0.0% | 2,936 |
| BMYBristol-Myers Squibb Co | $1.1M | 0.0% | 18,399 |
| ESGUiShares ESG Aware MSCI USA ETF | $1.1M | 0.0% | 6,752 |
| VTVanguard Total World Stock Index ETF | $1.1M | 0.0% | 7,109 |
| DHRDanaher Corp | $1.1M | 0.0% | 5,043 |
| NFLXNetflix Inc | $1.1M | 0.0% | 15,940 |
| GLDSPDR Gold Shares | $1.1M | 0.0% | 2,873 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $1.1M | 0.0% | 10,691 |
| USBUS Bancorp | $1.1M | 0.0% | 18,433 |
| GEVGE Vernova Inc | $1.1M | 0.0% | 1,118 |
| WMTWalmart Inc | $1.1M | 0.0% | 10,108 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1M | 0.0% | 13,274 |
| IVEiShares S&P 500 Value ETF | $1M | 0.0% | 4,489 |
| KOCoca-Cola Co | $1M | 0.0% | 11,893 |
| LRCXLam Research Corp | $1M | 0.0% | 3,098 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1M | 0.0% | 11,000 |
| TMOThermo Fisher Scientific Inc | $1M | 0.0% | 1,486 |
| SPCXSpace Exploration Technologies Corp | $994.2K | 0.0% | 6,590 |
| DFA INVT DIMENSIONS GROUP IN | $993.8K | 0.0% | 23,712 |
| PFEPfizer Inc | $983.4K | 0.0% | 34,481 |
| SPDR INDEX SHS FDS | $965.6K | 0.0% | 12,022 |
| HDViShares Core High Dividend ETF | $963.2K | 0.0% | 34,449 |
| DVYISHARES TR | $952.5K | 0.0% | 6,263 |
| HDHome Depot Inc | $940.2K | 0.0% | 3,305 |
| MMM3M Co | $937.2K | 0.0% | 5,709 |
| QUALiShares MSCI USA Quality Factor ETF | $936.9K | 0.0% | 4,215 |
| BLKBlackRock Inc | $929.2K | 0.0% | 878 |
| PNCPNC Financial Services Group Inc | $925K | 0.0% | 4,162 |
| BSVVanguard Short-Term Bond ETF | $918.3K | 0.0% | 12,019 |
| TEMTempus AI Inc | $917.3K | 0.0% | 11,200 |
| IJTiShares S&P SmallCap 600 Growth ETF | $876.7K | 0.0% | 5,468 |
| VXFVanguard Extended Market ETF | $862.1K | 0.0% | 3,722 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $849K | 0.0% | 8,239 |
| CHUBB LIMITED | $845.7K | 0.0% | 2,600 |
| KMIKinder Morgan Inc | $839.3K | 0.0% | 27,838 |
| AXPAmerican Express Co | $837.5K | 0.0% | 2,754 |
| ASML HLDG NV | $835.2K | 0.0% | 461 |
| DEDeere & Co | $823.3K | 0.0% | 1,226 |
| UNHUnitedHealth Group Inc | $818.9K | 0.0% | 2,230 |
| BBHVanEck Biotech ETF | $818.6K | 0.0% | 3,347 |
| COFCapital One Financial Corp | $814.6K | 0.0% | 4,218 |
| SLGNSilgan Holdings Inc | $809.2K | 0.0% | 23,285 |
| PALVELLA THERAPEUTICS INC NE | $807.2K | 0.0% | 5,852 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $795.6K | 0.0% | 22,143 |
| TE CONNECTIVITY PLC | $794.3K | 0.0% | 3,763 |
| HPEHewlett Packard Enterprise Co | $776K | 0.0% | 12,146 |
| MGKVanguard Mega Cap Growth ETF | $771.1K | 0.0% | 8,323 |
| INVESCO EXCH TRADED FD TR II | $767.5K | 0.0% | 13,430 |
| PMPhilip Morris International Inc | $753.9K | 0.0% | 3,951 |
| CPCanadian Pacific Kansas City Ltd | $753.7K | 0.0% | 8,857 |
| RHYTHM PHARMACEUTICALS INC | $751.1K | 0.0% | 7,888 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $750.9K | 0.0% | 13,880 |
| PAYXPaychex Inc | $734.2K | 0.0% | 7,454 |
| LMTLockheed Martin Corp | $731.8K | 0.0% | 1,437 |
| MSMorgan Stanley | $728K | 0.0% | 3,870 |
| SPGSimon Property Group Inc | $725.3K | 0.0% | 3,613 |
| SPLVInvesco S&P 500 Low Volatility ETF | $722.3K | 0.0% | 10,244 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $706.9K | 0.0% | 9,155 |
| IWOiShares Russell 2000 Growth Fund | $682K | 0.0% | 1,911 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $681.5K | 0.0% | 7,592 |
| AAgilent Technologies Inc | $652.4K | 0.0% | 3,786 |
| SCHASchwab U.S. Small-Cap ETF | $625.8K | 0.0% | 19,177 |
| SEAGATE TECHNOLOGY HLDNGS PL | $624.4K | 0.0% | 677 |
| LAIRD SUPERFOOD INC | $612.3K | 0.0% | 175,958 |
| BBH TR | $609.5K | 0.0% | 35,333 |
| GSGoldman Sachs Group Inc | $608.6K | 0.0% | 676 |
| IUSBiShares Core Total USD Bond Market ETF | $608.6K | 0.0% | 13,803 |
| ISHARES INC | $600.4K | 0.0% | 2,911 |
| FIXComfort Systems USA Inc | $598.8K | 0.0% | 362 |
| VANGUARD INSTL INDEX FD | $597.2K | 0.0% | 7,898 |
| LINDE PLC | $581.9K | 0.0% | 1,226 |
| IDViShares International Select Dividend ETF | $580.3K | 0.0% | 13,755 |
| EQIXEquinix Inc | $567.5K | 0.0% | 561 |
| PLTRPalantir Technologies Inc | $566.4K | 0.0% | 3,028 |
| EATON CORP PLC | $562.5K | 0.0% | 1,309 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $560.9K | 0.0% | 11,170 |
| JOHNSON CONTROLS INTERNATION | $560.4K | 0.0% | 3,770 |
| ABNBAirbnb Inc | $557K | 0.0% | 3,467 |
| AVUSAvantis U.S. Equity ETF | $555.8K | 0.0% | 4,339 |
| KEYSKeysight Technologies Inc | $546.4K | 0.0% | 1,501 |
| VLOValero Energy Corp | $546.1K | 0.0% | 1,409 |
| OXYOccidental Petroleum Corp | $526.3K | 0.0% | 9,513 |
| UBERUber Technologies Inc | $526K | 0.0% | 7,677 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $525K | 0.0% | 3,812 |
| CNCCentene Corp | $524.9K | 0.0% | 8,450 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $521.5K | 0.0% | 9,204 |
| ESGEiShares ESG Aware MSCI EM ETF | $513.2K | 0.0% | 9,476 |
| EFGiShares MSCI EAFE Growth ETF | $512.6K | 0.0% | 4,277 |
| PHParker-Hannifin Corp | $511.3K | 0.0% | 535 |
| TDToronto-Dominion Bank | $510.4K | 0.0% | 4,343 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $508.7K | 0.0% | 5,159 |
| VAWVanguard Materials ETF | $507K | 0.0% | 2,324 |
| COPConocoPhillips | $503.1K | 0.0% | 4,020 |
| TIPiShares TIPS Bond ETF | $496.9K | 0.0% | 4,775 |
| SCHWAB STRATEGIC TR | $492.5K | 0.0% | 14,477 |
| FTNTFortinet Inc | $477.5K | 0.0% | 2,671 |
| TXNTexas Instruments Inc | $477.3K | 0.0% | 1,704 |
| AMDAdvanced Micro Devices Inc | $476.6K | 0.0% | 779 |
| SBUXStarbucks Corp | $476.5K | 0.0% | 5,071 |
| SCHPSCHWAB STRATEGIC TR | $474.5K | 0.0% | 18,880 |
| BABoeing Co | $471.1K | 0.0% | 2,532 |
| AVEMAvantis Emerging Markets Equity ETF | $466.8K | 0.0% | 4,965 |
| HPQHP Inc | $464.7K | 0.0% | 14,856 |
| CCitigroup Inc | $459.8K | 0.0% | 3,551 |
| NRGNRG Energy Inc | $457K | 0.0% | 4,778 |
| ECLEcolab Inc | $456.6K | 0.0% | 1,663 |
| MCDMcDonald's Corp | $452.4K | 0.0% | 1,958 |
| VZVerizon Communications Inc | $449.6K | 0.0% | 9,802 |
| NVSNovartis AG | $438.7K | 0.0% | 3,077 |
| J P MORGAN EXCHANGE TRADED F | $417.7K | 0.0% | 8,864 |
| SPGIS&P Global Inc | $411.4K | 0.0% | 1,043 |
| AVDEAvantis International Equity ETF | $409.8K | 0.0% | 4,548 |
| NUSHARES ETF TR | $409.8K | 0.0% | 9,622 |
| TECHNIPFMC PLC | $407.8K | 0.0% | 6,004 |
| SPDR INDEX SHS FDS | $403.7K | 0.0% | 8,858 |
| STRLSterling Infrastructure Inc | $403.3K | 0.0% | 820 |
| VANGUARD MUN BD FDS | $398.6K | 0.0% | 5,570 |
| REGNRegeneron Pharmaceuticals Inc | $397.3K | 0.0% | 524 |
| HONHoneywell International Inc | $396.6K | 0.0% | 1,880 |
| MOAltria Group Inc | $395.6K | 0.0% | 5,874 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $385.5K | 0.0% | 758 |
| CARRCarrier Global Corp | $382.4K | 0.0% | 6,971 |
| BXBlackstone Inc | $375.3K | 0.0% | 3,348 |
| NEENextera Energy Inc | $373.8K | 0.0% | 4,935 |
| WMWaste Management Inc | $373K | 0.0% | 1,829 |
| SNOWSnowflake Inc | $371.1K | 0.0% | 1,093 |
| CMICummins Inc | $366.2K | 0.0% | 709 |
| AMPAmeriprise Financial Inc | $365.8K | 0.0% | 743 |
| ITWIllinois Tool Works Inc | $364.1K | 0.0% | 1,415 |
| CRWDCrowdStrike Holdings Inc | $360.6K | 0.0% | 1,362 |
| ORLYO'Reilly Automotive Inc | $354.7K | 0.0% | 4,153 |
| AMTAmerican Tower Corp | $352.8K | 0.0% | 2,155 |
| VOEVanguard Mid-Cap Value ETF | $350.6K | 0.0% | 1,793 |
| ACCENTURE PLC IRELAND | $350.1K | 0.0% | 1,909 |
| VGKVanguard FTSEEuropean ETF | $349.2K | 0.0% | 4,023 |
| EMREmerson Electric Co | $344.9K | 0.0% | 2,224 |
| OKTAOkta Inc | $344.4K | 0.0% | 1,647 |
| SHELShell PLC | $344.4K | 0.0% | 3,623 |
| FDXFedEx Corp | $344K | 0.0% | 1,206 |
| IGSBISHARES TR | $342.1K | 0.0% | 6,678 |
| TGTTarget Corp | $340.8K | 0.0% | 2,175 |
| DIMENSIONAL ETF TRUST | $339.8K | 0.0% | 9,036 |
| FCXFreeport-McMoRan Inc | $338.7K | 0.0% | 4,839 |
| BSXBoston Scientific Corp | $338.4K | 0.0% | 7,753 |
| PSXPhillips 66 | $336.5K | 0.0% | 1,318 |
| RLJ LODGING TR | $336.1K | 0.0% | 13,980 |
| TRVTravelers Companies Inc | $334.1K | 0.0% | 937 |
| SOSouthern Co | $329.8K | 0.0% | 3,978 |
| NFGNational Fuel Gas Co | $329.5K | 0.0% | 4,344 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $328.4K | 0.0% | 4,986 |
| MRSHMarsh & McLennan Companies Inc | $326.8K | 0.0% | 1,914 |
| SRESempra | $325.4K | 0.0% | 4,174 |
| ISHARES TR | $325.1K | 0.0% | 8,060 |
| VHTVanguard Health Care ETF | $324K | 0.0% | 1,024 |
| LOWLowe's Companies Inc | $321.8K | 0.0% | 1,746 |
| IRMIron Mountain Inc | $321.8K | 0.0% | 2,900 |
| ATOAtmos Energy Corp | $321.6K | 0.0% | 2,056 |
| VIGIVanguard International Dividend Appreciation ETF | $318.7K | 0.0% | 3,375 |
| SPDR SERIES TRUST | $318.4K | 0.0% | 3,035 |
| AVUVAvantis U.S. Small Cap Value ETF | $316.3K | 0.0% | 2,686 |
| ENBEnbridge Inc | $310.2K | 0.0% | 6,673 |
| GLDMSPDR Gold MiniShares Trust | $303.3K | 0.0% | 3,691 |
| VPLVanguard FTSE Pacific ETF | $302.4K | 0.0% | 2,611 |
| ADPAutomatic Data Processing Inc | $297.8K | 0.0% | 1,154 |
| MEDTRONIC PLC | $297.7K | 0.0% | 3,450 |
| CALIFORNIA BANCORP | $297.6K | 0.0% | 13,940 |
| WDCWestern Digital Corp | $296.8K | 0.0% | 653 |
| SPDR INDEX SHS FDS | $295.7K | 0.0% | 11,657 |
| NAVAN INC | $293.7K | 0.0% | 13,993 |
| HONAHoneywell Aerospace Inc | $291.3K | 0.0% | 1,880 |
| FNDXSchwab Fundamental US Large Company Index ETF | $291.1K | 0.0% | 9,250 |
| LNGCheniere Energy Inc | $288.1K | 0.0% | 1,071 |
| ALLAllstate Corp | $288K | 0.0% | 1,298 |
| VONEVANGUARD SCOTTSDALE FDS | $287.2K | 0.0% | 835 |
| IYWiShares U.S. Technology ETF | $286.6K | 0.0% | 1,081 |
| EWLiShares MSCI Switzerland ETF | $285.9K | 0.0% | 4,834 |
| TEAMAtlassian Corp | $282.7K | 0.0% | 1,577 |
| IXNiShares Global Tech ETF | $281.9K | 0.0% | 1,902 |
| FLEXSHARES TR | $280.4K | 0.0% | 3,082 |
| KLACKLA Corp | $280.3K | 0.0% | 1,438 |
| REETiShares Trust iShares Global REIT ETF | $277.3K | 0.0% | 10,758 |
| INTUIntuit Inc | $275.8K | 0.0% | 1,000 |
| JBHTJ B Hunt Transport Services Inc | $275.6K | 0.0% | 1,230 |
| VRSNVeriSign, Inc | $275.5K | 0.0% | 977 |
| AIGAmerican International Group Inc | $274K | 0.0% | 3,682 |
| TMUST-Mobile US Inc | $273.3K | 0.0% | 1,676 |
| NXP SEMICONDUCTORS N V | $268.4K | 0.0% | 1,130 |
| RUBRIK INC. | $268.2K | 0.0% | 2,343 |
| ILMNIllumina Inc | $267.9K | 0.0% | 979 |
| NEMNewmont Corporation | $267.7K | 0.0% | 2,321 |
| APDAir Products and Chemicals Inc | $263.5K | 0.0% | 947 |
| DVNDevon Energy Corp | $261.1K | 0.0% | 5,672 |
| TOTLState Street DoubleLine Total Return Tactical ETF | $260.8K | 0.0% | 6,970 |
| GLWCorning Inc | $259.2K | 0.0% | 1,686 |
| DLTRDollar Tree Inc | $259.1K | 0.0% | 2,272 |
| CLXClorox Co | $258.4K | 0.0% | 3,189 |
| DTEDTE Energy Co | $257.4K | 0.0% | 2,113 |
| EIXEdison International | $256.6K | 0.0% | 4,776 |
| VEEVVeeva Systems Inc | $256.3K | 0.0% | 898 |
| TRANE TECHNOLOGIES PLC | $256.3K | 0.0% | 567 |
| PEGPublic Service Enterprise Group Inc | $254.5K | 0.0% | 3,779 |
| CWCurtiss-Wright Corp | $254K | 0.0% | 467 |
| EMEEMCOR Group Inc | $253.5K | 0.0% | 336 |
| DIREXION SHARES ETF TRUST | $252.6K | 0.0% | 29,790 |
| MTUMiShares MSCI USA Momentum Factor ETF | $251.7K | 0.0% | 793 |
| MARMarriott International Inc | $251.5K | 0.0% | 707 |
| MUFGMitsubishi UFJ Financial Group Inc | $247.5K | 0.0% | 10,728 |
| TXTTextron Inc | $245.6K | 0.0% | 3,223 |
| SLBSLB NV | $245.1K | 0.0% | 5,031 |
| MOHMolina Healthcare Inc | $243.8K | 0.0% | 1,289 |
| ADIAnalog Devices Inc | $243.2K | 0.0% | 613 |
| RIORio Tinto PLC | $243.1K | 0.0% | 2,582 |
| BROOKFIELD RENEWABLE ENERGY | $240.9K | 0.0% | 8,561 |
| INVESCO EXCHANGE TRADED FD T | $240.1K | 0.0% | 4,589 |
| ULUnilever PLC | $239.9K | 0.0% | 3,950 |
| TERTeradyne Inc | $239.3K | 0.0% | 597 |
| VANGUARD CALIF TAX FREE FDS | $238.5K | 0.0% | 2,530 |
| IYEiShares U.S. Energy ETF | $236.8K | 0.0% | 3,654 |
| ELVElevance Health Inc | $236K | 0.0% | 607 |
| VCSHVanguard Short-Term Corporate Bond ETF | $235.7K | 0.0% | 3,051 |
| ARAntero Resources Corp | $235.1K | 0.0% | 7,041 |
| DIMENSIONAL ETF TRUST | $232.2K | 0.0% | 2,797 |
| LITELumentum Holdings Inc | $232.1K | 0.0% | 239 |
| SNDKSandisk Corp | $231.4K | 0.0% | 133 |
| SCHZSchwab US Aggregate Bond ETF | $229.2K | 0.0% | 10,372 |
| MDBMongoDB Inc | $228.3K | 0.0% | 655 |
| EDConsolidated Edison Inc | $228.3K | 0.0% | 2,233 |
| BKNGBooking Holdings Inc | $227.9K | 0.0% | 1,399 |
| RBLXRoblox Corp | $226.8K | 0.0% | 5,352 |
| INVESCO EXCH TRADED FD TR II | $225.8K | 0.0% | 10,121 |
| VOTVanguard Mid-Cap Growth ETF | $224.9K | 0.0% | 770 |
| CORCencora Inc | $223.4K | 0.0% | 744 |
| DOWDow Inc | $222.9K | 0.0% | 8,093 |
| ICEIntercontinental Exchange Inc | $222.4K | 0.0% | 1,463 |
| NVONovo Nordisk A/S | $222.2K | 0.0% | 5,861 |
| CMCSAComcast Corp | $222K | 0.0% | 10,203 |
| URIUnited Rentals Inc | $221.2K | 0.0% | 221 |
| XLUState Street Utilities Select Sector SPDR ETF | $220.6K | 0.0% | 5,594 |
| VPUVanguard Utilities ETF | $218.7K | 0.0% | 1,279 |
| DFAEDimensional Emerging Core Equity Market ETF | $218.2K | 0.0% | 5,550 |
| ANETArista Networks Inc | $215.6K | 0.0% | 1,059 |
| ASTRAZENECA PLC | $215.2K | 0.0% | 1,333 |
| AMEAMETEK Inc | $214.8K | 0.0% | 867 |
| CTVACorteva Inc | $213.2K | 0.0% | 2,746 |
| MCOMoody's Corp | $212.1K | 0.0% | 467 |
| ATI INC | $211.4K | 0.0% | 1,116 |
| NETCloudflare Inc | $210.8K | 0.0% | 607 |
| UBS GROUP AG | $208.2K | 0.0% | 4,326 |
| SSentinelOne Inc | $206.6K | 0.0% | 8,696 |
| VLTOVeralto Corp | $205.2K | 0.0% | 2,175 |
| WMBWilliams Companies Inc | $203.8K | 0.0% | 2,998 |
| KKRKKR & Co Inc | $203.7K | 0.0% | 2,231 |
| IWSiShares Russell Mid-cap Value ETF | $203.3K | 0.0% | 1,265 |
| EWJiShares MSCI Japan Index Fund | $202.9K | 0.0% | 2,082 |
| LYONDELLBASELL INDUSTRIES NV | $202.2K | 0.0% | 3,518 |
| JAZZ PHARMACEUTICALS PLC | $201.9K | 0.0% | 872 |
| TAT&T Inc | $201.6K | 0.0% | 8,262 |
| DIMENSIONAL ETF TRUST | $200.6K | 0.0% | 5,538 |
| CNH INDL N V | $194.6K | 0.0% | 15,141 |
| XERIS BIOPHARMA HOLDINGS INC | $191.7K | 0.0% | 20,050 |
| MFGMizuho Financial Group Inc | $156.9K | 0.0% | 14,203 |
| VFCVF Corp | $144.8K | 0.0% | 10,297 |
| PCGPG&E Corp | $136.8K | 0.0% | 11,166 |
| BITGO HOLDINGS INC | $135.5K | 0.0% | 18,309 |
| LYGLloyds Banking Group PLC | $92.5K | 0.0% | 16,425 |
| GPKGraphic Packaging Holding Co | $91.9K | 0.0% | 10,154 |
| ABEVAmbev SA | $73K | 0.0% | 25,000 |
| NWLNewell Brands Inc | $61.6K | 0.0% | 11,662 |
Quarter ending 2026-09-30.
Follow Aspiriant, LLC by email
Aspiriant, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.