ASPIRIANT, LLC Portfolio Holdings
Q3 2025•296 long positions•$3.3B portfolio value
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Holding322 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $400.5M 12.25% | -$17.6M Sold | — 598.4K shares | 624.7K → 598.4K −$17.6M | -4.21% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $359.9M 11.01% | +$2.4M Bought | — 3.6M shares | 3.6M → 3.6M +$2.4M | +0.68% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $318.8M 9.75% | +$9.2M Bought | — 1.5M shares | 1.5M → 1.5M +$9.2M | +2.96% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $290.2M 8.87% | +$544.4K Bought | — 2.4M shares | 2.4M → 2.4M +$544.4K | +0.19% | — — | Q3 2015 Held for 10y 2m | |
Unknown Unknown | $209.0M 6.39% | +$964.4K Bought | — 968.5K shares | 964.1K → 968.5K +$964.4K | +0.46% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $206.5M 6.32% | -$34.5M Sold | — 4.1M shares | 4.8M → 4.1M −$34.5M | -14.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $96.3M 2.94% | -$309.9K Sold | — 157.2K shares | 157.7K → 157.2K −$309.9K | -0.32% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $75.8M 2.32% | -$743.9K Sold | — 1.1M shares | 1.1M → 1.1M −$743.9K | -0.97% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $74.6M 2.28% | -$1.9M Sold | 0.002% 292.9K shares | 300.3K → 292.9K −$1.9M | -2.47% | $3.78T Mega Cap | Q3 2013 Held for 12y 2m | |
ETF ETF | $73.3M 2.24% | +$5.9M Bought | — 839.2K shares | 771.7K → 839.2K +$5.9M | +8.75% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $67.2M 2.06% | +$538.4K Bought | — 1.0M shares | 1.0M → 1.0M +$538.4K | +0.81% | — — | Q3 2013 Held for 12y 2m | |
ETF ETF | $41.0M 1.25% | -$220.8K Sold | — 112.1K shares | 112.7K → 112.1K −$220.8K | -0.54% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $40.5M 1.24% | +$1.1M Bought | — 544.7K shares | 530.2K → 544.7K +$1.1M | +2.75% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $40.3M 1.23% | -$388.4K Sold | — 60.4K shares | 61.0K → 60.4K −$388.4K | -0.96% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $36.0M 1.1% | -$256.2K Sold | — 338.1K shares | 340.5K → 338.1K −$256.2K | -0.71% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $32.4M 0.991% | +$200.2K Bought | — 725.1K shares | 720.6K → 725.1K +$200.2K | +0.62% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $31.7M 0.971% | -$727.5K Sold | — 333.3K shares | 340.9K → 333.3K −$727.5K | -2.24% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $31.4M 0.96% | -$78.8K Sold | — 95.6K shares | 95.8K → 95.6K −$78.8K | -0.25% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $30.9M 0.944% | -$694.3K Sold | 0.003% 61.4K shares | 62.8K → 61.4K −$694.3K | -2.2% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $30.0M 0.917% | +$865.8K Bought | — 465.6K shares | 452.2K → 465.6K +$865.8K | +2.97% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $26.0M 0.796% | +$258.2K Bought | — 114.7K shares | 113.5K → 114.7K +$258.2K | +1.0% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $25.3M 0.775% | +$3.2M Bought | — 547.7K shares | 479.4K → 547.7K +$3.2M | +14.26% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $23.4M 0.717% | +$32.7K Bought | — 328.3K shares | 327.8K → 328.3K +$32.7K | +0.14% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $23.3M 0.713% | -$1.0M Sold | 0.001% 45.0K shares | 46.9K → 45.0K −$1.0M | -4.16% | $3.85T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $23.1M 0.707% | -$263.8K Sold | — 736.9K shares | 745.3K → 736.9K −$263.8K | -1.13% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $22.6M 0.69% | -$434.5K Sold | — 624.1K shares | 636.1K → 624.1K −$434.5K | -1.89% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $19.3M 0.591% | -$114.7K Sold | — 420.0K shares | 422.5K → 420.0K −$114.7K | -0.59% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $19.1M 0.585% | +$1.3M Bought | — 75.3K shares | 70.0K → 75.3K +$1.3M | +7.52% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $19.1M 0.584% | -$313.1K Sold | — 102.4K shares | 104.1K → 102.4K −$313.1K | -1.61% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $18.0M 0.549% | -$333.8K Sold | 0.001% 73.9K shares | 75.3K → 73.9K −$333.8K | -1.82% | $2.95T Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $17.6M 0.539% | +$940.3K Bought | — 367.0K shares | 347.5K → 367.0K +$940.3K | +5.64% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.4M 0.502% | -$12.2M Sold | — 163.7K shares | 285.5K → 163.7K −$12.2M | -42.66% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $15.2M 0.464% | -$778.5K Sold | — 106.3K shares | 111.8K → 106.3K −$778.5K | -4.89% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.1M 0.462% | +$81.6K Bought | — 280.6K shares | 279.0K → 280.6K +$81.6K | +0.54% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.0M 0.458% | -$51.1K Sold | — 84.7K shares | 85.0K → 84.7K −$51.1K | -0.34% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $13.9M 0.427% | +$123.9K Bought | — 142.8K shares | 141.5K → 142.8K +$123.9K | +0.9% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.3M 0.378% | -$164.9K Sold | — 320.2K shares | 324.4K → 320.2K −$164.9K | -1.32% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $11.2M 0.342% | -$52.3K Sold | — 46.2K shares | 46.5K → 46.2K −$52.3K | -0.46% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $11.2M 0.342% | -$112.2K Sold | — 191.9K shares | 193.9K → 191.9K −$112.2K | -0.99% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $10.8M 0.331% | +$177.5K Bought | — 252.2K shares | 248.1K → 252.2K +$177.5K | +1.67% | — — | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $10.3M 0.315% | -$289.8K Sold | 0.0% 42.3K shares | 43.5K → 42.3K −$289.8K | -2.74% | $2.95T Mega Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $9.8M 0.3% | +$191.9K Bought | — 13.1K shares | 12.9K → 13.1K +$191.9K | +1.99% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $9.7M 0.295% | -$20.5K Sold | — 25.5K shares | 25.5K → 25.5K −$20.5K | -0.21% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $9.3M 0.286% | -$88.8K Sold | — 202.4K shares | 204.4K → 202.4K −$88.8K | -0.94% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.3M 0.253% | +$259.9K Bought | — 105.6K shares | 102.2K → 105.6K +$259.9K | +3.24% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.2M 0.252% | +$170.9K Bought | — 137.5K shares | 134.6K → 137.5K +$170.9K | +2.12% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $8.1M 0.249% | -$106.7K Sold | — 85.4K shares | 86.6K → 85.4K −$106.7K | -1.29% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $8.0M 0.245% | +$299.0K Bought | — 117.1K shares | 112.7K → 117.1K +$299.0K | +3.88% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $7.8M 0.24% | +$2.2M Bought | — 90.2K shares | 65.2K → 90.2K +$2.2M | +38.23% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $7.8M 0.239% | -$324.6K Sold | 0.0% 10.6K shares | 11.1K → 10.6K −$324.6K | -3.99% | $1.84T Mega Cap | Q4 2016 Held for 8y 11m |
