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Aspiriant LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Aspiriant LLC’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322K Hold
8,060
– – 0.01% 269
2025
Q4 		$323K Hold
8,060
– – 0.01% 268
2025
Q3 		$324K Hold
8,060
– – 0.01% 243
2025
Q2 		$315K Buy
+8,060
New +$305K 0.01% 245
2022
Q1 		– Sell
-9,014
Closed -$361K – 278
2021
Q4 		$361K Sell
9,014
-2,501
-22% -$99.8K 0.02% 209
2021
Q3 		$455K Buy
+11,515
New +$461K 0.03% 166

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CAM
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OCM
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