Aspiriant LLC’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Aspiriant LLC’s Portfolio STPZ Stock Details STPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,210	Closed	-$220K	–	90
2015 Q3	$220K	Hold	4,210	–	–	0.02%	101
2015 Q2	$220K	Buy	+4,210	New	+$220K	0.02%	104
2014 Q4	–	Sell	-9,061	Closed	-$476K	–	98
2014 Q3	$476K	Sell	9,061 -15,955	-64%	-$848K	0.07%	60
2014 Q2	$1.34M	Sell	25,016 -6,772	-21%	-$361K	0.18%	34
2014 Q1	$1.68M	Buy	+31,788	New	+$1.69M	0.24%	33

Other funds holding STPZ

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return