AL
Aspiriant LLC Portfolio holdings
AUM
$3.51B
1-Year Est. Return
13.99%
This Fund
S&P 500
1 Year Est. Return
+13.99%
AUM
$3.48B
AUM Growth
+$211M
(+6.4%)
Holding
329
Top Buys
| 1 | +$20M | |
| 2 | +$19.6M | |
| 3 | +$14.3M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$9.05M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$8.72M |
Top Sells
| 1 | +$3.77M | |
| 2 | +$3.17M | |
| 3 | +$2.99M | |
| 4 |
Apple
AAPL
|
+$2.6M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$2.24M |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Financials | 2.19% |
| 3 | Communication Services | 1.35% |
| 4 | Healthcare | 0.61% |
| 5 | Consumer Discretionary | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Dimensional World Equity ETF
DFAW
$1.4B
| – | – |
-3,294
|
|
||
327
General Mills
GIS
$17.6B
| – | – |
-4,308
|
|
||
328
iShares Bitcoin Trust
IBIT
$53.4B
| – | – |
-4,120
|
|
||
329
Resideo Technologies
REZI
$4.74B
| – | – |
-4,900
|
|