$748 Million is the total value of ASPIRIANT, LLC's 90 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARESmsci acwi us etf | $1,069,000 | -5.4% | 24,849 | 0.0% | 0.14% | -9.5% | |
| IWO | ISHARES TRrus 2000 grw etf | $966,000 | +9.8% | 6,782 | 0.0% | 0.13% | +4.9% | |
| IWR | ISHARES TRrus mid-cap etf | $710,000 | +5.5% | 4,250 | 0.0% | 0.10% | +1.1% | |
| VTV | VANGUARD INDEX FDSvalue etf | $596,000 | +4.0% | 7,059 | 0.0% | 0.08% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $509,000 | -2.3% | 10,551 | 0.0% | 0.07% | -6.8% | |
| EWS | ISHARESmsci singap etf | $248,000 | -2.0% | 18,939 | 0.0% | 0.03% | -5.7% | |
| HD | HOME DEPOT INC | $242,000 | +14.7% | 2,303 | 0.0% | 0.03% | +10.3% | |
| IAU | ISHARES GOLD TRUSTishares | $151,000 | -2.6% | 13,206 | 0.0% | 0.02% | -9.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.5% |
| ISHARES TR | 42 | Q3 2023 | 18.1% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 12.0% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 8.3% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 6.7% |
| ISHARES TR | 42 | Q3 2023 | 2.8% |
| ISHARES TR | 42 | Q3 2023 | 4.4% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 4.2% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 3.6% |
| ISHARES TR | 42 | Q3 2023 | 2.1% |
View ASPIRIANT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-14 |
View ASPIRIANT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.