$771 Million is the total value of ASPIRIANT, LLC's 90 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMPR | New | CIMPRESS N V | $641,000 | – | 7,602 | +100.0% | 0.08% | – |
| JPM | New | JPMORGAN CHASE & CO | $492,000 | – | 8,122 | +100.0% | 0.06% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $463,000 | – | 3,950 | +100.0% | 0.06% | – |
| AXP | New | AMERICAN EXPRESS CO | $446,000 | – | 5,711 | +100.0% | 0.06% | – |
| CRC | New | CALIFORNIA RES CORP | $366,000 | – | 48,082 | +100.0% | 0.05% | – |
| IXUS | New | ISHARES TRcore mscitotal | $260,000 | – | 4,687 | +100.0% | 0.03% | – |
| TIP | New | ISHARES TRtips bd etf | $230,000 | – | 2,029 | +100.0% | 0.03% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $205,000 | – | 4,207 | +100.0% | 0.03% | – |
| BBEPQ | New | BREITBURN ENERGY PARTNERS LP | $189,000 | – | 34,500 | +100.0% | 0.02% | – |
| UCO | New | PROSHARES TR IIult bloomb c oil | $136,000 | – | 20,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-08
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.