$1.15 Billion is the total value of ASPIRIANT, LLC's 239 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CINF | Sell | CINCINNATI FINL CORP | $7,432,000 | -13.0% | 100,086 | -12.1% | 0.65% | -74.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-04
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.