$1.12 Billion is the total value of ASPIRIANT, LLC's 212 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $1,119,000 | – | 21,523 | +100.0% | 0.10% | – |
| PAYX | New | PAYCHEX INC | $961,000 | – | 11,613 | +100.0% | 0.09% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $930,000 | – | 13,072 | +100.0% | 0.08% | – |
| QUAL | New | ISHARES TRusa quality fctr | $657,000 | – | 7,115 | +100.0% | 0.06% | – |
| KMI | New | KINDER MORGAN INC DEL | $548,000 | – | 26,623 | +100.0% | 0.05% | – |
| PSQ | New | PROSHARES TRshort qqq new | $528,000 | – | 19,050 | +100.0% | 0.05% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $207,000 | – | 1,722 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-04
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.