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Home > Institutional Investor > Aspiriant, Llc > Profile

Instuitional Investor - Aspiriant, Llc

Fund Profile
Filing Period:
Fund Name: Aspiriant, Llc
Portfolio Value $2,880,816,687
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 583,935 $328,111,639 11.39%
2.
Ishares Trust
 IEF 3,527,185 $325,523,974 11.3%
3.
Vanguard Index Fds - SM CP VAL ETF
 1,541,432 $287,152,472 9.97%
4.
Ishares Inc
 EWA 2,449,396 $285,036,142 9.89%
5.
Vanguard Mun Bd Fds
 5,235,595 $259,790,248 9.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)