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Home > Institutional Investor > Aspiriant, Llc > Profile

Instuitional Investor - Aspiriant, Llc

Fund Profile
Filing Period:
Fund Name: Aspiriant, Llc
Portfolio Value $2,769,577,810
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 535,736 $315,376,866 11.38%
2.
Ishares Trust
 IEF 3,266,064 $302,405,003 10.91%
3.
Ishares Inc
 EWA 2,426,540 $264,978,105 9.56%
4.
Vanguard Mun Bd Fds
 5,170,364 $259,190,350 9.35%
5.
Vanguard Index Fds - SM CP VAL ETF
 1,224,131 $242,597,813 8.75%
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)