Aspiriant, LLC
CIK Number: 0001433541
2.77B
Market Value
285
# of Holdings
21 months
Avg. Holding Period
33.99%
Win Rate
10.37%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 528.98 | +0.16% | 535.74K | +21.72% | 315.38M | 483.44 | 11.39% |
| 2 | IUSV | iShares Core S&... | 85.82 | +0.32% | 3.27M | +13.80% | 302.41M | 65.67 | 10.92% |
| 3 | ACWV | iShares MSCI Gl... | 114.43 | +0.37% | 2.43M | +0.54% | 264.98M | 85.26 | 9.57% |
| 4 | VTEB | Vanguard Tax-Ex... | 48.65 | -0.12% | 5.17M | -0.45% | 259.19M | 50.1 | 9.36% |
| 5 | VBR | Vanguard Small ... | 173.11 | +0.89% | 1.22M | +42.14% | 242.6M | 161.07 | 8.76% |
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