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Home > Institutional Investor > Aspiriant, Llc > Profile

Instuitional Investor - Aspiriant, Llc

Fund Profile
Filing Period:
Fund Name: Aspiriant, Llc
Portfolio Value $2,220,545,731
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Mun Bd Fds
 5,505,055 $281,033,142 12.65%
2.
Ishares Inc
 EWA 2,618,332 $262,751,228 11.83%
3.
Ishares Trust
 IEF 2,426,869 $204,659,924 9.21%
4.
Vanguard Specialized Funds
 973,008 $165,808,464 7.46%
5.
Vanguard Index Fds
 750,786 $135,122,429 6.08%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)