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Home > Institutional Investor > Aspiriant, Llc > Profile

Instuitional Investor - Aspiriant, Llc

Fund Profile
Filing Period:
Fund Name: Aspiriant, Llc
Portfolio Value $4,083,465,465
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 886,379 $678,833,967 16.62%
2.
Ishares Trust
 IEF 3,771,780 $415,952,058 10.19%
3.
Vanguard Index Fds
 1,741,209 $402,271,662 9.85%
4.
Ishares Inc
 EWZ 2,447,074 $300,329,525 7.35%
5.
Vanguard Specialized Funds - DIV APP ETF
 965,249 $225,202,411 5.51%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.