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ASPIRIANT, LLC

New Buys

Ticker$ Bought
ISHARES TR2,353,010
ISHARES TR911,292
VANGUARD STAR FDS567,557
ETHAN ALLEN INTERIORS INC308,045
ISHARES INC288,040
BOEING CO268,651
LOCKHEED MARTIN CORP266,597
LILLY ELI & CO258,649

New stocks bought by ASPIRIANT, LLC

Additions

Ticker% Inc.
VANGUARD ADMIRAL FDS INC987.12
WISDOMTREE TR802.47
ISHARES TR261.5
VANGUARD INDEX FDS177.47
VANGUARD WHITEHALL FDS126.46
PROSHARES TR126.01
VANGUARD WORLD FD85.81
VANGUARD WORLD FD77.12

Additions to existing portfolio by ASPIRIANT, LLC

Reductions

Ticker% Reduced
UNITED PARCEL SERVICE INC-91.51
VANGUARD SCOTTSDALE FDS-75.52
INDEXIQ ETF TR-73.31
SELECT SECTOR SPDR TR-68.91
VANGUARD INTL EQUITY INDEX F-65.94
ISHARES TR-64.62
ISHARES TR-63.38
INDEXIQ ETF TR-58.51

ASPIRIANT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ISHARES TR-2,407,000
VODAFONE GROUP PLC NEW-239,000
VANGUARD SCOTTSDALE FDS-1,507,000
ROBINHOOD MKTS INC-164,000
DEXCOM INC-581,000
BROOKFIELD RENEWABLE PARTNER-208,000
SPDR SER TR-268,000
VANECK ETF TRUST-296,000

ASPIRIANT, LLC got rid off the above stocks

Current Stock Holdings of ASPIRIANT, LLC

Last Reported on: 23 Jan, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC2.08314,00540,798,600REDUCED-1.06
AAXJISHARES TR3.201,368,39062,781,800REDUCED-21.85
AAXJISHARES TR1.06197,99120,892,000REDUCED-34.93
AAXJISHARES TR0.1840,7543,459,260REDUCED-43.29
AAXJISHARES TR0.1758,6913,314,860REDUCED-8.13
AAXJISHARES TR0.1017,4291,915,800ADDED14.98
AAXJISHARES TR0.0534,165927,921UNCHANGED0
AAXJISHARES TR0.028,130427,394UNCHANGED0
AAXJISHARES TR0.014,671212,531NEWnull
ABBVABBVIE INC0.078,4841,371,100ADDED6.29
ABTABBOTT LABS0.1119,2292,111,150REDUCED-1.97
ACNACCENTURE PLC IRELAND0.042,909776,238REDUCED-1.12
ACWFISHARES TR0.4563,4258,761,830REDUCED-1.35
ACWFISHARES TR0.12103,6112,353,010NEWnull
ACWFISHARES TR0.0625,6051,280,250REDUCED-21.86
ACWFISHARES TR0.0212,033324,891REDUCED-0.27
ACWVISHARES INC13.562,800,420266,096,000REDUCED-9.16
ACWVISHARES INC0.1349,4252,622,020REDUCED-10.82
ACWVISHARES INC0.013,949288,040NEWnull
ADBEADOBE SYSTEMS INCORPORATED0.042,357793,201REDUCED-16.83
ADIANALOG DEVICES INC0.011,221200,281NEWnull
ADPAUTOMATIC DATA PROCESSING IN0.021,555371,427ADDED6.51
AFKVANECK ETF TRUST0.067,5831,211,310ADDED63.85
AGGISHARES TR8.292,302,450162,622,000REDUCED-8.07
AGGISHARES TR2.03103,70839,845,700REDUCED-0.48
AGGISHARES TR0.7872,55415,274,300REDUCED-2.16
AGGISHARES TR0.6997,51213,522,000REDUCED-3.54
AGGISHARES TR0.4752,9139,226,030ADDED0.69
AGGISHARES TR0.3329,2846,462,430REDUCED-4.98
AGGISHARES TR0.3265,0946,313,440REDUCED-44.64
AGGISHARES TR0.2923,5485,696,210REDUCED-5.6
AGGISHARES TR0.2836,6765,562,080ADDED1.54
AGGISHARES TR0.21106,7474,045,700REDUCED-2.63
AGGISHARES TR0.1429,7442,779,580UNCHANGED0
AGGISHARES TR0.1338,7362,612,740REDUCED-0.42
AGGISHARES TR0.1229,1552,376,720ADDED261.5
AGGISHARES TR0.1133,9432,228,040REDUCED-19.87
AGGISHARES TR0.1122,9692,173,820REDUCED-2.36
AGGISHARES TR0.1125,0932,127,890UNCHANGED0
AGGISHARES TR0.098,3531,789,560REDUCED-4.81
AGGISHARES TR0.0711,2131,352,290REDUCED-3.74
AGGISHARES TR0.0512,4161,037,980REDUCED-6.86
AGGISHARES TR0.045,568807,795ADDED28.62
AGGISHARES TR0.032,921626,613ADDED3.22
AGGISHARES TR0.034,901529,651UNCHANGED0
AGGISHARES TR0.034,976501,581UNCHANGED0
AGGISHARES TR0.015,356249,000UNCHANGED0
AGGISHARES TR0.013,797222,125NEWnull
AGGPINDEXIQ ETF TR0.68466,70013,282,300REDUCED-58.51
AGGPINDEXIQ ETF TR0.37231,5407,346,760REDUCED-73.31
AGTISHARES TR0.0410,171802,594ADDED4.96
AGZDWISDOMTREE TR1.16640,95122,843,500REDUCED-25.47
AGZDWISDOMTREE TR0.1753,9773,343,880ADDED802.47
AIGAMERICAN INTL GROUP INC0.013,203202,558NEWnull
ALGNALIGN TECHNOLOGY INC0.021,697357,897ADDED5.47
ALTSPROSHARES TR0.0341,360608,819ADDED126.01
AMATAPPLIED MATLS INC0.035,580543,419REDUCED-0.16
AMGNAMGEN INC0.053,633954,171ADDED4.67
AMPSISHARES TR0.66204,32412,991,900REDUCED-64.62
AMPSISHARES TR0.53144,63410,428,100ADDED38.16
AMPSISHARES TR0.047,294760,327UNCHANGED0
AMZNAMAZON COM INC0.1228,7732,416,930ADDED8.64
ANTXELEVANCE HEALTH INC0.02862442,180ADDED47.1
AOAISHARES TR1.53638,46930,110,200REDUCED-63.38
AOAISHARES TR0.1264,7022,459,320REDUCED-22.11
AOAISHARES TR0.0311,202669,320ADDED31.79
ASETFLEXSHARES TR0.016,043257,492REDUCED-4.92
ASETFLEXSHARES TR0.014,670203,005NEWnull
AVGOBROADCOM INC0.02737412,079ADDED5.89
AXPAMERICAN EXPRESS CO0.045,206769,187ADDED4.83
BABOEING CO0.011,410268,651NEWnull
BABINVESCO EXCH TRADED FD TR II0.0113,770282,698ADDED19.01
BACBANK AMERICA CORP0.0742,6801,413,560ADDED8.9
BDXBECTON DICKINSON & CO0.011,188302,108ADDED9.7
BGLDFIRST TR EXCHANGE-TRADED FD0.0650,6691,241,900ADDED0.12
BILSPDR SER TR0.0812,4191,553,790ADDED2.9
BILSPDR SER TR0.027,499440,491UNCHANGED0
BILSPDR SER TR0.013,035264,500UNCHANGED0
BILSPDR SER TR000SOLD OFF-100
BILLBILL COM HLDGS INC1.48266,23029,008,400UNCHANGED0
BIRDALLBIRDS INC010,71625,933NEWnull
BIVVANGUARD BD INDEX FDS1.33363,18326,091,200REDUCED-12.65
BIVVANGUARD BD INDEX FDS0.1437,7592,842,460ADDED22.19
BMRCBANK MARIN BANCORP0.017,782255,872UNCHANGED0
BMYBRISTOL-MYERS SQUIBB CO0.0514,4071,036,560ADDED10.66
BNDWVANGUARD SCOTTSDALE FDS0.1543,7962,915,940ADDED0.95
BNDWVANGUARD SCOTTSDALE FDS0.038,438634,453REDUCED-75.52
BNDWVANGUARD SCOTTSDALE FDS0.039,997578,027UNCHANGED0
BNDWVANGUARD SCOTTSDALE FDS000SOLD OFF-100
BOXBOX INC0.018,800273,944ADDED2.49
BRKBBERKSHIRE HATHAWAY INC DEL1.0768,21621,071,900ADDED0.58
BRKBBERKSHIRE HATHAWAY INC DEL0.2294,218,400UNCHANGED0
BUZZVANECK ETF TRUST000SOLD OFF-100
BZQPROSHARES TR0.035,938534,361UNCHANGED0
CAHCARDINAL HEALTH INC0.012,648203,552NEWnull
CATCATERPILLAR INC0.032,808672,545ADDED3.92
CHTRCHARTER COMMUNICATIONS INC N0.021,352458,542ADDED15.95
CICIGNA CORP NEW0.021,237409,766ADDED37.29
CINFCINCINNATI FINL CORP0.2039,1734,010,890REDUCED-7.81
CMCSACOMCAST CORP NEW0.0632,3081,129,810ADDED13.99
COFCAPITAL ONE FINL CORP0.012,703251,271ADDED8.73
COPCONOCOPHILLIPS0.034,746560,028ADDED9.76
COSTCOSTCO WHSL CORP NEW0.051,987907,089ADDED21.08
COURCOURSERA INC0.0123,489277,875REDUCED-43.01
CPCANADIAN PAC RY LTD000SOLD OFF-100
CRMSALESFORCE INC0.0913,3751,773,390ADDED1.69
CSCOCISCO SYS INC0.0622,6631,079,640ADDED5.3
CSDINVESCO EXCHANGE TRADED FD T0.3548,9836,918,850REDUCED-7.42
CSDINVESCO EXCHANGE TRADED FD T0.0535,7041,056,120ADDED0.18
CSDINVESCO EXCHANGE TRADED FD T0.025,018393,411ADDED0.46
CSXCSX CORP0.017,092219,710NEWnull
CVSCVS HEALTH CORP0.023,621337,441ADDED7.74
CVXCHEVRON CORP NEW0.1516,6822,994,240ADDED3.27
CWISPDR INDEX SHS FDS0.0414,379768,234UNCHANGED0
CWISPDR INDEX SHS FDS0.0212,949380,830REDUCED-35.08
DDOMINION ENERGY INC0.026,084373,071REDUCED-1.93
DEDEERE & CO0.031,166499,934ADDED8.47
DFACDIMENSIONAL ETF TRUST1.21708,96623,736,200REDUCED-4.06
DFACDIMENSIONAL ETF TRUST0.41183,9238,083,420REDUCED-1.11
DFACDIMENSIONAL ETF TRUST0.38242,3237,366,620REDUCED-2.48
DFACDIMENSIONAL ETF TRUST0.35281,9556,845,860ADDED0.01
DFACDIMENSIONAL ETF TRUST0.31283,7346,128,650REDUCED-1.32
DFACDIMENSIONAL ETF TRUST0.30117,1245,990,890REDUCED-2.11
DGDOLLAR GEN CORP NEW0.01850209,313NEWnull
DHRDANAHER CORPORATION0.107,0991,884,170ADDED2.75
DIASPDR DOW JONES INDL AVERAGE0.01758251,148REDUCED-28.08
DISDISNEY WALT CO0.0818,0701,569,920ADDED3.67
DMXFISHARES TR000SOLD OFF-100
DNMRDANIMER SCIENTIFIC INC011,85021,212UNCHANGED0
DOCUDOCUSIGN INC0.0310,574586,011UNCHANGED0
DUKDUKE ENERGY CORP NEW0.023,458356,190REDUCED-4.21
DXCMDEXCOM INC000SOLD OFF-100
ECLECOLAB INC0.011,552225,909ADDED3.47
EDVVANGUARD WORLD FD0.0313,723675,034ADDED77.12
EDVVANGUARD WORLD FD0.039,950655,307ADDED85.81
EMGFISHARES INC2.821,182,87055,240,200REDUCED-2.73
EMGFISHARES INC0.0637,0671,114,600REDUCED-52.57
EMGFISHARES INC0.014,224200,513NEWnull
ENBENBRIDGE INC0.015,437212,587UNCHANGED0
ESTCELASTIC N V0.0310,465538,948REDUCED-5.57
ETDETHAN ALLEN INTERIORS INC0.029,617308,045NEWnull
EWEDWARDS LIFESCIENCES CORP0.012,742204,581ADDED0.85
FBNDFIDELITY MERRIMACK STR TR0.63272,67012,275,600ADDED13.87
FDXFEDEX CORP0.021,972341,550ADDED5.85
FNDASCHWAB STRATEGIC TR1.491,180,04029,241,400ADDED1.72
FNDASCHWAB STRATEGIC TR0.25167,3224,864,040ADDED10.19
FNDASCHWAB STRATEGIC TR0.2087,6893,959,160REDUCED-4.82
FNDASCHWAB STRATEGIC TR0.0617,4481,144,760UNCHANGED0
FNDASCHWAB STRATEGIC TR0.0617,2131,136,400REDUCED-8.15
FNDASCHWAB STRATEGIC TR0.0624,2561,086,910REDUCED-4.48
FNDASCHWAB STRATEGIC TR0.0512,177919,851REDUCED-0.9
FNDASCHWAB STRATEGIC TR0.0313,741627,277ADDED71.51
FNDASCHWAB STRATEGIC TR0.015,667229,582ADDED3.72
FROGJFROG LTD0.0433,048704,914REDUCED-12.1
FTCIFTC SOLAR INC010,00026,800NEWnull
GDGENERAL DYNAMICS CORP0.064,7361,175,050ADDED1.96
GEGENERAL ELECTRIC CO0.026,550.92432,368ADDED12.27
GLDSPDR GOLD TR0.033,243550,143REDUCED-8.75
GOOGALPHABET INC0.3782,7587,301,740REDUCED-1.39
GOOGALPHABET INC0.2147,1684,185,270ADDED2.31
GPCGENUINE PARTS CO0.011,426247,425NEWnull
GSGOLDMAN SACHS GROUP INC0.02986338,573ADDED10.54
HBANHUNTINGTON BANCSHARES INC0.0336,256511,210ADDED0.35
HBIHANESBRANDS INC010,33465,724ADDED3.34
HDHOME DEPOT INC0.095,6231,776,080ADDED3.31
HONHONEYWELL INTL INC0.021,983424,957ADDED5.82
HOODROBINHOOD MKTS INC000SOLD OFF-100
IAUISHARES GOLD TR0.017,240250,432REDUCED-0.39
IBCEISHARES TR0.49155,2539,569,780ADDED5.67
IBCEISHARES TR0.0519,623911,292NEWnull
IBCEISHARES TR0.023,429390,769UNCHANGED0
IBMINTERNATIONAL BUSINESS MACHS0.045,507775,929REDUCED-18.33
INTCINTEL CORP0.0324,626650,877ADDED3.36
ISRGINTUITIVE SURGICAL INC000SOLD OFF-100
ITWILLINOIS TOOL WKS INC0.01908200,032REDUCED-20.28
IVOGVANGUARD ADMIRAL FDS INC0.3036,9625,804,880ADDED987.12
JEFJEFFERIES FINL GROUP INC0.016,349.69208,182NEWnull
JNJJOHNSON & JOHNSON0.2224,5154,330,590ADDED4.15
JPMJPMORGAN CHASE & CO0.1826,2123,515,060ADDED4.36
KHCKRAFT HEINZ CO0.016,444262,335ADDED4.02
KMIKINDER MORGAN INC DEL0.0327,452496,332ADDED11.55
KOCOCA COLA CO0.0514,353913,015ADDED5.22
LLOEWS CORP0.025,689331,839UNCHANGED0
LINLINDE PLC0.021,396455,347ADDED25.77
LLYLILLY ELI & CO0.01707258,649NEWnull
LMTLOCKHEED MARTIN CORP0.01548266,597NEWnull
LOWLOWES COS INC0.076,8231,359,420ADDED6.56
MAMASTERCARD INCORPORATED0.073,7131,290,870ADDED7.72
MCDMCDONALDS CORP0.043,185839,252REDUCED-1.39
MDLZMONDELEZ INTL INC0.013,409227,210NEWnull
MDTMEDTRONIC PLC000SOLD OFF-100
MDYSPDR S&P MIDCAP 400 ETF TR0.073,0761,362,270REDUCED-0.1
METMETLIFE INC0.013,744270,953ADDED6.94
METAMETA PLATFORMS INC0.2845,3835,461,390REDUCED-2.57
MMM3M CO0.047,349881,323REDUCED-15.43
MPCMARATHON PETE CORP0.057,845913,080ADDED17.18
MRCCMONROE CAP CORP011,00093,940ADDED10
MRKMERCK & CO INC0.1016,8001,864,100REDUCED-1.14
MROMARATHON OIL CORP0.0110,979297,202ADDED5.06
MSMORGAN STANLEY0.013,315281,814ADDED12.53
MSFTMICROSOFT CORP0.5847,15011,307,700REDUCED-4.28
NDVGNUSHARES ETF TR0.016,506222,375UNCHANGED0
NEENEXTERA ENERGY INC0.048,936747,050ADDED0.46
NETCLOUDFLARE INC0.0520,913945,477UNCHANGED0
NETZENGINE NO 1 ETF TRUST0.0419,316854,154UNCHANGED0
NKENIKE INC0.045,833682,519ADDED2.64
NOCNORTHROP GRUMMAN CORP0.01435237,340NEWnull
NVDANVIDIA CORPORATION0.011,824266,504REDUCED-39.96
OREALTY INCOME CORP0.026,166391,109ADDED0.33
ORCLORACLE CORP0.0920,5351,678,520REDUCED-0.17
OXYOCCIDENTAL PETE CORP0.014,800302,352ADDED12.23
PANWPALO ALTO NETWORKS INC000SOLD OFF-100
PAYXPAYCHEX INC0.0712,0791,395,850ADDED0.06
PEGPUBLIC SVC ENTERPRISE GRP IN0.013,414209,176NEWnull
PEPPEPSICO INC0.1920,3513,676,610ADDED0.71
PFEPFIZER INC0.1040,1782,058,700ADDED48.73
PGPROCTER AND GAMBLE CO0.2431,0004,698,360ADDED2.86
PSXPHILLIPS 660.012,017209,929NEWnull
PYPLPAYPAL HLDGS INC0.013,296234,741REDUCED-4.66
QCOMQUALCOMM INC0.0813,8011,517,280ADDED0.44
QQQINVESCO QQQ TR0.01996265,089REDUCED-53.87
QSRRESTAURANT BRANDS INTL INC0.0413,072845,366UNCHANGED0
RLJRLJ LODGING TR0.0213,980332,584UNCHANGED0
RMDRESMED INC0.011,356282,224REDUCED-40.13
RTXRAYTHEON TECHNOLOGIES CORP0.0612,6981,281,480ADDED9.18
SBUXSTARBUCKS CORP0.024,057402,466REDUCED-24.94
SCHWSCHWAB CHARLES CORP0.1125,8862,155,270ADDED1.19
SERASERA PROGNOSTICS INC016,47220,755UNCHANGED0
SLGNSILGAN HOLDINGS INC0.0623,1281,198,960UNCHANGED0
SNOWSNOWFLAKE INC0.033,411489,615ADDED6.63
SOFISOFI TECHNOLOGIES INC015,63372,068UNCHANGED0
SPHDINVESCO EXCH TRADED FD TR II0.013,464221,350UNCHANGED0
SPTSPROUT SOCIAL INC000SOLD OFF-100
SPYSPDR S&P 500 ETF TR1.2363,25324,189,900REDUCED-1.16
SRESEMPRA0.022,124328,188ADDED0.05
SYKSTRYKER CORPORATION0.01873213,539NEWnull
TAT&T INC0.0116,000294,554ADDED4.51
TFCTRUIST FINL CORP0.0210,389447,039ADDED3.03
TGTTARGET CORP0.011,667248,450ADDED4.91
TJXTJX COS INC NEW0.1128,0812,235,250ADDED0.61
TMOTHERMO FISHER SCIENTIFIC INC0.051,8601,024,280ADDED17.42
TSLATESLA INC0.034,123507,871ADDED50.53
UNHUNITEDHEALTH GROUP INC0.124,5392,406,590ADDED12.21
UNPUNION PAC CORP0.109,5341,974,200ADDED6.25
UPSUNITED PARCEL SERVICE INC0.011,563271,712REDUCED-91.51
USBUS BANCORP DEL0.1251,5502,248,100REDUCED-0.3
VVISA INC0.065,7371,192,020REDUCED-1.86
VAWVANGUARD WORLD FDS0.3722,4677,176,180ADDED3.66
VAWVANGUARD WORLD FDS0.033,693628,549ADDED1.48
VEAVANGUARD TAX-MANAGED FDS0.34156,7726,579,700ADDED1.78
VEUVANGUARD INTL EQUITY INDEX F0.82319,78716,034,100ADDED0.25
VEUVANGUARD INTL EQUITY INDEX F0.67128,51613,212,800REDUCED-65.94
VEUVANGUARD INTL EQUITY INDEX F0.23117,0584,562,900REDUCED-5.37
VEUVANGUARD INTL EQUITY INDEX F0.0732,1461,328,900ADDED10.83
VEUVANGUARD INTL EQUITY INDEX F0.024,792413,022UNCHANGED0
VIGVANGUARD SPECIALIZED FUNDS7.61983,657149,368,000REDUCED-26.5
VIGIVANGUARD WHITEHALL FDS0.0610,0641,089,020ADDED126.46
VOOVANGUARD INDEX FDS5.90729,490115,843,000REDUCED-6.61
VOOVANGUARD INDEX FDS2.70150,64052,924,300REDUCED-0.89
VOOVANGUARD INDEX FDS0.79110,75215,546,300ADDED177.47
VOOVANGUARD INDEX FDS0.4242,8518,192,730ADDED5.39
VOOVANGUARD INDEX FDS0.2047,0603,881,540REDUCED-5.89
VOOVANGUARD INDEX FDS0.1213,4122,461,510ADDED23.72
VOOVANGUARD INDEX FDS0.1110,1882,171,160REDUCED-12.59
VOOVANGUARD INDEX FDS0.077,5241,310,570REDUCED-1.65
VOOVANGUARD INDEX FDS0.066,0991,243,040ADDED16.97
VOOVANGUARD INDEX FDS0.055,2381,050,360REDUCED-6.53
VOOVANGUARD INDEX FDS0.033,680488,925REDUCED-0.3
VTEBVANGUARD MUN BD FDS13.605,392,440266,872,000ADDED15.78
VUSBVANGUARD BD INDEX FDS0.0830,3981,489,520ADDED59.04
VXUSVANGUARD STAR FDS0.0310,974567,557NEWnull
VZVERIZON COMMUNICATIONS INC0.0313,232521,344ADDED19.44
WDAYWORKDAY INC0.011,251209,330NEWnull
WFCWELLS FARGO CO NEW0.0630,8781,274,950ADDED3.12
WMWASTE MGMT INC DEL0.022,031318,623ADDED6.73
WMTWALMART INC0.034,690665,063REDUCED-0.74
WOLFWOLFSPEED INC000SOLD OFF-100
XLBSELECT SECTOR SPDR TR0.64368,36012,597,900REDUCED-5.84
XLBSELECT SECTOR SPDR TR0.012,413300,274REDUCED-24.4
XLBSELECT SECTOR SPDR TR0.013,057215,519REDUCED-68.91
XOMEXXON MOBIL CORP0.1526,3092,901,880ADDED2.24
ZBHZIMMER BIOMET HOLDINGS INC0.011,827232,943NEWnull
ROYAL BK CDA SUSTAINABL0.1632,3153,038,260UNCHANGED0
ANHEUSER BUSCH INBEV SA/NV0.025,670340,427UNCHANGED0
TOTALENERGIES SE0.014,572283,830UNCHANGED0
ESAB CORPORATION0.014,369204,993NEWnull
NOVO-NORDISK A S0.011,512204,634NEWnull
NOVARTIS AG0.012,236202,850REDUCED-49.59
NOKIA CORP0.0123,830110,571UNCHANGED0
CANGO INC020,00026,160ADDED21.21
BROOKFIELD RENEWABLE PARTNER000SOLD OFF-100
VODAFONE GROUP PLC NEW000SOLD OFF-100

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