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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
46
5
2
2
1
0
38
2
3
ASPIRIANT LLC

Time Period2019-03-31

Total Holdings231

Total Value ($x1000)1,224,724
Activities
New22

Increased38

Unchanged26

Decreased145

Sold Out16

Top 10 Stock Holdingstotal 48.82%
ACWV13.42

MLPI5.5

MUB4.63

IWW4.03

VIG3.89

 
VNQI3.86

VNQ3.75

VOO3.38

BND3.32

QAI3.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWV
13.42%
CNTRY MIN VL ETF
MLPI
5.5%
ALERIAN INFRST
MUB
4.63%
NAT AMT FREE BD
IWW
4.03%
RUS 3000 VAL ETF
VIG
3.89%
DIV APP ETF
VNQI
3.86%
GLB EX US ETF
VNQ
3.75%
REIT ETF
VOO
3.38%
SHS
BND
3.32%
TOTAL BND MRKT
QAI
3.04%
HEDGE MLTI ETF
IVV
2.86%
CORE S&P500 ETF
IEMG
2.63%
CORE MSCI EMKT
SPY
2.19%
TR UNIT
VEA
2.05%
FTSE DEV MKT ETF
AAPL
1.7%
COM
IWM
1.53%
RUSSELL 2000 ETF
BRK.B
1.43%
CL B NEW
USMV
1.37%
USA MIN VOL ETF
IYR
1.31%
U.S. REAL ES ETF
IWB
1.1%
RUS 1000 ETF
DEM
1.07%
EMERG MKTS ETF
VEU
1.06%
ALLWRLD EX US
IEFA
1.02%
CORE MSCI EAFE
XLF
0.89%
SBI INT-FINL
RWX
0.89%
DJ INTL RL ETF
FB
0.75%
CL A
AMU
0.74%
ETRAC ALER MLP
EFV
0.73%
EAFE VALUE ETF
EEM
0.71%
MSCI EMG MKT ETF
EEMV
0.7%
EM MK MINVOL ETF
VTI
0.69%
TOTAL STK MKT
VCSH
0.67%
SHRT TRM CORP BD
IDV
0.66%
INTL SEL DIV ETF
VWO
0.65%
FTSE EMR MKT ETF
EFA
0.59%
MSCI EAFE ETF
IWD
0.59%
RUS 1000 VAL ETF
BNDX
0.49%
INTL BD IDX ETF
IYLD
0.49%
MRNGSTR INC ETF
MSFT
0.49%
COM
JNJ
0.48%
COM
VYM
0.48%
HIGH DIV YLD
GOOGL
0.46%
CAP STK CL A
USB
0.45%
COM NEW
ACWX
0.45%
MSCI ACWI US ETF
PFF
0.39%
U.S. PFD STK ETF
VTIP
0.39%
STRM INFPROIDX
SCHX
0.37%
US LRG CAP ETF
PG
0.35%
COM
VV
0.34%
LARGE CAP ETF
VT
0.33%
TT WRLD ST ETF
CINF
0.32%
COM
EFAV
0.31%
EAFE MIN VOL ETF
IWV
0.31%
RUSSELL 3000 ETF
AGG
0.3%
CORE TOTUSBD ETF
VGT
0.29%
INF TECH ETF
PEP
0.27%
COM
CVX
0.26%
COM
IBDL
0.25%
PRN
JPM
0.25%
COM
IBDP
0.25%
PRN
IBDO
0.25%
PRN
IBDN
0.25%
PRN
IBDM
0.25%
PRN
SCHM
0.25%
US MID-CAP ETF
GOOG
0.24%
CAP STK CL C
DIS
0.24%
COM DISNEY
VCIT
0.23%
INT-TERM CORP
IWR
0.23%
RUS MID-CAP ETF
RY
0.23%
COM
SCHZ
0.22%
US AGGREGATE B
MMM
0.22%
COM
IYY
0.22%
DOW JONES US ETF
UNP
0.22%
COM
TJX
0.2%
COM
ABT
0.18%
COM
CSCO
0.18%
COM
IFGL
0.17%
INTL DEV RE ETF
BRK.A
0.17%
CL A
RTN
0.17%
COM NEW
AMZN
0.16%
COM
SCHW
0.16%
COM
DHR
0.15%
COM
SCHE
0.14%
EMRG MKTEQ ETF
MDY
0.14%
UTSER1 S&PDCRP
WFC
0.14%
COM
AMJ
0.14%
ALERIAN ML ETN
VZ
0.13%
COM
CMCSA
0.13%
CL A
CSJ
0.13%
1-3 YR CR BD ETF
NEE
0.13%
COM
BSV
0.12%
SHORT TRM BOND
XOM
0.12%
COM
ALGN
0.11%
COM
IWF
0.1%
RUS 1000 GRW ETF
QEMM
0.1%
EM QUAL MIX
QCOM
0.1%
COM
TOTL
0.1%
SPDR TR TACTIC
VTV
0.1%
VALUE ETF
MRK
0.1%
COM
IWN
0.1%
RUS 2000 VAL ETF
WEN
0.09%
COM
PYPL
0.09%
COM
BBH
0.09%
BIOTECH ETF
HYG
0.09%
IBOXX HI YD ETF
PFE
0.09%
COM
INTC
0.09%
COM
RSP
0.09%
S&P500 EQL WGT
MA
0.08%
CL A
T
0.08%
COM
IJR
0.08%
CORE S&P SCP ETF
SCHH
0.08%
US REIT ETF
CWB
0.08%
BRC CNV SECS ETF
BAC
0.08%
COM
SHV
0.08%
SHRT TRS BD ETF
CNP
0.08%
COM
KO
0.08%
COM
VB
0.08%
SMALL CP ETF
DATA
0.08%
CL A
HD
0.07%
COM
VUG
0.07%
GROWTH ETF
UNH
0.07%
COM
IBM
0.07%
COM
ORCL
0.07%
COM
VAW
0.07%
MATERIALS ETF
ACWI
0.07%
MSCI ACWI ETF
GWX
0.07%
S&P INTL SMLCP
BOX
0.07%
CL A
NKE
0.07%
CL B
ADBE
0.06%
COM
V
0.06%
COM CL A
SLGN
0.06%
COM
SDY
0.06%
S&P DIVID ETF
ENB
0.05%
COM
AMGN
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
MPC
0.05%
COM
VBK
0.05%
SML CP GRW ETF
AXP
0.05%
COM
SCZ
0.05%
EAFE SML CP ETF
NVS
0.05%
SPONSORED ADR
RGI
0.04%
S&P500 EQL IND
CRM
0.04%
COM
BA
0.04%
COM
HON
0.04%
COM
ILMN
0.04%
COM
IWO
0.04%
RUS 2000 GRW ETF
MCD
0.04%
COM
RWR
0.04%
DJ REIT ETF
O
0.04%
COM
CHTR
0.04%
CL A
FDX
0.04%
COM
COF
0.03%
COM
DUK
0.03%
COM NEW
QQQ
0.03%
UNIT SER 1
VWOB
0.03%
EMERG MKT BD ETF
LOW
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
SCHD
0.03%
US DIVIDEND EQ
EOG
0.03%
COM
WMT
0.03%
COM
EPD
0.03%
COM
SPLV
0.03%
S&P500 LOW VOL
TIP
0.03%
TIPS BD ETF
XLE
0.03%
SBI INT-ENERGY
BMY
0.03%
COM
ACN
0.03%
SHS CLASS A
VGSH
0.03%
SHTRM GVT BD ETF
GLD
0.03%
GOLD SHS
BDX
0.03%
COM
SCHV
0.03%
US LCAP VA ETF
XEL
0.03%
COM
MRO
0.03%
COM
VREX
0.03%
COM
SBUX
0.03%
COM
LIN
0.03%
COM
IWZ
0.03%
RUS 3000 GRW ETF
UTX
0.03%
COM
TD
0.03%
COM NEW
CVS
0.03%
COM
CI
0.02%
COM
VLUE
0.02%
MSCI USAVALFCT
AEP
0.02%
COM
COST
0.02%
COM
BKNG
0.02%
COM
ABBV
0.02%
COM
HYMB
0.02%
NUV HGHYLD MUN
GE
0.02%
COM
BMRC
0.02%
COM
HYD
0.02%
HIGH YLD MUN ETF
OXY
0.02%
COM
EPP
0.02%
MSCI PAC JP ETF
RYH
0.02%
S&P500 EQL HLT
CLX
0.02%
COM
EMR
0.02%
COM
BLK
0.02%
COM
DVY
0.02%
SELECT DIVID ETF
SRE
0.02%
COM
BBT
0.02%
COM
GPC
0.02%
COM
PM
0.02%
COM
CB
0.02%
COM
VFC
0.02%
COM
BK
0.02%
COM
GILD
0.02%
COM
UPS
0.02%
CL B
AMT
0.02%
COM
KMB
0.02%
COM
VBR
0.02%
SM CP VAL ETF
PAA
0.02%
UNIT LTD PARTN
PSJ
0.02%
DYNMC SOFTWARE
MDB
0.02%
CL A
SLQD
0.02%
0-5YR INVT GR CP
VGK
0.02%
FTSE EUROPE ETF
DVYE
0.02%
EM MKTS DIV ETF
D
0.02%
COM
NAC
0.02%
COM
IVE
0.02%
S&P 500 VAL ETF
VSS
0.02%
FTSE SMCAP ETF
IHI
0.02%
U.S. MED DVC ETF
TMO
0.02%
COM
WDAY
0.02%
CL A
IVW
0.02%
S&P 500 GRWT ETF
STI
0.02%
COM
FLL
0.01%
COM
HBAN
0.01%
COM
UBFO
0.01%
COM
GAB
0.01%
COM
PRCP
0.01%
COM
SPRT
< 0.01%
COM NEW
PDS
< 0.01%
COM 2010
IPWR
< 0.01%
COM
IBDM
0.23%
IBND DEC21 ETF
IBDL
0.23%
DEC 2020 CORP
IBDO
0.23%
IBND DEC23 ETF
IBDN
0.23%
IBND DEC22 ETF
IBDP
0.23%
IBND DEC24 ETF
FXB
0.04%
BRIT POUN STRL
SCHC
0.03%
INTL SCEQT ETF
DBEU
0.03%
DB XTR MSCI EUR
FIS
0.03%
COM
FOXA
0.03%
CL A
AMAT
0.02%
CALL
GS
0.02%
COM
WBA
0.02%
COM
MS
0.02%
COM NEW
MGK
0.02%
MEGA GRWTH IND
AMAT
0.01%
COM