Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
53
6
4
3
2
0
49
2
4
ASPIRIANT LLC

Time Period2018-06-30

Total Holdings244

Total Value ($x1000)1,167,872
Activities
New36

Increased60

Unchanged23

Decreased125

Sold Out31

Top 10 Stock Holdingstotal 46.21%
ACWV11.41

MLPI8.14

IWW4.36

VIG3.55

VOO3.48

 
VNQI3.46

VNQ3.34

IVV3.06

BND2.87

VEA2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWV
11.41%
CNTRY MIN VL ETF
MLPI
8.14%
ALERIAN INFRST
IWW
4.36%
RUS 3000 VAL ETF
VIG
3.55%
DIV APP ETF
VOO
3.48%
SHS
VNQI
3.46%
GLB EX US ETF
VNQ
3.34%
REIT ETF
IVV
3.06%
CORE S&P500 ETF
BND
2.87%
TOTAL BND MRKT
VEA
2.54%
FTSE DEV MKT ETF
SPY
2.49%
TR UNIT
AAPL
1.86%
COM
IEMG
1.85%
CORE MSCI EMKT
IWM
1.75%
RUSSELL 2000 ETF
BRK.B
1.62%
CL B NEW
IYR
1.6%
U.S. REAL ES ETF
VEU
1.55%
ALLWRLD EX US
EFA
1.52%
MSCI EAFE ETF
MUB
1.35%
NAT AMT FREE BD
IWB
1.33%
RUS 1000 ETF
VCSH
1.31%
SHRT TRM CORP BD
USMV
1.2%
USA MIN VOL ETF
RWX
1.05%
DJ INTL RL ETF
AMU
1.03%
ETRAC ALER MLP
FB
1.01%
CL A
XLF
0.98%
SBI INT-FINL
USB
0.97%
COM NEW
MMM
0.96%
COM
IWD
0.87%
RUS 1000 VAL ETF
EEM
0.81%
MSCI EMG MKT ETF
EEMV
0.79%
EM MK MINVOL ETF
IEFA
0.73%
CORE MSCI EAFE
VWO
0.66%
FTSE EMR MKT ETF
UPS
0.65%
CL B
VV
0.6%
LARGE CAP ETF
CINF
0.57%
COM
CSJ
0.57%
1-3 YR CR BD ETF
BNDX
0.51%
INTL BD IDX ETF
SCHX
0.51%
US LRG CAP ETF
GOOGL
0.5%
CAP STK CL A
JNJ
0.49%
COM
ACWX
0.48%
MSCI ACWI US ETF
VTI
0.47%
TOTAL STK MKT
MSFT
0.47%
COM
RY
0.47%
COM
PG
0.46%
COM
SCHZ
0.44%
US AGGREGATE B
SCHM
0.43%
US MID-CAP ETF
CVX
0.43%
COM
VTIP
0.41%
STRM INFPROIDX
IDV
0.41%
INTL SEL DIV ETF
XOM
0.34%
COM
SNA
0.31%
COM
VGT
0.31%
INF TECH ETF
JPM
0.3%
COM
IWR
0.3%
RUS MID-CAP ETF
PEP
0.29%
COM
WFC
0.28%
COM
VCIT
0.27%
INT-TERM CORP
GOOG
0.27%
CAP STK CL C
BRK.A
0.27%
CL A
EFV
0.26%
EAFE VALUE ETF
IFGL
0.24%
INTL DEV RE ETF
RTN
0.24%
COM NEW
SNPS
0.24%
COM
SCHW
0.24%
COM
DIS
0.23%
COM DISNEY
ADBE
0.23%
COM
TJX
0.23%
COM
IYY
0.22%
DOW JONES US ETF
UNP
0.22%
COM
TOTL
0.21%
SPDR TR TACTIC
IWV
0.21%
RUSSELL 3000 ETF
EFAV
0.2%
EAFE MIN VOL ETF
SCHE
0.2%
EMRG MKTEQ ETF
CMCSA
0.18%
CL A
ABT
0.18%
COM
VZ
0.18%
COM
BSV
0.17%
SHORT TRM BOND
CNP
0.17%
COM
CSCO
0.16%
COM
DHR
0.16%
COM
AMZN
0.16%
COM
QCOM
0.16%
COM
XEL
0.15%
COM
MDY
0.15%
UTSER1 S&PDCRP
IBM
0.15%
COM
T
0.14%
COM
NEE
0.13%
COM
IWN
0.13%
RUS 2000 VAL ETF
ALGN
0.12%
COM
INTC
0.12%
COM
MRK
0.12%
COM
VAW
0.11%
MATERIALS ETF
QEMM
0.11%
EM QUAL MIX
WFC/PL
0.11%
PERP PFD CNV A
BBH
0.11%
BIOTECH ETF
IJR
0.11%
CORE S&P SCP ETF
KO
0.1%
COM
PFE
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
WEN
0.09%
COM
ORCL
0.09%
COM
ENB
0.09%
COM
PYPL
0.09%
COM
SCHH
0.09%
US REIT ETF
NKE
0.08%
CL B
BAC
0.08%
COM
EOG
0.08%
COM
VTV
0.08%
VALUE ETF
GWX
0.08%
S&P INTL SMLCP
AMGN
0.08%
COM
HD
0.08%
COM
IVE
0.08%
S&P 500 VAL ETF
MA
0.08%
CL A
XLE
0.07%
SBI INT-ENERGY
DATA
0.07%
CL A
ACWI
0.07%
MSCI ACWI ETF
SDY
0.07%
S&P DIVID ETF
BF/B
0.07%
CL B
BOX
0.07%
CL A
SCHC
0.07%
INTL SCEQT ETF
BMY
0.07%
COM
UNH
0.07%
COM
SLGN
0.07%
COM
AGG
0.07%
CORE TOTUSBD ETF
ELF
0.07%
COM
PSTG
0.06%
CL A
GMF
0.06%
ASIA PACIF ETF
VUG
0.06%
GROWTH ETF
CVS
0.06%
COM
AMJ
0.06%
ALERIAN ML ETN
HYG
0.06%
IBOXX HI YD ETF
GE
0.06%
COM
RGI
0.06%
S&P500 EQL IND
O
0.06%
COM
CWB
0.06%
BRC CNV SECS ETF
VB
0.06%
SMALL CP ETF
VYM
0.06%
HIGH DIV YLD
ILMN
0.06%
COM
MMP
0.05%
COM UNIT RP LP
DTV
0.05%
UNIT 99/99/9999
TD
0.05%
COM NEW
ABBV
0.05%
COM
DUK
0.05%
COM NEW
NVS
0.05%
SPONSORED ADR
MCD
0.05%
COM
V
0.05%
COM CL A
QAI
0.05%
HEDGE MLTI ETF
MPC
0.05%
COM
BA
0.05%
COM
VBK
0.05%
SML CP GRW ETF
EMR
0.05%
COM
DBEU
0.05%
DB XTR MSCI EUR
FXB
0.04%
BRIT POUN STRL
FDX
0.04%
COM
DCUD
0.04%
UNIT 08/15/2019
IWO
0.04%
RUS 2000 GRW ETF
PX
0.04%
COM
SLB
0.04%
COM
HON
0.04%
COM
AXP
0.04%
COM
ESRX
0.04%
COM
SRE
0.04%
COM
TSLA
0.04%
COM
GLD
0.04%
GOLD SHS
EPP
0.04%
MSCI PAC JP ETF
COF
0.04%
COM
AEP
0.04%
COM
CRM
0.04%
COM
PM
0.04%
COM
RWR
0.04%
DJ REIT ETF
DFS
0.04%
COM
OXY
0.04%
COM
MRO
0.04%
COM
ACN
0.04%
SHS CLASS A
WMT
0.04%
COM
BBT
0.04%
COM
EFG
0.03%
EAFE GRWTH ETF
GS
0.03%
COM
BLK
0.03%
COM
BKNG
0.03%
COM
FNDF
0.03%
SCHWB FDT INT LG
FOXA
0.03%
CL A
COP
0.03%
COM
BDX
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
VFC
0.03%
COM
VREX
0.03%
COM
CHTR
0.03%
CL A
SPLV
0.03%
S&P500 LOW VOL
CLX
0.03%
COM
APC
0.03%
COM
LOW
0.03%
COM
DWDP
0.03%
COM
DEM
0.03%
EMERG MKTS ETF
MS
0.03%
COM NEW
BK
0.03%
COM
GILD
0.03%
COM
GPC
0.03%
COM
EPD
0.03%
COM
BMRC
0.03%
COM
QQQ
0.03%
UNIT SER 1
HNI
0.02%
COM
COST
0.02%
COM
WDAY
0.02%
CL A
PSX
0.02%
COM
HYMB
0.02%
NUV HGHYLD MUN
TROW
0.02%
COM
UTX
0.02%
COM
MGK
0.02%
MEGA GRWTH IND
CB
0.02%
COM
LMT
0.02%
COM
RYH
0.02%
S&P500 EQL HLT
AMT
0.02%
COM
CELG
0.02%
COM
DVY
0.02%
SELECT DIVID ETF
FLL
0.02%
COM
SBUX
0.02%
COM
ANET
0.02%
COM
BIIB
0.02%
COM
NTAP
0.02%
COM
BAX
0.02%
COM
PGX
0.02%
PFD ETF
EMN
0.02%
COM
NAC
0.02%
COM
VSS
0.02%
FTSE SMCAP ETF
FNDX
0.02%
SCHWAB FDT US LG
SO
0.02%
COM
PAYX
0.02%
COM
STI
0.02%
COM
PSA
0.02%
COM
HPQ
0.02%
COM
IFV
0.02%
DORSEY WRIGHT
XBI
0.02%
S&P BIOTECH
IVW
0.02%
S&P 500 GRWT ETF
FEI
0.02%
COM
HBAN
0.01%
COM
HPE
0.01%
COM
UBFO
0.01%
COM
F
0.01%
COM PAR $0.01
PRCP
0.01%
COM
AAC
0.01%
COM
SPRT
0.01%
COM NEW
PGX
0.09%
AGG PFD PORT
MINT
0.08%
ENHAN SHRT MAT
RGI
0.07%
GUG S&P500 EQ WT
MON
0.06%
COM
FXB
0.05%
BRIT POUND STE
EZU
0.04%
EMU ETF
TWX
0.03%
COM NEW
IJH
0.03%
CORE S&P MCP ETF
SPLV
0.03%
S&P500 LOW VOL
VPL
0.03%
MEGA CAP GRO ETF
SCHP
0.03%
US TIPS ETF
FDN
0.03%
DJ INTERNT IDX
QQQ
0.02%
UNIT SER 1
MDT
0.02%
SHS
RYH
0.02%
GUG S&P500EQWTHC
AZN
0.02%
SPONSORED ADR
GSK
0.02%
SPONSORED ADR
SNY
0.02%
SPONSORED ADR
LLY
0.02%
COM
D
0.02%
COM
CAT
0.02%
COM
AGN
0.02%
SHS
FNDE
0.02%
SCHWB FDT EMK LG
CAH
0.02%
COM
MET
0.02%
COM
TEL
0.02%
REG SHS
TMO
0.02%
COM
WBA
0.02%
COM
S
0.01%
COM SER 1
GMZ
0.01%
SHS
AEG
0.01%
NY REGISTRY SH