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Aspiriant, LLC Q4 2022 vs. Q1 2023: A Deep Dive into the Fund Holdings

Ava Hoppe | 10 May, 2023

Aspiriant, LLC is a registered investment advisor that provides wealth management and investment advisory services to individuals, families, and institutional clients. As part of their regulatory requirements, Aspiriant files a 13F form every quarter, disclosing their holdings of publicly traded securities. The Q4 2022 vs. Q1 2023 13F Holdings Comparison reveals some interesting trends and changes in Aspiriant's portfolio, which we'll explore in this article.

Firstly, it's worth noting that Aspiriant's holdings increased from 34 to 40 between Q4 2022 and Q1 2023. New additions to the portfolio include META Platforms Inc (META), while the position in Bill Holdings Inc (BILL) was decreased by 25.9%.

One of the largest holdings in the portfolio is the iShares MSCI ACWI Minimum Volatility ETF (ACWV), which increased by 3.2% in shares held. At the same time, the Vanguard Tax-Exempt Bond ETF (VTEB) decreased by 23.7% in shares held, suggesting a shift away from municipal bonds.

Another notable change is the increase in holdings of the iShares Edge MSCI USA Value Factor ETF (IUSV) by 4.6%. This ETF focuses on US companies with lower valuations than their peers, implying that Aspiriant may be seeking out undervalued opportunities. Conversely, the Vanguard Dividend Appreciation ETF (VIG) decreased by 1.4%, reflecting a potentially reduced interest in dividend-paying stocks.

The data also shows a slight decrease in the holdings of the iShares Russell 2000 ETF (IWM) and the iShares Russell 3000 ETF (IWV), by 4.5% and 1% respectively. This suggests a preference for larger companies, with Aspiriant potentially selling off some small-cap stocks.

However, it's not all bad news for the Russell 2000 ETF, as the iShares Russell 2000 Value ETF (IWN) increased by 2.5% in shares held. This could indicate a shift towards value-oriented small-cap stocks as opposed to growth-oriented ones.

Moving away from ETFs, Aspiriant also holds positions in individual stocks, including Apple Inc (AAPL), Microsoft Corp (MSFT), Inc (AMZN), and Alphabet Inc (GOOGL and GOOG). Apple Inc saw a 15.5% increase in shares held, while Inc had an increase of 19.1%, possibly indicating Aspiriant's continued confidence in these tech giants.

In conclusion, Aspiriant's Q4 2022 vs. Q1 2023 13F Holdings Comparison reveals several intriguing shifts in their portfolio. The decrease in municipal bond holdings, reduced interest in dividend-paying stocks, and shift towards larger companies are all noteworthy. Still, the continued confidence in tech giants and selective interest in small-cap and undervalued opportunities suggest that Aspiriant remains committed to finding value and growth for its clients.

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