Aspiriant, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In today's blog post, we will be discussing the changes in holdings of Aspiriant, LLC's Q1 2023 and Q2 2023 filings. We will explore the key highlights and analyze the shifts in their portfolio.

As a quick background, 13F filings are reports required by the Securities and Exchange Commission (SEC) that provide information on the holdings of institutional investment managers with assets under management greater than $100 million. These filings offer valuable insights into the investments made by these firms and help investors track their activities.

Now, let's dive into the data and examine the significant changes in Aspiriant, LLC's portfolio.

ACWV - iShares Inc:

- Q1 2023 (SHARES): 2,839,032

- Q2 2023 (SHARES): 2,801,934

- Q1 2023 VALUE ($000): 274,676

- Q2 2023 VALUE ($000): 274,743

- Chg %: 0

VTEB - Vanguard Mun Bd Fds:

- Q1 2023 (SHARES): 4,016,961

- Q2 2023 (SHARES): 3,945,736

- Q1 2023 VALUE ($000): 203,499

- Q2 2023 VALUE ($000): 198,154

- Chg %: -2.6

IUSV - iShares TR:

- Q1 2023 (SHARES): 2,304,801

- Q2 2023 (SHARES): 2,282,871

- Q1 2023 VALUE ($000): 170,048

- Q2 2023 VALUE ($000): 178,657

- Chg %: 5.1

VIG - Vanguard Specialized Funds:

- Q1 2023 (SHARES): 955,883

- Q2 2023 (SHARES): 951,102

- Q1 2023 VALUE ($000): 147,215

- Q2 2023 VALUE ($000): 154,486

- Chg %: 4.9

VBR - Vanguard Index Fds:

- Q1 2023 (SHARES): 723,560

- Q2 2023 (SHARES): 723,574

- Q1 2023 VALUE ($000): 114,871

- Q2 2023 VALUE ($000): 119,679

- Chg %: 4.2

EFV - iShares TR:

- Q1 2023 (SHARES): 1,292,616

- Q2 2023 (SHARES): 1,280,269

- Q1 2023 VALUE ($000): 62,730

- Q2 2023 VALUE ($000): 62,656

- Chg %: -0.1

VOO - Vanguard Index Fds:

- Q1 2023 (SHARES): 151,437

- Q2 2023 (SHARES): 149,837

- Q1 2023 VALUE ($000): 56,949

- Q2 2023 VALUE ($000): 61,023

- Chg %: 7.2

IEMG - iShares Inc:

- Q1 2023 (SHARES): 1,111,221

- Q2 2023 (SHARES): 1,116,985

- Q1 2023 VALUE ($000): 54,216

- Q2 2023 VALUE ($000): 55,056

- Chg %: 1.5

AAPL - Apple Inc:

- Q1 2023 (SHARES): 285,728

- Q2 2023 (SHARES): 275,658

- Q1 2023 VALUE ($000): 47,116

- Q2 2023 VALUE ($000): 53,469

- Chg %: 13.5

IVV - iShares TR:

- Q1 2023 (SHARES): 106,545

- Q2 2023 (SHARES): 117,863

- Q1 2023 VALUE ($000): 43,798

- Q2 2023 VALUE ($000): 52,532

- Chg %: 19.9

These are just a few of the holdings that have experienced changes in Aspiriant, LLC's portfolio. It's important to note that these changes could be influenced by various factors such as market conditions, investment strategies, and market outlook. Therefore, investors should closely study the full 13F filing for a comprehensive understanding of Aspiriant, LLC's investment decisions.

Please remember that this article is for informational purposes only and should not be considered as financial advice. It's always recommended to consult with a qualified financial advisor before making any investment decisions.

In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison of Aspiriant, LLC reveals interesting shifts in their investment portfolio. Investors in the financial markets can use this information as a starting point for further analysis and exploration of potential investment opportunities. Stay tuned for more updates and analysis on the ever-evolving world of investments!