Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ASPIRIANT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES INC (464286525)
|
1,911,958 |
$176,131k |
|
|
ISHARES TR (464287663)
|
919,447 |
$52,081k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
117,422 |
$34,604k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
602,661 |
$31,005k |
|
|
Apple Inc (037833100)
|
104,183 |
$20,617k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
86,299 |
$18,400k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
203,762 |
$12,513k |
|
|
Facebook Inc (30303M102)
|
53,424 |
$10,318k |
|
|
ISHARES INC (464286533)
|
141,704 |
$8,340k |
|
|
ISHARES (464288448)
|
261,480 |
$8,033k |
|
|
ISHARES (464288877)
|
156,467 |
$7,528k |
|
|
ALPHABET INC (02079K305)
|
4,570 |
$4,943k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
38,168 |
$4,249k |
|
|
ALIGN TECHNOLOGY INC (016255101)
|
12,357 |
$3,382k |
|
|
DISNEY WALT CO (254687106)
|
23,624 |
$3,304k |
|
|
ISHARES TR (46434VBG4)
|
124,429 |
$3,170k |
|
|
ISHARES TR (46434VAX8)
|
123,355 |
$3,134k |
|
|
ISHARES TR (46434VAQ3)
|
123,523 |
$3,130k |
|
|
ISHARES TR (46434VBA7)
|
123,203 |
$3,108k |
|
|
ISHARES TR (46434VBK5)
|
123,102 |
$3,069k |
|
|
Chevron Corp (166764100)
|
24,397 |
$3,038k |
|
|
ISHARES TR (464287846)
|
18,874 |
$2,758k |
|
|
Alphabet Inc (02079K107)
|
2,365 |
$2,556k |
|
|
INDEXIQ ETF TR (45409B107)
|
77,249 |
$2,350k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
7 |
$2,228k |
|
|
ABBOTT LABS (002824100)
|
25,542 |
$2,150k |
|
|
3M CO (88579Y101)
|
12,096 |
$2,096k |
|
|
ISHARES TR (464288489)
|
68,936 |
$2,056k |
|
|
CISCO SYSTEMS INC (17275R102)
|
35,659 |
$1,953k |
|
|
DANAHER CORP (235851102)
|
12,654 |
$1,810k |
|
|
Amazon.com Inc (023135106)
|
896 |
$1,697k |
|
|
CINCINNATI FINL CORP (172062101)
|
16,277 |
$1,687k |
|
|
COMCAST CORP (20030N101)
|
36,738 |
$1,553k |
|
|
Exxon Mobil Corp (30231G102)
|
17,362 |
$1,332k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
13,370 |
$1,047k |
|
|
Bank of America Corp. (060505104)
|
35,786 |
$1,036k |
|
|
COCA-COLA CO (191216100)
|
20,299 |
$1,032k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
9,319 |
$1,005k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
10,836 |
$945k |
|
|
CENTERPOINT ENERGY (15189T107)
|
32,110 |
$920k |
|
|
INTEL CORP (458140100)
|
19,019 |
$910k |
|
|
AT&T INC (00206R102)
|
27,032 |
$907k |
|
|
HOME DEPOT INC (437076102)
|
4,310 |
$895k |
|
|
ADOBE INC (00724F101)
|
2,926 |
$862k |
|
|
DOCUSIGN INC COM (256163106)
|
16,739 |
$832k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,833 |
$807k |
|
|
BOX INC (10316T104)
|
43,671 |
$769k |
|
|
Illumina Inc (452327109)
|
1,684 |
$620k |
|
|
American Express Co. (025816109)
|
4,890 |
$605k |
|
|
AMGEN INC (031162100)
|
3,184 |
$585k |
|
|
ENBRIDGE INC (29250N105)
|
16,067 |
$581k |
|
|
HONEYWELL INTL INC (438516106)
|
3,220 |
$562k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V324)
|
4,201 |
$530k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,729 |
$530k |
|
|
ISHARES (464288273)
|
9,102 |
$522k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
1,267 |
$501k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
37,037 |
$500k |
|
|
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)
|
9,332 |
$476k |
|
|
COMMUNITY HEALTHCARE TRUST I (20369C106)
|
11,940 |
$471k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
2,485 |
$465k |
|
|
Boeing Co/The (097023105)
|
1,261 |
$459k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
8,267 |
$455k |
|
|
FEDEX CORP (31428X106)
|
2,393 |
$394k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,114 |
$391k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
4,282 |
$389k |
|
|
ISHARES TR (464287671)
|
5,275 |
$331k |
|
|
GENERAL ELECTRIC CO (369604103)
|
31,386 |
$329k |
|
|
Booking Holdings, Inc. (09857L108)
|
172 |
$322k |
|
|
BECTON DICKINSON (075887109)
|
1,272 |
$320k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,173 |
$310k |
|
|
ISHARES TR (46432F388)
|
3,810 |
$309k |
|
|
DUKE ENERGY CORP (26441C204)
|
3,411 |
$301k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,430 |
$291k |
|
|
BlackRock, Inc. (09247X101)
|
620 |
$290k |
|
|
EOG Resources Inc (26875P101)
|
3,086 |
$288k |
|
|
ISHARES (464286665)
|
6,000 |
$283k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
1,385 |
$280k |
|
|
BB&T CORPORATION (054937107)
|
5,641 |
$275k |
|
|
CVS HEALTH CORP (126650100)
|
4,979 |
$271k |
|
|
ABBVIE INC (00287Y109)
|
3,673 |
$268k |
|
|
ANADARKO PETE (032511107)
|
3,797 |
$267k |
|
|
CHUBB LIMITED (H1467J104)
|
1,807 |
$264k |
|
|
AEP (025537101)
|
2,975 |
$260k |
|
|
INVESCO EXCHANGE TRADED FD TR DYNMC SOFTWARE (46137V639)
|
2,675 |
$256k |
|
|
CLOROX CO (189054109)
|
1,600 |
$244k |
|
|
GILEAD SCIENCES INC (375558103)
|
3,592 |
$241k |
|
|
BANK OF MARIN BANCORP/CA (063425102)
|
5,610 |
$230k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,119 |
$228k |
|
|
CITIGROUP INC (172967424)
|
3,059 |
$214k |
|
|
ISHARES INC (464286319)
|
5,249 |
$214k |
|
|
GENUINE PARTS CO (372460105)
|
2,056 |
$212k |
|
|
DOMINION ENERGY INC (25746U109)
|
2,726 |
$211k |
|
|
Guardant Health Inc (40131M109)
|
2,337 |
$202k |
|
|
DIAGEO P L C (25243Q205)
|
1,165 |
$201k |
|
|
Bank of New York Mellon Corp. (064058100)
|
4,525 |
$200k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
980 |
$200k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
11,425 |
$158k |
|
|
FULL HOUSE RESORTS INC COM (359678109)
|
77,600 |
$145k |
|
|
Ideal Power, Inc. (451622104)
|
19,700 |
$6k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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