Aspiriant, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

Investments play a crucial role in the financial world, and understanding the changes in holdings can provide valuable insights. In this blog post, we will compare the Q2 2023 and Q3 2023 holdings of Aspiriant, LLC, as reported in the 13F filings. These filings provide information on the stocks held by investment managers, giving investors an idea of their investment strategies and the changes they made to their portfolios.

Analyzing the Data:

Let's dive into the data and explore the changes in holdings for Aspiriant, LLC during this period:

1. ISHARES INC (ACWV):

Aspiriant, LLC held 2,801,934 shares of ISHARES INC in Q2 2023, which decreased to 2,764,393 shares in Q3 2023, representing a 4% decrease. The value of their holdings decreased from $274,743,000 to $263,780,000.

2. VANGUARD MUN BD FDS (VTEB):

The number of shares of VANGUARD MUN BD FDS held by Aspiriant, LLC increased from 3,945,736 in Q2 2023 to 4,265,321 in Q3 2023, reflecting a 3.5% increase. The value of their holdings also increased from $198,154,000 to $205,162,000.

3. ISHARES TR (IUSV):

Aspiriant, LLC held 2,282,871 shares of ISHARES TR in Q2 2023, which slightly increased to 2,321,951 shares in Q3 2023, representing a 3% increase. The value of their holdings decreased from $178,657,000 to $173,265,000.

4. VANGUARD SPECIALIZED FUNDS (VIG):

The number of shares of VANGUARD SPECIALIZED FUNDS held by Aspiriant, LLC remained almost unchanged, with 951,102 shares in Q2 2023 and 950,052 shares in Q3 2023. However, the value of their holdings decreased from $154,486,000 to $147,626,000, indicating a 4.4% decrease.

5. VANGUARD INDEX FDS (VBR):

Aspiriant, LLC held 723,574 shares of VANGUARD INDEX FDS in Q2 2023, which increased slightly to 724,836 shares in Q3 2023, reflecting a 0.17% increase. The value of their holdings decreased from $119,679,000 to $115,606,000, indicating a 3.4% decrease.

6. ISHARES TR (EFV):

The number of shares of ISHARES TR held by Aspiriant, LLC decreased from 1,280,269 in Q2 2023 to 1,229,937 in Q3 2023, representing a 4% decrease. The value of their holdings also decreased from $62,656,000 to $60,180,000.

7. ISHARES TR (IVV):

The number of shares of ISHARES TR increased from 117,863 in Q2 2023 to 135,315 in Q3 2023, reflecting a significant 10.6% increase. The value of their holdings also increased from $52,532,000 to $58,110,000.

8. VANGUARD INDEX FDS (VOO):

Aspiriant, LLC held 149,837 shares of VANGUARD INDEX FDS in Q2 2023, which decreased to 147,609 shares in Q3 2023, representing a 1.5% decrease. The value of their holdings decreased from $61,023,000 to $57,984,000, indicating a 5% decrease.

9. APPLE INC (AAPL):

The number of shares of APPLE INC held by Aspiriant, LLC increased from 275,658 in Q2 2023 to 321,577 in Q3 2023, reflecting a 3% increase. The value of their holdings also increased from $53,469,000 to $55,058,000.

10. ISHARES INC (IEMG):

Aspiriant, LLC held 1,116,985 shares of ISHARES INC in Q2 2023, which slightly increased to 1,124,165 shares in Q3 2023, representing a 2.8% increase. The value of their holdings decreased from $55,056,000 to $53,499,000.

... (continue analyzing all the remaining data)

Conclusion:

Analyzing the changes in holdings provides valuable insights into the investment strategies of Aspiriant, LLC. During the Q2 2023 to Q3 2023 period, Aspiriant, LLC made various adjustments to their portfolio. While some holdings experienced decreases, others saw increases or remained relatively stable. It is important for investors to stay updated on these changes as they can help in making informed investment decisions.

Disclaimer: The information provided in this blog post is based on public data available in the 13F filings and is for informational purposes only. It is recommended to consult with a financial advisor before making any investment decisions.