AP

Aspect Partners, LLC

13F
Aspect Partners, LLC
Last update 2025-04-24 608 Stocks (68 new)
Value $175.00 Mil Turnover 16 %
Countries:
Top Holdings: SPY(15.88%)VTI(7.54%)GLD(5.31%)IAGG(4.80%)IEFA(4.60%)
Summary Stock Picks Current Portfolio
Aspect Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
49,589
27,739.6
+3.02%
15.880
+0.46%
0.000
+17.14%
+7.04%
641,384.0
 
VTI
Vanguard Total Stock Market ETF
47,933
13,173.9
+7.85%
7.540
+0.55%
0.000
+17.65%
+6.63%
471,718.0
 
GLD
SPDR Gold Shares ETF
32,218
9,283.3
+176.55%
5.310
+3.39%
0.010
+3.76%
+27.68%
102,976.0
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
167,832
8,389.9
+10.79%
4.800
+0.47%
0.120
+1.25%
+1.92%
10,399.5
 
IEFA
iShares Core MSCI EAFE ETF
106,101
8,026.5
+15.32%
4.600
+0.61%
0.010
+15.26%
+20.32%
142,203.0
 
EFA
iShares MSCI EAFE ETF
95,002
7,764.5
+2,754.63%
4.450
+4.29%
0.010
+14.59%
+19.68%
64,151.4
 
IYR
iShares U.S. Real Estate ETF
78,802
7,545.3
+273.59%
4.320
+3.16%
0.240
+8.34%
+3.54%
3,829.0
 
PDBC
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
512,098
6,979.9
+3.47%
4.000
+0.13%
0.150
+5.83%
+3.39%
4,511.1
 
RSSB
Return Stacked Global Stocks & Bonds ETF
Return Stacked Global Stocks & Bonds ETF
249,652
5,849.4
-2.08%
3.350
-0.07%
2.240
+17.65%
+12.13%
291.2
 
BOXX
Alpha Architect 1-3 Month Box ETF
46,433
5,176.8
+25.74%
2.960
+0.61%
0.090
+1.01%
+2.29%
6,731.9
 

Aspect Partners, LLC's Historical Top Holdings Breakdowns

Aspect Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-11.96%
●
105.1 ($107.75) 109.61
$108.08
0.31%
Sold Out
0
-193,776
EFA
iShares MSCI EAFE ETF
2025-03-31
Add
Add
+4.29%
●
74.85 ($80.6) 84.89
$88.95
10.36%
Add 2754.63%
95,002
91,674
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+3.39%
●
243.19 ($264.45) 288.14
$309.14
16.90%
Add 176.55%
32,218
20,568
IYR
iShares U.S. Real Estate ETF
2025-03-31
Add
Add
+3.16%
●
89.49 ($95.12) 98.98
$95.49
0.39%
Add 273.59%
78,802
57,709
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-1.08%
●
198.1 ($216.92) 229.79
$221.70
2.20%
Reduce -78.22%
2,348
-8,431
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.61%
●
69.57 ($74.78) 78.65
$83.07
11.09%
Add 15.32%
106,101
14,099
BOXX
Alpha Architect 1-3 Month Box ETF
2025-03-31
Add
Add
+0.61%
●
110.33 ($110.94) 111.49
$112.80
1.68%
Add 25.74%
46,433
9,504
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.55%
●
271.18 ($290.53) 303.12
$307.02
5.68%
Add 7.85%
47,933
3,487
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Add
Add
+0.47%
●
49.42 ($49.98) 50.43
$50.88
1.80%
Add 10.79%
167,832
16,349
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.46%
●
551.42 ($587.78) 612.93
$623.62
6.10%
Add 3.02%
49,589
1,452

Aspect Partners, LLC Total Holding History ($B)

To

Aspect Partners, LLC's Asset Allocation

To

Aspect Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aspect Partners, LLC's Hypothetical Growth since 2025-03-31

Aspect Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aspect Partners, LLC's Holdings Heat Map

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Aspect Partners, LLC's Holdings Bubble Chart

Aspect Partners, LLC News

  • 1

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