>
  1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Aspiriant, Llc Buys WisdomTree Emerging Markets High Dividend Fund, iShares Core MSCI Emerging Markets, iShares MSCI EAFE Value, Sells Vanguard Total Stock Market, iShares MSCI EAFE, iShares Edge MSCI Min Vol Emerging Markets

San Francisco, CA, based Investment company Aspiriant, Llc (Current Portfolio) buys WisdomTree Emerging Markets High Dividend Fund, iShares Core MSCI Emerging Markets, iShares MSCI EAFE Value, Vanguard Small-Cap Value, IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, sells Vanguard Total Stock Market, iShares MSCI EAFE, iShares Edge MSCI Min Vol Emerging Markets, Vanguard FTSE Emerging Markets, Vanguard Short-Term Corporate Bond ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Aspiriant, Llc. As of 2020Q1, Aspiriant, Llc owns 176 stocks with a total value of $1 billion. These are the details of the buys and sells.

For the details of ASPIRIANT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/aspiriant%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of ASPIRIANT, LLC
  1. iShares Edge MSCI Min Vol Global (ACWV) - 2,131,526 shares, 16.97% of the total portfolio. Shares added by 6.12%
  2. WisdomTree Emerging Markets High Dividend Fund (DEM) - 2,311,507 shares, 7.39% of the total portfolio. Shares added by 766.86%
  3. iShares Core MSCI Emerging Markets (IEMG) - 1,702,375 shares, 6.83% of the total portfolio. Shares added by 192.83%
  4. iShares National Muni Bond (MUB) - 490,888 shares, 5.50% of the total portfolio. Shares reduced by 2.88%
  5. Vanguard Div Appreciation (VIG) - 507,797 shares, 5.20% of the total portfolio. Shares added by 9.84%
New Purchase: Vanguard Tax-Exempt Bond (VTEB)

Aspiriant, Llc initiated holding in Vanguard Tax-Exempt Bond. The purchase prices were between $45.81 and $55.19, with an estimated average price of $53.67. The stock is now traded at around $52.68. The impact to a portfolio due to this purchase was 0.41%. The holding were 78,455 shares as of .

New Purchase: The Wendy's Co (WEN)

Aspiriant, Llc initiated holding in The Wendy's Co. The purchase prices were between $7.47 and $23.94, with an estimated average price of $19.79. The stock is now traded at around $18.81. The impact to a portfolio due to this purchase was 0.17%. The holding were 118,319 shares as of .

New Purchase: Schwab Fundamental International Large Company Ind (FNDF)

Aspiriant, Llc initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $21.57. The impact to a portfolio due to this purchase was 0.08%. The holding were 38,302 shares as of .

New Purchase: iShares Core Moderate Allocation (AOM)

Aspiriant, Llc initiated holding in iShares Core Moderate Allocation. The purchase prices were between $33.84 and $40.73, with an estimated average price of $38.96. The stock is now traded at around $37.97. The impact to a portfolio due to this purchase was 0.06%. The holding were 16,325 shares as of .

New Purchase: iShares S&P 100 (OEF)

Aspiriant, Llc initiated holding in iShares S&P 100. The purchase prices were between $104.41 and $152.28, with an estimated average price of $138.76. The stock is now traded at around $131.77. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,770 shares as of .

New Purchase: Vanguard Total World Stock Index (VT)

Aspiriant, Llc initiated holding in Vanguard Total World Stock Index. The purchase prices were between $54.48 and $83.17, with an estimated average price of $76. The stock is now traded at around $68.19. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,781 shares as of .

Added: WisdomTree Emerging Markets High Dividend Fund (DEM)

Aspiriant, Llc added to a holding in WisdomTree Emerging Markets High Dividend Fund by 766.86%. The purchase prices were between $29.01 and $46.63, with an estimated average price of $40.47. The stock is now traded at around $34.36. The impact to a portfolio due to this purchase was 6.54%. The holding were 2,311,507 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Aspiriant, Llc added to a holding in iShares Core MSCI Emerging Markets by 192.83%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $42.86. The impact to a portfolio due to this purchase was 4.5%. The holding were 1,702,375 shares as of .

Added: iShares MSCI EAFE Value (EFV)

Aspiriant, Llc added to a holding in iShares MSCI EAFE Value by 171.13%. The purchase prices were between $30.99 and $50.45, with an estimated average price of $44.48. The stock is now traded at around $36.55. The impact to a portfolio due to this purchase was 0.98%. The holding were 438,057 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Aspiriant, Llc added to a holding in Vanguard Small-Cap Value by 30.43%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $96.60. The impact to a portfolio due to this purchase was 0.9%. The holding were 438,912 shares as of .

Added: IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI)

Aspiriant, Llc added to a holding in IQ Hedge MultiIQ Hedge Multi-Strategy Tracker by 245.36%. The purchase prices were between $26.67 and $31.05, with an estimated average price of $30.14. The stock is now traded at around $29.27. The impact to a portfolio due to this purchase was 0.7%. The holding were 345,840 shares as of .

Added: Procter & Gamble Co (PG)

Aspiriant, Llc added to a holding in Procter & Gamble Co by 81.77%. The purchase prices were between $97.7 and $127.14, with an estimated average price of $120.29. The stock is now traded at around $116.01. The impact to a portfolio due to this purchase was 0.21%. The holding were 42,477 shares as of .

Sold Out: Schwab U.S. REIT (SCHH)

Aspiriant, Llc sold out a holding in Schwab U.S. REIT. The sale prices were between $27.07 and $48.53, with an estimated average price of $43.11.

Sold Out: Marathon Petroleum Corp (MPC)

Aspiriant, Llc sold out a holding in Marathon Petroleum Corp. The sale prices were between $16.62 and $61.91, with an estimated average price of $46.65.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

Aspiriant, Llc sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39.

Sold Out: Truist Financial Corp (BBK)

Aspiriant, Llc sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Boeing Co (BA)

Aspiriant, Llc sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: Duke Energy Corp (DUK)

Aspiriant, Llc sold out a holding in Duke Energy Corp. The sale prices were between $64.15 and $102.43, with an estimated average price of $92.02.



Here is the complete portfolio of ASPIRIANT, LLC. Also check out:

1. ASPIRIANT, LLC's Undervalued Stocks
2. ASPIRIANT, LLC's Top Growth Companies, and
3. ASPIRIANT, LLC's High Yield stocks
4. Stocks that ASPIRIANT, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)