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Aspiriant, Llc Buys iShares Edge MSCI Min Vol Global, iShares MSCI EAFE Value, ISHARES TRUST, Sells WISDOMTREE TRUST, ISHARES INC, VANGUARD INDEX FDS

San Francisco, CA, based Investment company Aspiriant, Llc (Current Portfolio) buys iShares Edge MSCI Min Vol Global, iShares MSCI EAFE Value, ISHARES TRUST, ISHARES TRUST, iShares Edge MSCI Min Vol EAFE, sells WISDOMTREE TRUST, ISHARES INC, VANGUARD INDEX FDS, Vanguard Global ex-U.S. Real Estate ETF, VANGUARD TAX MANAG during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Aspiriant, Llc. As of 2020Q2, Aspiriant, Llc owns 176 stocks with a total value of $1.1 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) - 2,589,281 shares, 21.13% of the total portfolio. Shares added by 21.48%
  2. iShares Core S&P U.S. Value ETF (IUSV) - 1,142,891 shares, 5.56% of the total portfolio. Shares added by 14.48%
  3. VANGUARD SPECIALIZ (VIG) - 499,435 shares, 5.45% of the total portfolio. Shares reduced by 1.65%
  4. ISHARES TRUST (MUB) - 496,142 shares, 5.33% of the total portfolio. Shares added by 1.07%
  5. Vanguard Total Bond Market ETF (BND) - 576,762 shares, 4.75% of the total portfolio. Shares added by 5.28%
New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

Aspiriant, Llc initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $67.47. The impact to a portfolio due to this purchase was 0.49%. The holding were 80,266 shares as of .

New Purchase: Bill.com Holdings Inc (BILL)

Aspiriant, Llc initiated holding in Bill.com Holdings Inc. The purchase prices were between $30.23 and $90.21, with an estimated average price of $63.64. The stock is now traded at around $101.85. The impact to a portfolio due to this purchase was 0.41%. The holding were 48,809 shares as of .

New Purchase: VanEck Vectors High Yield Municipal Index (HYD)

Aspiriant, Llc initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $50.22 and $59.09, with an estimated average price of $55.88. The stock is now traded at around $60.55. The impact to a portfolio due to this purchase was 0.17%. The holding were 31,659 shares as of .

New Purchase: Raytheon Technologies Corp (RTX)

Aspiriant, Llc initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $60.12. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,431 shares as of .

New Purchase: ISHARES TRUST (ITOT)

Aspiriant, Llc initiated holding in ISHARES TRUST. The purchase prices were between $54.27 and $72.51, with an estimated average price of $65.03. The stock is now traded at around $75.26. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,285 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

Aspiriant, Llc initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $275.2 and $362.34, with an estimated average price of $334.21. The stock is now traded at around $414.91. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,530 shares as of .

Added: iShares Edge MSCI Min Vol Global (ACWV)

Aspiriant, Llc added to a holding in iShares Edge MSCI Min Vol Global by 21.48%. The purchase prices were between $77.12 and $90.62, with an estimated average price of $85.73. The stock is now traded at around $91.59. The impact to a portfolio due to this purchase was 3.74%. The holding were 2,589,281 shares as of .

Added: iShares MSCI EAFE Value (EFV)

Aspiriant, Llc added to a holding in iShares MSCI EAFE Value by 168.98%. The purchase prices were between $33.53 and $43.13, with an estimated average price of $37.73. The stock is now traded at around $41.32. The impact to a portfolio due to this purchase was 2.76%. The holding were 1,178,268 shares as of .

Added: ISHARES TRUST (IWN)

Aspiriant, Llc added to a holding in ISHARES TRUST by 383.18%. The purchase prices were between $74.11 and $108.63, with an estimated average price of $90.5. The stock is now traded at around $103.92. The impact to a portfolio due to this purchase was 0.78%. The holding were 107,879 shares as of .

Added: ISHARES TRUST (AOM)

Aspiriant, Llc added to a holding in ISHARES TRUST by 1130.71%. The purchase prices were between $35.65 and $40.23, with an estimated average price of $38.3. The stock is now traded at around $41.29. The impact to a portfolio due to this purchase was 0.69%. The holding were 200,913 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Aspiriant, Llc added to a holding in iShares Edge MSCI Min Vol USA by 126.97%. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.74. The impact to a portfolio due to this purchase was 0.46%. The holding were 145,979 shares as of .

Added: INDEXIQ ETF TRUST (QAI)

Aspiriant, Llc added to a holding in INDEXIQ ETF TRUST by 41.22%. The purchase prices were between $27.98 and $30.53, with an estimated average price of $29.56. The stock is now traded at around $31.12. The impact to a portfolio due to this purchase was 0.4%. The holding were 488,390 shares as of .

Sold Out: The Wendy's Co (WEN)

Aspiriant, Llc sold out a holding in The Wendy's Co. The sale prices were between $13.06 and $23.04, with an estimated average price of $19.77.

Sold Out: Raytheon Co (RTN)

Aspiriant, Llc sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S (IFGL)

Aspiriant, Llc sold out a holding in iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S. The sale prices were between $20.09 and $25.39, with an estimated average price of $22.68.

Sold Out: Invesco S P 500 Equal Weight ETF (RSP)

Aspiriant, Llc sold out a holding in Invesco S P 500 Equal Weight ETF. The sale prices were between $79.83 and $113.09, with an estimated average price of $96.19.

Sold Out: Fifth Third Bancorp (FITB)

Aspiriant, Llc sold out a holding in Fifth Third Bancorp. The sale prices were between $13.44 and $24.77, with an estimated average price of $18.45.

Sold Out: SCHWAB STRATEGIC T (SCHE)

Aspiriant, Llc sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $19.87 and $25.05, with an estimated average price of $22.66.



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

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