Aspiriant, Llc Buys Vanguard Total World Stock Index, Vanguard Total Stock Market, The Wendy's Co, Sells IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, iShares National Muni Bond, iShares MSCI EAFE Value

San Francisco, CA, based Investment company Aspiriant, Llc buys Vanguard Total World Stock Index, Vanguard Total Stock Market, The Wendy's Co, Johnson & Johnson, iShares Short Treasury Bond ETF, Cisco Systems Inc, 3M Co, Enterprise Products Partners LP, Invesco S&P 500 Low Volatility, iShares Edge MSCI USA Value Factor, Vanguard FTSEEuropean, Vanguard FTSE All-Wld ex-US SmCp Idx, Vanguard Value, iShares S&P 500 Growth, iShares U.S. Medical Devices, Vanguard Emerging Markets Government Bond ETF, AT&T Inc, Dominion Energy Inc, Plains All American Pipeline LP, SunTrust Banks Inc, MongoDB Inc, SPDR Bloomberg Barclays Convertible Securities, iShares Emerging Markets Dividend Index Fund Excha, iShares TIPS Bond, iShares MSCI ACWI Index Fund, Schwab U.S. Large-Cap Value, Invesco QQQ Trust Series 1, iShares Core S&P Mid-Cap, support.com Inc, sells IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, iShares National Muni Bond, iShares MSCI EAFE Value, UBS AG ETN, WisdomTree Emerging Markets High Dividend Fund, iShares MSCI EAFE, Vanguard FTSE All World Ex US, iShares U.S. Real Estate, Cincinnati Financial Corp, iShares Russell 1000 Value, Royal Bank of Canada, Vanguard Short-Term Corporate Bond ETF, US Bancorp, iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S, iShares MSCI EAFE Small-Cap ETF, iShares Russell 2000 Value, Amazon.com Inc, Vanguard Short-Term Bond, Schwab U.S. Mid Cap, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, iShares iBoxx $ High Yield Corporate Bond, Wells Fargo, Invesco CurrencyShares British Pound Sterling Trus, Merck Inc, Vanguard Short-Term Treasury ETF, Fidelity National Information Services Inc, Xtrackers MSCI Europe Hedged Equity, Schwab International Small-Cap Equity, Fox Corp, Vanguard Mega Cap Growth, Intel Corp, Goldman Sachs Group Inc, Morgan Stanley, iShares S&P 500 Value, Walgreens Boots Alliance Inc, Enbridge Inc, Amgen Inc, Clorox Co, CVS Health Corp, BlackRock Inc, Applied Materials Inc, American Tower Corp, American Electric Power Co Inc, Chubb, Philip Morris International Inc, Workday Inc, AbbVie Inc, Silgan Holdings Inc, SPDR Select Sector Fund - Energy Select Sector, The Toronto-Dominion Bank, Thermo Fisher Scientific Inc, Realty Income Corp, Linde PLC, United Parcel Service Inc, VF Corp, Emerson Electric Co, Bank of New York Mellon Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Aspiriant, Llc. As of 2019Q1, Aspiriant, Llc owns 215 stocks with a total value of $1.2 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) - 1,837,537 shares, 13.87% of the total portfolio. Shares added by 0.33%
  2. UBS AG ETN (MLPI) - 2,966,544 shares, 5.69% of the total portfolio. Shares reduced by 25.88%
  3. iShares National Muni Bond (MUB) - 509,485 shares, 4.78% of the total portfolio. Shares reduced by 44.43%
  4. iShares Core S&P U.S. Value ETF (IUSV) - 899,664 shares, 4.16% of the total portfolio. Shares added by 4.14%
  5. Vanguard Div Appreciation (VIG) - 434,802 shares, 4.02% of the total portfolio. Shares added by 2.41%
New Purchase: Vanguard Total World Stock Index (VT)

Aspiriant, Llc initiated holding in Vanguard Total World Stock Index. The purchase prices were between $64.36 and $74.23, with an estimated average price of $70.89. The stock is now traded at around $75.83. The impact to a portfolio due to this purchase was 0.34%. The holding were 55,319 shares as of .

New Purchase: The Wendy's Co (WEN)

Aspiriant, Llc initiated holding in The Wendy's Co. The purchase prices were between $15.56 and $18, with an estimated average price of $16.99. The stock is now traded at around $18.43. The impact to a portfolio due to this purchase was 0.1%. The holding were 64,196 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Aspiriant, Llc initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.3 and $110.57, with an estimated average price of $110.45. The stock is now traded at around $110.38. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,047 shares as of .

New Purchase: iShares Edge MSCI USA Value Factor (VLUE)

Aspiriant, Llc initiated holding in iShares Edge MSCI USA Value Factor. The purchase prices were between $71.93 and $82.24, with an estimated average price of $79.16. The stock is now traded at around $82.83. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,810 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Aspiriant, Llc initiated holding in Enterprise Products Partners LP. The purchase prices were between $24.59 and $29.3, with an estimated average price of $27.88. The stock is now traded at around $28.75. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,365 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Aspiriant, Llc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $53.60. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,336 shares as of .

Added: Vanguard Total Stock Market (VTI)

Aspiriant, Llc added to a holding in Vanguard Total Stock Market by 22.24%. The purchase prices were between $124.77 and $146.62, with an estimated average price of $139.34. The stock is now traded at around $150.63. The impact to a portfolio due to this purchase was 0.13%. The holding were 58,414 shares as of .

Added: Johnson & Johnson (JNJ)

Aspiriant, Llc added to a holding in Johnson & Johnson by 25.79%. The purchase prices were between $125.72 and $139.79, with an estimated average price of $133.86. The stock is now traded at around $142.01. The impact to a portfolio due to this purchase was 0.1%. The holding were 42,380 shares as of .

Added: Cisco Systems Inc (CSCO)

Aspiriant, Llc added to a holding in Cisco Systems Inc by 60.90%. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $54.94. The impact to a portfolio due to this purchase was 0.07%. The holding were 39,780 shares as of .

Added: 3M Co (MMM)

Aspiriant, Llc added to a holding in 3M Co by 46.41%. The purchase prices were between $183.76 and $210.58, with an estimated average price of $201.21. The stock is now traded at around $185.22. The impact to a portfolio due to this purchase was 0.07%. The holding were 12,871 shares as of .

Added: SPDR Bloomberg Barclays Convertible Securities (CWB)

Aspiriant, Llc added to a holding in SPDR Bloomberg Barclays Convertible Securities by 30.55%. The purchase prices were between $45.94 and $52.83, with an estimated average price of $50.65. The stock is now traded at around $53.86. The impact to a portfolio due to this purchase was 0.02%. The holding were 19,314 shares as of .

Added: AT&T Inc (T)

Aspiriant, Llc added to a holding in AT&T Inc by 36.01%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $30.70. The impact to a portfolio due to this purchase was 0.02%. The holding were 32,871 shares as of .

Sold Out: Invesco CurrencyShares British Pound Sterling Trus (FXB)

Aspiriant, Llc sold out a holding in Invesco CurrencyShares British Pound Sterling Trus. The sale prices were between $122.34 and $129.05, with an estimated average price of $126.31.

Sold Out: Schwab International Small-Cap Equity (SCHC)

Aspiriant, Llc sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $28.93 and $32.74, with an estimated average price of $31.52.

Sold Out: Xtrackers MSCI Europe Hedged Equity (DBEU)

Aspiriant, Llc sold out a holding in Xtrackers MSCI Europe Hedged Equity. The sale prices were between $25.02 and $28.57, with an estimated average price of $27.15.

Sold Out: Fox Corp (FOXA)

Aspiriant, Llc sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.

Sold Out: Fidelity National Information Services Inc (FIS)

Aspiriant, Llc sold out a holding in Fidelity National Information Services Inc. The sale prices were between $98.31 and $113.1, with an estimated average price of $106.57.

Sold Out: Goldman Sachs Group Inc (GS)

Aspiriant, Llc sold out a holding in Goldman Sachs Group Inc. The sale prices were between $167.05 and $202.54, with an estimated average price of $192.75.



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