Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ASPIRIANT LLC | 04-15-2024 | 03-31-2024 | 317 | 2,416,101,322 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES INC | MSCI GBL MIN VOL | 1 | $260,103,174 | 2,470,804 | 0.01 | 0.01 | -147,528 | -5.63 | 03-31-2024 |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 2 | $254,108,627 | 5,021,908 | 0.01 | 0.01 | -483,147 | -8.78 | 03-31-2024 |
ISHARES TR | CORE S&P US VLU | 3 | $249,174,449 | 2,755,107 | 0.01 | 0.01 | 328,238 | 13.53 | 03-31-2024 |
ISHARES TR | CORE S&P500 ETF | 4 | $186,080,061 | 353,939 | 0.01 | 0.00 | 203,445 | 135.18 | 03-31-2024 |