Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ASPIRIANT LLC 04-15-2024 03-31-2024 317 2,416,101,322
Institutional Holdings
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
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