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 TR | SHORT TREAS BD | 101 | $2,082,021 | 18,835 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 102 | $2,069,182 | 15,766 | 0.00 | 0.00 | 4,336 | 37.94 | 03-31-2024 |
| LOWES COS INC | COM | 103 | $1,945,118 | 7,636 | 0.00 | 0.00 | 132 | 1.76 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 104 | $1,908,763 | 26,386 | 0.00 | 0.00 | -156 | -0.59 | 03-31-2024 |
