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 TR | S&P 500 GRWT ETF | 201 | $606,955 | 7,188 | 0.00 | 0.00 | -388 | -5.12 | 03-31-2024 |
DEERE & CO | COM | 202 | $596,737 | 1,452 | 0.00 | 0.00 | 38 | 2.69 | 03-31-2024 |
ISHARES TR | AGGRES ALLOC ETF | 203 | $589,335 | 8,022 | 0.00 | 0.00 | -2,471 | -23.55 | 03-31-2024 |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 204 | $578,433 | 7,482 | 0.00 | 0.00 | -465 | -5.85 | 03-31-2024 |