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 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
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