Might 03, 2019 – Aspiriant, Llc Buys Vanguard Whole World Inventory Index, Vanguard Whole Inventory Market, The Wendy’s Co, Sells IQ Hedge MultiIQ Hedge Multi-Technique Tracker, iShares Nationwide Muni Bond, iShares MSCI EAFE Worth

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San Francisco, CA, based mostly Funding firm Aspiriant, Llc buys Vanguard Whole World Inventory Index, Vanguard Whole Inventory Market, The Wendy’s Co, Johnson & Johnson, iShares Brief Treasury Bond ETF, Cisco Methods Inc, 3M Co, Enterprise Merchandise Companions LP, Invesco S&P 500 Low Volatility, iShares Edge MSCI USA Worth Issue, Vanguard FTSEEuropean, Vanguard FTSE All-Wld ex-US SmCp Idx, Vanguard Worth, iShares S&P 500 Progress, iShares U.S. Medical Gadgets, Vanguard Rising Markets Authorities Bond ETF, AT&T Inc, Dominion Power Inc, Plains All American Pipeline LP, SunTrust Banks Inc, MongoDB Inc, SPDR Bloomberg Barclays Convertible Securities, iShares Rising Markets Dividend Index Fund Excha, iShares TIPS Bond, iShares MSCI ACWI Index Fund, Schwab U.S. Giant-Cap Worth, Invesco QQQ Belief Sequence 1, iShares Core S&P Mid-Cap, help.com Inc, sells IQ Hedge MultiIQ Hedge Multi-Technique Tracker, iShares Nationwide Muni Bond, iShares MSCI EAFE Worth, UBS AG ETN, WisdomTree Rising Markets Excessive Dividend Fund, iShares MSCI EAFE, Vanguard FTSE All World Ex US, iShares U.S. Actual Property, Cincinnati Monetary Corp, iShares Russell 1000 Worth, Royal Financial institution of Canada, Vanguard Brief-Time period Company Bond ETF, US Bancorp, iShares FTSE EPRA/NAREIT International Actual Property ex-U.S, iShares MSCI EAFE Small-Cap ETF, iShares Russell 2000 Worth, Amazon.com Inc, Vanguard Brief-Time period Bond, Schwab U.S. Mid Cap, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, iShares iBoxx $ Excessive Yield Company Bond, Wells Fargo, Invesco CurrencyShares British Pound Sterling Trus, Merck Inc, Vanguard Brief-Time period Treasury ETF, Constancy Nationwide Data Providers Inc, Xtrackers MSCI Europe Hedged Fairness, Schwab Worldwide Small-Cap Fairness, Fox Corp, Vanguard Mega Cap Progress, Intel Corp, Goldman Sachs Group Inc, Morgan Stanley, iShares S&P 500 Worth, Walgreens Boots Alliance Inc, Enbridge Inc, Amgen Inc, Clorox Co, CVS Well being Corp, BlackRock Inc, Utilized Supplies Inc, American Tower Corp, American Electrical Energy Co Inc, Chubb, Philip Morris Worldwide Inc, Workday Inc, AbbVie Inc, Silgan Holdings Inc, SPDR Choose Sector Fund – Power Choose Sector, The Toronto-Dominion Financial institution, Thermo Fisher Scientific Inc, Realty Revenue Corp, Linde PLC, United Parcel Service Inc, VF Corp, Emerson Electrical Co, Financial institution of New York Mellon Corp through the 3-months ended 2019Q1, in keeping with the latest filings of the funding firm, Aspiriant, Llc. As of 2019Q1, Aspiriant, Llc owns 215 shares with a complete worth of $1.2 billion. These are the main points of the buys and sells.

  • New Purchases: VT, WEN, SHV, EPD, VLUE, SPLV, VSS, VGK, IVW, IHI, DVYE, MDB, STI, PAA, D, SPRT,
  • Added Positions: VNQI, VNQ, IUSV, VTI, IWM, JNJ, VIG, MMM, CSCO, IDV, VWO, AAPL, BRK.A, VWOB, VTV, T, VYM, DIS, CWB, DATA, VUG, ACWI, IJH, SCHV, IBM, TIP, CRM, RSP, QQQ, VBK, VB, PYPL, IWP,
  • Lowered Positions: QAI, MUB, EFV, MLPI, DEM, EFA, BND, IEMG, VEU, IYR, VEA, CINF, IWD, RY, RWX, VCSH, BRK.B, IWB, USMV, USB, EEM, SPY, AMZN, AGG, IFGL, IWN, SCZ, CVX, AMJ, BSV, EEMV, SCHM, WFC, HYG, IEFA, VCIT, ABT, MRK, PEP, IWR, SCHZ, VGSH, AMGN, CMCSA, ENB, XOM, GOOGL, INTC, JPM, MSFT, TJX, UNP, VZ, FB, IVE, CB, AEP, AMT, BLK, CVS, SCHW, CLX, DHR, DUK, EOG, NEE, ILMN, NKE, NVS, ORCL, PFE, LIN, QCOM, RTN, O, SLGN, TMO, TD, PM, WDAY, ABBV, GOOG, IJR, IWV, SCHE, SCHH, SCHX, VAW, VGT, VV, XLE, ACN, ADBE, AXP, BBT, BAC, BK, BDX, BA, BMY, COF, CNP, CI, KO, COST, EMR, FDX, GE, GPC, GILD, HD, HON, KMB, LOW, MCD, OXY, BKNG, SBUX, UPS, UTX, UNH, VFC, WMT, MA, V, CHTR, MPC, GLD, SDY, VBR,
  • Offered Out: FXB, SCHC, DBEU, FOXA, FIS, WBA, MS, GS, MGK, AMAT,

For the main points of ASPIRIANT, LLC’s inventory buys and sells,
go to https://www.gurufocus.com/guru/aspiriantpercent2C+llc/current-portfolio/portfolio

These are the highest 5 holdings of ASPIRIANT, LLC

  1. iShares Edge MSCI Min Vol International (ACWV) – 1,837,537 shares, 13.87% of the whole portfolio. Shares added by 0.33%
  2. UBS AG ETN (MLPI) – 2,966,544 shares, 5.69% of the whole portfolio. Shares diminished by 25.88%
  3. iShares Nationwide Muni Bond (MUB) – 509,485 shares, 4.78% of the whole portfolio. Shares diminished by 44.43%
  4. iShares Core S&P U.S. Worth ETF (IUSV) – 899,664 shares, 4.16% of the whole portfolio. Shares added by 4.14%
  5. Vanguard Div Appreciation (VIG) – 434,802 shares, 4.02% of the whole portfolio. Shares added by 2.41%

New Buy: Vanguard Whole World Inventory Index (VT)

Aspiriant, Llc initiated holding in Vanguard Whole World Inventory Index. The acquisition costs have been between $64.36 and $74.23, with an estimated common value of $70.89. The inventory is now traded at round $75.83. The impression to a portfolio resulting from this buy was 0.34%. The holding have been 55,319 shares as of .

New Buy: The Wendy’s Co (WEN)

Aspiriant, Llc initiated holding in The Wendy’s Co. The acquisition costs have been between $15.56 and $18, with an estimated common value of $16.99. The inventory is now traded at round $18.43. The impression to a portfolio resulting from this buy was 0.1%. The holding have been 64,196 shares as of .

New Buy: iShares Brief Treasury Bond ETF (SHV)

Aspiriant, Llc initiated holding in iShares Brief Treasury Bond ETF. The acquisition costs have been between $110.Three and $110.57, with an estimated common value of $110.45. The inventory is now traded at round $110.38. The impression to a portfolio resulting from this buy was 0.08%. The holding have been 9,047 shares as of .

New Buy: iShares Edge MSCI USA Worth Issue (VLUE)

Aspiriant, Llc initiated holding in iShares Edge MSCI USA Worth Issue. The acquisition costs have been between $71.93 and $82.24, with an estimated common value of $79.16. The inventory is now traded at round $82.83. The impression to a portfolio resulting from this buy was 0.03%. The holding have been 3,810 shares as of .

New Buy: Enterprise Merchandise Companions LP (EPD)

Aspiriant, Llc initiated holding in Enterprise Merchandise Companions LP. The acquisition costs have been between $24.59 and $29.3, with an estimated common value of $27.88. The inventory is now traded at round $28.75. The impression to a portfolio resulting from this buy was 0.03%. The holding have been 13,365 shares as of .

New Buy: Invesco S&P 500 Low Volatility (SPLV)

Aspiriant, Llc initiated holding in Invesco S&P 500 Low Volatility. The acquisition costs have been between $45.48 and $52.64, with an estimated common value of $50.05. The inventory is now traded at round $53.60. The impression to a portfolio resulting from this buy was 0.03%. The holding have been 7,336 shares as of .

Added: Vanguard Whole Inventory Market (VTI)

Aspiriant, Llc added to a holding in Vanguard Whole Inventory Market by 22.24%. The acquisition costs have been between $124.77 and $146.62, with an estimated common value of $139.34. The inventory is now traded at round $150.63. The impression to a portfolio resulting from this buy was 0.13%. The holding have been 58,414 shares as of .

Added: Johnson & Johnson (JNJ)

Aspiriant, Llc added to a holding in Johnson & Johnson by 25.79%. The acquisition costs have been between $125.72 and $139.79, with an estimated common value of $133.86. The inventory is now traded at round $142.01. The impression to a portfolio resulting from this buy was 0.1%. The holding have been 42,380 shares as of .

Added: Cisco Methods Inc (CSCO)

Aspiriant, Llc added to a holding in Cisco Methods Inc by 60.90%. The acquisition costs have been between $41.07 and $53.99, with an estimated common value of $48.46. The inventory is now traded at round $54.94. The impression to a portfolio resulting from this buy was 0.07%. The holding have been 39,780 shares as of .

Added: 3M Co (MMM)

Aspiriant, Llc added to a holding in 3M Co by 46.41%. The acquisition costs have been between $183.76 and $210.58, with an estimated common value of $201.21. The inventory is now traded at round $185.22. The impression to a portfolio resulting from this buy was 0.07%. The holding have been 12,871 shares as of .

Added: SPDR Bloomberg Barclays Convertible Securities (CWB)

Aspiriant, Llc added to a holding in SPDR Bloomberg Barclays Convertible Securities by 30.55%. The acquisition costs have been between $45.94 and $52.83, with an estimated common value of $50.65. The inventory is now traded at round $53.86. The impression to a portfolio resulting from this buy was 0.02%. The holding have been 19,314 shares as of .

Added: AT&T Inc (T)

Aspiriant, Llc added to a holding in AT&T Inc by 36.01%. The acquisition costs have been between $28.54 and $31.4, with an estimated common value of $30.44. The inventory is now traded at round $30.70. The impression to a portfolio resulting from this buy was 0.02%. The holding have been 32,871 shares as of .

Offered Out: Invesco CurrencyShares British Pound Sterling Trus (FXB)

Aspiriant, Llc offered out a holding in Invesco CurrencyShares British Pound Sterling Trus. The sale costs have been between $122.34 and $129.05, with an estimated common value of $126.31.

Offered Out: Schwab Worldwide Small-Cap Fairness (SCHC)

Aspiriant, Llc offered out a holding in Schwab Worldwide Small-Cap Fairness. The sale costs have been between $28.93 and $32.74, with an estimated common value of $31.52.

Offered Out: Xtrackers MSCI Europe Hedged Fairness (DBEU)

Aspiriant, Llc offered out a holding in Xtrackers MSCI Europe Hedged Fairness. The sale costs have been between $25.02 and $28.57, with an estimated common value of $27.15.

Offered Out: Fox Corp (FOXA)

Aspiriant, Llc offered out a holding in Fox Corp. The sale costs have been between $34.63 and $49.69, with an estimated common value of $36.46.

Offered Out: Constancy Nationwide Data Providers Inc (FIS)

Aspiriant, Llc offered out a holding in Constancy Nationwide Data Providers Inc. The sale costs have been between $98.31 and $113.1, with an estimated common value of $106.57.

Offered Out: Goldman Sachs Group Inc (GS)

Aspiriant, Llc offered out a holding in Goldman Sachs Group Inc. The sale costs have been between $167.05 and $202.54, with an estimated common value of $192.75.

Right here is the whole portfolio of ASPIRIANT, LLC. Additionally take a look at:

1. ASPIRIANT, LLC’s Undervalued Shares
2. ASPIRIANT, LLC’s Prime Progress Corporations, and
3. ASPIRIANT, LLC’s Excessive Yield shares
4. Shares that ASPIRIANT, LLC retains shopping for



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