Hedge Fund Database

ASPIRIANT, LLC

Adviser information for ASPIRIANT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 204
Investment Advisory/Research 95
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 68
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 7,429 $11.1B
Non-Discretionary 3,674 $3.7B
Total 11,103 $14.8B

Clients

Type Number RAUM
Individuals 609 $255.8M
HNW Individuals 1,516 $13.6B
Banking or thrift institutions 0 $0
Investment companies 3 $58.1M
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $5.8M
Charitable organizations 16 $261.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 29 $624.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 26
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Accountant or accounting firm

Identifiers

SEC RIA File Number 801-68987
SEC ERA File Number 801-68987
SEC CIK Numbers 1554147, 1172799, 1377633, 1433541, 1534881, 1503245, 1670849, 1698385
SEC CRD Numbers 146720
Legal Entity Identifier 254900XPQUS29SJOSE06

Principal Office

11100 SANTA MONICA BLVD
SUITE 600
LOS ANGELES
CA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 310-806-4000, Fax: None

Websites

www.facebook.com/aspiriant/ seniorsafeandsound.org www.linkedin.com/company/aspiriant www.aspiriant.com www.aspiriantfunds.com twitter.com/aspiriantnews vimeo.com/user6109129 www.youtube.com/channel/ucgd5b3bchltvwfm1b_b52ea vimeo.com/aspiriant

Chief Compliance Officer

SHANDA S GENTRY
MANAGING DIRECTOR OF COMPLIANCE & RECORDS, CHIEF COMPLIANCE OFFICER
201 E FIFTH STREET
SUITE 1430
CINCINNATI
OH
United States
Tel: 513-824-3100
(Full email address available in API data)

Regulatory Contact

EMILY WHALEY
MANAGER-COMPLIANCE
201 E FIFTH ST
SUITE 1430
CINCINNATI
OH
United States
Tel: 513-824-3124
(Full email address available in API data)

Industry Affiliates

STATEGIC PLANNING LAW GROUP, P.C. Lawyer or law firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ASPIRIANT HOLDINGS, LLC Domestic Entity – MEMBER 01/2008 50-75%
ASPIRIANT HOLDINGS S2, LLC Domestic Entity – MEMBER 01/2008 25-50%
FRANCAIS, ROBERT, JOSEPH Individual – CHIEF EXECUTIVE OFFICER, BOARD OF DIRECTORS 11/2009 < 5%
BLODGETT, KAREN, RUTH Individual – BOARD OF DIRECTORS - CHAIR 01/2019 < 5%
HENDRICKSON, DOUGLAS, STANTON Individual – CHIEF FINANCIAL OFFICER 07/2016 < 5%
ALLEN, JOHN, DAVID Individual – CHIEF INVESTMENT OFFICER 01/2014 < 5%
ASPIRIANT HOLDINGS S5, LLC Domestic Entity – MEMBER 02/2017 5-10%
DIETZ, HELEN, ANN Individual ASPIRIANT HOLDINGS S5, LLC MEMBER 02/2017 50-75%
HAMMONS, SUMMER, ANN Individual – CHIEF PEOPLE OFFICER 02/2021 < 5%
DODER, CAMERON, ANN Individual – CHIEF MARKETING OFFICER 03/2021 < 5%
BRAGAR, SANDRA, LEIGH Individual – CHIEF CLIENT OFFICER 01/2022 < 5%
Benson, Ryan, Paul Individual – BOARD OF DIRECTORS 01/2022 < 5%
BORN, LYNNE Individual – CHIEF PRACTICE OFFICER 01/2022 < 5%
Lohkamp, Joanna Individual – INDEPENDENT BOARD OF DIRECTOR 01/2022 < 5%
GENTRY, SHANDA, SUSAN Individual – CHIEF COMPLIANCE OFFICER 03/2022 < 5%
Modica, Marcelo, Conrado Individual – INDEPENDENT BOARD OF DIRECTOR 04/2022 < 5%
Lavalle, Michael, Christopher Individual – GENERAL COUNSEL 06/2023 < 5%
SCHICK, GREGORY, RYAN Individual – BOARD OF DIRECTORS 01/2024 < 5%
CASTELLANI, MARC Individual – BOARD OF DIRECTORS 01/2022 < 5%
Lohkamp, Joanna Individual ASPIRIANT HOLDINGS, LLC INDEPENDENT BOARD OF DIRECTOR 01/2022
Lohkamp, Joanna Individual ASPIRIANT HOLDINGS S2, LLC INDEPENDENT BOARD OF DIRECTOR 01/2022
Lohkamp, Joanna Individual ASPIRIANT HOLDINGS S5, LLC INDEPENDENT BOARD OF DIRECTOR 01/2022
Benson, Ryan, Paul Individual ASPIRIANT HOLDINGS S5, LLC BOARD OF DIRECTOR 01/2022
Benson, Ryan, Paul Individual ASPIRIANT HOLDINGS, LLC BOARD MEMBER 01/2022
Benson, Ryan, Paul Individual ASPIRIANT HOLDINGS S2, LLC BOARD MEMBER 01/2022
Modica, Marcelo, Conrado Individual ASPIRIANT HOLDINGS, LLC INDEPENDENT BOARD OF DIRECTOR 04/2022
Modica, Marcelo, Conrado Individual ASPIRIANT HOLDINGS S2, LLC INDEPENDENT BOARD OF DIRECTOR 04/2022
Modica, Marcelo, Conrado Individual ASPIRIANT HOLDINGS S5, LLC INDEPENDENT BOARD OF DIRECTOR 04/2022
FRANCAIS, ROBERT, JOSEPH Individual ASPIRIANT HOLDINGS, LLC BOARD OF DIRECTOR 04/2022
SCHICK, GREGORY, RYAN Individual ASPIRIANT HOLDINGS, LLC BOARD OF DIRECTOR 01/2024
SCHICK, GREGORY, RYAN Individual ASPIRIANT HOLDINGS S2, LLC BOARD OF DIRECTOR 01/2024
SCHICK, GREGORY, RYAN Individual ASPIRIANT HOLDINGS S5, LLC BOARD OF DIRECTOR 01/2024
FRANCAIS, ROBERT, JOSEPH Individual ASPIRIANT HOLDINGS S2, LLC BOARD OF DIRECTOR 04/2022
FRANCAIS, ROBERT, JOSEPH Individual ASPIRIANT HOLDINGS S5, LLC BOARD OF DIRECTOR 04/2022
BLODGETT, KAREN, RUTH Individual ASPIRIANT HOLDINGS, LLC CHAIRMAN, BOARD OF DIRECTORS 01/2019
BLODGETT, KAREN, RUTH Individual ASPIRIANT HOLDINGS S2, LLC CHAIRMAN, BOARD OF DIRECTORS 01/2019
BLODGETT, KAREN, RUTH Individual ASPIRIANT HOLDINGS S5, LLC CHAIRMAN, BOARD OF DIRECTORS 01/2019
CASTELLANI, MARC Individual ASPIRIANT HOLDINGS, LLC BOARD OF DIRECTOR 01/2022
CASTELLANI, MARC Individual ASPIRIANT HOLDINGS S2, LLC BOARD OF DIRECTOR 01/2022
CASTELLANI, MARC Individual ASPIRIANT HOLDINGS S5, LLC BOARD OF DIRECTOR 01/2022
Manoukian, Alec Individual – CHIEF TECHNOLOGY OFFICER 07/2023 < 5%

No. Employees, Historic

30015002019202020212022202320242025155 on 4/10/2019155 on 4/25/2019155 on 10/21/2019166 on 3/30/2020166 on 6/26/2020166 on 7/29/2020166 on 8/3/2020169 on 3/31/2021169 on 5/4/2021169 on 5/4/2021177 on 7/7/2021177 on 7/7/2021177 on 7/20/2021177 on 9/28/2021177 on 10/20/2021177 on 11/1/2021177 on 1/20/2022203 on 3/30/2022203 on 6/7/2022203 on 9/16/2022203 on 12/2/2022197 on 3/28/2023197 on 3/28/2023197 on 6/2/2023197 on 6/13/2023197 on 12/4/2023197 on 1/4/2024204 on 3/28/2024

RAUM, Historic

20B10B0201920202021202220232024202511669979000 on 4/10/201911669979000 on 4/25/201911669979000 on 10/21/201912758731000 on 3/30/202012758731000 on 6/26/202012758731000 on 7/29/202012758731000 on 8/3/202013904709000 on 3/31/202113904709000 on 5/4/202113904709000 on 5/4/202114512799000 on 7/7/202114512799000 on 7/7/202114512799000 on 7/20/202114512799000 on 9/28/202114512799000 on 10/20/202114512799000 on 11/1/202114512799000 on 1/20/202215477032000 on 3/30/202215477032000 on 6/7/202215477032000 on 9/16/202215477032000 on 12/2/202213118061000 on 3/28/202313118061000 on 3/28/202313118061000 on 6/2/202313118061000 on 6/13/202313118061000 on 12/4/202313118061000 on 1/4/202414831440000 on 3/28/2024

No. Clients, Historic

3,0001,500020192020202120222023202420251769 on 4/10/20191769 on 4/25/20191769 on 10/21/20191677 on 3/30/20201677 on 6/26/20201677 on 7/29/20201677 on 8/3/20201741 on 3/31/20211741 on 5/4/20211741 on 5/4/20211760 on 7/7/20211760 on 7/7/20211760 on 7/20/20211760 on 9/28/20211760 on 10/20/20211760 on 11/1/20211760 on 1/20/20222091 on 3/30/20222091 on 6/7/20222091 on 9/16/20222091 on 12/2/20222192 on 3/28/20232192 on 3/28/20232192 on 6/2/20232192 on 6/13/20232192 on 12/4/20232192 on 1/4/20242176 on 3/28/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
2023 ETF SERIES TRUST II GMO US QUALITY E 258K 8K –
3M CO COM 966K 9K –
ABBOTT LABS COM 2M 20K –
ABBVIE INC COM 1M 8K –
ACCENTURE PLC IRELAND SHS CLASS A 878K 3K –
ADOBE INC COM 1M 2K –
ALPHABET INC CAP STK CL C 8M 43K –
ALPHABET INC CAP STK CL A 15M 81K –
AMAZON COM INC COM 6M 30K –
AMERICAN EXPRESS CO COM 1M 6K –
AMERICAN INTL GROUP INC COM NEW 216K 3K –
AMGEN INC COM 1M 4K –
APPLE INC COM 65M 306K –
APPLIED MATLS INC COM 1M 6K –
ASML HOLDING N V N Y REGISTRY SHS 206K 201 –
AT&T INC COM 192K 10K –
AUTOMATIC DATA PROCESSING IN COM 282K 1K –
BANK AMERICA CORP COM 1M 34K –
BECTON DICKINSON & CO COM 252K 1K –
BERKSHIRE HATHAWAY INC DEL CL A 6M 10 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 27M 67K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 814K 2K –
BILL HOLDINGS INC COM 14M 262K –
BLACKROCK INC COM 288K 366 –
BLACKSTONE INC COM 302K 2K –
BOEING CO COM 202K 1K –
BOOKING HOLDINGS INC COM 218K 55 –
BOX INC CL A 227K 9K –
BRISTOL-MYERS SQUIBB CO COM 282K 7K –
BROADCOM INC COM 1M 828 –
CANADIAN PACIFIC KANSAS CITY COM 849K 11K –
CANGO INC ADS 23K 14K –
CAPITAL ONE FINL CORP COM 403K 3K –
CATERPILLAR INC COM 873K 3K –
CHARTER COMMUNICATIONS INC N CL A 332K 1K –
CHEVRON CORP NEW COM 2M 15K –
CINCINNATI FINL CORP COM 4M 33K –
CISCO SYS INC COM 1M 21K –
CLOUDFLARE INC CL A COM 732K 9K –
COCA COLA CO COM 831K 13K –
COMCAST CORP NEW CL A 939K 24K –
CONOCOPHILLIPS COM 317K 3K –
COSTCO WHSL CORP NEW COM 2M 2K –
DANAHER CORPORATION COM 1M 6K –
DANIMER SCIENTIFIC INC COM CL A 7K 12K –
DEERE & CO COM 442K 1K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 358K 7K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 1M 40K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 553K 17K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 7M 114K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 8M 216K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 9M 282K –
DIMENSIONAL ETF TRUST US EQUITY ETF 240K 4K –
DIMENSIONAL ETF TRUST US TARGETED VLU 9M 173K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 7M 281K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 28M 710K –
DIREXION SHS ETF TR DLY S&P500 BR 1X 351K 30K –
DISNEY WALT CO COM 2M 16K –
DOCUSIGN INC COM 564K 11K –
DOMINION ENERGY INC COM 282K 6K –
DUKE ENERGY CORP NEW COM NEW 366K 4K –
EATON CORP PLC SHS 255K 812 –
ECOLAB INC COM 357K 2K –
ELASTIC N V ORD SHS 513K 5K –
ELEVANCE HEALTH INC COM 368K 679 –
ELI LILLY & CO COM 4M 4K –
ESAB CORPORATION COM 399K 4K –
EXXON MOBIL CORP COM 3M 23K –
FEDEX CORP COM 758K 3K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 17M 383K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 609K 3K –
FLEXSHARES TR US QUALITY CAP 279K 5K –
GABELLI EQUITY TR INC COM 56K 11K –
GALLAGHER ARTHUR J & CO COM 214K 825 –
GE AEROSPACE COM NEW 716K 5K –
GENERAL DYNAMICS CORP COM 1M 5K –
GOLDMAN SACHS GROUP INC COM 621K 1K –
HOME DEPOT INC COM 2M 6K –
HONEYWELL INTL INC COM 304K 1K –
HUNTINGTON BANCSHARES INC COM 470K 36K –
ILLINOIS TOOL WKS INC COM 221K 933 –
INDEXIQ ETF TR IQ MRGR ARB ETF 4M 116K –
INDEXIQ ETF TR HEDGE MLTI ETF 6M 192K –
INTEL CORP COM 705K 23K –
INTERNATIONAL BUSINESS MACHS COM 983K 6K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 374K 6K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 322K 9K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 826K 8K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 4M 26K –
INVESCO QQQ TR UNIT SER 1 4M 9K –
ISHARES GOLD TR ISHARES NEW 316K 7K –
ISHARES INC MSCI EMERG MRKT 1M 25K –
ISHARES INC MSCI GBL MIN VOL 252M 2M –
ISHARES INC CORE MSCI EMKT 53M 985K –
ISHARES TR ISHS 1-5YR INVS 278K 5K –
ISHARES TR S&P SML 600 GWT 629K 5K –
ISHARES TR DOW JONES US ETF 4M 30K –
ISHARES TR MSCI USA ESG SLC 383K 3K –
ISHARES TR RUS MDCP VAL ETF 209K 2K –
ISHARES TR SHORT TREAS BD 2M 19K –
ISHARES TR RUS 1000 VAL ETF 6M 34K –
ISHARES TR RUS MD CP GR ETF 1M 12K –
ISHARES TR EAFE VALUE ETF 63M 1M –
ISHARES TR RUSSELL 3000 ETF 8M 26K –
ISHARES TR S&P MC 400VL ETF 586K 5K –
ISHARES TR RUSSELL 2000 ETF 9M 45K –
ISHARES TR MSCI USA QLT FCT 281K 2K –
ISHARES TR 1 3 YR TREAS BD 387K 5K –
ISHARES TR GRWT ALLOCAT ETF 25M 448K –
ISHARES TR ESG AWR US AGRGT 1M 26K –
ISHARES TR CORE MSCI EAFE 37M 503K –
ISHARES TR CORE S&P TTL STK 3M 23K –
ISHARES TR S&P 500 GRWT ETF 998K 11K –
ISHARES TR MSCI GBL SUS DEV 2M 23K –
ISHARES TR RUS 1000 ETF 20M 68K –
ISHARES TR SELECT DIVID ETF 738K 6K –
ISHARES TR S&P 500 VAL ETF 753K 4K –
ISHARES TR CORE S&P US VLU 252M 3M –
ISHARES TR RUS MID CAP ETF 3M 36K –
ISHARES TR MSCI LW CRB TG 20M 107K –
ISHARES TR INTL SEL DIV ETF 378K 14K –
ISHARES TR CORE HIGH DV ETF 252K 2K –
ISHARES TR MODERT ALLOC ETF 1M 31K –
ISHARES TR RUS 2000 GRW ETF 906K 3K –
ISHARES TR MSCI EMG MKT ETF 2M 47K –
ISHARES TR NATIONAL MUN ETF 21M 194K –
ISHARES TR EAFE SML CP ETF 4M 59K –
ISHARES TR MSCI EAFE MIN VL 9M 133K –
ISHARES TR CORE S&P MCP ETF 4M 72K –
ISHARES TR MSCI KLD400 SOC 1M 10K –
ISHARES TR CORE US AGGBD ET 10M 108K –
ISHARES TR CORE 1 5 YR USD 711K 15K –
ISHARES TR GLOBAL REIT ETF 1M 57K –
ISHARES TR CORE DIV GRWTH 776K 13K –
ISHARES TR MSCI ACWI ETF 15M 130K –
ISHARES TR U.S. REAL ES ETF 880K 10K –
ISHARES TR CORE S&P500 ETF 223M 408K –
ISHARES TR CORE S&P US GWT 4M 28K –
ISHARES TR MSCI EAFE ETF 4M 48K –
ISHARES TR RUS 1000 GRW ETF 3M 8K –
ISHARES TR 0-3 MNTH TREASRY 1M 12K –
ISHARES TR IBOXX HI YD ETF 258K 3K –
ISHARES TR MSCI USA MIN VOL 9M 104K –
ISHARES TR RUS 2000 VAL ETF 14M 89K –
ISHARES TR AGGRES ALLOC ETF 509K 7K –
ISHARES TR CORE S&P SCP ETF 3M 24K –
ISHARES TR CORE TOTAL USD 735K 16K –
JEFFERIES FINL GROUP INC COM 302K 6K –
JFROG LTD ORD SHS 475K 13K –
JOHNSON & JOHNSON COM 3M 21K –
JPMORGAN CHASE & CO. COM 5M 25K –
KINDER MORGAN INC DEL COM 489K 25K –
KRAFT HEINZ CO COM 203K 6K –
LINDE PLC SHS 229K 521 –
LOCKHEED MARTIN CORP COM 315K 675 –
LOEWS CORP COM 412K 6K –
LOWES COS INC COM 1M 7K –
MARATHON OIL CORP COM 300K 10K –
MARATHON PETE CORP COM 1M 8K –
MARKEL GROUP INC COM 204K 129 –
MASTERCARD INCORPORATED CL A 1M 3K –
MCDONALDS CORP COM 723K 3K –
MCKESSON CORP COM 317K 543 –
MERCK & CO INC COM 2M 16K –
META PLATFORMS INC CL A 6M 12K –
METLIFE INC COM 225K 3K –
MICROSOFT CORP COM 20M 46K –
MONROE CAP CORP COM 84K 11K –
MORGAN STANLEY COM NEW 295K 3K –
NETFLIX INC COM 991K 1K –
NEXTERA ENERGY INC COM 557K 8K –
NIKE INC CL B 387K 5K –
NOKIA CORP SPONSORED ADR 88K 23K –
NOVARTIS AG SPONSORED ADR 272K 3K –
NOVO-NORDISK A S ADR 856K 6K –
NUSHARES ETF TR NUVEEN ESG EMRGN 306K 11K –
NVIDIA CORPORATION COM 2M 19K –
OCCIDENTAL PETE CORP COM 246K 4K –
ORACLE CORP COM 3M 20K –
PALO ALTO NETWORKS INC COM 300K 884 –
PARKER-HANNIFIN CORP COM 284K 561 –
PAYCHEX INC COM 1M 12K –
PEPSICO INC COM 3M 19K –
PFIZER INC COM 1000K 36K –
PHILIP MORRIS INTL INC COM 231K 2K –
PROCTER AND GAMBLE CO COM 5M 29K –
PROSHARES TR S&P 500 DV ARIST 463K 5K –
QUALCOMM INC COM 3M 16K –
REGENERON PHARMACEUTICALS COM 370K 352 –
RESMED INC COM 244K 1K –
RESTAURANT BRANDS INTL INC COM 920K 13K –
RLJ LODGING TR CUM CONV PFD A 348K 14K –
ROYAL BK CDA COM 3M 31K –
RTX CORPORATION COM 1M 11K –
SALESFORCE INC COM 2M 8K –
SCHWAB CHARLES CORP COM 2M 26K –
SCHWAB STRATEGIC TR US SML CAP ETF 267K 6K –
SCHWAB STRATEGIC TR US BRD MKT ETF 2M 25K –
SCHWAB STRATEGIC TR US AGGREGATE B 559K 12K –
SCHWAB STRATEGIC TR US MID-CAP ETF 1M 16K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 1M 15K –
SCHWAB STRATEGIC TR INTL EQTY ETF 373K 10K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 7M 199K –
SCHWAB STRATEGIC TR US LCAP VA ETF 1M 16K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 21M 726K –
SCHWAB STRATEGIC TR US LRG CAP ETF 5M 85K –
SELECT SECTOR SPDR TR TECHNOLOGY 747K 3K –
SELECT SECTOR SPDR TR FINANCIAL 11M 279K –
SILGAN HLDGS INC COM 979K 23K –
SIMON PPTY GROUP INC NEW COM 873K 6K –
SNOWFLAKE INC CL A 561K 4K –
SOLENO THERAPEUTICS INC COM 495K 12K –
SOLVENTUM CORP COM SHS 204K 4K –
SPDR DOW JONES INDL AVERAGE UT SER 1 296K 758 –
SPDR GOLD TR GOLD SHS 598K 3K –
SPDR INDEX SHS FDS MSCI EMRG MKTS 743K 13K –
SPDR INDEX SHS FDS DJ INTL RL ETF 258K 11K –
SPDR S&P 500 ETF TR TR UNIT 33M 60K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 3K –
SPDR SER TR S&P DIVID ETF 2M 16K –
SPDR SER TR DJ REIT ETF 283K 3K –
STARBUCKS CORP COM 373K 5K –
STRYKER CORPORATION COM 393K 1K –
TARGET CORP COM 248K 2K –
TCW ETF TRUST TRANSFRM 500 ETF 1M 19K –
TESLA INC COM 1M 7K –
TEXAS INSTRS INC COM 237K 1K –
THE CIGNA GROUP COM 263K 795 –
THERMO FISHER SCIENTIFIC INC COM 813K 1K –
TJX COS INC NEW COM 3M 26K –
T-MOBILE US INC COM 291K 2K –
TOTALENERGIES SE SPONSORED ADS 300K 5K –
TRUIST FINL CORP COM 354K 9K –
UNION PAC CORP COM 2M 8K –
UNITEDHEALTH GROUP INC COM 2M 4K –
US BANCORP DEL COM NEW 793K 20K –
VANECK ETF TRUST PHARMACEUTCL ETF 549K 6K –
VANECK ETF TRUST BIOTECH ETF 730K 4K –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 3M 34K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 2M 33K –
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 21K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 35M 484K –
VANGUARD INDEX FDS REAL ESTATE ETF 3M 40K –
VANGUARD INDEX FDS GROWTH ETF 5M 14K –
VANGUARD INDEX FDS VALUE ETF 14M 90K –
VANGUARD INDEX FDS EXTEND MKT ETF 623K 4K –
VANGUARD INDEX FDS MCAP GR IDXVIP 420K 2K –
VANGUARD INDEX FDS LARGE CAP ETF 3M 11K –
VANGUARD INDEX FDS TOTAL STK MKT 25M 92K –
VANGUARD INDEX FDS MID CAP ETF 1M 5K –
VANGUARD INDEX FDS SML CP GRW ETF 1M 5K –
VANGUARD INDEX FDS SM CP VAL ETF 150M 821K –
VANGUARD INDEX FDS S&P 500 ETF SHS 76M 152K –
VANGUARD INDEX FDS SMALL CP ETF 9M 42K –
VANGUARD INDEX FDS MCAP VL IDXVIP 566K 4K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 202K 3K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 5M 104K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 2M 46K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 567K 5K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 19M 324K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 13M 110K –
VANGUARD MUN BD FDS TAX EXEMPT BD 262M 5M –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 3M 41K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 764K 13K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 578K 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 177M 969K –
VANGUARD STAR FDS VG TL INTL STK F 280K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 7M 142K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 9K –
VANGUARD WORLD FD MEGA GRWTH IND 224K 714 –
VANGUARD WORLD FD INDUSTRIAL ETF 651K 3K –
VANGUARD WORLD FD INF TECH ETF 12M 22K –
VANGUARD WORLD FD MATERIALS ETF 579K 3K –
VANGUARD WORLD FD HEALTH CAR ETF 224K 843 –
VERIZON COMMUNICATIONS INC COM 347K 8K –
VISA INC COM CL A 1M 5K –
WALMART INC COM 1M 15K –
WASTE MGMT INC DEL COM 376K 2K –
WELLS FARGO CO NEW COM 1M 23K –
WISDOMTREE TR EMER MKT HIGH FD 21M 490K –
WISDOMTREE TR US LARGECAP DIVD 3M 42K –