Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | ASPIRIANT, LLC | $614.8K |
| 2 | GoalVest Advisory LLC | $388.2K |
| 3 | Diversified Trust Co | $281.2K |
| 4 | Blue Trust, Inc. | $174.6K |
| 5 | Key FInancial Inc | $2.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$174.6K | |
| 2 | +$53.1K | |
| 3 | +$38.5K | |
| 4 | +$386 | |
| 5 | -$499 |