Aspect Partners, LLC
CIK 1985284 · Holdings on Dec 31, 2023 · First reported Feb 16, 2024
Top ten holdings
Q4 2023- SPY20.23%
- IYR9.89%
- EFA9.81%
- VTI5.43%
- IAGG4.43%
- XLRE2.92%
- PDBC2.89%
- TLT2.87%
- AGG2.79%
- IEFA2.71%
Share classes counted separately63.97%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $31.38M | 20.23% | 66.01K shares | Prior unavailable — | — | ↗▾ |
| 02 | IYRISHARES US REAL ESTATE ETFETF View history and evidence | $15.34M | 9.89% | 167.84K shares | Prior unavailable — | — | ↗▾ |
| 03 | EFAISHARES MSCI EAFE ETFETF View history and evidence | $15.21M | 9.81% | 201.85K shares | Prior unavailable — | — | ↗▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $8.41M | 5.43% | 35.47K shares | Prior unavailable — | — | ↗▾ |
| 05 | IAGGISHARES INTL AGGREGATE BONDETF View history and evidence | $6.87M | 4.43% | 137.87K shares | Prior unavailable — | — | ↗▾ |
| 06 | XLRESS REAL ESTATE SELECT SECTORETF View history and evidence | $4.53M | 2.92% | 113.13K shares | Prior unavailable — | — | ↗▾ |
| 07 | PDBCINVESCO OPTIMUM YIELD DIVERSETF View history and evidence | $4.48M | 2.89% | 336.67K shares | Prior unavailable — | — | ↗▾ |
| 08 | TLTISHARES 20+ YEAR TREASURY BDETF View history and evidence | $4.45M | 2.87% | 45.05K shares | Prior unavailable — | — | ↗▾ |
| 09 | AGGISHARES CORE U.S. AGGREGATEETF View history and evidence | $4.33M | 2.79% | 43.66K shares | Prior unavailable — | — | ↗▾ |
| 10 | IEFAISHARES CORE MSCI EAFE ETFETF View history and evidence | $4.20M | 2.71% | 59.68K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1985284 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 155105038
}Research all 542 reported holdings.
This page includes 30 of 542 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 542 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1985284","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1985284","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.