ASPIRIANT, LLC
339 holdingsFiling period: 2026-03-31Current AUM: $3.87Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 661.9K | $432.4M | $496.6M | 12.83% | +34.0K | 2026-03-31 |
| 2 | VBR | VANGUARD INDEX FDS | 1.74M | $377.9M | $425.5M | 10.99% | +118.8K | 2026-03-31 |
| 3 | IUSV | ISHARES TR | 3.68M | $376.6M | $413.6M | 10.68% | +100.9K | 2026-03-31 |
| 4 | ACWV | ISHARES INC | 2.44M | $291.4M | $303.5M | 7.84% | +32.3K | 2026-03-31 |
| 5 | VTEB | VANGUARD MUN BD FDS | 4.23M | $211.2M | $210.0M | 5.43% | -70,098 | 2026-03-31 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 955.1K | $205.4M | $228.4M | 5.90% | +1.1K | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 181.1K | $108.2M | $124.4M | 3.21% | +959 | 2026-03-31 |
| 8 | IEFA | ISHARES TR | 986.8K | $89.3M | $96.9M | 2.50% | +71.2K | 2026-03-31 |
| 9 | EFV | ISHARES TR | 1.07M | $79.5M | $86.5M | 2.23% | -21,375 | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 1.07M | $74.8M | $83.2M | 2.15% | +19.5K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 271.7K | $68.9M | $83.9M | 2.17% | -11,546 | 2026-03-31 |
| 12 | IWB | ISHARES TR | 112.7K | $40.2M | $46.0M | 1.19% | -1,620 | 2026-03-31 |
| 13 | BND | VANGUARD BD INDEX FDS | 540.9K | $39.8M | $39.1M | 1.01% | +14.9K | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 59.1K | $38.4M | $44.1M | 1.14% | -734 | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 74.0K | $35.5M | $35.5M | 0.92% | +5.3K | 2026-03-31 |
| 16 | DFUV | DIMENSIONAL ETF TRUST | 708.2K | $34.3M | $39.4M | 1.02% | -9,884 | 2026-03-31 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | 749.6K | $34.2M | $33.5M | 0.87% | +13.9K | 2026-03-31 |
| 18 | AOR | ISHARES TR | 509.4K | $32.8M | $34.9M | 0.90% | +28.1K | 2026-03-31 |
| 19 | VIOV | VANGUARD ADMIRAL FDS INC | 306.7K | $31.2M | $35.8M | 0.93% | -4,886 | 2026-03-31 |
| 20 | MUB | ISHARES TR | 288.9K | $30.7M | $30.5M | 0.79% | -13,918 | 2026-03-31 |
| 21 | VTI | VANGUARD INDEX FDS | 94.3K | $30.3M | $34.7M | 0.90% | -65 | 2026-03-31 |
| 22 | CRBN | ISHARES TR | 119.3K | $26.6M | $30.0M | 0.78% | +2.7K | 2026-03-31 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | 333.0K | $25.0M | $27.6M | 0.71% | -82 | 2026-03-31 |
| 24 | DFAX | DIMENSIONAL ETF TRUST | 727.7K | $24.7M | $26.6M | 0.69% | -- | 2026-03-31 |
| 25 | VB | VANGUARD INDEX FDS | 88.4K | $23.1M | $26.1M | 0.67% | +6.8K | 2026-03-31 |
← Scroll →
Page 1 of 14