ASPIRIANT, LLC
401 holdingsFiling period: 2026-06-30Current AUM: $4.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 860.6K | $644.5M | $660.9M | 16.01% | +198.7K | 2026-06-30 |
| 2 | VBR | VANGUARD INDEX FDS | 1.75M | $424.2M | $422.6M | 10.23% | +6.0K | 2026-06-30 |
| 3 | IUSV | ISHARES TR | 3.69M | $406.0M | $419.7M | 10.17% | +2.5K | 2026-06-30 |
| 4 | ACWV | ISHARES INC | 2.43M | $292.5M | $306.5M | 7.42% | -5,622 | 2026-06-30 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 955.0K | $226.0M | $228.7M | 5.54% | -102 | 2026-06-30 |
| 6 | VTEB | VANGUARD MUN BD FDS | 4.27M | $216.1M | $206.9M | 5.01% | +38.9K | 2026-06-30 |
| 7 | VOO | VANGUARD INDEX FDS | 181.2K | $124.5M | $127.3M | 3.08% | +48 | 2026-06-30 |
| 8 | IEFA | ISHARES TR | 1.01M | $97.6M | $100.6M | 2.44% | +23.9K | 2026-06-30 |
| 9 | IEMG | ISHARES INC | 1.07M | $88.5M | $88.2M | 2.14% | -3,967 | 2026-06-30 |
| 10 | EFV | ISHARES TR | 1.06M | $81.2M | $87.3M | 2.11% | -8,474 | 2026-06-30 |
| 11 | AAPL | APPLE INC | 278.1K | $80.5M | $92.4M | 2.24% | +6.5K | 2026-06-30 |
| 12 | IWB | ISHARES TR | 116.1K | $47.5M | $48.5M | 1.17% | +3.3K | 2026-06-30 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 58.2K | $43.4M | $44.5M | 1.08% | -932 | 2026-06-30 |
| 14 | BND | VANGUARD BD INDEX FDS | 546.2K | $40.1M | $38.9M | 0.94% | +5.3K | 2026-06-30 |
| 15 | DFUV | DIMENSIONAL ETF TRUST | 707.1K | $38.9M | $40.3M | 0.98% | -1,089 | 2026-06-30 |
| 16 | VTI | VANGUARD INDEX FDS | 103.4K | $38.3M | $38.9M | 0.94% | +9.0K | 2026-06-30 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | 833.9K | $37.9M | $36.9M | 0.89% | +84.3K | 2026-06-30 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 72.9K | $36.5M | $36.5M | 0.88% | -1,076 | 2026-06-30 |
| 19 | AOR | ISHARES TR | 515.3K | $35.8M | $35.7M | 0.87% | +5.9K | 2026-06-30 |
| 20 | VIOV | VANGUARD ADMIRAL FDS INC | 296.0K | $34.7M | $34.2M | 0.83% | -10,712 | 2026-06-30 |
| 21 | CRBN | ISHARES TR | 122.7K | $31.0M | $31.7M | 0.77% | +3.4K | 2026-06-30 |
| 22 | MUB | ISHARES TR | 280.3K | $30.2M | $28.9M | 0.70% | -8,543 | 2026-06-30 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | 331.7K | $27.8M | $28.3M | 0.68% | -1,234 | 2026-06-30 |
| 24 | VB | VANGUARD INDEX FDS | 90.5K | $27.4M | $26.5M | 0.64% | +2.1K | 2026-06-30 |
| 25 | DFAX | DIMENSIONAL ETF TRUST | 727.7K | $26.8M | $27.7M | 0.67% | -- | 2026-06-30 |
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