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 | $665.5M | 16.11% | +198.7K | 2026-06-30 |
| 2 | VBR | Vanguard Index Fds | 1.75M | $424.2M | $421.8M | 10.21% | +6.0K | 2026-06-30 |
| 3 | IUSV | iShares TR | 3.69M | $406.0M | $426.1M | 10.31% | +2.5K | 2026-06-30 |
| 4 | ACWV | iShares Inc | 2.43M | $292.5M | $313.0M | 7.58% | -5,622 | 2026-06-30 |
| 5 | VIG | Vanguard Specialized Funds | 955.0K | $226.0M | $233.9M | 5.66% | -102 | 2026-06-30 |
| 6 | VTEB | Vanguard Mun BD Fds | 4.27M | $216.1M | $208.0M | 5.04% | +38.9K | 2026-06-30 |
| 7 | VOO | Vanguard Index Fds | 181.2K | $124.5M | $128.2M | 3.10% | +48 | 2026-06-30 |
| 8 | IEFA | iShares TR | 1.01M | $97.6M | $97.6M | 2.36% | +23.9K | 2026-06-30 |
| 9 | IEMG | iShares Inc | 1.07M | $88.5M | $81.4M | 1.97% | -3,967 | 2026-06-30 |
| 10 | EFV | iShares TR | 1.06M | $81.2M | $84.1M | 2.03% | -8,474 | 2026-06-30 |
| 11 | AAPL | Apple Inc | 278.1K | $80.5M | $96.5M | 2.34% | +6.5K | 2026-06-30 |
| 12 | IWB | iShares TR | 116.1K | $47.5M | $48.8M | 1.18% | +3.3K | 2026-06-30 |
| 13 | SPY | State Str Spdr S&P 500 ETF T | 58.2K | $43.4M | $44.8M | 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 | $40.1M | 0.97% | -1,089 | 2026-06-30 |
| 16 | VTI | Vanguard Index Fds | 103.4K | $38.3M | $39.1M | 0.95% | +9.0K | 2026-06-30 |
| 17 | FBND | Fidelity Merrimack Str TR | 833.9K | $37.9M | $36.8M | 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 | $35.4M | 0.86% | +5.9K | 2026-06-30 |
| 20 | VIOV | Vanguard Admiral Fds Inc | 296.0K | $34.7M | $33.7M | 0.81% | -10,712 | 2026-06-30 |
| 21 | CRBN | iShares TR | 122.7K | $31.0M | $31.3M | 0.76% | +3.4K | 2026-06-30 |
| 22 | MUB | iShares TR | 280.3K | $30.2M | $29.1M | 0.70% | -8,543 | 2026-06-30 |
| 23 | VEU | Vanguard Intl Equity Index F | 331.7K | $27.8M | $27.0M | 0.65% | -1,234 | 2026-06-30 |
| 24 | VB | Vanguard Index Fds | 90.5K | $27.4M | $26.3M | 0.64% | +2.1K | 2026-06-30 |
| 25 | DFAX | Dimensional ETF Trust | 727.7K | $26.8M | $26.4M | 0.64% | -- | 2026-06-30 |
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