Aspirean Wealth, LLC
20 holdingsFiling period: 2026-06-30Current AUM: $104.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares TR | 244.4K | $40.2M | $39.2M | 37.69% | +10.7K | 2026-06-30 |
| 2 | IDEV | iShares TR | 179.5K | $16.0M | $15.8M | 15.17% | -6,034 | 2026-06-30 |
| 3 | VGIT | Vanguard Scottsdale Fds | 216.1K | $12.7M | $12.5M | 11.98% | +22.9K | 2026-06-30 |
| 4 | IEMG | iShares Inc | 122.2K | $10.1M | $8.8M | 8.47% | +3.9K | 2026-06-30 |
| 5 | VTIP | Vanguard Malvern Fds | 115.4K | $5.8M | $5.6M | 5.41% | +12.1K | 2026-06-30 |
| 6 | DFSD | Dimensional ETF Trust | 110.2K | $5.3M | $5.2M | 4.98% | +15.8K | 2026-06-30 |
| 7 | QQQ | Invesco Qqq TR | 4.4K | $3.2M | $2.9M | 2.77% | +73 | 2026-06-30 |
| 8 | BSV | Vanguard BD Index Fds | 37.7K | $2.9M | $2.9M | 2.79% | +434 | 2026-06-30 |
| 9 | AVDE | American Centy ETF TR | 31.9K | $2.8M | $2.8M | 2.68% | +11.3K | 2026-06-30 |
| 10 | AVDV | American Centy ETF TR | 19.6K | $2.0M | $2.0M | 1.93% | +5.3K | 2026-06-30 |
| 11 | DFIV | Dimensional ETF Trust | 37.3K | $2.0M | $2.1M | 2.00% | +2.3K | 2026-06-30 |
| 12 | DFAT | Dimensional ETF Trust | 23.7K | $1.7M | $1.6M | 1.56% | -664 | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc Del | 1.1K | $547K | $547K | 0.53% | -- | 2026-06-30 |
| 14 | QQQM | Invesco Exch Traded FD TR II | 1.8K | $543K | $484K | 0.47% | -- | 2026-06-30 |
| 15 | DFUV | Dimensional ETF Trust | 8.5K | $467K | $471K | 0.45% | -670 | 2026-06-30 |
| 16 | DFUS | Dimensional ETF Trust | 3.4K | $281K | $275K | 0.26% | -116 | 2026-06-30 |
| 17 | DFAS | Dimensional ETF Trust | 3.4K | $276K | $261K | 0.25% | -128 | 2026-06-30 |
| 18 | AIS | Tidal Trust III | 3.2K | $269K | $159K | 0.15% | -- | 2026-06-30 |
| 19 | IWF | iShares TR | 1.9K | $239K | $215K | 0.21% | +1.4K | 2026-06-30 |
| 20 | IBIT | iShares Bitcoin Trust ETF | 6.3K | $208K | $268K | 0.26% | +454 | 2026-06-30 |
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