Aspirean Wealth, LLC
18 holdingsFiling period: 2026-03-31Current AUM: $100.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 233.8K | $33.3M | $38.2M | 38.22% | +4.5K | 2026-03-31 |
| 2 | IDEV | ISHARES TR | 185.5K | $15.5M | $16.8M | 16.78% | -1,499 | 2026-03-31 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 193.2K | $11.5M | $11.3M | 11.26% | +4.7K | 2026-03-31 |
| 4 | IEMG | ISHARES INC | 118.2K | $8.2M | $9.2M | 9.17% | +1.8K | 2026-03-31 |
| 5 | VTIP | VANGUARD MALVERN FDS | 103.4K | $5.2M | $5.1M | 5.13% | +1.9K | 2026-03-31 |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 94.5K | $4.5M | $4.5M | 4.47% | +6.3K | 2026-03-31 |
| 7 | BSV | VANGUARD BD INDEX FDS | 37.3K | $2.9M | $2.9M | 2.89% | -58 | 2026-03-31 |
| 8 | QQQ | INVESCO QQQ TR | 4.3K | $2.5M | $3.0M | 2.96% | -480 | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 35.0K | $1.8M | $2.0M | 2.00% | -1,430 | 2026-03-31 |
| 10 | AVDE | AMERICAN CENTY ETF TR | 20.5K | $1.7M | $1.9M | 1.87% | +3.7K | 2026-03-31 |
| 11 | DFAT | DIMENSIONAL ETF TRUST | 24.4K | $1.5M | $1.7M | 1.72% | -2 | 2026-03-31 |
| 12 | AVDV | AMERICAN CENTY ETF TR | 14.3K | $1.4M | $1.5M | 1.49% | +2.2K | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.1K | $524K | $524K | 0.52% | +7 | 2026-03-31 |
| 14 | DFUV | DIMENSIONAL ETF TRUST | 9.2K | $444K | $509K | 0.51% | +303 | 2026-03-31 |
| 15 | DFUS | DIMENSIONAL ETF TRUST | 3.5K | $251K | $289K | 0.29% | +8 | 2026-03-31 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | 3.5K | $248K | $283K | 0.28% | +6 | 2026-03-31 |
| 17 | IBIT | ISHARES BITCOIN TRUST ETF | 5.8K | $223K | $207K | 0.21% | -506 | 2026-03-31 |
| 18 | IWF | ISHARES TR | 482 | $205K | $228K | 0.23% | -- | 2026-03-31 |
← Scroll →