ASPIRIANT, LLC 13F Holdings
CIK 0001433541 · San Francisco, CA
As of Sep 30, 2025, ASPIRIANT, LLC reported 297 positions worth $3.2B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 598,429 | $400.5M | 12.36% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 3,600,340 | $359.9M | 11.11% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 1,527,300 | $318.8M | 9.84% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 2,419,677 | $290.2M | 8.96% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 968,533 | $209.0M | 6.45% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 4,124,235 | $206.5M | 6.37% |
| VANGUARD 500 INDEX FUND | VOO | — | 157,178 | $96.3M | 2.97% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 1,117,343 | $75.8M | 2.34% |
| APPLE INC | AAPL | Technology | 292,895 | $74.6M | 2.30% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 839,172 | $73.3M | 2.26% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 1,019,936 | $67.2M | 2.08% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 112,068 | $41.0M | 1.26% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 544,740 | $40.5M | 1.25% |
| SPDR S&P 500 ETF TRUST | SPY | — | 60,429 | $40.3M | 1.24% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 338,053 | $36.0M | 1.11% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 725,093 | $32.4M | 1.00% |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | VIOV | — | 333,294 | $31.7M | 0.98% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 95,606 | $31.4M | 0.97% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 61,401 | $30.9M | 0.95% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 465,643 | $30.0M | 0.93% |
| ISHARES MSCI ACWI LOW CARBON TARGET ETF | CRBN | — | 114,664 | $26.0M | 0.80% |
| FIDELITY TOTAL BOND ETF | FBND | — | 547,715 | $25.3M | 0.78% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 328,250 | $23.4M | 0.72% |
| MICROSOFT CORP | MSFT | Technology | 44,994 | $23.3M | 0.72% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 736,908 | $23.1M | 0.71% |