ASPIRIANT, LLC
CIK 1433541 · Holdings on Mar 31, 2025 · First reported Apr 21, 2025
Top ten holdings
Q1 2025- IVV11.39%
- IUSV11.30%
- VBR9.97%
- ACWV9.89%
- VTEB9.02%
- VIG6.43%
- VOO2.77%
- AAPL2.66%
- EFV2.32%
- IEMG1.89%
Share classes counted separately67.64%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VBRWeight increased · +1.21 pp8.76% → 9.97%Shares +317.30K (+25.92%)
- IUSVWeight increased · +0.38 pp10.92% → 11.30%Shares +261.12K (+7.99%)
- VTEBWeight decreased · -0.34 pp9.36% → 9.02%Shares +65.23K (+1.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $328.11M | 11.39% | 583.93K shares | 11.39% → 11.39%+0.00 pp +48.20K (+9.00%) | Added | ↗▾ |
| 02 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $325.52M | 11.30% | 3.53M shares | 10.92% → 11.30%+0.38 pp +261.12K (+7.99%) | Added | ↗▾ |
| 03 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $287.15M | 9.97% | 1.54M shares | 8.76% → 9.97%+1.21 pp +317.30K (+25.92%) | Added | ↗▾ |
| 04 | ACWVISHARES MSCI GLOBAL MIN VOLMSCI GBL MIN VOL View history and evidence | $285.04M | 9.89% | 2.45M shares | 9.57% → 9.89%+0.32 pp +22.86K (+0.94%) | Added | ↗▾ |
| 05 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $259.79M | 9.02% | 5.24M shares | 9.36% → 9.02%-0.34 pp +65.23K (+1.26%) | Added | ↗▾ |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $185.24M | 6.43% | 954.91K shares | 6.73% → 6.43%-0.30 pp +3.48K (+0.37%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $79.85M | 2.77% | 155.38K shares | 2.95% → 2.77%-0.18 pp +3.78K (+2.49%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $76.52M | 2.66% | 344.49K shares | 2.71% → 2.66%-0.05 pp +44.35K (+14.78%) | Added | ↗▾ |
| 09 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $66.93M | 2.32% | 1.14M shares | 2.25% → 2.32%+0.07 pp -50.45K (-4.25%) | Reduced | ↗▾ |
| 10 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $54.53M | 1.89% | 1.01M shares | 1.89% → 1.89%+0.00 pp +9.48K (+0.95%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| L LOEWS CORP | Non-derivative | -5,503 | -$466.05K | SEC filing ↗ | SEC filing ↗ |
| BRK.B BERKSHIRE HATHAWAY INC-CL B | Call | -1,000 | -$453.28K | SEC filing ↗ | SEC filing ↗ |
| SYK STRYKER CORP | Non-derivative | -1,246 | -$448.77K | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1433541 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2880816687
}Research all 288 reported holdings.
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