Aspirean Wealth, LLC
CIK 2110285 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- ITOT37.23%
- IDEV16.85%
- VGIT12.33%
- IEMG8.55%
- VTIP5.48%
- DFSD4.62%
- QQQ3.22%
- BSV3.21%
- DFIV1.98%
- DFAT1.59%
Share classes counted separately95.06%
Portfolio value by quarter
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $34.08M | 37.23% | 229.23K shares | Prior unavailable — | — | ↗▾ |
| 02 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $15.43M | 16.85% | 187.02K shares | Prior unavailable — | — | ↗▾ |
| 03 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $11.29M | 12.33% | 188.41K shares | Prior unavailable — | — | ↗▾ |
| 04 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $7.83M | 8.55% | 116.47K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $5.02M | 5.48% | 101.41K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $4.23M | 4.62% | 88.14K shares | Prior unavailable — | — | ↗▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $2.94M | 3.22% | 4.79K shares | Prior unavailable — | — | ↗▾ |
| 08 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $2.94M | 3.21% | 37.31K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $1.82M | 1.98% | 36.41K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $1.45M | 1.59% | 24.39K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2110285 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 91557043
}Take these holdings further.
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