Aspirean Wealth, LLC
CIK 2110285 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- ITOT36.16%
- IDEV16.84%
- VGIT12.49%
- IEMG8.96%
- VTIP5.61%
- DFSD4.91%
- BSV3.17%
- QQQ2.70%
- DFIV2.01%
- AVDE1.89%
Share classes counted separately94.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ITOTWeight decreased · -1.07 pp37.23% → 36.16%Shares +4.53K (+1.98%)
- QQQWeight decreased · -0.52 pp3.22% → 2.70%Shares -480 (-10.02%)
- IEMGWeight increased · +0.41 pp8.55% → 8.96%Shares +1.76K (+1.51%)
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 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 | $33.29M | 36.16% | 233.76K shares | 37.23% → 36.16%-1.07 pp +4.53K (+1.98%) | Added | ↗▾ |
| 02 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $15.50M | 16.84% | 185.52K shares | 16.85% → 16.84%-0.01 pp -1.50K (-0.80%) | Reduced | ↗▾ |
| 03 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $11.50M | 12.49% | 193.16K shares | 12.33% → 12.49%+0.16 pp +4.75K (+2.52%) | Added | ↗▾ |
| 04 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $8.25M | 8.96% | 118.23K shares | 8.55% → 8.96%+0.41 pp +1.76K (+1.51%) | Added | ↗▾ |
| 05 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $5.16M | 5.61% | 103.35K shares | 5.48% → 5.61%+0.13 pp +1.94K (+1.92%) | Added | ↗▾ |
| 06 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $4.52M | 4.91% | 94.47K shares | 4.62% → 4.91%+0.29 pp +6.32K (+7.17%) | Added | ↗▾ |
| 07 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $2.92M | 3.17% | 37.26K shares | 3.21% → 3.17%-0.04 pp -58 (-0.16%) | Reduced | ↗▾ |
| 08 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $2.49M | 2.70% | 4.31K shares | 3.22% → 2.70%-0.52 pp -480 (-10.02%) | Reduced | ↗▾ |
| 09 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $1.85M | 2.01% | 34.98K shares | 1.98% → 2.01%+0.03 pp -1.43K (-3.93%) | Reduced | ↗▾ |
| 10 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $1.74M | 1.89% | 20.51K shares | 1.51% → 1.89%+0.38 pp +3.68K (+21.88%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2110285 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 92076344
}Take these holdings further.
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