AL

ASPIRIANT, LLC

13F
ASPIRIANT, LLC
Last update 2025-04-21 288 Stocks (20 new)
Value $2.88 Bil Turnover 6 %
Countries:
Top Holdings: IVV(11.39%)IUSV(11.30%)VBR(9.97%)ACWV(9.89%)VTEB(9.02%)
Summary Stock Picks Current Portfolio
ASPIRIANT, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
583,935
328,111.6
+9.00%
11.390
+0.94%
0.060
+16.45%
+8.98%
642,461.0
 
IUSV
ISHARES TRUST
3,527,185
325,524.0
+7.99%
11.300
+0.84%
1.600
+10.39%
+5.56%
21,371.6
 
VBR
Vanguard Small Cap Value ETF
1,541,432
287,152.5
+25.92%
9.970
+2.05%
0.860
+13.10%
+3.24%
28,859.7
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2,449,396
285,036.1
+0.94%
9.890
+0.09%
8.450
+3.84%
+9.69%
3,261.4
 
VTEB
Vanguard Tax-Exempt Bond ETF
5,235,595
259,790.3
+1.26%
9.020
+0.11%
0.690
+0.28%
-1.65%
35,654.2
 
VIG
Vanguard Dividend Appreciation FTF
954,913
185,243.0
+0.37%
6.430
+0.02%
0.200
+10.96%
+7.24%
90,207.5
 
VOO
Vanguard S&P 500 ETF
155,377
79,849.0
+2.49%
2.770
+0.07%
0.010
+16.45%
+8.96%
664,077.8
 
AAPL
Apple Inc
344,493
76,522.3
+14.78%
2.660
+0.34%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
EFV
iShares MSCI EAFE Value ETF
1,135,549
66,929.3
-4.25%
2.320
-0.10%
0.330
+10.70%
+27.28%
26,878.2
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
1,010,377
54,530.1
+0.95%
1.890
+0.02%
0.070
+15.76%
+19.60%
100,206.8
 

ASPIRIANT, LLC's Historical Top Holdings Breakdowns

ASPIRIANT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VBR
Vanguard Small Cap Value ETF
2025-03-31
Add
Add
+2.05%
●
182.99 ($197.54) 207.75
$202.32
2.42%
Add 25.92%
1,541,432
317,301
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.94%
●
554.06 ($590.51) 615.85
$637.58
7.97%
Add 9%
583,935
48,199
IUSV
ISHARES TRUST
2025-03-31
Add
Add
+0.84%
●
90 ($93.85) 96.32
$96.90
3.25%
Add 7.99%
3,527,185
261,121
AAPL
Apple Inc
2025-03-31
Add
Add
+0.34%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Add 14.78%
344,493
44,351
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.27%
●
69.57 ($74.78) 78.65
$84.87
13.49%
Add 17.26%
699,254
102,920
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.13%
●
217.89 ($238.81) 252.64
$245.19
2.67%
Add 29.71%
74,582
17,084
EFAV
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.11%
●
69.81 ($74.66) 78.91
$84.35
12.98%
Reduce -32.24%
86,685
-41,236
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.11%
●
49.25 ($50.03) 50.66
$48.50
-3.06%
Add 1.26%
5,235,595
65,231
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.10%
●
51.88 ($56.57) 60.73
$65.36
15.54%
Reduce -4.25%
1,135,549
-50,446
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-03-31
Add
Add
+0.09%
●
107.24 ($112.99) 116.37
$118.59
4.96%
Add 0.94%
2,449,396
22,856

ASPIRIANT, LLC Total Holding History ($B)

To

ASPIRIANT, LLC's Asset Allocation

To

ASPIRIANT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ASPIRIANT, LLC's Hypothetical Growth since 2025-03-31

ASPIRIANT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ASPIRIANT, LLC's Holdings Heat Map

Size field:

ASPIRIANT, LLC's Holdings Bubble Chart

ASPIRIANT, LLC News

  • 1

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