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
+23.19%
+8.40%
638,025.1
 
IUSV
ISHARES TRUST
3,527,185
325,524.0
+7.99%
11.300
+0.84%
1.600
+14.79%
+4.76%
21,295.2
 
VBR
Vanguard Small Cap Value ETF
1,541,432
287,152.5
+25.92%
9.970
+2.05%
0.860
+19.08%
+2.69%
28,585.9
 
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
+5.07%
+8.97%
3,274.8
 
VTEB
Vanguard Tax-Exempt Bond ETF
5,235,595
259,790.3
+1.26%
9.020
+0.11%
0.690
+1.43%
-1.35%
35,460.6
 
VIG
Vanguard Dividend Appreciation FTF
954,913
185,243.0
+0.37%
6.430
+0.02%
0.200
+15.52%
+6.80%
89,847.8
 
VOO
Vanguard S&P 500 ETF
155,377
79,849.0
+2.49%
2.770
+0.07%
0.010
+23.20%
+8.38%
664,533.9
 
AAPL
Apple Inc
344,493
76,522.3
+14.78%
2.660
+0.34%
0.000
+10.68%
-14.54%
3,188,873.5
Hardware
EFV
iShares MSCI EAFE Value ETF
1,135,549
66,929.3
-4.25%
2.320
-0.10%
0.330
+11.58%
+24.17%
26,218.8
 
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
+20.00%
+19.38%
100,026.9
 

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
$201.25
1.88%
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
$634.15
7.39%
Add 9%
583,935
48,199
IUSV
ISHARES TRUST
2025-03-31
Add
Add
+0.84%
●
90 ($93.85) 96.32
$96.16
2.46%
Add 7.99%
3,527,185
261,121
AAPL
Apple Inc
2025-03-31
Add
Add
+0.34%
●
209.68 ($231.67) 247.1
$213.50
-7.84%
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
$83.32
11.42%
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
$243.90
2.13%
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
$83.40
11.71%
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
$48.65
-2.77%
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
$63.76
12.71%
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
$117.80
4.26%
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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