ASPIRIANT, LLC

Filed: 1/16/2025ACC: 0001172661-25-000232

📋 What this filing means

ASPIRIANT, LLC filed this quarterly 13F‑HR report disclosing 287 equity positions with a total reported market value of $2.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

287

Positions

$2.77B

Total AUM (reported)

27.75M

Total Shares

Allocation by class

CORE S&P500 ETF$315.38M11.4%

CORE S&P US VLU$302.41M10.9%

MSCI GBL MIN VOL$264.98M9.6%

TAX EXEMPT BD$259.19M9.4%

SM CP VAL ETF$242.60M8.8%

COM$229.14M8.3%

DIV APP ETF$186.32M6.7%

Portfolio Concentration

Top 3$882.76M31.9%

4–10$959.45M34.6%

11–25$377.99M13.6%

Rest$549.39M19.8%

Top 3 weight

31.9%

Top 10 weight

66.5%

Voting Authority Distribution

Total shares with voting rights: 27.75M

Sole

Full voting authority

723.97K

% of voting shares2.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

27.03M

% of voting shares97.4%

Investment Discretion (by position count)

Sole287

Shared0

Other0

Dominant voting typeNone · 97.4% of voting shares

Institutional Holdings287

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares535.74K

TypeSH

Market value$315.38M

11.39%

Sole

9.65K

Shared

0.00

None

526.09K

ISHARES TR

SOLE

CORE S&P US VLU

Shares3.27M

TypeSH

Market value$302.41M

10.92%

Sole

87.02K

Shared

0.00

None

3.18M

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares2.43M

TypeSH

Market value$264.98M

9.57%

Sole

105.40K

Shared

0.00

None

2.32M

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares5.17M

TypeSH

Market value$259.19M

9.36%

Sole

116.26K

Shared

0.00

None

5.05M

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares1.22M

TypeSH

Market value$242.60M

8.76%

Sole

30.36K

Shared

0.00

None

1.19M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares951.43K

TypeSH

Market value$186.32M

6.73%

Sole

16.43K

Shared

0.00

None

935K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares151.60K

TypeSH

Market value$81.68M

2.95%

Sole

6.32K

Shared

0.00

None

145.28K

APPLE INC

SOLE

COM

Shares300.14K

TypeSH

Market value$75.16M

2.71%

Sole

20.82K

Shared

0.00

None

279.32K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares1.19M

TypeSH

Market value$62.23M

2.25%

Sole

14.63K

Shared

0.00

None

1.17M

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1M

TypeSH

Market value$52.27M

1.89%

Sole

6.64K

Shared

0.00

None

994.25K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares596.33K

TypeSH

Market value$41.91M

1.51%

Sole

3.52K

Shared

0.00

None

592.81K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares60.87K

TypeSH

Market value$35.67M

1.29%

Sole

1.32K

Shared

0.00

None

59.55K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares492.86K

TypeSH

Market value$35.44M

1.28%

Sole

14.82K

Shared

0.00

None

478.04K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares66.48K

TypeSH

Market value$30.13M

1.09%

Sole

1.90K

Shared

0.00

None

64.58K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares695.89K

TypeSH

Market value$28.48M

1.03%

Sole

2.50K

Shared

0.00

None

693.40K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares91.09K

TypeSH

Market value$26.40M

0.95%

Sole

0.00

Shared

0.00

None

91.09K

ISHARES TR

SOLE

GRWT ALLOCAT ETF

Shares426.88K

TypeSH

Market value$24.47M

0.88%

Sole

26.52K

Shared

0.00

None

400.36K

ISHARES TR

SOLE

RUS 1000 ETF

Shares68.93K

TypeSH

Market value$22.21M

0.80%

Sole

0.00

Shared

0.00

None

68.93K

ISHARES TR

SOLE

MSCI LW CRB TG

Shares105.70K

TypeSH

Market value$20.46M

0.74%

Sole

1.03K

Shared

0.00

None

104.67K

MICROSOFT CORP

SOLE

COM

Shares46.81K

TypeSH

Market value$19.73M

0.71%

Sole

1.13K

Shared

0.00

None

45.68K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares665.87K

TypeSH

Market value$19.34M

0.70%

Sole

14.10K

Shared

0.00

None

651.76K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares416.56K

TypeSH

Market value$18.69M

0.67%

Sole

48.83K

Shared

0.00

None

367.74K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares321.87K

TypeSH

Market value$18.48M

0.67%

Sole

9.65K

Shared

0.00

None

312.22K

WISDOMTREE TR

SOLE

EMER MKT HIGH FD

Shares451.80K

TypeSH

Market value$18.29M

0.66%

Sole

10.28K

Shared

0.00

None

441.52K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares735.21K

TypeSH

Market value$18.28M

0.66%

Sole

0.00

Shared

0.00

None

735.21K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	535.74K	SH	$315.38M 11.39%	9.65K	526.09K
ISHARES TRSOLE	CORE S&P US VLU	3.27M	SH	$302.41M 10.92%	87.02K	3.18M
ISHARES INCSOLE	MSCI GBL MIN VOL	2.43M	SH	$264.98M 9.57%	105.40K	2.32M
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	5.17M	SH	$259.19M 9.36%	116.26K	5.05M
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	1.22M	SH	$242.60M 8.76%	30.36K	1.19M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	951.43K	SH	$186.32M 6.73%	16.43K	935K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	151.60K	SH	$81.68M 2.95%	6.32K	145.28K
APPLE INCSOLE	COM	300.14K	SH	$75.16M 2.71%	20.82K	279.32K
ISHARES TRSOLE	EAFE VALUE ETF	1.19M	SH	$62.23M 2.25%	14.63K	1.17M
ISHARES INCSOLE	CORE MSCI EMKT	1M	SH	$52.27M 1.89%	6.64K	994.25K
ISHARES TRSOLE	CORE MSCI EAFE	596.33K	SH	$41.91M 1.51%	3.52K	592.81K
SPDR S&P 500 ETF TRSOLE	TR UNIT	60.87K	SH	$35.67M 1.29%	1.32K	59.55K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	492.86K	SH	$35.44M 1.28%	14.82K	478.04K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	66.48K	SH	$30.13M 1.09%	1.90K	64.58K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	695.89K	SH	$28.48M 1.03%	2.50K	693.40K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	91.09K	SH	$26.40M 0.95%	0.00	91.09K
ISHARES TRSOLE	GRWT ALLOCAT ETF	426.88K	SH	$24.47M 0.88%	26.52K	400.36K
ISHARES TRSOLE	RUS 1000 ETF	68.93K	SH	$22.21M 0.80%	0.00	68.93K
ISHARES TRSOLE	MSCI LW CRB TG	105.70K	SH	$20.46M 0.74%	1.03K	104.67K
MICROSOFT CORPSOLE	COM	46.81K	SH	$19.73M 0.71%	1.13K	45.68K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	665.87K	SH	$19.34M 0.70%	14.10K	651.76K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	416.56K	SH	$18.69M 0.67%	48.83K	367.74K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	321.87K	SH	$18.48M 0.67%	9.65K	312.22K
WISDOMTREE TRSOLE	EMER MKT HIGH FD	451.80K	SH	$18.29M 0.66%	10.28K	441.52K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	735.21K	SH	$18.28M 0.66%	0.00	735.21K

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