Filed: 4/21/2025ACC: 0001172661-25-001518
📋 What this filing means
ASPIRIANT, LLC filed this quarterly 13F‑HR report disclosing 288 equity positions with a total reported market value of $2.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
288
Positions
$2.88B
Total AUM (reported)
28.64M
Total Shares
Allocation by class
CORE S&P500 ETF$328.11M11.4%
CORE S&P US VLU$325.52M11.3%
SM CP VAL ETF$287.15M10.0%
MSCI GBL MIN VOL$285.04M9.9%
TAX EXEMPT BD$259.79M9.0%
COM$219.08M7.6%
DIV APP ETF$185.24M6.4%
Portfolio Concentration
Top 3$940.79M32.7%
4–10$1.01B35.0%
11–25$396.54M13.8%
Rest$535.59M18.6%
Top 3 weight
32.7%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 28.64M
Sole
Full voting authority
756.73K
shares
% of voting shares2.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.89M
shares
% of voting shares97.4%
Investment Discretion (by position count)
Sole288
Shared0
Other0
Dominant voting typeNone · 97.4% of voting shares
Institutional Holdings288
Rows:
ISHARES TR
SOLEShares583.93K
TypeSH
Market value$328.11M
11.39%
Sole
9.41K
Shared
0.00
None
574.53K
ISHARES TR
SOLEShares3.53M
TypeSH
Market value$325.52M
11.30%
Sole
92.05K
Shared
0.00
None
3.44M
VANGUARD INDEX FDS
SOLEShares1.54M
TypeSH
Market value$287.15M
9.97%
Sole
39.54K
Shared
0.00
None
1.50M
ISHARES INC
SOLEShares2.45M
TypeSH
Market value$285.04M
9.89%
Sole
106.24K
Shared
0.00
None
2.34M
VANGUARD MUN BD FDS
SOLEShares5.24M
TypeSH
Market value$259.79M
9.02%
Sole
122.14K
Shared
0.00
None
5.11M
VANGUARD SPECIALIZED FUNDS
SOLEShares954.91K
TypeSH
Market value$185.24M
6.43%
Sole
16.66K
Shared
0.00
None
938.26K
VANGUARD INDEX FDS
SOLEShares155.38K
TypeSH
Market value$79.85M
2.77%
Sole
6.33K
Shared
0.00
None
149.04K
APPLE INC
SOLEShares344.49K
TypeSH
Market value$76.52M
2.66%
Sole
20.80K
Shared
0.00
None
323.69K
ISHARES TR
SOLEShares1.14M
TypeSH
Market value$66.93M
2.32%
Sole
14.63K
Shared
0.00
None
1.12M
ISHARES INC
SOLEShares1.01M
TypeSH
Market value$54.53M
1.89%
Sole
6.64K
Shared
0.00
None
1M
ISHARES TR
SOLEShares699.25K
TypeSH
Market value$52.90M
1.84%
Sole
4.32K
Shared
0.00
None
694.93K
VANGUARD BD INDEX FDS
SOLEShares503.28K
TypeSH
Market value$36.97M
1.28%
Sole
15.05K
Shared
0.00
None
488.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares64.30K
TypeSH
Market value$34.24M
1.19%
Sole
1.90K
Shared
0.00
None
62.40K
SPDR S&P 500 ETF TR
SOLEShares60.36K
TypeSH
Market value$33.76M
1.17%
Sole
1.32K
Shared
0.00
None
59.04K
DIMENSIONAL ETF TRUST
SOLEShares702.50K
TypeSH
Market value$28.95M
1.00%
Sole
2.50K
Shared
0.00
None
700K
ISHARES TR
SOLEShares463.93K
TypeSH
Market value$26.71M
0.93%
Sole
26.52K
Shared
0.00
None
437.40K
VANGUARD INDEX FDS
SOLEShares92.27K
TypeSH
Market value$25.36M
0.88%
Sole
0.00
Shared
0.00
None
92.27K
ISHARES TR
SOLEShares71.61K
TypeSH
Market value$21.96M
0.76%
Sole
0.00
Shared
0.00
None
71.61K
ISHARES TR
SOLEShares113.20K
TypeSH
Market value$21.64M
0.75%
Sole
1.33K
Shared
0.00
None
111.87K
SCHWAB STRATEGIC TR
SOLEShares654.82K
TypeSH
Market value$20.17M
0.70%
Sole
14.10K
Shared
0.00
None
640.72K
VANGUARD INTL EQUITY INDEX F
SOLEShares324.74K
TypeSH
Market value$19.70M
0.68%
Sole
9.65K
Shared
0.00
None
315.09K
DIMENSIONAL ETF TRUST
SOLEShares745.32K
TypeSH
Market value$19.53M
0.68%
Sole
0.00
Shared
0.00
None
745.32K
WISDOMTREE TR
SOLEShares439.76K
TypeSH
Market value$18.51M
0.64%
Sole
10.28K
Shared
0.00
None
429.48K
ISHARES TR
SOLEShares172.44K
TypeSH
Market value$18.18M
0.63%
Sole
8.25K
Shared
0.00
None
164.19K
FIDELITY MERRIMACK STR TR
SOLEShares393.60K
TypeSH
Market value$17.97M
0.62%
Sole
48.83K
Shared
0.00
None
344.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 583.93K | SH | $328.11M 11.39% | 9.41K | 0.00 | 574.53K |
ISHARES TRSOLE | CORE S&P US VLU | 3.53M | SH | $325.52M 11.30% | 92.05K | 0.00 | 3.44M |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 1.54M | SH | $287.15M 9.97% | 39.54K | 0.00 | 1.50M |
ISHARES INCSOLE | MSCI GBL MIN VOL | 2.45M | SH | $285.04M 9.89% | 106.24K | 0.00 | 2.34M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 5.24M | SH | $259.79M 9.02% | 122.14K | 0.00 | 5.11M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 954.91K | SH | $185.24M 6.43% | 16.66K | 0.00 | 938.26K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 155.38K | SH | $79.85M 2.77% | 6.33K | 0.00 | 149.04K |
APPLE INCSOLE | COM | 344.49K | SH | $76.52M 2.66% | 20.80K | 0.00 | 323.69K |
ISHARES TRSOLE | EAFE VALUE ETF | 1.14M | SH | $66.93M 2.32% | 14.63K | 0.00 | 1.12M |
ISHARES INCSOLE | CORE MSCI EMKT | 1.01M | SH | $54.53M 1.89% | 6.64K | 0.00 | 1M |
ISHARES TRSOLE | CORE MSCI EAFE | 699.25K | SH | $52.90M 1.84% | 4.32K | 0.00 | 694.93K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 503.28K | SH | $36.97M 1.28% | 15.05K | 0.00 | 488.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 64.30K | SH | $34.24M 1.19% | 1.90K | 0.00 | 62.40K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 60.36K | SH | $33.76M 1.17% | 1.32K | 0.00 | 59.04K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 702.50K | SH | $28.95M 1.00% | 2.50K | 0.00 | 700K |
ISHARES TRSOLE | CORE 60/40 BALAN | 463.93K | SH | $26.71M 0.93% | 26.52K | 0.00 | 437.40K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 92.27K | SH | $25.36M 0.88% | 0.00 | 0.00 | 92.27K |
ISHARES TRSOLE | RUS 1000 ETF | 71.61K | SH | $21.96M 0.76% | 0.00 | 0.00 | 71.61K |
ISHARES TRSOLE | MSCI LW CRB TG | 113.20K | SH | $21.64M 0.75% | 1.33K | 0.00 | 111.87K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 654.82K | SH | $20.17M 0.70% | 14.10K | 0.00 | 640.72K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 324.74K | SH | $19.70M 0.68% | 9.65K | 0.00 | 315.09K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 745.32K | SH | $19.53M 0.68% | 0.00 | 0.00 | 745.32K |
WISDOMTREE TRSOLE | EMER MKT HIGH FD | 439.76K | SH | $18.51M 0.64% | 10.28K | 0.00 | 429.48K |
ISHARES TRSOLE | NATIONAL MUN ETF | 172.44K | SH | $18.18M 0.63% | 8.25K | 0.00 | 164.19K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 393.60K | SH | $17.97M 0.62% | 48.83K | 0.00 | 344.77K |
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