Filed: 7/29/2025ACC: 0001172661-25-002762
📋 What this filing means
ASPIRIANT, LLC filed this quarterly 13F‑HR report disclosing 308 equity positions with a total reported market value of $3.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
308
Positions
$3.15B
Total AUM (reported)
29.66M
Total Shares
Allocation by class
CORE S&P500 ETF$387.89M12.3%
CORE S&P US VLU$338.41M10.8%
SM CP VAL ETF$289.29M9.2%
MSCI GBL MIN VOL$286.36M9.1%
TAX EXEMPT BD$236.02M7.5%
COM$219.40M7.0%
DIV APP ETF$197.31M6.3%
Portfolio Concentration
Top 3$1.02B32.3%
4–10$1.01B32.0%
11–25$478.82M15.2%
Rest$644.91M20.5%
Top 3 weight
32.3%
Top 10 weight
64.3%
Voting Authority Distribution
Total shares with voting rights: 29.66M
Sole
Full voting authority
778K
shares
% of voting shares2.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
28.89M
shares
% of voting shares97.4%
Investment Discretion (by position count)
Sole308
Shared0
Other0
Dominant voting typeNone · 97.4% of voting shares
Institutional Holdings308
Rows:
ISHARES TR
SOLEShares624.72K
TypeSH
Market value$387.89M
12.33%
Sole
9.88K
Shared
0.00
None
614.84K
ISHARES TR
SOLEShares3.58M
TypeSH
Market value$338.41M
10.76%
Sole
90.39K
Shared
0.00
None
3.49M
VANGUARD INDEX FDS
SOLEShares1.48M
TypeSH
Market value$289.29M
9.19%
Sole
39.31K
Shared
0.00
None
1.44M
ISHARES INC
SOLEShares2.42M
TypeSH
Market value$286.36M
9.10%
Sole
106.22K
Shared
0.00
None
2.31M
VANGUARD MUN BD FDS
SOLEShares4.81M
TypeSH
Market value$236.02M
7.50%
Sole
122.33K
Shared
0.00
None
4.69M
VANGUARD SPECIALIZED FUNDS
SOLEShares964.06K
TypeSH
Market value$197.31M
6.27%
Sole
17.16K
Shared
0.00
None
946.90K
VANGUARD INDEX FDS
SOLEShares157.68K
TypeSH
Market value$89.57M
2.85%
Sole
6.11K
Shared
0.00
None
151.57K
ISHARES TR
SOLEShares1.13M
TypeSH
Market value$71.63M
2.28%
Sole
14.63K
Shared
0.00
None
1.11M
ISHARES TR
SOLEShares771.66K
TypeSH
Market value$64.42M
2.05%
Sole
9.25K
Shared
0.00
None
762.41K
APPLE INC
SOLEShares300.31K
TypeSH
Market value$61.62M
1.96%
Sole
20.30K
Shared
0.00
None
280.02K
ISHARES INC
SOLEShares1.01M
TypeSH
Market value$60.74M
1.93%
Sole
8.32K
Shared
0.00
None
1M
VANGUARD BD INDEX FDS
SOLEShares530.15K
TypeSH
Market value$39.04M
1.24%
Sole
15.73K
Shared
0.00
None
514.42K
ISHARES TR
SOLEShares112.67K
TypeSH
Market value$38.26M
1.22%
Sole
520.00
Shared
0.00
None
112.15K
SPDR S&P 500 ETF TR
SOLEShares61.01K
TypeSH
Market value$37.70M
1.20%
Sole
1.60K
Shared
0.00
None
59.41K
ISHARES TR
SOLEShares340.46K
TypeSH
Market value$35.57M
1.13%
Sole
8.01K
Shared
0.00
None
332.45K
BERKSHIRE HATHAWAY INC DEL
SOLEShares64.28K
TypeSH
Market value$31.23M
0.99%
Sole
1.90K
Shared
0.00
None
62.39K
DIMENSIONAL ETF TRUST
SOLEShares720.61K
TypeSH
Market value$30.47M
0.97%
Sole
2.50K
Shared
0.00
None
718.12K
VANGUARD ADMIRAL FDS INC
SOLEShares340.93K
TypeSH
Market value$29.17M
0.93%
Sole
8.71K
Shared
0.00
None
332.23K
VANGUARD INDEX FDS
SOLEShares95.85K
TypeSH
Market value$29.13M
0.93%
Sole
0.00
Shared
0.00
None
95.85K
ISHARES TR
SOLEShares285.46K
TypeSH
Market value$28.32M
0.90%
Sole
30.79K
Shared
0.00
None
254.67K
ISHARES TR
SOLEShares452.19K
TypeSH
Market value$27.84M
0.88%
Sole
24.84K
Shared
0.00
None
427.35K
ISHARES TR
SOLEShares113.53K
TypeSH
Market value$24.05M
0.76%
Sole
1.36K
Shared
0.00
None
112.17K
MICROSOFT CORP
SOLEShares46.95K
TypeSH
Market value$23.35M
0.74%
Sole
1.13K
Shared
0.00
None
45.82K
VANGUARD INTL EQUITY INDEX F
SOLEShares327.79K
TypeSH
Market value$22.03M
0.70%
Sole
9.65K
Shared
0.00
None
318.14K
FIDELITY MERRIMACK STR TR
SOLEShares479.36K
TypeSH
Market value$21.93M
0.70%
Sole
50.10K
Shared
0.00
None
429.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 624.72K | SH | $387.89M 12.33% | 9.88K | 0.00 | 614.84K |
ISHARES TRSOLE | CORE S&P US VLU | 3.58M | SH | $338.41M 10.76% | 90.39K | 0.00 | 3.49M |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 1.48M | SH | $289.29M 9.19% | 39.31K | 0.00 | 1.44M |
ISHARES INCSOLE | MSCI GBL MIN VOL | 2.42M | SH | $286.36M 9.10% | 106.22K | 0.00 | 2.31M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 4.81M | SH | $236.02M 7.50% | 122.33K | 0.00 | 4.69M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 964.06K | SH | $197.31M 6.27% | 17.16K | 0.00 | 946.90K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 157.68K | SH | $89.57M 2.85% | 6.11K | 0.00 | 151.57K |
ISHARES TRSOLE | EAFE VALUE ETF | 1.13M | SH | $71.63M 2.28% | 14.63K | 0.00 | 1.11M |
ISHARES TRSOLE | CORE MSCI EAFE | 771.66K | SH | $64.42M 2.05% | 9.25K | 0.00 | 762.41K |
APPLE INCSOLE | COM | 300.31K | SH | $61.62M 1.96% | 20.30K | 0.00 | 280.02K |
ISHARES INCSOLE | CORE MSCI EMKT | 1.01M | SH | $60.74M 1.93% | 8.32K | 0.00 | 1M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 530.15K | SH | $39.04M 1.24% | 15.73K | 0.00 | 514.42K |
ISHARES TRSOLE | RUS 1000 ETF | 112.67K | SH | $38.26M 1.22% | 520.00 | 0.00 | 112.15K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 61.01K | SH | $37.70M 1.20% | 1.60K | 0.00 | 59.41K |
ISHARES TRSOLE | NATIONAL MUN ETF | 340.46K | SH | $35.57M 1.13% | 8.01K | 0.00 | 332.45K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 64.28K | SH | $31.23M 0.99% | 1.90K | 0.00 | 62.39K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 720.61K | SH | $30.47M 0.97% | 2.50K | 0.00 | 718.12K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 340.93K | SH | $29.17M 0.93% | 8.71K | 0.00 | 332.23K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 95.85K | SH | $29.13M 0.93% | 0.00 | 0.00 | 95.85K |
ISHARES TRSOLE | CORE US AGGBD ET | 285.46K | SH | $28.32M 0.90% | 30.79K | 0.00 | 254.67K |
ISHARES TRSOLE | CORE 60/40 BALAN | 452.19K | SH | $27.84M 0.88% | 24.84K | 0.00 | 427.35K |
ISHARES TRSOLE | MSCI LW CRB TG | 113.53K | SH | $24.05M 0.76% | 1.36K | 0.00 | 112.17K |
MICROSOFT CORPSOLE | COM | 46.95K | SH | $23.35M 0.74% | 1.13K | 0.00 | 45.82K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 327.79K | SH | $22.03M 0.70% | 9.65K | 0.00 | 318.14K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 479.36K | SH | $21.93M 0.70% | 50.10K | 0.00 | 429.26K |
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