ASPIRIANT, LLC

Filed: 10/24/2025ACC: 0001172661-25-004424

📋 What this filing means

ASPIRIANT, LLC filed this quarterly 13F‑HR report disclosing 297 equity positions with a total reported market value of $3.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

297

Positions

$3.27B

Total AUM (reported)

28.91M

Total Shares

Allocation by class

CORE S&P500 ETF$400.53M12.2%

CORE S&P US VLU$359.85M11.0%

SM CP VAL ETF$318.76M9.7%

MSCI GBL MIN VOL$290.17M8.9%

COM$231.72M7.1%

DIV APP ETF$209.00M6.4%

TAX EXEMPT BD$206.50M6.3%

Portfolio Concentration

Top 3$1.08B33.0%

4–10$1.03B31.4%

11–25$502.52M15.4%

Rest$662.78M20.3%

Top 3 weight

33.0%

Top 10 weight

64.4%

Voting Authority Distribution

Total shares with voting rights: 28.91M

Sole

Full voting authority

753.97K

% of voting shares2.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

28.16M

% of voting shares97.4%

Investment Discretion (by position count)

Sole297

Shared0

Other0

Dominant voting typeNone · 97.4% of voting shares

Institutional Holdings297

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares598.43K

TypeSH

Market value$400.53M

12.25%

Sole

11.01K

Shared

0.00

None

587.42K

ISHARES TR

SOLE

CORE S&P US VLU

Shares3.60M

TypeSH

Market value$359.85M

11.00%

Sole

89.83K

Shared

0.00

None

3.51M

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares1.53M

TypeSH

Market value$318.76M

9.75%

Sole

40.10K

Shared

0.00

None

1.49M

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares2.42M

TypeSH

Market value$290.17M

8.87%

Sole

105.40K

Shared

0.00

None

2.31M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares968.53K

TypeSH

Market value$209.00M

6.39%

Sole

16.60K

Shared

0.00

None

951.93K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares4.12M

TypeSH

Market value$206.50M

6.31%

Sole

116.27K

Shared

0.00

None

4.01M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares157.18K

TypeSH

Market value$96.25M

2.94%

Sole

6.11K

Shared

0.00

None

151.07K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares1.12M

TypeSH

Market value$75.79M

2.32%

Sole

14.63K

Shared

0.00

None

1.10M

APPLE INC

SOLE

COM

Shares292.89K

TypeSH

Market value$74.58M

2.28%

Sole

19.84K

Shared

0.00

None

273.06K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares839.17K

TypeSH

Market value$73.27M

2.24%

Sole

12.08K

Shared

0.00

None

827.09K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.02M

TypeSH

Market value$67.23M

2.06%

Sole

9.27K

Shared

0.00

None

1.01M

ISHARES TR

SOLE

RUS 1000 ETF

Shares112.07K

TypeSH

Market value$40.96M

1.25%

Sole

520.00

Shared

0.00

None

111.55K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares544.74K

TypeSH

Market value$40.51M

1.24%

Sole

14.98K

Shared

0.00

None

529.76K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares60.43K

TypeSH

Market value$40.26M

1.23%

Sole

3.92K

Shared

0.00

None

56.50K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares338.05K

TypeSH

Market value$36.00M

1.10%

Sole

8.01K

Shared

0.00

None

330.04K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares725.09K

TypeSH

Market value$32.40M

0.99%

Sole

2.50K

Shared

0.00

None

722.60K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares333.29K

TypeSH

Market value$31.74M

0.97%

Sole

6.96K

Shared

0.00

None

326.34K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares95.61K

TypeSH

Market value$31.38M

0.96%

Sole

0.00

Shared

0.00

None

95.61K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares61.40K

TypeSH

Market value$30.87M

0.94%

Sole

2.96K

Shared

0.00

None

58.44K

ISHARES TR

SOLE

CORE 60/40 BALAN

Shares465.64K

TypeSH

Market value$29.98M

0.92%

Sole

24.93K

Shared

0.00

None

440.71K

ISHARES TR

SOLE

MSCI LW CRB TG

Shares114.66K

TypeSH

Market value$26.01M

0.80%

Sole

1.47K

Shared

0.00

None

113.19K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares547.72K

TypeSH

Market value$25.33M

0.77%

Sole

50.56K

Shared

0.00

None

497.16K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares328.25K

TypeSH

Market value$23.43M

0.72%

Sole

13.17K

Shared

0.00

None

315.08K

MICROSOFT CORP

SOLE

COM

Shares44.99K

TypeSH

Market value$23.30M

0.71%

Sole

1.13K

Shared

0.00

None

43.86K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares736.91K

TypeSH

Market value$23.12M

0.71%

Sole

0.00

Shared

0.00

None

736.91K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	598.43K	SH	$400.53M 12.25%	11.01K	587.42K
ISHARES TRSOLE	CORE S&P US VLU	3.60M	SH	$359.85M 11.00%	89.83K	3.51M
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	1.53M	SH	$318.76M 9.75%	40.10K	1.49M
ISHARES INCSOLE	MSCI GBL MIN VOL	2.42M	SH	$290.17M 8.87%	105.40K	2.31M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	968.53K	SH	$209.00M 6.39%	16.60K	951.93K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	4.12M	SH	$206.50M 6.31%	116.27K	4.01M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	157.18K	SH	$96.25M 2.94%	6.11K	151.07K
ISHARES TRSOLE	EAFE VALUE ETF	1.12M	SH	$75.79M 2.32%	14.63K	1.10M
APPLE INCSOLE	COM	292.89K	SH	$74.58M 2.28%	19.84K	273.06K
ISHARES TRSOLE	CORE MSCI EAFE	839.17K	SH	$73.27M 2.24%	12.08K	827.09K
ISHARES INCSOLE	CORE MSCI EMKT	1.02M	SH	$67.23M 2.06%	9.27K	1.01M
ISHARES TRSOLE	RUS 1000 ETF	112.07K	SH	$40.96M 1.25%	520.00	111.55K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	544.74K	SH	$40.51M 1.24%	14.98K	529.76K
SPDR S&P 500 ETF TRSOLE	TR UNIT	60.43K	SH	$40.26M 1.23%	3.92K	56.50K
ISHARES TRSOLE	NATIONAL MUN ETF	338.05K	SH	$36.00M 1.10%	8.01K	330.04K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	725.09K	SH	$32.40M 0.99%	2.50K	722.60K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	333.29K	SH	$31.74M 0.97%	6.96K	326.34K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	95.61K	SH	$31.38M 0.96%	0.00	95.61K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	61.40K	SH	$30.87M 0.94%	2.96K	58.44K
ISHARES TRSOLE	CORE 60/40 BALAN	465.64K	SH	$29.98M 0.92%	24.93K	440.71K
ISHARES TRSOLE	MSCI LW CRB TG	114.66K	SH	$26.01M 0.80%	1.47K	113.19K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	547.72K	SH	$25.33M 0.77%	50.56K	497.16K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	328.25K	SH	$23.43M 0.72%	13.17K	315.08K
MICROSOFT CORPSOLE	COM	44.99K	SH	$23.30M 0.71%	1.13K	43.86K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	736.91K	SH	$23.12M 0.71%	0.00	736.91K

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