ASPIRIANT, LLC

PrivateCIK: 1433541

Location

LOS ANGELES, CA

400

Positions

$4.05B

Total AUM (reported)

32M

Total Shares

Allocation by class

CORE S&P500 ETF$644.54M15.9%

SM CP VAL ETF$424.15M10.5%

CORE S&P US VLU$405.96M10.0%

MSCI GBL MIN VOL$292.50M7.2%

COM$285.74M7.1%

DIV APP ETF$225.99M5.6%

TAX EXEMPT BD$216.12M5.3%

Portfolio Concentration

Top 3$1.47B36.4%

4–10$1.13B27.8%

11–25$576.90M14.2%

Rest$872.75M21.5%

Top 3 weight

36.4%

Top 10 weight

64.2%

Voting Authority Distribution

Total shares with voting rights: 32M

Sole

Full voting authority

815.74K

% of voting shares2.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

31.19M

% of voting shares97.5%

Investment Discretion (by position count)

Sole400

Shared0

Other0

Dominant voting typeNone · 97.5% of voting shares

Institutional Holdings400

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares860.65K

TypeSH

Market value$644.54M

15.91%

Sole

19.52K

Shared

0.00

None

841.13K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares1.75M

TypeSH

Market value$424.15M

10.47%

Sole

53.19K

Shared

0.00

None

1.69M

ISHARES TR

SOLE

CORE S&P US VLU

Shares3.69M

TypeSH

Market value$405.96M

10.02%

Sole

96.73K

Shared

0.00

None

3.59M

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares2.43M

TypeSH

Market value$292.50M

7.22%

Sole

111.27K

Shared

0.00

None

2.32M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares955.05K

TypeSH

Market value$225.99M

5.58%

Sole

16.22K

Shared

0.00

None

938.82K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares4.27M

TypeSH

Market value$216.12M

5.34%

Sole

121.33K

Shared

0.00

None

4.15M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares181.18K

TypeSH

Market value$124.47M

3.07%

Sole

5.95K

Shared

0.00

None

175.23K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.01M

TypeSH

Market value$97.61M

2.41%

Sole

16.07K

Shared

0.00

None

994.60K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.07M

TypeSH

Market value$88.51M

2.18%

Sole

8.94K

Shared

0.00

None

1.06M

ISHARES TR

SOLE

EAFE VALUE ETF

Shares1.06M

TypeSH

Market value$81.23M

2.01%

Sole

14.63K

Shared

0.00

None

1.05M

APPLE INC

SOLE

COM

Shares278.11K

TypeSH

Market value$80.48M

1.99%

Sole

15.57K

Shared

0.00

None

262.54K

ISHARES TR

SOLE

RUS 1000 ETF

Shares116.06K

TypeSH

Market value$47.52M

1.17%

Sole

520.00

Shared

0.00

None

115.53K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares58.17K

TypeSH

Market value$43.44M

1.07%

Sole

1.04K

Shared

0.00

None

57.13K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares546.15K

TypeSH

Market value$40.09M

0.99%

Sole

15.44K

Shared

0.00

None

530.71K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares707.13K

TypeSH

Market value$38.90M

0.96%

Sole

2.50K

Shared

0.00

None

704.63K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares103.36K

TypeSH

Market value$38.25M

0.94%

Sole

0.00

Shared

0.00

None

103.36K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares833.95K

TypeSH

Market value$37.94M

0.94%

Sole

54.11K

Shared

0.00

None

779.84K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares72.94K

TypeSH

Market value$36.50M

0.90%

Sole

1.64K

Shared

0.00

None

71.31K

ISHARES TR

SOLE

CORE 60 BALA ETF

Shares515.35K

TypeSH

Market value$35.82M

0.88%

Sole

23.80K

Shared

0.00

None

491.54K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares296.03K

TypeSH

Market value$34.73M

0.86%

Sole

6.09K

Shared

0.00

None

289.94K

ISHARES TR

SOLE

LOW CA OP MS ETF

Shares122.72K

TypeSH

Market value$31.04M

0.77%

Sole

2.58K

Shared

0.00

None

120.14K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares280.35K

TypeSH

Market value$30.17M

0.74%

Sole

7.82K

Shared

0.00

None

272.53K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares331.74K

TypeSH

Market value$27.78M

0.69%

Sole

9.65K

Shared

0.00

None

322.09K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares90.47K

TypeSH

Market value$27.42M

0.68%

Sole

279.00

Shared

0.00

None

90.19K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares727.70K

TypeSH

Market value$26.81M

0.66%

Sole

0.00

Shared

0.00

None

727.70K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	860.65K	SH	$644.54M 15.91%	19.52K	841.13K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	1.75M	SH	$424.15M 10.47%	53.19K	1.69M
ISHARES TRSOLE	CORE S&P US VLU	3.69M	SH	$405.96M 10.02%	96.73K	3.59M
ISHARES INCSOLE	MSCI GBL MIN VOL	2.43M	SH	$292.50M 7.22%	111.27K	2.32M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	955.05K	SH	$225.99M 5.58%	16.22K	938.82K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	4.27M	SH	$216.12M 5.34%	121.33K	4.15M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	181.18K	SH	$124.47M 3.07%	5.95K	175.23K
ISHARES TRSOLE	CORE MSCI EAFE	1.01M	SH	$97.61M 2.41%	16.07K	994.60K
ISHARES INCSOLE	CORE MSCI EMKT	1.07M	SH	$88.51M 2.18%	8.94K	1.06M
ISHARES TRSOLE	EAFE VALUE ETF	1.06M	SH	$81.23M 2.01%	14.63K	1.05M
APPLE INCSOLE	COM	278.11K	SH	$80.48M 1.99%	15.57K	262.54K
ISHARES TRSOLE	RUS 1000 ETF	116.06K	SH	$47.52M 1.17%	520.00	115.53K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	58.17K	SH	$43.44M 1.07%	1.04K	57.13K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	546.15K	SH	$40.09M 0.99%	15.44K	530.71K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	707.13K	SH	$38.90M 0.96%	2.50K	704.63K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	103.36K	SH	$38.25M 0.94%	0.00	103.36K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	833.95K	SH	$37.94M 0.94%	54.11K	779.84K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	72.94K	SH	$36.50M 0.90%	1.64K	71.31K
ISHARES TRSOLE	CORE 60 BALA ETF	515.35K	SH	$35.82M 0.88%	23.80K	491.54K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	296.03K	SH	$34.73M 0.86%	6.09K	289.94K
ISHARES TRSOLE	LOW CA OP MS ETF	122.72K	SH	$31.04M 0.77%	2.58K	120.14K
ISHARES TRSOLE	NATIONAL MUN ETF	280.35K	SH	$30.17M 0.74%	7.82K	272.53K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	331.74K	SH	$27.78M 0.69%	9.65K	322.09K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	90.47K	SH	$27.42M 0.68%	279.00	90.19K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	727.70K	SH	$26.81M 0.66%	0.00	727.70K

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