ASPIRIANT, LLC

PrivateCIK: 1433541

Location

LOS ANGELES, CA

338

Positions

$3.51B

Total AUM (reported)

30.86M

Total Shares

Allocation by class

CORE S&P500 ETF$432.36M12.3%

SM CP VAL ETF$377.91M10.8%

CORE S&P US VLU$376.59M10.7%

MSCI GBL MIN VOL$291.42M8.3%

COM$238.26M6.8%

TAX EXEMPT BD$211.23M6.0%

DIV APP ETF$205.41M5.9%

Portfolio Concentration

Top 3$1.19B33.8%

4–10$1.06B30.2%

11–25$515.75M14.7%

Rest$748.44M21.3%

Top 3 weight

33.8%

Top 10 weight

64.0%

Voting Authority Distribution

Total shares with voting rights: 30.86M

Sole

Full voting authority

800.80K

% of voting shares2.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

30.06M

% of voting shares97.4%

Investment Discretion (by position count)

Sole338

Shared0

Other0

Dominant voting typeNone · 97.4% of voting shares

Institutional Holdings338

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares661.91K

TypeSH

Market value$432.36M

12.31%

Sole

10.77K

Shared

0.00

None

651.13K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares1.74M

TypeSH

Market value$377.91M

10.76%

Sole

52.66K

Shared

0.00

None

1.69M

ISHARES TR

SOLE

CORE S&P US VLU

Shares3.68M

TypeSH

Market value$376.59M

10.73%

Sole

94.21K

Shared

0.00

None

3.59M

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares2.44M

TypeSH

Market value$291.42M

8.30%

Sole

107.09K

Shared

0.00

None

2.33M

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares4.23M

TypeSH

Market value$211.23M

6.02%

Sole

111.73K

Shared

0.00

None

4.12M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares955.15K

TypeSH

Market value$205.41M

5.85%

Sole

16.30K

Shared

0.00

None

938.85K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares181.13K

TypeSH

Market value$108.23M

3.08%

Sole

5.95K

Shared

0.00

None

175.18K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares986.76K

TypeSH

Market value$89.33M

2.54%

Sole

15.56K

Shared

0.00

None

971.20K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares1.07M

TypeSH

Market value$79.52M

2.26%

Sole

14.63K

Shared

0.00

None

1.05M

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.07M

TypeSH

Market value$74.80M

2.13%

Sole

8.94K

Shared

0.00

None

1.06M

APPLE INC

SOLE

COM

Shares271.65K

TypeSH

Market value$68.94M

1.96%

Sole

16.09K

Shared

0.00

None

255.56K

ISHARES TR

SOLE

RUS 1000 ETF

Shares112.71K

TypeSH

Market value$40.19M

1.14%

Sole

520.00

Shared

0.00

None

112.19K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares540.89K

TypeSH

Market value$39.83M

1.13%

Sole

15.35K

Shared

0.00

None

525.54K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares59.10K

TypeSH

Market value$38.43M

1.09%

Sole

1.23K

Shared

0.00

None

57.87K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares74.02K

TypeSH

Market value$35.47M

1.01%

Sole

1.64K

Shared

0.00

None

72.38K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares708.22K

TypeSH

Market value$34.32M

0.98%

Sole

2.50K

Shared

0.00

None

705.72K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares749.63K

TypeSH

Market value$34.20M

0.97%

Sole

54.11K

Shared

0.00

None

695.52K

ISHARES TR

SOLE

CORE 60/40 BALAN

Shares509.42K

TypeSH

Market value$32.78M

0.93%

Sole

24.40K

Shared

0.00

None

485.02K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares306.74K

TypeSH

Market value$31.21M

0.89%

Sole

6.09K

Shared

0.00

None

300.65K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares288.89K

TypeSH

Market value$30.67M

0.87%

Sole

7.82K

Shared

0.00

None

281.07K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares94.33K

TypeSH

Market value$30.26M

0.86%

Sole

0.00

Shared

0.00

None

94.33K

ISHARES TR

SOLE

LOW CARBON OPTIM

Shares119.28K

TypeSH

Market value$26.58M

0.76%

Sole

2.45K

Shared

0.00

None

116.83K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares332.98K

TypeSH

Market value$25.01M

0.71%

Sole

9.65K

Shared

0.00

None

323.32K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares727.70K

TypeSH

Market value$24.72M

0.70%

Sole

0.00

Shared

0.00

None

727.70K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares88.36K

TypeSH

Market value$23.14M

0.66%

Sole

207.00

Shared

0.00

None

88.16K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	661.91K	SH	$432.36M 12.31%	10.77K	651.13K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	1.74M	SH	$377.91M 10.76%	52.66K	1.69M
ISHARES TRSOLE	CORE S&P US VLU	3.68M	SH	$376.59M 10.73%	94.21K	3.59M
ISHARES INCSOLE	MSCI GBL MIN VOL	2.44M	SH	$291.42M 8.30%	107.09K	2.33M
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	4.23M	SH	$211.23M 6.02%	111.73K	4.12M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	955.15K	SH	$205.41M 5.85%	16.30K	938.85K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	181.13K	SH	$108.23M 3.08%	5.95K	175.18K
ISHARES TRSOLE	CORE MSCI EAFE	986.76K	SH	$89.33M 2.54%	15.56K	971.20K
ISHARES TRSOLE	EAFE VALUE ETF	1.07M	SH	$79.52M 2.26%	14.63K	1.05M
ISHARES INCSOLE	CORE MSCI EMKT	1.07M	SH	$74.80M 2.13%	8.94K	1.06M
APPLE INCSOLE	COM	271.65K	SH	$68.94M 1.96%	16.09K	255.56K
ISHARES TRSOLE	RUS 1000 ETF	112.71K	SH	$40.19M 1.14%	520.00	112.19K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	540.89K	SH	$39.83M 1.13%	15.35K	525.54K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	59.10K	SH	$38.43M 1.09%	1.23K	57.87K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	74.02K	SH	$35.47M 1.01%	1.64K	72.38K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	708.22K	SH	$34.32M 0.98%	2.50K	705.72K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	749.63K	SH	$34.20M 0.97%	54.11K	695.52K
ISHARES TRSOLE	CORE 60/40 BALAN	509.42K	SH	$32.78M 0.93%	24.40K	485.02K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	306.74K	SH	$31.21M 0.89%	6.09K	300.65K
ISHARES TRSOLE	NATIONAL MUN ETF	288.89K	SH	$30.67M 0.87%	7.82K	281.07K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	94.33K	SH	$30.26M 0.86%	0.00	94.33K
ISHARES TRSOLE	LOW CARBON OPTIM	119.28K	SH	$26.58M 0.76%	2.45K	116.83K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	332.98K	SH	$25.01M 0.71%	9.65K	323.32K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	727.70K	SH	$24.72M 0.70%	0.00	727.70K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	88.36K	SH	$23.14M 0.66%	207.00	88.16K

Page 1 of 14

…