ASPIRIANT, LLC

PrivateCIK: 1433541

Location

LOS ANGELES, CA

422

Positions

$4.08B

Total AUM (reported)

32.34M

Total Shares

Allocation by class

CORE S&P500 ETF$678.83M16.6%

CORE S&P US VLU$415.95M10.2%

MRNGSTR SML CP V$402.27M9.9%

MSCI GBL MIN VOL$300.33M7.4%

COM$287.86M7.0%

DIV APP ETF$225.20M5.5%

TAX EXEMPT BD$208.51M5.1%

Portfolio Concentration

Top 3$1.50B36.7%

4–10$1.15B28.1%

11–25$581.33M14.2%

Rest$856.48M21.0%

Top 3 weight

36.7%

Top 10 weight

64.8%

Voting Authority Distribution

Total shares with voting rights: 32.34M

Sole

Full voting authority

774.13K

% of voting shares2.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

31.56M

% of voting shares97.6%

Investment Discretion (by position count)

Sole422

Shared0

Other0

Dominant voting typeNone · 97.6% of voting shares

Institutional Holdings422

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares886.38K

TypeSH

Market value$678.83M

16.62%

Sole

19.66K

Shared

0.00

None

866.72K

ISHARES TR

SOLE

CORE S&P US VLU

Shares3.77M

TypeSH

Market value$415.95M

10.19%

Sole

95.64K

Shared

0.00

None

3.68M

VANGUARD INDEX FDS

SOLE

MRNGSTR SML CP V

Shares1.74M

TypeSH

Market value$402.27M

9.85%

Sole

50.33K

Shared

0.00

None

1.69M

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares2.45M

TypeSH

Market value$300.33M

7.35%

Sole

103.68K

Shared

0.00

None

2.34M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares965.25K

TypeSH

Market value$225.20M

5.51%

Sole

14.41K

Shared

0.00

None

950.84K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares4.40M

TypeSH

Market value$208.51M

5.11%

Sole

116.76K

Shared

0.00

None

4.29M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares183.59K

TypeSH

Market value$128.67M

3.15%

Sole

5.11K

Shared

0.00

None

178.49K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.10M

TypeSH

Market value$106.28M

2.60%

Sole

15.93K

Shared

0.00

None

1.08M

APPLE INC

SOLE

COM

Shares276.38K

TypeSH

Market value$92.04M

2.25%

Sole

15.22K

Shared

0.00

None

261.15K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.08M

TypeSH

Market value$87.55M

2.14%

Sole

9.05K

Shared

0.00

None

1.07M

ISHARES TR

SOLE

EAFE VALUE ETF

Shares1.05M

TypeSH

Market value$82.75M

2.03%

Sole

10.80K

Shared

0.00

None

1.03M

ISHARES TR

SOLE

RUS 1000 ETF

Shares121.26K

TypeSH

Market value$50.46M

1.24%

Sole

482.00

Shared

0.00

None

120.78K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares57.71K

TypeSH

Market value$44.01M

1.08%

Sole

1.04K

Shared

0.00

None

56.67K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares578.99K

TypeSH

Market value$40.62M

0.99%

Sole

14.22K

Shared

0.00

None

564.76K

VANGUARD INDEX FDS

SOLE

MRNGSTR TTL STK

Shares105.80K

TypeSH

Market value$39.59M

0.97%

Sole

0.00

Shared

0.00

None

105.80K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares709.56K

TypeSH

Market value$39.03M

0.96%

Sole

2.50K

Shared

0.00

None

707.07K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares866.72K

TypeSH

Market value$37.53M

0.92%

Sole

59.21K

Shared

0.00

None

807.51K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares72.19K

TypeSH

Market value$35.95M

0.88%

Sole

1.64K

Shared

0.00

None

70.56K

ISHARES TR

SOLE

CORE 60 BALA ETF

Shares521.90K

TypeSH

Market value$35.76M

0.88%

Sole

24.02K

Shared

0.00

None

497.88K

ISHARES TR

SOLE

LOW CA OP MS ETF

Shares127.29K

TypeSH

Market value$32.61M

0.80%

Sole

2.73K

Shared

0.00

None

124.57K

VANGUARD ADMIRAL FDS INC

SOLE

SMLCP 600 VAL

Shares276.73K

TypeSH

Market value$30.44M

0.75%

Sole

6.09K

Shared

0.00

None

270.63K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares294.20K

TypeSH

Market value$29.74M

0.73%

Sole

7.82K

Shared

0.00

None

286.38K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares308.32K

TypeSH

Market value$29.15M

0.71%

Sole

17.42K

Shared

0.00

None

290.90K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares727.70K

TypeSH

Market value$26.94M

0.66%

Sole

0.00

Shared

0.00

None

727.70K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares322.56K

TypeSH

Market value$26.76M

0.66%

Sole

219.00

Shared

0.00

None

322.34K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	886.38K	SH	$678.83M 16.62%	19.66K	866.72K
ISHARES TRSOLE	CORE S&P US VLU	3.77M	SH	$415.95M 10.19%	95.64K	3.68M
VANGUARD INDEX FDSSOLE	MRNGSTR SML CP V	1.74M	SH	$402.27M 9.85%	50.33K	1.69M
ISHARES INCSOLE	MSCI GBL MIN VOL	2.45M	SH	$300.33M 7.35%	103.68K	2.34M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	965.25K	SH	$225.20M 5.51%	14.41K	950.84K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	4.40M	SH	$208.51M 5.11%	116.76K	4.29M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	183.59K	SH	$128.67M 3.15%	5.11K	178.49K
ISHARES TRSOLE	CORE MSCI EAFE	1.10M	SH	$106.28M 2.60%	15.93K	1.08M
APPLE INCSOLE	COM	276.38K	SH	$92.04M 2.25%	15.22K	261.15K
ISHARES INCSOLE	CORE MSCI EMKT	1.08M	SH	$87.55M 2.14%	9.05K	1.07M
ISHARES TRSOLE	EAFE VALUE ETF	1.05M	SH	$82.75M 2.03%	10.80K	1.03M
ISHARES TRSOLE	RUS 1000 ETF	121.26K	SH	$50.46M 1.24%	482.00	120.78K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	57.71K	SH	$44.01M 1.08%	1.04K	56.67K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	578.99K	SH	$40.62M 0.99%	14.22K	564.76K
VANGUARD INDEX FDSSOLE	MRNGSTR TTL STK	105.80K	SH	$39.59M 0.97%	0.00	105.80K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	709.56K	SH	$39.03M 0.96%	2.50K	707.07K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	866.72K	SH	$37.53M 0.92%	59.21K	807.51K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	72.19K	SH	$35.95M 0.88%	1.64K	70.56K
ISHARES TRSOLE	CORE 60 BALA ETF	521.90K	SH	$35.76M 0.88%	24.02K	497.88K
ISHARES TRSOLE	LOW CA OP MS ETF	127.29K	SH	$32.61M 0.80%	2.73K	124.57K
VANGUARD ADMIRAL FDS INCSOLE	SMLCP 600 VAL	276.73K	SH	$30.44M 0.75%	6.09K	270.63K
ISHARES TRSOLE	NATIONAL MUN ETF	294.20K	SH	$29.74M 0.73%	7.82K	286.38K
ISHARES TRSOLE	CORE US AGGBD ET	308.32K	SH	$29.15M 0.71%	17.42K	290.90K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	727.70K	SH	$26.94M 0.66%	0.00	727.70K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	322.56K	SH	$26.76M 0.66%	219.00	322.34K

Page 1 of 17

…