EdgeMarket › What Aspiriant, Llc reported owning
What Aspiriant, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.5BPositions
338Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 432.4M | 12.3% | 661.9K | 769.31 | +20.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 377.9M | 10.8% | 1.7M | 249.18 | +22.7% |
| IUSV iShares Core S&P U.S. Value ETF | 376.6M | 10.7% | 3.7M | 114.89 | +17.6% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 291.4M | 8.3% | 2.4M | 127.21 | +5.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 211.2M | 6.0% | 4.2M | 49.54 | +1.4% |
| VIG Vanguard Div Appreciation ETF | 205.4M | 5.9% | 955.1K | 243.91 | +16.2% |
| VOO Vanguard S&P 500 ETF | 108.2M | 3.1% | 181.1K | 703.71 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 89.3M | 2.5% | 986.8K | 100.85 | +16.8% |
| EFV iShares MSCI EAFE Value ETF | 79.5M | 2.3% | 1.1M | 82.23 | +21.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 74.8M | 2.1% | 1.1M | 81.57 | +31.9% |
| AAPL Apple Inc. | 68.9M | 2.0% | 271.7K | 309.35 | +36.9% |
| IWB iShares Russell 1000 ETF | 40.2M | 1.1% | 112.7K | 419.69 | +19.8% |
| BND Vanguard Total Bond Market ETF | 39.8M | 1.1% | 540.9K | 72.23 | -1.8% |
| SPY SPDR S&P 500 ETF TRUST | 38.4M | 1.1% | 59.1K | 765.72 | +20.0% |
| unmapped CUSIP 084670702 | 35.5M | 1.0% | 74.0K | — | — |
| DFUV Dimensional US Marketwide Value ETF | 34.3M | 1.0% | 708.2K | 57.43 | +31.9% |
| FBND Fidelity Total Bond ETF | 34.2M | 1.0% | 749.6K | 44.90 | -2.1% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 32.8M | 0.9% | 509.4K | 69.85 | +11.8% |
| VIOV Vanguard S&P Small-Cap 600 Value ETF | 31.2M | 0.9% | 306.7K | 118.85 | +30.7% |
| MUB iShares National Muni Bond ETF | 30.7M | 0.9% | 288.9K | 105.34 | +1.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 30.3M | 0.9% | 94.3K | 378.24 | +20.5% |
| CRBN iShares Low Carbon Optimized MSCI ACWI ETF | 26.6M | 0.8% | 119.3K | 258.93 | +18.7% |
| VEU Vanguard FTSE All World Ex US ETF | 25.0M | 0.7% | 333.0K | 85.69 | +23.3% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 24.7M | 0.7% | 727.7K | 38.16 | +24.9% |
| VB Vanguard Morningstar Small-Cap ETF | 23.1M | 0.7% | 88.4K | 304.76 | +24.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 22.3M | 0.6% | 224.4K | 97.35 | -1.7% |
| FNDE Schwab Fundamental Emerging Markets Equity ETF | 20.8M | 0.6% | 544.9K | 41.87 | +22.4% |
| DFNM Dimensional National Municipal Bond ETF | 20.5M | 0.6% | 428.7K | 47.57 | +0.5% |
| GOOGL Alphabet Inc. | 19.7M | 0.6% | 68.3K | 344.82 | +73.0% |
| VTV Vanguard Morningstar Value ETF | 19.5M | 0.6% | 99.4K | 226.40 | +24.6% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 19.1M | 0.5% | 385.1K | 55.08 | +19.5% |
| MSFT MICROSOFT CORP | 15.7M | 0.4% | 42.3K | 483.24 | -4.4% |
| PWRD TCW Transform Systems ETF | 15.6M | 0.4% | 160.0K | 108.28 | +18.5% |
| VEA Vanguard FTSE Developed Markets ETF | 15.4M | 0.4% | 241.0K | 73.42 | +24.7% |
| IWN iShares Russell 2000 Value ETF | 15.1M | 0.4% | 79.9K | 224.81 | +35.2% |
| XLF State Street Financial Select Sector SPDR ETF | 13.9M | 0.4% | 281.4K | 57.48 | +8.7% |
| IWM iShares Russell 2000 ETF | 13.8M | 0.4% | 55.7K | 299.96 | +33.1% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 13.6M | 0.4% | 92.9K | 160.06 | +15.9% |
| FNDF Schwab Fundamental International Equity ETF | 13.1M | 0.4% | 267.8K | 55.84 | +32.1% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 12.4M | 0.4% | 320.2K | 45.61 | +22.8% |
| DFAT Dimensional U.S. Targeted Value ETF | 11.8M | 0.3% | 188.3K | 71.67 | +26.9% |
| DFIV Dimensional International Value ETF | 10.9M | 0.3% | 205.8K | 58.31 | +27.8% |
| GOOG Alphabet Inc. | 10.8M | 0.3% | 37.6K | 341.75 | +70.7% |
| VOTE TCW Transform 500 ETF | 10.1M | 0.3% | 132.0K | 90.35 | +20.4% |
| IDEV iShares Core MSCI International Developed Mark | 9.3M | 0.3% | 110.7K | 93.31 | +18.6% |
| IJH iShares Core S&P Mid-Cap ETF | 9.1M | 0.3% | 135.1K | 76.77 | +20.8% |
| VGT Vanguard Information Tech ETF | 9.0M | 0.3% | 12.9K | 118.42 | +38.5% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 8.4M | 0.2% | 93.7K | 100.73 | +18.5% |
| EFA iShares MSCI EAFE ETF | 8.3M | 0.2% | 85.6K | 108.24 | +17.1% |
| NVDA NVIDIA CORP | 8.3M | 0.2% | 47.6K | 214.72 | +22.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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