Universe · entity
ASPIRIANT, LLC
Institutional manager (13F) · CIK 1433541
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $432M | 661,906 |
| 2 | VANGUARD INDEX FDS | $378M | 1,739,529 |
| 3 | ISHARES TR | $377M | 3,683,055 |
| 4 | ISHARES INC | $291M | 2,438,432 |
| 5 | VANGUARD MUN BD FDS | $211M | 4,233,953 |
| 6 | VANGUARD SPECIALIZED FUNDS | $205M | 955,149 |
| 7 | VANGUARD INDEX FDS | $108M | 181,129 |
| 8 | ISHARES TR | $89M | 986,758 |
| 9 | ISHARES TR | $80M | 1,069,553 |
| 10 | ISHARES INC | $75M | 1,072,353 |
| 11 | APPLE INC | $69M | 271,654 |
| 12 | ISHARES TR | $40M | 112,708 |
| 13 | VANGUARD BD INDEX FDS | $40M | 540,891 |
| 14 | STATE STR SPDR S&P 500 ETF T | $38M | 59,098 |
| 15 | BERKSHIRE HATHAWAY INC DEL | $35M | 74,018 |
| 16 | DIMENSIONAL ETF TRUST | $34M | 708,215 |
| 17 | FIDELITY MERRIMACK STR TR | $34M | 749,629 |
| 18 | ISHARES TR | $33M | 509,424 |
| 19 | VANGUARD ADMIRAL FDS INC | $31M | 306,744 |
| 20 | ISHARES TR | $31M | 288,891 |
| 21 | VANGUARD INDEX FDS | $30M | 94,327 |
| 22 | ISHARES TR | $27M | 119,285 |
| 23 | VANGUARD INTL EQUITY INDEX F | $25M | 332,975 |
| 24 | DIMENSIONAL ETF TRUST | $25M | 727,702 |
| 25 | VANGUARD INDEX FDS | $23M | 88,362 |
| 26 | ISHARES TR | $22M | 224,361 |
| 27 | SCHWAB STRATEGIC TR | $21M | 544,893 |
| 28 | DIMENSIONAL ETF TRUST | $21M | 428,736 |
| 29 | ALPHABET INC | $20M | 68,333 |
| 30 | VANGUARD INDEX FDS | $19M | 99,384 |
| 31 | WISDOMTREE TR | $19M | 385,140 |
| 32 | MICROSOFT CORP | $16M | 42,289 |
| 33 | TCW ETF TRUST | $16M | 160,006 |
| 34 | VANGUARD TAX-MANAGED FDS | $15M | 241,032 |
| 35 | ISHARES TR | $15M | 79,883 |
| 36 | SELECT SECTOR SPDR TR | $14M | 281,444 |
| 37 | ISHARES TR | $14M | 55,730 |
| 38 | VANGUARD INTL EQUITY INDEX F | $14M | 92,943 |
| 39 | SCHWAB STRATEGIC TR | $13M | 267,783 |
| 40 | DIMENSIONAL ETF TRUST | $12M | 320,184 |
| 41 | DIMENSIONAL ETF TRUST | $12M | 188,313 |
| 42 | DIMENSIONAL ETF TRUST | $11M | 205,792 |
| 43 | ALPHABET INC | $11M | 37,599 |
| 44 | TCW ETF TRUST | $10M | 132,031 |
| 45 | ISHARES TR | $9M | 110,712 |
| 46 | ISHARES TR | $9M | 135,119 |
| 47 | VANGUARD WORLD FD | $9M | 12,854 |
| 48 | WISDOMTREE TR | $8M | 93,715 |
| 49 | ISHARES TR | $8M | 85,649 |
| 50 | NVIDIA CORPORATION | $8M | 47,584 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.