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CIK: 0001433541
Total reported value
$4.1B
$4.1B
280 檔
28.8%
As reported in its official Q2 2024 Form 13F filing, Aspiriant, LLC's tracked investment portfolio stood at $4.1B with 280 total positions.
During Q2 2024, Aspiriant, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTEB, ACWV, IUSV) accounted for 28.8% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.66% | -0.68% | +3.97% | |
| 2 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 10.28% | -1.08% | -2.43% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.28% | -0.71% | +3.82% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.10% | +3.60% | +15.23% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.21% | -0.27% | +0.66% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.11% | -0.29% | +9.00% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | -0.01% | +0.21% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.63% | +0.03% | -4.47% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.55% | -0.25% | -1.92% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.15% | +0.05% | -0.80% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.49% | -0.13% | +16.73% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.42% | -0.14% | -0.38% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -0.02% | +1.23% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.11% | -2.50% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.14% | -0.02% | +0.09% | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.03% | -0.05% | +7.92% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | +0.08% | -0.21% | |
| 18 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.88% | -0.06% | -2.91% | |
| 19 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.86% | -0.07% | -4.40% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.13% | -1.16% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.01% | -6.72% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.82% | +0.03% | -0.57% | |
| 23 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.80% | +0.01% | +8.97% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | -0.02% | -0.51% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.70% | -0.03% | +11.87% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.08% | -2.96% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.60% | — | -0.41% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.03% | +4.60% | |
| 29 | BILL | Bill Holdings Inc | Stock-Tech | 0.56% | -0.01% | -0.00% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.55% | — | -2.42% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.52% | -0.03% | +3.04% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.04% | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | -0.03% | — | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | +0.01% | +15.69% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | +0.02% | +15.75% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.38% | -0.03% | -6.30% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | +0.17% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.02% | -3.61% | |
| 39 | DFAT | Dimensional US Target Value | ETF-Other | 0.36% | -0.02% | -0.06% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.03% | -1.53% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.33% | — | -0.28% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.05% | -5.89% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.32% | -0.05% | -5.04% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.29% | -0.04% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | — | -1.03% | |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.28% | -0.01% | +1.52% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.28% | — | -4.14% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | -0.06% | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | +1.32% | |
| 50 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 0.24% | — | -23.54% |
According to official SEC Form 13F filings, Aspiriant, LLC reported a total U.S. public equity portfolio value of $4.1B across 280 disclosed positions in Q2 2024.
During Q2 2024, Aspiriant, LLC's top holdings by market value included VTEB (10.7%)、ACWV (10.3%)、IUSV (10.3%). The largest single position, VTEB, represented 10.7% of total portfolio value.
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In Q2 2024, Aspiriant, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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