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CIK: 0001433541
Total reported value
$4.1B
$4.1B
291 檔
31.1%
At the close of Q3 2024, Aspiriant, LLC disclosed equity holdings valued at approximately $4.1B, spread across 291 reported holdings.
Aspiriant, LLC executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 5 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including ACWV, IUSV, VTEB) accounted for 31.1% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 10.49% | -1.08% | +0.11% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.40% | -0.71% | +0.33% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.08% | -0.68% | -0.52% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.63% | +3.60% | +7.92% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.28% | -0.27% | +0.01% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.56% | -0.29% | +4.92% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | -0.01% | +0.81% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.69% | +0.03% | -0.56% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.57% | -0.25% | -0.24% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.14% | +0.05% | -0.24% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.64% | -0.13% | +10.00% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.43% | -0.14% | +3.54% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | -0.02% | +0.52% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.11% | -3.87% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.10% | -0.02% | -1.61% | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.00% | -0.05% | -0.74% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | +0.08% | -0.83% | |
| 18 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.87% | -0.06% | -2.42% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.81% | +0.03% | +0.20% | |
| 20 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.78% | -0.07% | -4.80% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | -0.02% | +0.07% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.13% | -3.16% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.75% | -0.04% | +161.71% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.01% | -0.04% | |
| 25 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.74% | +0.01% | -6.61% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.69% | -0.03% | +2.08% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.03% | -0.76% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.53% | — | -5.50% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.52% | -0.03% | -0.18% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.08% | -1.54% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.03% | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.04% | -0.42% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.02% | +12.67% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | +0.01% | +2.71% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.02% | +4.39% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.38% | -0.03% | -1.34% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | -0.17% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.36% | -0.02% | -0.49% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.03% | -0.11% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | — | -1.16% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.31% | -0.05% | -2.39% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | — | +2.21% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.28% | -0.01% | +0.08% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.28% | — | -0.10% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.05% | +2.28% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.26% | -0.06% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.02% | +1.87% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | — | +1.36% | |
| 49 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 0.24% | — | +1.07% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.22% | — | +1.05% |
According to official SEC Form 13F filings, Aspiriant, LLC reported a total U.S. public equity portfolio value of $4.1B across 291 disclosed positions in Q3 2024.
During Q3 2024, Aspiriant, LLC's top holdings by market value included ACWV (10.5%)、IUSV (10.4%)、VTEB (10.1%). The largest single position, ACWV, represented 10.5% of total portfolio value.
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Top New Position Initiated
TDG
市值: $2.9M
Top Position Liquidated / Trimmed
IVW
前期市值: $998.3K
In Q3 2024, Aspiriant, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 5 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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