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CIK: 0001433541
Total reported value
$4.1B
$4.1B
287 檔
33.9%
As reported in its official Q4 2024 Form 13F filing, Aspiriant, LLC's tracked investment portfolio stood at $4.1B with 287 total positions.
Aspiriant, LLC executed strategic sector rebalancing during Q4 2024, establishing 19 new positions while fully exiting 21 holdings and trimming 67 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSV, ACWV) accounted for 33.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.39% | +0.71% | +21.72% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.92% | +0.17% | +13.80% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 9.57% | +0.13% | +0.54% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.36% | -0.23% | -0.45% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.76% | -0.62% | +42.14% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.73% | -0.06% | -1.79% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | +0.08% | -1.05% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.26% | -1.45% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.25% | +0.02% | +0.83% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.89% | -0.04% | +1.84% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | +0.19% | +7.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | +0.01% | +0.69% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.28% | — | -1.70% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.02% | +0.91% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.03% | — | -0.34% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | -0.50% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.88% | — | -3.95% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.80% | +0.07% | +1.56% | |
| 19 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.74% | +0.03% | +5.87% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.13% | +2.37% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.70% | +0.02% | -6.06% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.67% | -0.02% | +6.52% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.67% | -0.03% | -0.82% | |
| 24 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.66% | — | -3.11% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.66% | — | — | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.01% | -11.29% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.03% | +1.39% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.04% | -0.31% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.51% | -0.04% | +1.86% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.03% | +20.41% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | — | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.02% | -0.17% | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.45% | — | -0.96% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | +0.07% | +13.70% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | -0.02% | +0.15% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.35% | -0.35% | EXIT | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | -0.32% | EXIT | |
| 38 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.34% | -0.06% | +380.76% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.34% | — | +8.34% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.03% | +0.34% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.33% | +0.01% | -2.64% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | -0.06% | +1.47% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.27% | +0.01% | +0.61% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.27% | -0.23% | EXIT | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.27% | — | +11.06% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | +0.01% | +2.60% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | -0.02% | +5.72% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | — | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.04% | -5.94% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | +8.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | +2.2% | +42.14% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.8% | +21.72% | Add |
| 3 | IUSV | Ishares Core S&p U.s. Value | +0.5% | +13.80% | Add |
| 4 | PWRD | Tcw Transform Systems ETF | +0.3% | +380.76% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.1% | +20.41% | Add |
| 6 | BILL | Bill Holdings Inc | +0.1% | -4.04% | Trim |
| 7 | VOTE | Tcw Transform 500 ETF | +0.1% | +39.08% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.39% | Add |
| 9 | SDG | Ish Msci Glob Sust Deve Goal | +0.1% | +89.55% | Add |
| 10 | AMZN | Amazon.com Inc | 0% | +5.72% | Add |
| 11 | JPM | Jpmorgan Chase & Co | 0% | +8.09% | Add |
| 12 | SUSA | Ishares Esg Optimized Msci U | 0% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | 0% | +6.22% | Add |
| 14 | AAPL | Apple Inc | 0% | -1.45% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | 0% | +1.47% | Add |
| 16 | IWV | Ishares Russell 3000 ETF | 0% | +8.34% | Add |
| 17 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +116.32% | Add |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +62.92% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | 0% | +13.70% | Add |
| 20 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | 0% | +6.91% | Add |
| 22 | CRM | Salesforce Inc | 0% | +4.13% | Add |
| 23 | TSLA | Tesla Inc | 0% | -19.53% | Trim |
| 24 | NFLX | Netflix Inc | 0% | +12.44% | Add |
| 25 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | 0% | NEW | New buy |
| 26 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 27 | INTU | Intuit Inc | 0% | NEW | New buy |
| 28 | VGIT | Vanguard Intermediate-term T | 0% | NEW | New buy |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | NEW | New buy |
| 30 | WMT | Walmart Inc | 0% | +13.56% | Add |
| 31 | BX | Blackstone Inc | 0% | +58.17% | Add |
| 32 | COP | Conocophillips | 0% | +119.34% | Add |
| 33 | XLK | Ss Technology Select Sector | 0% | +31.74% | Add |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +8.45% | Add |
| 35 | SCHW | Schwab (charles) CORP | 0% | +1.67% | Add |
| 36 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 37 | DOCU | Docusign Inc | 0% | -4.24% | Trim |
| 38 | VTEC | Vanguard Ca Tax-ex Bond | 0% | NEW | New buy |
| 39 | GLD | Spdr Gold Shares | 0% | +33.27% | Add |
| 40 | CB | Chubb Limited | 0% | NEW | New buy |
| 41 | MCK | Mckesson CORP | 0% | NEW | New buy |
| 42 | BCAL | California Bancorp | 0% | NEW | New buy |
| 43 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 44 | SUB | Ishares Short-term National | 0% | NEW | New buy |
| 45 | ORLY | O'reilly Automotive Inc | 0% | NEW | New buy |
| 46 | BAC | Bank Of America CORP | 0% | +4.58% | Add |
| 47 | EQH | Equitable Holdings Inc | 0% | NEW | New buy |
| 48 | VONG | Vanguard Russell 1000 Growth | 0% | NEW | New buy |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | 0% | NEW | New buy |
| 50 | SPE | Special Opportunities Fund | 0% | NEW | New buy |
According to official SEC Form 13F filings, Aspiriant, LLC reported a total U.S. public equity portfolio value of $4.1B across 287 disclosed positions in Q4 2024.
During Q4 2024, Aspiriant, LLC's top holdings by market value included IVV (11.4%)、IUSV (10.9%)、ACWV (9.6%). The largest single position, IVV, represented 11.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SUSA
市值: $835.1K
Top Position Liquidated / Trimmed
HOOD
前期市值: $985.3K
In Q4 2024, Aspiriant, LLC made 190 total portfolio adjustments, initiating 19 new buys, adding to 83 positions, trimming 67 holdings, and fully liquidating 21 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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