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CIK: 0001433541
Total reported value
$4.1B
$4.1B
287 檔
34.2%
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 1 new positions while fully exiting 2 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSV, ACWV) accounted for 34.2% 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% | +3.60% | +21.72% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.92% | -0.71% | +13.80% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 9.57% | -1.08% | +0.54% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.36% | -0.68% | -0.45% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.76% | -0.29% | +42.14% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.73% | -0.27% | -1.79% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | -0.01% | -1.05% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.03% | -1.45% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.25% | -0.25% | +0.83% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.89% | +0.05% | +1.84% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.13% | +7.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.02% | +0.69% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.28% | -0.14% | -1.70% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.11% | +0.91% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.03% | -0.02% | -0.34% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.08% | -0.50% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.88% | -0.05% | -3.95% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.80% | +0.03% | +1.56% | |
| 19 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.74% | +0.01% | +5.87% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.01% | +2.37% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.70% | -0.06% | -6.06% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.67% | -0.03% | +6.52% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.67% | -0.02% | -0.82% | |
| 24 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.66% | -0.07% | -3.11% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.66% | -0.04% | — | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.13% | -11.29% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.08% | +1.39% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.03% | -0.31% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.51% | — | +1.86% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | +0.02% | +20.41% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | -0.03% | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.04% | -0.17% | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.45% | -0.03% | -0.96% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | +0.01% | +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% | — | +0.00% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | -0.02% | +0.76% | |
| 38 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.34% | +0.04% | +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% | -0.03% | -2.64% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.05% | +1.47% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.27% | -0.05% | +0.61% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.27% | — | -0.41% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.27% | -0.01% | +11.06% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | — | +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% | -0.06% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.02% | -5.94% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +8.09% |
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.
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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 48 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 20 holdings, and fully liquidating 2 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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