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CIK: 0001433541
Total reported value
$4.1B
$4.1B
308 檔
38.0%
The Q2 2025 SEC filing reveals that Aspiriant, LLC held a total portfolio value of $4.1B, covering 308 public equity positions.
In Q2 2025, Aspiriant, LLC displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSV, VBR) accounted for 38.0% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.33% | +3.60% | +6.98% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.76% | -0.71% | +1.39% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.19% | -0.29% | -3.76% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 9.10% | -1.08% | -1.40% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.50% | -0.68% | -8.06% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.27% | -0.27% | +0.96% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | -0.01% | +1.48% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.28% | -0.25% | -0.64% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.05% | -0.13% | +10.35% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.03% | -12.82% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.93% | +0.05% | +0.14% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.24% | -0.14% | +5.34% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.22% | +0.03% | +57.35% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.02% | +1.09% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.13% | -0.13% | +97.44% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.11% | -0.03% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.97% | -0.02% | +2.58% | |
| 18 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.93% | -0.03% | +957.09% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.08% | +3.88% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.90% | +0.01% | +125.88% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.88% | -0.05% | -2.53% | |
| 22 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.76% | +0.01% | +0.29% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.01% | -0.11% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.70% | -0.02% | +0.94% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.70% | -0.03% | +21.79% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.70% | -0.04% | — | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.67% | -0.06% | -2.86% | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.61% | -0.07% | -3.93% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.03% | +18.44% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | +0.02% | -6.14% | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.52% | -0.07% | +4541.36% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.48% | -0.03% | -0.68% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.03% | — | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | — | -1.05% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.08% | -6.14% | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.41% | +0.04% | +2.11% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | +3.29% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.02% | +1.96% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.02% | -0.86% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.32% | -0.01% | +5.02% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.28% | — | -8.73% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.03% | +78.96% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.28% | -0.05% | -2.25% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | +0.04% | -37.34% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.02% | -3.26% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.26% | -0.03% | -6.77% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.05% | -0.32% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | — | -7.64% | |
| 49 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.24% | +0.07% | +9.30% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | — | +100.00% |
According to official SEC Form 13F filings, Aspiriant, LLC reported a total U.S. public equity portfolio value of $4.1B across 308 disclosed positions in Q2 2025.
During Q2 2025, Aspiriant, LLC's top holdings by market value included IVV (12.3%)、IUSV (10.8%)、VBR (9.2%). The largest single position, IVV, represented 12.3% of total portfolio value.
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Top New Position Initiated
VTIP
市值: $4.1M
Top Position Liquidated / Trimmed
VBR
前期市值: $287.2M
In Q2 2025, Aspiriant, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 13 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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