Aspiriant, LLC — Q3 2025 13F Holdings

Name: Aspiriant, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001433541

Total reported value

$4.1B

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Full holdings list this quarter

Showing top 200 holdings (of 297 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.25%	+3.60%	-4.21%
2	IUSV	Ishares Core S&p U.s. Value	ETF-Other	11.00%	-0.71%	+0.68%
3	VBR	Vanguard Small-cap Value ETF	ETF-Other	9.75%	-0.29%	+2.96%
4	ACWV	Ishares Msci Global Min Vol	ETF-Other	8.87%	—	+0.19%
5	VIG	Vanguard Dividend Apprec ETF	ETF-Other	6.39%	-0.27%	+0.46%
6	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	6.31%	-0.68%	-14.32%
7	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.94%	-0.01%	-0.32%
8	EFV	Ishares Msci Eafe Value ETF	ETF-Other	2.32%	-0.25%	-0.97%
9	AAPL	Apple INC	Stock-Tech	2.28%	+0.03%	-2.47%
10	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.24%	-0.13%	+8.75%
11	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.06%	+0.05%	+0.81%
12	IWB	Ishares Russell 1000 ETF	ETF-Other	1.25%	+0.03%	-0.54%
13	BND	Vanguard Total Bond Market	ETF-Other	1.24%	—	+2.75%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.23%	-0.02%	-0.96%
15	MUB	Ishares National Muni Bond E	ETF-Other	1.10%	—	-0.71%
16	DFUV	Dimensional US Marketwide Va	ETF-Other	0.99%	-0.02%	+0.62%
17	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	0.97%	-0.03%	-2.24%
18	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.96%	+0.08%	-0.25%
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.94%	—	-4.48%
20	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.92%	-0.05%	+2.97%
21	CRBN	Ish Low Car Opt Ms Ac Etf-us	ETF-Other	0.80%	+0.01%	+1.00%
22	FBND	Fidelity Total Bond ETF	ETF-Other	0.77%	-0.03%	+14.26%
23	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.72%	-0.02%	+0.14%
24	MSFT	Microsoft CORP	Stock-Tech	0.71%	-0.01%	-4.16%
25	DFAX	Dimensional World Ex US Core	ETF-Other	0.71%	-0.04%	-1.13%
26	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	0.69%	—	-1.89%
27	DEM	Wisdomtree Emerging Markets	ETF-Emerging Markets	0.59%	—	-0.59%
28	VB	Vanguard Small-cap ETF	ETF-Other	0.59%	+0.02%	+7.52%
29	VTV	Vanguard Value ETF	ETF-Other	0.58%	-0.03%	-1.61%
30	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.55%	+0.08%	-1.82%
31	DFNM	Dimensional National Muni Bd	ETF-Other	0.54%	—	+5.64%
32	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.50%	+0.01%	-42.66%
33	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.46%	—	-4.89%
34	XLF	Ss Financial Select Sector	ETF-Other	0.46%	—	+0.54%
35	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.46%	—	-0.34%
36	PWRD	Tcw Transform Systems ETF	ETF-Other	0.43%	+0.04%	+0.90%
37	DFAC	Dimensional US Core Equity 2	ETF-Other	0.38%	—	-1.32%
38	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.34%	+0.02%	-0.46%
39	DFAT	Dimensional US Target Value	ETF-Other	0.34%	-0.02%	-0.99%
40	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	0.33%	-0.01%	+1.67%
41	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.32%	+0.05%	-2.74%
42	VGT	Vanguard Info Tech ETF	ETF-Tech	0.30%	+0.04%	+1.99%
43	IWV	Ishares Russell 3000 ETF	ETF-Other	0.30%	—	-0.21%
44	DFIV	Dimensional International Va	ETF-Other	0.29%	—	-0.94%
45	VOTE	Tcw Transform 500 ETF	ETF-Other	0.25%	+0.07%	+3.24%
46	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.25%	—	+2.12%
47	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.25%	—	-1.29%
48	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.25%	—	+3.88%
49	DLN	Wisdomtree US Largecap Divid	ETF-Other	0.24%	+0.06%	+38.23%
50	META	Meta Platforms Inc-class A	Stock-Comm Services	0.24%	—	-3.99%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Aspiriant, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VIOV	Vanguard S&p Small-cap 600 V	+0.9%	-2.24%	Add
2	IVV	Ishares Core S&p 500 ETF	+0.9%	-4.21%	Add
3	DFNM	Dimensional National Muni Bd	+0.5%	+5.64%	Add
4	IWB	Ishares Russell 1000 ETF	+0.5%	-0.54%	Add
5	MUB	Ishares National Muni Bond E	+0.5%	-0.71%	Add
6	IEFA	Ishares Core Msci Eafe ETF	+0.4%	+8.75%	Add
7	VOO	Vanguard S&p 500 ETF	+0.2%	-0.32%	Add
8	IEMG	Ishares Core Msci Emerging	+0.2%	+0.81%	Add
9	FBND	Fidelity Total Bond ETF	+0.2%	+14.26%	Add
10	DLN	Wisdomtree US Largecap Divid	+0.1%	+38.23%	Add
11	GOOGL	Alphabet Inc-cl A	+0.1%	-1.82%	Trim
12	MSFT	Microsoft CORP	+0.1%	-4.16%	Trim
13	PWRD	Tcw Transform Systems ETF	+0.1%	+0.90%	Add
14	VTI	Vanguard Total Stock Mkt ETF	+0.1%	-0.25%	Add
15	GOOG	Alphabet Inc-cl C	+0.1%	-2.74%	Trim
16	AGG	Ishares Core U.s. Aggregate	+0.1%	-42.66%	Add
17	ORCL	Oracle CORP	+0.1%	-0.83%	Trim
18	ITOT	Ishares Core S&p Total U.s.	+0.1%	—	Add
19	IJR	Ishares Core S&p Small-cap E	+0.1%	+5.30%	Add
20	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	-0.96%	Add
21	VXUS	Vanguard Total Intl Stock	+0.1%	—	Add
22	CRBN	Ish Low Car Opt Ms Ac Etf-us	+0.1%	+1.00%	Add
23	VTV	Vanguard Value ETF	+0.1%	-1.61%	Add
24	VUSB	Vanguard Ultra Short Bond Et	+0.1%	+38.12%	Add
25	VEU	Vanguard Ftse All-world Ex-u	0%	+0.14%	Add
26	VOTE	Tcw Transform 500 ETF	0%	+3.24%	Add
27	NVDA	Nvidia CORP	0%	-5.02%	Trim
28	VUG	Vanguard Growth ETF	0%	+6.88%	Add
29	AVGO	Broadcom INC	0%	-8.45%	Trim
30	DFAX	Dimensional World Ex US Core	0%	-1.13%	Trim
31	FNDF	Schwab Fndmn Intl Lrg Co ETF	0%	+1.67%	Add
32	QQQ	Invesco Qqq Trust Series 1	0%	-0.10%	Add
33	VB	Vanguard Small-cap ETF	0%	+7.52%	Add
34	DFAC	Dimensional US Core Equity 2	0%	-1.32%	Add
35	IWM	Ishares Russell 2000 ETF	0%	-0.46%	Trim
36	VSS	Vanguard Ftse All Wo X-us Sc	0%	-4.89%	Trim
37	IWN	Ishares Russell 2000 Value E	0%	-0.34%	Trim
38	EFV	Ishares Msci Eafe Value ETF	—	-0.97%	Trim
39	DFUV	Dimensional US Marketwide Va	0%	+0.62%	Add
40	AOR	Ishares Core 60/40 Balanced	0%	+2.97%	Add
41	FNDE	Schwab Fndmntl Em Mrk Eq ETF	0%	-1.89%	Trim
42	VIG	Vanguard Dividend Apprec ETF	0%	+0.46%	Add
43	BND	Vanguard Total Bond Market	0%	+2.75%	Add
44	VBR	Vanguard Small-cap Value ETF	-0.2%	+2.96%	Trim
45	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	-4.48%	Trim
46	IUSV	Ishares Core S&p U.s. Value	-0.3%	+0.68%	Add
47	AAPL	Apple INC	-0.4%	-2.47%	Trim
48	ACWV	Ishares Msci Global Min Vol	-1%	+0.19%	Trim
49	VTEB	Vanguard Tax-exempt Bond ETF	-2.7%	-14.32%	Trim
50	VTIP	Vanguard Short-term Tips	—	NEW	New buy