Aspiriant, LLC — Q4 2025 13F Holdings

Name: Aspiriant, LLC — 13F Holdings, Q4 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 319 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.36%	+3.60%	+4.93%
2	IUSV	Ishares Core S&p U.s. Value	ETF-Other	10.55%	-0.71%	-0.50%
3	VBR	Vanguard Small-cap Value ETF	ETF-Other	9.86%	-0.29%	+6.12%
4	ACWV	Ishares Msci Global Min Vol	ETF-Other	8.21%	—	-0.56%
5	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	6.22%	-0.68%	+4.36%
6	VIG	Vanguard Dividend Apprec ETF	ETF-Other	6.02%	-0.27%	-1.50%
7	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.25%	-0.01%	+14.63%
8	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.35%	-0.13%	+9.10%
9	EFV	Ishares Msci Eafe Value ETF	ETF-Other	2.24%	-0.25%	-2.36%
10	AAPL	Apple INC	Stock-Tech	2.21%	+0.03%	-3.31%
11	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.03%	+0.05%	+3.23%
12	IWB	Ishares Russell 1000 ETF	ETF-Other	1.23%	+0.03%	+2.02%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.17%	-0.02%	-0.99%
14	BND	Vanguard Total Bond Market	ETF-Other	1.12%	—	-3.43%
15	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.99%	—	+11.92%
16	FBND	Fidelity Total Bond ETF	ETF-Other	0.97%	-0.03%	+34.32%
17	DFUV	Dimensional US Marketwide Va	ETF-Other	0.96%	-0.02%	-0.96%
18	MUB	Ishares National Muni Bond E	ETF-Other	0.93%	—	-10.43%
19	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.91%	+0.08%	-1.27%
20	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.90%	-0.05%	+3.37%
21	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	0.88%	-0.03%	-6.50%
22	CRBN	Ish Low Car Opt Ms Ac Etf-us	ETF-Other	0.77%	+0.01%	+1.66%
23	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.70%	-0.02%	+1.46%
24	DFAX	Dimensional World Ex US Core	ETF-Other	0.68%	-0.04%	-1.25%
25	MSFT	Microsoft CORP	Stock-Tech	0.67%	-0.01%	+6.87%
26	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.65%	+0.08%	-2.18%
27	VB	Vanguard Small-cap ETF	ETF-Other	0.60%	+0.02%	+8.30%
28	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	0.56%	—	-13.11%
29	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.55%	+0.01%	+18.16%
30	DFNM	Dimensional National Muni Bd	ETF-Other	0.55%	—	+9.00%
31	DEM	Wisdomtree Emerging Markets	ETF-Emerging Markets	0.55%	—	-1.80%
32	VTV	Vanguard Value ETF	ETF-Other	0.55%	-0.03%	-1.74%
33	XLF	Ss Financial Select Sector	ETF-Other	0.44%	—	+0.67%
34	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.43%	—	-2.67%
35	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.43%	—	+73.50%
36	PWRD	Tcw Transform Systems ETF	ETF-Other	0.41%	+0.04%	+3.01%
37	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.38%	+0.02%	+17.70%
38	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.38%	—	-12.28%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.37%	+0.05%	-3.03%
40	DFAC	Dimensional US Core Equity 2	ETF-Other	0.36%	—	+0.00%
41	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	0.33%	-0.01%	+2.05%
42	DFAT	Dimensional US Target Value	ETF-Other	0.33%	-0.02%	-0.37%
43	VOTE	Tcw Transform 500 ETF	ETF-Other	0.30%	+0.07%	+23.89%
44	DFIV	Dimensional International Va	ETF-Other	0.29%	—	+1.38%
45	VGT	Vanguard Info Tech ETF	ETF-Tech	0.29%	+0.04%	+1.07%
46	IWV	Ishares Russell 3000 ETF	ETF-Other	0.27%	—	-3.73%
47	NVDA	Nvidia CORP	Stock-Tech	0.27%	—	+103.15%
48	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.26%	—	+134.26%
49	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.24%	—	—
50	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.23%	—	-1.35%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Aspiriant, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+0.3%	+14.63%	Add
2	FBND	Fidelity Total Bond ETF	+0.2%	+34.32%	Add
3	VEA	Vanguard Ftse Developed ETF	+0.2%	+73.50%	Add
4	DSI	Ishares Esg Msci Kld 400 ETF	+0.2%	+306.45%	Add
5	IJH	Ishares Core S&p Midcap ETF	+0.1%	+134.26%	Add
6	SUSA	Ishares Esg Optimized Msci U	+0.1%	+511.63%	Add
7	NVDA	Nvidia CORP	+0.1%	+103.15%	Add
8	IVV	Ishares Core S&p 500 ETF	+0.1%	+4.93%	Add
9	VBR	Vanguard Small-cap Value ETF	+0.1%	+6.12%	Add
10	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+9.10%	Add
11	GOOGL	Alphabet Inc-cl A	+0.1%	-2.18%	Trim
12	EFA	Ishares Msci Eafe ETF	+0.1%	+70.07%	Add
13	ADBE	Adobe INC	+0.1%	+333.60%	Add
14	VONV	Vanguard Russell 1000 Value	+0.1%	+79.89%	Add
15	SHY	Ishares 1-3 Year Treasury Bo	+0.1%	+373.68%	Add
16	CRM	Salesforce INC	+0.1%	+180.17%	Add
17	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+11.92%	Add
18	AGG	Ishares Core U.s. Aggregate	+0.1%	+18.16%	Add
19	GOOG	Alphabet Inc-cl C	+0.1%	-3.03%	Trim
20	VOTE	Tcw Transform 500 ETF	+0.1%	+23.89%	Add
21	IWM	Ishares Russell 2000 ETF	0%	+17.70%	Add
22	VWO	Vanguard Ftse Emerging Marke	0%	+26.32%	Add
23	CSCO	Cisco Systems INC	0%	+92.08%	Add
24	IJR	Ishares Core S&p Small-cap E	0%	+25.31%	Add
25	DGRO	Ishares Core Dividend Growth	0%	+127.88%	Add
26	EAGG	Ishares Esg Aware US Aggrega	0%	+90.18%	Add
27	VB	Vanguard Small-cap ETF	0%	+8.30%	Add
28	DFNM	Dimensional National Muni Bd	0%	+9.00%	Add
29	IWB	Ishares Russell 1000 ETF	0%	+2.02%	Add
30	AOR	Ishares Core 60/40 Balanced	0%	+3.37%	Add
31	VEU	Vanguard Ftse All-world Ex-u	0%	+1.46%	Add
32	IEMG	Ishares Core Msci Emerging	0%	+3.23%	Add
33	DFUV	Dimensional US Marketwide Va	0%	-0.96%	Trim
34	ORCL	Oracle CORP	-0.1%	+4.73%	Add
35	VXUS	Vanguard Total Intl Stock	-0.1%	-74.37%	Trim
36	AAPL	Apple INC	-0.1%	-3.31%	Trim
37	BRK-A	Berkshire Hathaway Inc-cl A	-0.1%	-37.50%	Trim
38	EFV	Ishares Msci Eafe Value ETF	-0.1%	-2.36%	Trim
39	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	-12.28%	Trim
40	VIOV	Vanguard S&p Small-cap 600 V	-0.1%	-6.50%	Trim
41	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	+4.36%	Add
42	BND	Vanguard Total Bond Market	-0.1%	-3.43%	Trim
43	FNDE	Schwab Fndmntl Em Mrk Eq ETF	-0.1%	-13.11%	Trim
44	MUB	Ishares National Muni Bond E	-0.2%	-10.43%	Trim
45	IUSV	Ishares Core S&p U.s. Value	-0.5%	-0.50%	Trim
46	ACWV	Ishares Msci Global Min Vol	-0.7%	-0.56%	Trim
47	IDEV	Ishares Core Msci Dev Mkts	—	NEW	New buy
48	DBMF	Imgp Dbi Managed Futures Str	—	NEW	New buy
49	ESML	Ishares Esg Aware Msci USA S	—	NEW	New buy
50	HYMB	Ss Spdr N Ice Hy Muni ETF	—	NEW	New buy