Aspiriant, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$3.5B

Reporting period: 2026-03-31 · Number of holdings: 338

ASPIRIANT, LLC disclosed 338 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.5B and a quarterly turnover rate of 6.0%.

Personality snowflake

Concentration: 22.75
Portfolio Stability: 6.02
Momentum/Contrarian: 100
Sector conviction: 65.72
Diversification: 100
Sizing Uniformity: 57.25

Recent moves

Add VBR
+7.3%　$34.7M
Trim AAPL
-4.1%　-$8.0M
Trim MSFT
-12.1%　-$7.6M
Trim VTEB
-1.6%　-$5.2M
Add IEFA
+7.8%　$7.4M
Add IUSV
+2.8%　$9.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.31%	-0.05%	+5.41%
2	VBR	Vanguard Small-cap Value ETF	ETF-Other	10.76%	+0.90%	+7.33%
3	IUSV	Ishares Core S&p U.s. Value	ETF-Other	10.73%	+0.18%	+2.82%
4	ACWV	Ishares Msci Global Min Vol	ETF-Other	8.30%	+0.09%	+1.34%
5	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	6.02%	-0.20%	-1.63%
6	VIG	Vanguard Dividend Apprec ETF	ETF-Other	5.85%	-0.17%	+0.12%
7	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.08%	-0.17%	+0.53%
8	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.54%	+0.19%	+7.77%
9	EFV	Ishares Msci Eafe Value ETF	ETF-Other	2.26%	+0.02%	-1.96%
10	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.13%	+0.10%	+1.85%
11	AAPL	Apple INC	Stock-Tech	1.96%	-0.25%	-4.08%
12	IWB	Ishares Russell 1000 ETF	ETF-Other	1.14%	-0.09%	-1.42%
13	BND	Vanguard Total Bond Market	ETF-Other	1.13%	—	+2.82%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.09%	-0.08%	-1.23%
15	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.01%	+0.02%	+7.71%
16	DFUV	Dimensional US Marketwide Va	ETF-Other	0.98%	—	-1.38%
17	FBND	Fidelity Total Bond ETF	ETF-Other	0.97%	—	+1.89%
18	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.93%	+0.03%	+5.84%
19	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	0.89%	—	-1.57%
20	MUB	Ishares National Muni Bond E	ETF-Other	0.87%	-0.06%	-4.60%
21	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.86%	-0.05%	-0.07%
22	CRBN	Ish Low Car Opt Ms Ac Etf-us	ETF-Other	0.76%	—	+2.33%
23	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.71%	—	-0.02%
24	DFAX	Dimensional World Ex US Core	ETF-Other	0.70%	+0.02%	—
25	VB	Vanguard Small-cap ETF	ETF-Other	0.66%	+0.06%	+8.40%
26	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.63%	+0.08%	+16.02%
27	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	0.59%	+0.03%	+0.49%
28	DFNM	Dimensional National Muni Bd	ETF-Other	0.59%	+0.04%	+7.16%
29	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.56%	-0.09%	-5.46%
30	VTV	Vanguard Value ETF	ETF-Other	0.56%	—	-1.22%
31	DEM	Wisdomtree Emerging Markets	ETF-Emerging Markets	0.55%	—	-6.62%
32	MSFT	Microsoft CORP	Stock-Tech	0.45%	-0.22%	-12.06%
33	PWRD	Tcw Transform Systems ETF	ETF-Other	0.45%	+0.04%	+8.79%
34	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.44%	—	+1.06%
35	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.43%	—	-3.07%
36	XLF	Ss Financial Select Sector	ETF-Other	0.40%	-0.04%	-0.35%
37	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.39%	—	+2.39%
38	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.39%	—	-0.34%
39	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	0.37%	+0.04%	+4.03%
40	DFAC	Dimensional US Core Equity 2	ETF-Other	0.35%	—	+0.00%
41	DFAT	Dimensional US Target Value	ETF-Other	0.33%	—	-1.53%
42	DFIV	Dimensional International Va	ETF-Other	0.31%	—	+0.28%
43	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.31%	-0.06%	-8.34%
44	VOTE	Tcw Transform 500 ETF	ETF-Other	0.29%	—	+0.96%
45	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.26%	—	+7.77%
46	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.26%	—	-1.95%
47	VGT	Vanguard Info Tech ETF	ETF-Tech	0.26%	-0.03%	-3.27%
48	DLN	Wisdomtree US Largecap Divid	ETF-Other	0.24%	—	+5.43%
49	EFA	Ishares Msci Eafe ETF	ETF-Other	0.24%	—	+2.36%
50	NVDA	Nvidia CORP	Stock-Tech	0.24%	-0.03%	-4.56%

1–50 of 338

Portfolio Performance

Performance for Q3 2026

+3.4%

Performance Last 4 Quarters

+19.4%

Based on 61% of reported portfolio value with available pricing

Stdev: +10.1%
Beta: +0.7
Alpha: +0.7%
Max Drawdown: -6.2%
Annualized Perf: +13.9%
Batting Avg vs S&P: +38.9%
Sortino: +2.5
Stutzer: +0.39
Treynor: +0.19
Sterling: +0.92
Calmar: +2.26
Information Ratio: -0.84
Tracking Error: +5.8%
Stdev Down: +5.5%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +26%
Worst 12 Months: +8.5%
Efficiency Ratio: +0.51
Sharpe: +1.35
Stdev Sectors: +10.8%
Skewness: -0.27
Kurtosis: -0.55
Upside Potential: +4.14

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	338	$3.5B	6	1IVV 2VBR 3IUSV Top holdings2026-03-31 1.IVV 2.VBR 3.IUSV 4.ACWV 5.VTEB 6.VIG 7.VOO 8.IEFA 9.EFV 10.IEMG
2025-12-31	319	$3.5B	8	1IVV 2IUSV 3VBR Top holdings2025-12-31 1.IVV 2.IUSV 3.VBR 4.ACWV 5.VTEB 6.VIG 7.VOO 8.IEFA 9.EFV 10.AAPL
2025-09-30	297	$3.3B	17	1IVV 2IUSV 3VBR Top holdings2025-09-30 1.IVV 2.IUSV 3.VBR 4.ACWV 5.VIG 6.VTEB 7.VOO 8.EFV 9.AAPL 10.IEFA
2025-06-30	309	$3.1B	0	1IVV 2IUSV 3VBR Top holdings2025-06-30 1.IVV 2.IUSV 3.VBR 4.ACWV 5.VTEB 6.VIG 7.VOO 8.EFV 9.IEFA 10.AAPL
2025-03-31	288	$2.9B	100	1IVV 2IUSV 3VBR Top holdings2025-03-31 1.IVV 2.IUSV 3.VBR 4.ACWV 5.VTEB 6.VIG 7.VOO 8.AAPL 9.EFV 10.IEMG
2024-12-31	288	$2.8B	0	1IVV 2IUSV 3ACWV Top holdings2024-12-31 1.IVV 2.IUSV 3.ACWV 4.VTEB 5.VBR 6.VIG 7.VOO 8.AAPL 9.EFV 10.IEMG
2024-09-30	292	$2.6B	0	1ACWV 2IUSV 3VTEB Top holdings2024-09-30 1.ACWV 2.IUSV 3.VTEB 4.IVV 5.VIG 6.VBR 7.VOO 8.AAPL 9.EFV 10.IEMG
2024-06-30	281	$2.5B	0	1VTEB 2ACWV 3IUSV Top holdings2024-06-30 1.VTEB 2.ACWV 3.IUSV 4.IVV 5.VIG 6.VBR 7.VOO 8.AAPL 9.EFV 10.IEMG
2024-03-31	317	$2.4B	0	1ACWV 2VTEB 3IUSV Top holdings2024-03-31 1.ACWV 2.VTEB 3.IUSV 4.IVV 5.VIG 6.VBR 7.VOO 8.EFV 9.AAPL 10.IEMG
2023-12-31	308	$2.2B	0	1VTEB 2ACWV 3IUSV Top holdings2023-12-31 1.VTEB 2.ACWV 3.IUSV 4.VIG 5.VBR 6.IVV 7.VOO 8.EFV 9.AAPL 10.IEMG
2023-09-30	282	$2.0B	0	1ACWV 2VTEB 3IUSV Top holdings2023-09-30 1.ACWV 2.VTEB 3.IUSV 4.VIG 5.VBR 6.EFV 7.IVV 8.VOO 9.AAPL 10.IEMG
2023-06-30	284	$2.0B	0	1ACWV 2VTEB 3IUSV Top holdings2023-06-30 1.ACWV 2.VTEB 3.IUSV 4.VIG 5.VBR 6.EFV 7.VOO 8.IEMG 9.AAPL 10.IVV
2023-03-31	276	$1.9B	0	1ACWV 2VTEB 3IUSV Top holdings2023-03-31 1.ACWV 2.VTEB 3.IUSV 4.VIG 5.VBR 6.EFV 7.VOO 8.IEMG 9.AAPL 10.IVV
2022-12-31	278	$2.0B	0	1VTEB 2ACWV 3IUSV Top holdings2022-12-31 1.VTEB 2.ACWV 3.IUSV 4.VIG 5.VBR 6.EFV 7.IEMG 8.VOO 9.AAPL 10.IVV
2022-09-30	262	$2.0B	0	1ACWV 2VTEB 3VIG Top holdings2022-09-30 1.ACWV 2.VTEB 3.VIG 4.IUSV 5.VBR 6.AOR 7.EFV 8.IEMG 9.VOO 10.AAPL
2022-06-30	274	$2.1B	0	1ACWV 2VTEB 3IUSV Top holdings2022-06-30 1.ACWV 2.VTEB 3.IUSV 4.VIG 5.VBR 6.AOR 7.IEMG 8.EFV 9.VOO 10.MUB
2022-03-31	274	$1.8B	0	1ACWV 2IUSV 3VBR Top holdings2022-03-31 1.ACWV 2.IUSV 3.VBR 4.VIG 5.VOO 6.IEMG 7.BILL 8.AAPL 9.EFV 10.MUB
2021-12-31	281	$1.9B	0	1ACWV 2IUSV 3VBR Top holdings2021-12-31 1.ACWV 2.IUSV 3.VBR 4.VIG 5.VOO 6.IEMG 7.BILL 8.AAPL 9.EFV 10.IVV
2021-09-30	232	$1.7B	0	1ACWV 2IUSV 3VBR Top holdings2021-09-30 1.ACWV 2.IUSV 3.VBR 4.VIG 5.BILL 6.IEMG 7.VOO 8.EFV 9.IVV 10.AAPL
2021-06-30	233	$1.8B	100	1ACWV 2VBR 3IUSV Top holdings2021-06-30 1.ACWV 2.VBR 3.IUSV 4.VIG 5.BILL 6.IEMG 7.VOO 8.EFV 9.IVV 10.DEM
2021-03-31	202	$1.6B	10	1ACWV 2VBR 3IUSV Top holdings2021-03-31 1.ACWV 2.VBR 3.IUSV 4.VIG 5.IEMG 6.BILL 7.VOO 8.EFV 9.BND 10.MUB
2020-12-31	199	$1.5B	24	1ACWV 2VBR 3IUSV Top holdings2020-12-31 1.ACWV 2.VBR 3.IUSV 4.VIG 5.IEMG 6.BILL 7.VOO 8.EFV 9.MUB 10.BND
2020-09-30	216	$1.3B	22	1ACWV 2IUSV 3VIG Top holdings2020-09-30 1.ACWV 2.IUSV 3.VIG 4.MUB 5.IEMG 6.BND 7.VOO 8.AAPL 9.VBR 10.EFV
2020-06-30	182	$1.1B	34	1ACWV 2IUSV 3VIG Top holdings2020-06-30 1.ACWV 2.IUSV 3.VIG 4.MUB 5.BND 6.EFV 7.IEMG 8.VBR 9.VOO 10.DEM
2020-03-31	185	$1.0B	32	1ACWV 2DEM 3IEMG Top holdings2020-03-31 1.ACWV 2.DEM 3.IEMG 4.MUB 5.VIG 6.BND 7.IUSV 8.VBR 9.VOO 10.VNQ
2019-12-31	201	$1.1B	16	1ACWV 2VIG 3MUB Top holdings2019-12-31 1.ACWV 2.VIG 3.MUB 4.IUSV 5.VBR 6.VOO 7.BND 8.IVV 9.VNQ 10.VNQI
2019-09-30	212	$1.1B	19	1ACWV 2VIG 3MUB Top holdings2019-09-30 1.ACWV 2.VIG 3.MUB 4.IUSV 5.BND 6.VOO 7.VNQ 8.VNQI 9.IVV 10.VBR
2019-06-30	230	$1.2B	10	1ACWV 2UBS 3MUB Top holdings2019-06-30 1.ACWV 2.UBS 3.MUB 4.IUSV 5.VIG 6.VNQI 7.VNQ 8.BND 9.VOO 10.IVV
2019-03-31	231	$1.2B	23	1ACWV 2UBS 3MUB Top holdings2019-03-31 1.ACWV 2.UBS 3.MUB 4.IUSV 5.VIG 6.VNQI 7.VNQ 8.VOO 9.BND 10.QAI
2018-12-31	225	$1.3B	34	1ACWV 2MUB 3QAI Top holdings2018-12-31 1.ACWV 2.MUB 3.QAI 4.UBS 5.BND 6.IUSV 7.VIG 8.VNQI 9.VNQ 10.VOO
2018-09-30	239	$1.2B	15	1ACWV 2UBS 3IUSV Top holdings2018-09-30 1.ACWV 2.UBS 3.IUSV 4.VIG 5.VOO 6.VNQI 7.VNQ 8.BND 9.IVV 10.SPY
2018-06-30	244	$1.2B	14	1ACWV 2UBS 3IUSV Top holdings2018-06-30 1.ACWV 2.UBS 3.IUSV 4.VIG 5.VOO 6.VNQI 7.VNQ 8.IVV 9.BND 10.VEA
2018-03-31	239	$1.1B	100	1ACWV 2UBS 3IUSV Top holdings2018-03-31 1.ACWV 2.UBS 3.IUSV 4.VIG 5.VNQI 6.VOO 7.IVV 8.VNQ 9.BND 10.VEA
2017-12-31	82	$340.7M	100	1ACWV 2UBS 3IVV Top holdings2017-12-31 1.ACWV 2.UBS 3.IVV 4.IUSV 5.SPY 6.VNQI 7.BRK-B 8.VNQ 9.VOO 10.VIG
2017-09-30	203	$1.2B	15	1ACWV 2UBS 3IUSV Top holdings2017-09-30 1.ACWV 2.UBS 3.IUSV 4.VOO 5.VIG 6.VNQI 7.VNQ 8.IVV 9.VEA 10.IYR
2017-06-30	210	$1.1B	19	1ACWV 2UBS 3IUSV Top holdings2017-06-30 1.ACWV 2.UBS 3.IUSV 4.VOO 5.VIG 6.VNQ 7.IYR 8.IVV 9.VNQI 10.VEA
2017-03-31	212	$1.2B	38	1UBS 2ACWV 3IUSV Top holdings2017-03-31 1.UBS 2.ACWV 3.IUSV 4.ACWI 5.IVV 6.IYR 7.VOO 8.VNQ 9.VNQI 10.VIG
2016-12-31	183	$1.1B	38	1UBS 2MUB 3ACWV Top holdings2016-12-31 1.UBS 2.MUB 3.ACWV 4.IUSV 5.EEMV 6.IVV 7.VNQ 8.SPY 9.VNQI 10.IYR
2016-09-30	182	$1.0B	27	1UBS 2ACWV 3IUSV Top holdings2016-09-30 1.UBS 2.ACWV 3.IUSV 4.RWX 5.EEMV 6.IVV 7.IYR 8.SPY 9.VEA 10.IEMG
2016-06-30	178	$1.1B	26	1UBS 2RWX 3IUSV Top holdings2016-06-30 1.UBS 2.RWX 3.IUSV 4.ACWV 5.EEMV 6.IVV 7.IYR 8.SPY 9.IEMG 10.BRK-B
2016-03-31	167	$1.0B	52	1UBS 2RWX 3IUSV Top holdings2016-03-31 1.UBS 2.RWX 3.IUSV 4.ACWV 5.EEMV 6.IVV 7.SPY 8.IEMG 9.VEU 10.BRK-B
2015-12-31	83	$909.7M	48	1RWX 2IUSV 3IEMG Top holdings2015-12-31 1.RWX 2.IUSV 3.IEMG 4.UBS 5.IVV 6.ACWV 7.EEMV 8.SPY 9.UBS 10.IYR
2015-09-30	105	$1.2B	45	1RWX 2SPY 3UBS Top holdings2015-09-30 1.RWX 2.SPY 3.UBS 4.VEU 5.IVV 6.IUSV 7.IEMG 8.EEMV 9.XLF 10.ACWV
2015-06-30	114	$1.0B	33	1RWX 2UBS 3SPY Top holdings2015-06-30 1.RWX 2.UBS 3.SPY 4.GSCE 5.IUSV 6.IVV 7.VEU 8.EEMV 9.XLF 10.GSPUSD
2015-03-31	90	$770.9M	15	1UBS 2IVV 3IUSV Top holdings2015-03-31 1.UBS 2.IVV 3.IUSV 4.GSCE 5.RWX 6.SPY 7.BRK-B 8.GSPUSD 9.VEU 10.IWB
2014-12-31	90	$747.7M	32	1IVV 2UBS 3IUSV Top holdings2014-12-31 1.IVV 2.UBS 3.IUSV 4.GSCE 5.RWX 6.SPY 7.BRK-B 8.VEU 9.GSPUSD 10.IWB
2014-09-30	78	$716.1M	17	1GSCE 2IVV 3UBS Top holdings2014-09-30 1.GSCE 2.IVV 3.UBS 4.IUSV 5.SPY 6.RWX 7.BRK-B 8.VEU 9.IWB 10.VWO
2014-06-30	78	$725.8M	8	1GSCE 2IVV 3SPY Top holdings2014-06-30 1.GSCE 2.IVV 3.SPY 4.RWX 5.BRK-B 6.IUSV 7.VEU 8.UBS 9.IWB 10.VWO
2014-03-31	81	$690.1M	11	1GSCE 2IVV 3SPY Top holdings2014-03-31 1.GSCE 2.IVV 3.SPY 4.RWX 5.BRK-B 6.IUSV 7.VEU 8.UBS 9.VWO 10.IWB
2013-12-31	69	$641.8M	46	1GSCE 2IVV 3SPY Top holdings2013-12-31 1.GSCE 2.IVV 3.SPY 4.RWX 5.BRK-B 6.VEU 7.IUSV 8.UBS 9.VWO 10.IWB
2013-09-30	50	$558.4M	22	1GSCE 2IVV 3RWX Top holdings2013-09-30 1.GSCE 2.IVV 3.RWX 4.SPY 5.IYR 6.BRK-B 7.VEU 8.VWO 9.IWB 10.UBS
2013-06-30	58	$636.9M	—	1GSCE 2IVV 3RWX Top holdings2013-06-30 1.GSCE 2.IVV 3.RWX 4.SPY 5.IYR 6.BRK-B 7.VEU 8.VWO 9.UBS 10.IUSV

Holding changes this quarter

Aspiriant, LLC's most significant position changes for 2026-03-31: New buy: Rhythm Pharmaceuticals INC (RYTM); New buy: Northrop Grumman CORP (NOC); Sold out: Brookfield CORP (BN); Add: Vanguard Small-cap Value ETF (VBR) — shares +7.33%; Trim: Apple INC (AAPL) — shares -4.08%.

Position changes disclosed by Aspiriant, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VBR	Vanguard Small-cap Value ETF	+0.9%	+7.33%	Add
2	IEFA	Ishares Core Msci Eafe ETF	+0.2%	+7.77%	Add
3	IUSV	Ishares Core S&p U.s. Value	+0.2%	+2.82%	Add
4	IEMG	Ishares Core Msci Emerging	+0.1%	+1.85%	Add
5	ACWV	Ishares Msci Global Min Vol	+0.1%	+1.34%	Add
6	AGG	Ishares Core U.s. Aggregate	+0.1%	+16.02%	Add
7	XOM	Exxon Mobil CORP	+0.1%	+25.83%	Add
8	VB	Vanguard Small-cap ETF	+0.1%	+8.40%	Add
9	PWRD	Tcw Transform Systems ETF	0%	+8.79%	Add
10	FNDF	Schwab Fndmn Intl Lrg Co ETF	0%	+4.03%	Add
11	DFNM	Dimensional National Muni Bd	0%	+7.16%	Add
12	AOR	Ishares Core 60/40 Balanced	0%	+5.84%	Add
13	FNDE	Schwab Fndmntl Em Mrk Eq ETF	0%	+0.49%	Add
14	QCOM	Qualcomm INC	0%	+96.34%	Add
15	EFV	Ishares Msci Eafe Value ETF	0%	-1.96%	Trim
16	JNJ	Johnson & Johnson	0%	+3.80%	Add
17	BRK-B	Berkshire Hathaway Inc-cl B	0%	+7.71%	Add
18	DFAX	Dimensional World Ex US Core	0%	—	Unchanged
19	IWF	Ishares Russell 1000 Growth	0%	-18.80%	Trim
20	HYMB	Ss Spdr N Ice Hy Muni ETF	0%	-80.52%	Trim
21	BILL	Bill Holdings INC	0%	-8.73%	Trim
22	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	0%	-67.09%	Trim
23	ADP	Automatic Data Processing	0%	-75.79%	Trim
24	VGT	Vanguard Info Tech ETF	0%	-3.27%	Trim
25	NVDA	Nvidia CORP	0%	-4.56%	Trim
26	AVGO	Broadcom INC	0%	-13.28%	Trim
27	CRM	Salesforce INC	0%	-0.88%	Trim
28	VUG	Vanguard Growth ETF	0%	-4.51%	Trim
29	XLF	Ss Financial Select Sector	0%	-0.35%	Trim
30	ADBE	Adobe INC	0%	-2.75%	Trim
31	ORCL	Oracle CORP	0%	-10.68%	Trim
32	SCHX	Schwab US Large-cap ETF	0%	-14.52%	Trim
33	IVV	Ishares Core S&p 500 ETF	-0.1%	+5.41%	Add
34	META	Meta Platforms Inc-class A	-0.1%	-15.07%	Trim
35	AMZN	Amazon.com INC	-0.1%	-14.38%	Trim
36	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-0.07%	Trim
37	IWV	Ishares Russell 3000 ETF	-0.1%	-19.00%	Trim
38	GOOG	Alphabet Inc-cl C	-0.1%	-8.34%	Trim
39	MUB	Ishares National Muni Bond E	-0.1%	-4.60%	Trim
40	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-1.23%	Trim
41	GOOGL	Alphabet Inc-cl A	-0.1%	-5.46%	Trim
42	IWB	Ishares Russell 1000 ETF	-0.1%	-1.42%	Trim
43	VOO	Vanguard S&p 500 ETF	-0.2%	+0.53%	Add
44	VIG	Vanguard Dividend Apprec ETF	-0.2%	+0.12%	Add
45	VTEB	Vanguard Tax-exempt Bond ETF	-0.2%	-1.63%	Trim
46	MSFT	Microsoft CORP	-0.2%	-12.06%	Trim
47	AAPL	Apple INC	-0.3%	-4.08%	Trim
48	RYTM	Rhythm Pharmaceuticals INC	—	NEW	New buy
49	NOC	Northrop Grumman CORP	—	NEW	New buy
50	BN	Brookfield CORP	—	EXIT	Sold out

FAQ

What is Aspiriant, LLC and what type of investor is it?

Aspiriant, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.5B, spread across 338 disclosed positions.

What are Aspiriant, LLC's largest equity positions?

Based on the latest 13F filing, Aspiriant, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $432.4M (12.3%) 2. Vanguard Small-cap Value ETF (VBR) — $377.9M (10.8%) 3. Ishares Core S&p U.s. Value (IUSV) — $376.6M (10.7%) 4. Ishares Msci Global Min Vol (ACWV) — $291.4M (8.3%) 5. Vanguard Tax-exempt Bond ETF (VTEB) — $211.2M (6.0%)

What changes did Aspiriant, LLC make in its most recent portfolio filing?

In the latest reported quarter, Aspiriant, LLC made 49 notable position adjustments: 2 new positions were initiated, 19 existing holdings were added to, 27 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Rhythm Pharmaceuticals INC (RYTM); New buy: Northrop Grumman CORP (NOC); Sold out: Brookfield CORP (BN); Add: Vanguard Small-cap Value ETF (VBR) — shares +7.33%; Trim: Apple INC (AAPL) — shares -4.08%

What sectors does Aspiriant, LLC focus on?

Aspiriant, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.6% • Financials: 21.6% • Communication Services: 12.5% • Industrials: 6.8% • Health Care: 6.7% • Consumer Discretionary: 5.4%