ASPIRIANT, LLC

Est. AUM

$3.51B

13F long equity, this entity only

Positions

338

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$432.4M	661906	12.31%	SOLE
2	VANGUARD INDEX FDS	SM CP VAL ETF	$377.9M	1739529	10.76%	SOLE
3	ISHARES TR	CORE S&P US VLU	$376.6M	3683055	10.73%	SOLE
4	ISHARES INC	MSCI GBL MIN VOL	$291.4M	2438432	8.30%	SOLE
5	VANGUARD MUN BD FDS	TAX EXEMPT BD	$211.2M	4233953	6.02%	SOLE
6	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$205.4M	955149	5.85%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$108.2M	181129	3.08%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$89.3M	986758	2.54%	SOLE
9	ISHARES TR	EAFE VALUE ETF	$79.5M	1069553	2.26%	SOLE
10	ISHARES INC	CORE MSCI EMKT	$74.8M	1072353	2.13%	SOLE
11	APPLE INC	COM	$68.9M	271654	1.96%	SOLE
12	ISHARES TR	RUS 1000 ETF	$40.2M	112708	1.14%	SOLE
13	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$39.8M	540891	1.13%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$38.4M	59098	1.09%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$35.5M	74018	1.01%	SOLE
16	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$34.3M	708215	0.98%	SOLE
17	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$34.2M	749629	0.97%	SOLE
18	ISHARES TR	CORE 60/40 BALAN	$32.8M	509424	0.93%	SOLE
19	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$31.2M	306744	0.89%	SOLE
20	ISHARES TR	NATIONAL MUN ETF	$30.7M	288891	0.87%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$30.3M	94327	0.86%	SOLE
22	ISHARES TR	LOW CARBON OPTIM	$26.6M	119285	0.76%	SOLE
23	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$25.0M	332975	0.71%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$24.7M	727702	0.70%	SOLE
25	VANGUARD INDEX FDS	SMALL CP ETF	$23.1M	88362	0.66%	SOLE
26	ISHARES TR	CORE US AGGBD ET	$22.3M	224361	0.63%	SOLE
27	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$20.8M	544893	0.59%	SOLE
28	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$20.5M	428736	0.59%	SOLE
29	ALPHABET INC	CAP STK CL A	$19.6M	68333	0.56%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$19.5M	99384	0.56%	SOLE
31	WISDOMTREE TR	EMER MKT HIGH FD	$19.1M	385140	0.55%	SOLE
32	MICROSOFT CORP	COM	$15.7M	42289	0.45%	SOLE
33	TCW ETF TRUST	TRANSFORM SYSTEM	$15.6M	160006	0.45%	SOLE
34	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.4M	241032	0.44%	SOLE
35	ISHARES TR	RUS 2000 VAL ETF	$15.1M	79883	0.43%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET FIN	$13.9M	281444	0.40%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$13.8M	55730	0.39%	SOLE
38	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$13.6M	92943	0.39%	SOLE
39	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$13.1M	267783	0.37%	SOLE
40	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.4M	320184	0.35%	SOLE
41	DIMENSIONAL ETF TRUST	US TARGETED VLU	$11.8M	188313	0.33%	SOLE
42	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$10.9M	205792	0.31%	SOLE
43	ALPHABET INC	CAP STK CL C	$10.8M	37599	0.31%	SOLE
44	TCW ETF TRUST	TRANSFRM 500 ETF	$10.1M	132031	0.29%	SOLE
45	ISHARES TR	CORE MSCI INTL	$9.3M	110712	0.26%	SOLE
46	ISHARES TR	CORE S&P MCP ETF	$9.1M	135119	0.26%	SOLE
47	VANGUARD WORLD FD	INF TECH ETF	$9.0M	12854	0.26%	SOLE
48	WISDOMTREE TR	US LARGECAP DIVD	$8.4M	93715	0.24%	SOLE
49	ISHARES TR	MSCI EAFE ETF	$8.3M	85649	0.24%	SOLE
50	NVIDIA CORPORATION	COM	$8.3M	47584	0.24%	SOLE

1–50 of 338

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.