ASPIRIANT, LLC Q4 2024 Filing
Filed January 16, 2025
Portfolio Value
$2.8T
Holdings
287
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 535,736 | $315.4B | 11.39% | |
| 2 | IUSVISHARES TR | 3,266,064 | $302.4B | 10.92% | |
| 3 | ACWVISHARES INC | 2,426,540 | $265.0B | 9.57% | |
| 4 | VTEBVANGUARD MUN BD FDS | 5,170,364 | $259.2B | 9.36% | |
| 5 | VBRVANGUARD INDEX FDS | 1,224,131 | $242.6B | 8.76% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 951,430 | $186.3B | 6.73% | |
| 7 | VOOVANGUARD INDEX FDS | 151,599 | $81.7B | 2.95% | |
| 8 | AAPLAPPLE INC | 300,142 | $75.2B | 2.71% | |
| 9 | EFVISHARES TR | 1,185,995 | $62.2B | 2.25% | |
| 10 | IEMGISHARES INC | 1,000,894 | $52.3B | 1.89% | |
| 11 | AQLTISHARES TR | 596,334 | $41.9B | 1.51% | |
| 12 | SPYSPDR S&P 500 ETF TR | 60,869 | $35.7B | 1.29% | |
| 13 | BNDVANGUARD BD INDEX FDS | 492,861 | $35.4B | 1.28% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 66,476 | $30.1B | 1.09% | Call |
| 15 | DFUVDIMENSIONAL ETF TRUST | 695,892 | $28.5B | 1.03% | |
| 16 | VTIVANGUARD INDEX FDS | 91,088 | $26.4B | 0.95% | |
| 17 | AORISHARES TR | 426,881 | $24.5B | 0.88% | |
| 18 | IWBISHARES TR | 68,926 | $22.2B | 0.80% | |
| 19 | CRBNISHARES TR | 105,698 | $20.5B | 0.74% | |
| 20 | MSFTMICROSOFT CORP | 46,814 | $19.7B | 0.71% | |
| 21 | FNDESCHWAB STRATEGIC TR | 665,865 | $19.3B | 0.70% | |
| 22 | FBNDFIDELITY MERRIMACK STR TR | 416,563 | $18.7B | 0.67% | |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 321,872 | $18.5B | 0.67% | |
| 24 | DEMWISDOMTREE TR | 451,802 | $18.3B | 0.66% | |
| 25 | DFAXDIMENSIONAL ETF TRUST | 735,212 | $18.3B | 0.66% | |
| 26 | MUBISHARES TR | 166,621 | $17.8B | 0.64% | |
| 27 | GOOGLALPHABET INC | 80,473 | $15.2B | 0.55% | |
| 28 | VTVVANGUARD INDEX FDS | 88,963 | $15.1B | 0.54% | |
| 29 | IWNISHARES TR | 85,846 | $14.1B | 0.51% | |
| 30 | VBVANGUARD INDEX FDS | 57,498 | $13.8B | 0.50% | |
| 31 | XLFSELECT SECTOR SPDR TR | 279,046 | $13.5B | 0.49% | |
| 32 | VGTVANGUARD WORLD FD | 21,427 | $13.3B | 0.48% | |
| 33 | VSSVANGUARD INTL EQUITY INDEX F | 108,330 | $12.4B | 0.45% | |
| 34 | AGGISHARES TR | 126,032 | $12.2B | 0.44% | |
| 35 | IWMISHARES TR | 46,842 | $10.4B | 0.37% | |
| 36 | DFACDIMENSIONAL ETF TRUST | 282,036 | $9.8B | 0.35% | |
| 37 | DFATDIMENSIONAL ETF TRUST | 173,061 | $9.6B | 0.35% | |
| 38 | PWRDTCW ETF TRUST | 131,487 | $9.5B | 0.34% | |
| 39 | IWVISHARES TR | 28,229 | $9.4B | 0.34% | |
| 40 | USMVISHARES TR | 104,673 | $9.3B | 0.34% | |
| 41 | EFAVISHARES TR | 127,921 | $9.0B | 0.33% | |
| 42 | GOOGALPHABET INC | 44,219 | $8.4B | 0.30% | |
| 43 | DFIVDIMENSIONAL ETF TRUST | 212,506 | $7.5B | 0.27% | |
| 44 | DFASDIMENSIONAL ETF TRUST | 113,748 | $7.4B | 0.27% | |
| 45 | FNDFSCHWAB STRATEGIC TR | 221,211 | $7.3B | 0.27% | |
| 46 | VEAVANGUARD TAX-MANAGED FDS | 148,964 | $7.1B | 0.26% | |
| 47 | AMZNAMAZON COM INC | 31,572 | $6.9B | 0.25% | |
| 48 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $6.8B | 0.25% | |
| 49 | METAMETA PLATFORMS INC | 11,337 | $6.6B | 0.24% | |
| 50 | JPMJPMORGAN CHASE & CO. | 27,255 | $6.5B | 0.24% | |
| 51 | IWDISHARES TR | 33,800 | $6.3B | 0.23% | |
| 52 | SCHXSCHWAB STRATEGIC TR | 254,914 | $5.9B | 0.21% | |
| 53 | VOTETCW ETF TRUST | 84,135 | $5.8B | 0.21% | |
| 54 | QAINEW YORK LIFE INVESTMENTS ET | 183,058 | $5.7B | 0.21% | |
| 55 | PGPROCTER AND GAMBLE CO | 33,076 | $5.5B | 0.20% | |
| 56 | VUGVANGUARD INDEX FDS | 13,104 | $5.4B | 0.19% | |
| 57 | BILLBILL HOLDINGS INC | 59,594 | $5.0B | 0.18% | |
| 58 | VWOVANGUARD INTL EQUITY INDEX F | 110,423 | $4.9B | 0.18% | |
| 59 | CINFCINCINNATI FINL CORP | 33,214 | $4.8B | 0.17% | |
| 60 | IYY*ISHARES TR | 29,744 | $4.3B | 0.15% | |
| 61 | EFAISHARES TR | 54,843 | $4.1B | 0.15% | |
| 62 | IJHISHARES TR | 64,652 | $4.0B | 0.15% | |
| 63 | IWFISHARES TR | 9,883 | $4.0B | 0.14% | |
| 64 | IUSGISHARES TR | 27,787 | $3.9B | 0.14% | |
| 65 | RSPINVESCO EXCHANGE TRADED FD T | 21,296 | $3.7B | 0.13% | |
| 66 | RYROYAL BK CDA | 30,756 | $3.7B | 0.13% | |
| 67 | MNANEW YORK LIFE INVESTMENTS ET | 106,537 | $3.5B | 0.13% | |
| 68 | SDGISHARES TR | 48,797 | $3.5B | 0.13% | |
| 69 | IWRISHARES TR | 39,454 | $3.5B | 0.13% | |
| 70 | SCZISHARES TR | 57,260 | $3.5B | 0.13% | |
| 71 | VNQVANGUARD INDEX FDS | 38,281 | $3.4B | 0.12% | |
| 72 | ORCLORACLE CORP | 19,761 | $3.3B | 0.12% | |
| 73 | VONVVANGUARD SCOTTSDALE FDS | 40,191 | $3.3B | 0.12% | |
| 74 | JNJJOHNSON & JOHNSON | 22,360 | $3.2B | 0.12% | |
| 75 | DLNWISDOMTREE TR | 41,366 | $3.2B | 0.12% | |
| 76 | NVDANVIDIA CORPORATION | 23,476 | $3.2B | 0.11% | |
| 77 | IJRISHARES TR | 26,687 | $3.1B | 0.11% | |
| 78 | VIOVVANGUARD ADMIRAL FDS INC | 32,828 | $3.1B | 0.11% | |
| 79 | ITOTISHARES TR | 23,325 | $3.0B | 0.11% | |
| 80 | TJXTJX COS INC NEW | 24,830 | $3.0B | 0.11% | |
| 81 | VVVANGUARD INDEX FDS | 10,823 | $2.9B | 0.11% | |
| 82 | PEPPEPSICO INC | 18,053 | $2.7B | 0.10% | |
| 83 | AVGOBROADCOM INC | 11,477 | $2.7B | 0.10% | |
| 84 | XOMEXXON MOBIL CORP | 24,114 | $2.6B | 0.09% | |
| 85 | NDQINVESCO QQQ TR | 5,034 | $2.6B | 0.09% | |
| 86 | T7DTRANSDIGM GROUP INC | 2,013 | $2.6B | 0.09% | |
| 87 | HDHOME DEPOT INC | 6,109 | $2.4B | 0.09% | |
| 88 | QCOMQUALCOMM INC | 15,174 | $2.3B | 0.08% | |
| 89 | CVXCHEVRON CORP NEW | 15,713 | $2.3B | 0.08% | |
| 90 | UNHUNITEDHEALTH GROUP INC | 4,498 | $2.3B | 0.08% | |
| 91 | ABTABBOTT LABS | 19,934 | $2.3B | 0.08% | |
| 92 | CRMSALESFORCE INC | 6,585 | $2.2B | 0.08% | |
| 93 | TSLATESLA INC | 5,438 | $2.2B | 0.08% | |
| 94 | SHVISHARES TR | 19,288 | $2.1B | 0.08% | |
| 95 | ACWIISHARES TR | 17,865 | $2.1B | 0.08% | |
| 96 | SDYSPDR SER TR | 15,564 | $2.1B | 0.07% | |
| 97 | SCHWSCHWAB CHARLES CORP | 25,740 | $1.9B | 0.07% | |
| 98 | EEMISHARES TR | 45,230 | $1.9B | 0.07% | |
| 99 | UNPUNION PAC CORP | 8,093 | $1.8B | 0.07% | |
| 100 | COSTCOSTCO WHSL CORP NEW | 2,014 | $1.8B | 0.07% |
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