ASPIRIANT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AL ASPIRIANT, LLC | Institutional Filer | ▲ 0.87% | $3.51B | 338 |
Current Portfolio Holdings
Showing all 338 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 662K | $432.4M | 12.31% |
| 2 | VBR | VANGUARD INDEX FDS | — | 1.7M | $377.9M | 10.76% |
| 3 | IUSV | ISHARES TR | — | 3.7M | $376.6M | 10.73% |
| 4 | ACWV | ISHARES INC | — | 2.4M | $291.4M | 8.30% |
| 5 | VTEB | VANGUARD MUN BD FDS | — | 4.2M | $211.2M | 6.02% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | — | 955K | $205.4M | 5.85% |
| 7 | VOO | VANGUARD INDEX FDS | — | 181K | $108.2M | 3.08% |
| 8 | IEFA | ISHARES TR | — | 987K | $89.3M | 2.54% |
| 9 | EFV | ISHARES TR | — | 1.1M | $79.5M | 2.26% |
| 10 | IEMG | ISHARES INC | — | 1.1M | $74.8M | 2.13% |
| 11 | AAPL | Apple Inc. | Technology | 272K | $68.9M | 1.96% |
| 12 | IWB | iShares Russell 1000 ETF | — | 113K | $40.2M | 1.14% |
| 13 | BND | VANGUARD BD INDEX FDS | — | 541K | $39.8M | 1.13% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 59K | $38.4M | 1.09% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 74K | $35.5M | 1.01% |
Showing 1 to 15 of 338 holdings