ASPIRIANT, LLC

$3.5B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1433541 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.5B
ALL retained default holdings for this (filer, period), including NULL-value ones: 338
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 37
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$2.3M	+33,997	$430M	$432M	627,909	661,906
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	ADD	+$34.7M	+118,821	$343M	$378M	1,620,708	1,739,529
position key `pos:11640` · issuer key `iss:1012` CORE S&P US VLU	ADD	+$9.3M	+100,859	$367M	$377M	3,582,196	3,683,055
position key `sid:sec:prov:93673132b7011a41d94f86fefb9a34ca` · issuer key `cusip6:464286` MSCI GBL MIN VOL	ADD	+$5.7M	+32,332	$286M	$291M	2,406,100	2,438,432
position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907` TAX EXEMPT BD	TRIM	−$5.2M	−70,098	$216M	$211M	4,304,051	4,233,953
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	ADD	−$4.3M	+1,122	$210M	$205M	954,027	955,149
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	−$4.8M	+959	$113M	$108M	180,170	181,129
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$7.4M	+71,182	$81.9M	$89.3M	915,576	986,758
position key `pos:12549` · issuer key `iss:1013` EAFE VALUE ETF	TRIM	+$1.6M	−21,375	$77.9M	$79.5M	1,090,928	1,069,553
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$4.0M	+19,466	$70.8M	$74.8M	1,052,887	1,072,353
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$8.0M	−11,546	$77.0M	$68.9M	283,200	271,654
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	TRIM	−$2.5M	−1,620	$42.7M	$40.2M	114,328	112,708
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	ADD	+$868K	+14,859	$39.0M	$39.8M	526,032	540,891
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$2.4M	−734	$40.8M	$38.4M	59,832	59,098
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$929K	+5,301	$34.5M	$35.5M	68,717	74,018
position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V` US MKTWIDE VALUE	TRIM	+$864K	−9,884	$33.5M	$34.3M	718,099	708,215
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	ADD	+$326K	+13,927	$33.9M	$34.2M	735,702	749,629
position key `sid:sec:prov:1ca2d64400ecaae8ebb48163bf36057b` · issuer key `cusip6:464289` CORE 60/40 BALAN	ADD	+$1.5M	+28,095	$31.3M	$32.8M	481,329	509,424
position key `sid:sec:prov:8bc4722db42007a88a0b755aa53cf687` · issuer key `cusip6:921932` SMLCP 600 VAL	TRIM	+$743K	−4,886	$30.5M	$31.2M	311,630	306,744
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$1.8M	−13,918	$32.4M	$30.7M	302,809	288,891
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$1.4M	−65	$31.6M	$30.3M	94,392	94,327
position key `sid:sec:prov:c69edb96da8f1517a5132665e6f0ec8c` · issuer key `cusip6:46434V` LOW CARBON OPTIM	ADD	−$295K	+2,713	$26.9M	$26.6M	116,572	119,285
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	TRIM	+$507K	−82	$24.5M	$25.0M	333,057	332,975
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$2.1M	+6,849	$21.0M	$23.1M	81,513	88,362
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$3.0M	+30,977	$19.3M	$22.3M	193,384	224,361
position key `pos:17066` · issuer key `iss:1633` FUNDAMENTAL EMER	ADD	+$1.3M	+2,644	$19.6M	$20.8M	542,249	544,893
position key `sid:sec:prov:379ffeb6f59ef303d6f66f356baeff27` · issuer key `cusip6:25434V` NATL MUN BD ETF	ADD	+$1.3M	+28,660	$19.3M	$20.5M	400,076	428,736
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$3.0M	−3,949	$22.6M	$19.7M	72,282	68,333
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	+$284K	−1,223	$19.2M	$19.5M	100,607	99,384
position key `pos:12898` · issuer key `iss:1981` EMER MKT HIGH FD	TRIM	−$127K	−27,286	$19.3M	$19.1M	412,426	385,140
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$7.6M	−5,797	$23.3M	$15.7M	48,086	42,289
position key `sid:sec:prov:c3809ec6c8ee21e5e6986be7dfda548b` · issuer key `cusip6:29287L` TRANSFORM SYSTEM	ADD	+$1.5M	+12,927	$14.1M	$15.6M	147,079	160,006
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$545K	+2,518	$14.9M	$15.4M	238,514	241,032
position key `pos:11296` · issuer key `iss:1012` RUS 2000 VAL ETF	TRIM	+$211K	−2,532	$14.9M	$15.1M	82,415	79,883
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	TRIM	−$1.6M	−987	$15.5M	$13.9M	282,431	281,444
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$423K	+1,302	$13.4M	$13.8M	54,428	55,730
position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `cusip6:922042` FTSE SMCAP ETF	TRIM	+$183K	−319	$13.4M	$13.6M	93,262	92,943
position key `pos:16724` · issuer key `iss:1633` FUNDAMENTAL INTL	ADD	+$1.5M	+10,380	$11.6M	$13.1M	257,403	267,783
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	ADD	−$233K	+9	$12.7M	$12.4M	320,175	320,184
position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V` US TARGETED VLU	TRIM	+$374K	−2,927	$11.4M	$11.8M	191,240	188,313
position key `sid:sec:prov:2159ea7ce4ecfdba0c2fac3412c58147` · issuer key `cusip6:25434V` INTERNATNAL VAL	ADD	+$622K	+578	$10.2M	$10.9M	205,214	205,792
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$2.1M	−3,421	$12.9M	$10.8M	41,020	37,599
position key `sid:sec:prov:29872e405193fbe218c7f647c1581ee0` · issuer key `cusip6:29287L` TRANSFRM 500 ETF	ADD	−$417K	+1,255	$10.5M	$10.1M	130,776	132,031
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	ADD	+$779K	+7,986	$8.5M	$9.3M	102,726	110,712
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	+$29.6K	−2,684	$9.1M	$9.1M	137,803	135,119
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	TRIM	−$1.0M	−435	$10.0M	$9.0M	13,289	12,854
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	ADD	+$542K	+4,826	$7.8M	$8.4M	88,889	93,715
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$284K	+1,978	$8.0M	$8.3M	83,671	85,649
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$999K	−2,272	$9.3M	$8.3M	49,856	47,584
position key `sid:sec:prov:a67f063c13533191f28af8d0cb5c52cc` · issuer key `cusip6:25434V` US SMALL CAP ETF	TRIM	+$130K	−548	$8.0M	$8.2M	115,482	114,934
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$611K	+10,558	$7.5M	$8.1M	140,133	150,691
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$288K	+175	$7.7M	$8.0M	64,366	64,541
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	TRIM	+$96.4K	−120	$7.7M	$7.8M	36,641	36,521
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	TRIM	−$128K	−105	$7.8M	$7.7M	83,206	83,101
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$502K	+655	$8.0M	$7.5M	24,769	25,424
position key `pos:10235` · issuer key `iss:1012` RUSSELL 3000 ETF	TRIM	−$2.1M	−4,658	$9.5M	$7.4M	24,515	19,857
position key `sid:sec:prov:afe59f1f566afa1c46ef7c1acdb0661a` · issuer key `cusip6:45409B` NYLI HEDGE MULTI	ADD	+$815K	+20,731	$5.9M	$6.7M	176,091	196,822
position key `sid:sec:prov:8aa5a63856d1a2f50fee9e8b8b2bd65c` · issuer key `cusip6:45409B` NYLI MERGER ARBI	ADD	+$759K	+18,548	$5.4M	$6.2M	151,667	170,215
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$1.8M	−4,826	$7.7M	$6.0M	33,552	28,726
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$2.4M	+6,757	$3.1M	$5.6M	26,156	32,913
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$2.0M	−1,691	$7.4M	$5.5M	11,224	9,533
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$914K	−583	$6.3M	$5.4M	12,917	12,334
position key `sid:sec:prov:cac795d63677f8d041e9bf0f81990d73` · issuer key `cusip6:46429B` MSCI EAFE MIN VL	TRIM	−$561K	−9,821	$5.7M	$5.1M	65,678	55,857
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$930K	+754	$4.1M	$5.0M	19,866	20,620
position key `pos:11230` · issuer key `iss:1633` US LRG CAP ETF	TRIM	−$1.1M	−33,018	$6.1M	$5.0M	227,400	194,382
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$121K	+300	$4.9M	$4.7M	7,927	8,227
position key `pos:18169` · issuer key `iss:1577` COM	ADD	−$203K	+258	$4.8M	$4.6M	28,082	28,340
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	ADD	−$229K	+4	$4.5M	$4.3M	14,444	14,448
position key `sid:sec:prov:e9816c09242bb3bdb355e72e237e1170` · issuer key `cusip6:92203C` VANGUARD ULTRA	TRIM	−$160K	−3,106	$4.4M	$4.3M	88,711	85,605
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$306K	−2,367	$4.5M	$4.2M	31,461	29,094
position key `pos:15813` · issuer key `iss:449` COM	TRIM	−$214K	−337	$4.4M	$4.2M	27,025	26,688
position key `sid:sec:prov:fd0585629cc2c56c522b14f4ca767dfd` · issuer key `cusip6:922020` STRM INFPROIDX	ADD	+$54.5K	+289	$4.0M	$4.1M	81,710	81,999
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$571K	+2,940	$3.4M	$4.0M	17,996	20,936
position key `sid:sec:prov:e26ceb527516bdb001b455b4f9f426da` · issuer key `cusip6:53700T` IMGP DBI MANAGED	TRIM	+$150K	−4,086	$3.7M	$3.8M	130,604	126,518
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	ADD	+$261K	+3,288	$3.5M	$3.8M	42,153	45,441
position key `pos:12710` · issuer key `iss:1013` EAFE SML CP ETF	TRIM	−$482K	−6,738	$4.1M	$3.6M	52,883	46,145
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	TRIM	−$195K	−2,397	$3.8M	$3.6M	39,325	36,928
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$8.0K	−795	$3.4M	$3.4M	22,165	21,370
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	TRIM	−$64.7K	−819	$3.4M	$3.3M	37,981	37,162
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$933K	−1,596	$4.2M	$3.2M	12,016	10,420
position key `pos:17533` · issuer key `iss:1509` COM	ADD	+$1.0M	+12,178	$2.2M	$3.2M	12,641	24,819
position key `pos:17290` · issuer key `iss:39` COM	TRIM	−$1.4M	−340	$4.3M	$2.9M	12,375	12,035
position key `pos:16702` · issuer key `iss:1556` COM	NEW	+$2.9M	+33,007	$0	$2.9M	—	33,007
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$347K	+973	$2.4M	$2.7M	16,607	17,580
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$1.3M	−2,217	$4.0M	$2.7M	20,765	18,548
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$801K	+648	$1.9M	$2.7M	12,237	12,885
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$977K	−1,446	$3.6M	$2.7M	7,691	6,245
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$3.3K	−292	$2.7M	$2.7M	34,463	34,171
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	ADD	+$3.1K	+402	$2.4M	$2.4M	16,841	17,243
position key `sid:sec:prov:b97b01350427dbbb3ce148f29b5eaf3a` · issuer key `cusip6:464289` CORE 40/60 MODER	ADD	+$195K	+4,451	$2.2M	$2.4M	45,218	49,669
position key `pos:14171` · issuer key `iss:1813` COM	TRIM	−$343K	−1	$2.7M	$2.3M	2,001	2,000
position key `pos:16131` · issuer key `iss:1632` COM	TRIM	−$195K	−545	$2.4M	$2.2M	24,245	23,700
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	ADD	+$127K	+1,480	$2.1M	$2.2M	30,167	31,647
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	ADD	+$147K	+330	$2.0M	$2.2M	14,553	14,883
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$929K	−102	$3.1M	$2.2M	11,627	11,525
position key `sid:sec:prov:dc75c9764218133658da2251c207ddb8` · issuer key `cusip6:46435U` ESG AWR US AGRGT	TRIM	−$77.9K	−1,348	$2.2M	$2.1M	45,994	44,646
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$40.1K	+293	$2.2M	$2.1M	9,442	9,735
position key `pos:14819` · issuer key `iss:262` COM	TRIM	−$1.2M	−5,203	$3.3M	$2.1M	59,594	54,391
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$576K	+327	$1.5M	$2.0M	2,537	2,864
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	TRIM	−$168K	−4,418	$2.2M	$2.0M	39,780	35,362

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 50

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:fe863a92c085dbd45400c9c6e3316425` · issuer key `cusip6:25434V` WORLD EX US CORE	NO CHANGE	+$902K	$23.8M	$24.7M	727,702	727,702
position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `cusip6:92206C` VNG RUS1000VAL	NO CHANGE	+$104K	$6.7M	$6.8M	72,300	72,300
position key `pos:14349` · issuer key `iss:1013` ESG MSCI KLD 400	NO CHANGE	−$419K	$7.1M	$6.6M	54,846	54,846
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	NO CHANGE	−$252K	$6.0M	$5.7M	40,235	40,235
position key `pos:10919` · issuer key `iss:1013` ESG OPTIMIZED	NO CHANGE	−$304K	$5.9M	$5.5M	42,007	42,007
position key `pos:15122` · issuer key `iss:1012` DOW JONES US ETF	NO CHANGE	−$219K	$4.9M	$4.7M	29,744	29,744
position key `pos:11834` · issuer key `iss:1012` CORE S&P US GWT	NO CHANGE	−$357K	$4.7M	$4.3M	27,787	27,787
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	NO CHANGE	−$90.1K	$2.1M	$2.0M	79,715	79,715
position key `sid:sec:prov:b5c47f039d2476f11c490f58ad8fe617` · issuer key `cusip6:46435U` ESG AWARE MSCI	NO CHANGE	+$42.0K	$1.9M	$1.9M	40,343	40,343
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	NO CHANGE	+$664	$1.4M	$1.4M	4,683	4,683
position key `sid:sec:prov:f25d12eac7693e7339f8a3d88399ae08` · issuer key `cusip6:25434V` INTL HIGH PROFIT	NO CHANGE	+$22.1K	$1.3M	$1.3M	39,901	39,901
position key `sid:sec:prov:69c5e03af28a120595e1dd6bcc4d7b6e` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$38.7K	$800K	$839K	12,092	12,092
position key `pos:17806` · issuer key `iss:1012` S&P SML 600 GWT	NO CHANGE	+$20.1K	$798K	$818K	5,653	5,653
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	NO CHANGE	+$64.6K	$750K	$815K	9,239	9,239
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$12.2K	$770K	$757K	3,680	3,680
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	NO CHANGE	+$4.2K	$750K	$754K	7,883	7,883
position key `sid:sec:prov:00fe8e5a36a19c96715828aa0ad64750` · issuer key `cusip6:46138G` S&P ULTRA DIVIDE	NO CHANGE	+$48.6K	$699K	$748K	13,430	13,430
position key `sid:sec:prov:306a1219dc3e80453ba2cb392e4281b0` · issuer key `cusip6:697947` COM	NO CHANGE	+$117K	$613K	$729K	5,852	5,852
position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908` MCAP VL IDXVIP	NO CHANGE	+$26.6K	$683K	$709K	3,849	3,849
position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V` US HIGH PROFITAB	NO CHANGE	−$22.0K	$658K	$636K	17,299	17,299
position key `sid:sec:prov:cef965fd73deeb849e69d0a2d52c7c35` · issuer key `cusip6:05528C` SELECT LARGE CAP	NO CHANGE	−$45.1K	$660K	$615K	40,965	40,965
position key `pos:16414` · issuer key `iss:1012` S&P MC 400VL ETF	NO CHANGE	+$3.6K	$523K	$527K	3,976	3,976
position key `sid:sec:prov:6d0050e035d8d64a730c529e5e172d4f` · issuer key `cusip6:46138E` S&P500 LOW VOL	NO CHANGE	+$12.1K	$501K	$513K	7,014	7,014
position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072` US EQT ETF	NO CHANGE	−$2.7K	$502K	$500K	4,493	4,493
position key `sid:sec:prov:2293e5cc92fd9a725cb1495d0f85f49b` · issuer key `cusip6:74348A` S&P 500 DV ARIST	NO CHANGE	+$8.9K	$479K	$488K	4,606	4,606
position key `pos:16793` · issuer key `iss:1633` US MID-CAP ETF	NO CHANGE	+$12.5K	$423K	$436K	14,067	14,067
position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072` INTL EQT ETF	NO CHANGE	+$12.9K	$421K	$434K	5,112	5,112
position key `pos:16400` · issuer key `iss:1016` ESG AWR MSCI EM	NO CHANGE	+$12.1K	$411K	$423K	9,300	9,300
position key `sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7` · issuer key `cusip6:834203` COM	NO CHANGE	−$155K	$562K	$406K	12,128	12,128
position key `sid:sec:prov:ab52bf5c31c9dc15ea77df6ea19703a3` · issuer key `cusip6:67092P` NUVEEN ESG EMRGN	NO CHANGE	+$11.1K	$342K	$354K	9,622	9,622
position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$9.4K	$338K	$347K	7,604	7,604
position key `pos:13824` · issuer key `iss:1633` US AGGREGATE B	NO CHANGE	−$2.2K	$348K	$345K	14,874	14,874
position key `sid:sec:prov:3154ae7baa8b1aa48f4627ccd1635183` · issuer key `cusip6:74965L` CUM CONV PFD A	NO CHANGE	−$11.2K	$348K	$337K	13,980	13,980
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` FTSE EUROPE ETF	NO CHANGE	−$4.7K	$336K	$332K	4,023	4,023
position key `sid:sec:prov:e67b261774c0e9784350215e4188de1c` · issuer key `cusip6:025072` AVANTIS EMGMKT	NO CHANGE	+$14.5K	$314K	$329K	4,083	4,083
position key `sid:sec:prov:323c9bbbba389b3ec6f6363ea6b77702` · issuer key `cusip6:464289` CORE 30/70 CONSE	NO CHANGE	−$1.9K	$323K	$322K	8,060	8,060
position key `sid:sec:prov:9c65b98e52d99cee0cf91bfc92f3a44c` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	−$16.1K	$326K	$310K	11,657	11,657
position key `pos:16035` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$8.3K	$298K	$306K	3,035	3,035
position key `sid:sec:prov:5b6ef55997d0480754ce695fa5702beb` · issuer key `cusip6:25460E` DAILY S&P 500 BE	NO CHANGE	+$15.5K	$281K	$296K	29,790	29,790
position key `sid:sec:prov:0225a3309225276cf6e7202530b44c24` · issuer key `cusip6:33939L` US QUALITY CAP	NO CHANGE	−$10.6K	$304K	$294K	3,756	3,756
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	NO CHANGE	−$13.3K	$302K	$289K	4,078	4,078
position key `pos:12868` · issuer key `iss:2060` PARTNERSHIP UNIT	NO CHANGE	+$48.5K	$231K	$279K	8,561	8,561
position key `sid:sec:prov:3a2de66daf3bb5bb1372492622dfa328` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$8.6K	$257K	$266K	6,294	6,294
position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `cusip6:922042` FTSE PACIFIC ETF	NO CHANGE	+$19.1K	$236K	$255K	2,611	2,611
position key `sid:sec:prov:026b9a5ba65b32d2a2abceb0daea5979` · issuer key `cusip6:922021` TAX EXEMPT BD FD	NO CHANGE	−$3.0K	$254K	$251K	2,530	2,530
position key `sid:sec:prov:890a8616281fb73812034ec6a97cf9ab` · issuer key `cusip6:84252A` COM	NO CHANGE	−$13.2K	$260K	$247K	13,912	13,912
position key `pos:14444` · issuer key `iss:1633` FUNDAMENTAL US L	NO CHANGE	+$5.2K	$223K	$228K	8,199	8,199
position key `pos:17416` · issuer key `iss:1000` S&P500 EQL TEC	NO CHANGE	−$1.2K	$227K	$226K	4,986	4,986
position key `pos:12682` · issuer key `iss:1998` COM	NO CHANGE	−$41.0K	$157K	$116K	20,000	20,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 215 issuers · $3.5B disclosed value over 338 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

29 positions · 29 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$432M	661,906
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$377M	3,683,055
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$40.2M	112,708
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$22.3M	224,361
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$15.1M	79,883
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$13.8M	55,730
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$9.1M	135,119
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$8.3M	85,649
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$8.0M	64,541
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$7.8M	36,521
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$7.4M	19,857
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$5.7M	40,235
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$4.7M	29,744
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$4.3M	27,787
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$3.8M	45,441
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$3.6M	36,928
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.7M	6,245
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.0M	35,362
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.2M	9,618
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$1.2M	10,651
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.1M	3,634
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$947K	6,255
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$936K	4,432
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$818K	5,653
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$553K	1,683
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$527K	3,976
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$526K	4,766
ISHARES TR · U.S. ENERGY ETF CUSIP — src ↗	$237K	3,654
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$232K	1,591

ticker not yet mapped

$976M

5,436,985

27.8%

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$378M	1,739,529
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$108M	181,129
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$30.3M	94,327
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$23.1M	88,362
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$19.5M	99,384
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$5.4M	12,334
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$4.3M	14,448
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$3.3M	37,162
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$1.7M	5,897
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$1.4M	4,683
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$757K	3,680
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$709K	3,849
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$470K	1,828

ticker not yet mapped

$577M

2,286,612

16.4%

—

ISHARES INC

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI GBL MIN VOL CUSIP 464286525 src ↗	$291M	2,438,432
ISHARES INC · MSCI EMERG MRKT CUSIP 464286533 src ↗	$1.2M	19,188
ISHARES INC · MSCI SWITZERLAND CUSIP 464286749 src ↗	$269K	4,580
ISHARES INC · MSCI WORLD ETF CUSIP 464286392 src ↗	$212K	1,176

ticker not yet mapped

$293M

2,463,376

8.3%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$211M

4,233,953

6.0%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$205M

955,149

5.9%

—

ISHARES TR

11 positions · 11 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$79.5M	1,069,553
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$30.7M	288,891
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$6.6M	54,846
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$5.5M	42,007
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$3.6M	46,145
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$2.4M	17,243
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$2.0M	17,831
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$588K	13,821
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$533K	6,705
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$408K	3,659
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$347K	6,604

ticker not yet mapped

$132M

1,567,305

3.8%

—

DIMENSIONAL ETF TRUST

11 positions · 11 reported rows

Rows ASPIRIANT, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$34.3M	708,215
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$24.7M	727,702
DIMENSIONAL ETF TRUST · NATL MUN BD ETF CUSIP 25434V849 src ↗	$20.5M	428,736
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$12.4M	320,184
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$11.8M	188,313
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$10.9M	205,792
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$8.2M	114,934
DIMENSIONAL ETF TRUST · INTL HIGH PROFIT CUSIP 25434V765 src ↗	$1.3M	39,901
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$636K	17,299
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$289K	4,078
DIMENSIONAL ETF TRUST · INTL CORE EQT MK CUSIP 25434V203 src ↗	$267K	6,863

ticker not yet mapped

$125M

2,762,017

3.6%

—

ISHARES TR

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$89.3M	986,758
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$417K	2,175

ticker not yet mapped

$89.7M

988,933

2.6%

—

ISHARES INC

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$74.8M	1,072,353
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$423K	9,300

ticker not yet mapped

$75.2M

1,081,653

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$68.9M

271,654

2.0%

—

VANGUARD INTL EQUITY INDEX F

7 positions · 7 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$25.0M	332,975
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$13.6M	92,943
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$8.1M	150,691
VANGUARD INTL EQUITY INDEX F · GLB EX US ETF CUSIP 922042676 src ↗	$1.8M	40,018
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$775K	5,601
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$332K	4,023
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$255K	2,611

ticker not yet mapped

$49.8M

628,862

1.4%

—

SCHWAB STRATEGIC TR

12 positions · 12 reported rows

Rows ASPIRIANT, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$20.8M	544,893
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$13.1M	267,783
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$5.0M	194,382
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$2.0M	79,715
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$1.7M	54,632
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$1.1M	36,185
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$906K	36,591
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$643K	22,057
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$510K	17,541
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$436K	14,067
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$345K	14,874
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$228K	8,199

ticker not yet mapped

$46.8M

1,290,919

1.3%

—

VANGUARD BD INDEX FDS

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$39.8M	540,891
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$290K	3,701

ticker not yet mapped

$40.1M

544,592

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$35.5M	74,018
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$3.6M	5

$39.1M

74,023

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$38.4M

59,098

1.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE 60/40 BALAN CUSIP 464289867 src ↗	$32.8M	509,424
ISHARES TR · CORE 40/60 MODER CUSIP 464289875 src ↗	$2.4M	49,669
ISHARES TR · CORE 80/20 AGGRE CUSIP 464289859 src ↗	$1.2M	13,319
ISHARES TR · CORE 30/70 CONSE CUSIP 464289883 src ↗	$322K	8,060

ticker not yet mapped

$36.6M

580,472

1.0%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$34.2M

749,629

1.0%

—

VANGUARD ADMIRAL FDS INC · SMLCP 600 VAL CUSIP 921932778
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$31.2M

306,744

0.9%

ALPHABET INC

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$19.7M	68,333
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$10.8M	37,599

$30.4M

105,932

0.9%

—

ISHARES TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · LOW CARBON OPTIM CUSIP 46434V464 src ↗	$26.6M	119,285
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$2.2M	31,647
ISHARES TR · CORE UNIVRSL USD CUSIP 46434V613 src ↗	$778K	16,839
ISHARES TR · GLOBAL REIT ETF CUSIP 46434V647 src ↗	$294K	11,681

ticker not yet mapped

$29.9M

179,452

0.9%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · EMER MKT HIGH FD CUSIP — src ↗	$19.1M	385,140
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$8.4M	93,715

ticker not yet mapped

$27.5M

478,855

0.8%

—

TCW ETF TRUST

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for TCW ETF TRUST, as it reported them
TCW ETF TRUST · TRANSFORM SYSTEM CUSIP 29287L205 src ↗	$15.6M	160,006
TCW ETF TRUST · TRANSFRM 500 ETF CUSIP 29287L106 src ↗	$10.1M	132,031

ticker not yet mapped

$25.7M

292,037

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.7M

42,289

0.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$15.4M

241,032

0.4%

—

SELECT SECTOR SPDR TR

3 positions · 3 reported rows

Rows ASPIRIANT, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$13.9M	281,444
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$1.0M	7,544
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$294K	6,400

ticker not yet mapped

$15.2M

295,388

0.4%

—

ISHARES TR

3 positions · 3 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$7.7M	83,101
ISHARES TR · MSCI EAFE MIN VL CUSIP 46429B689 src ↗	$5.1M	55,857
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$896K	6,604

ticker not yet mapped

$13.7M

145,562

0.4%

—

NEW YORK LIFE INVESTMENTS ET

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for NEW YORK LIFE INVESTMENTS ET, as it reported them
NEW YORK LIFE INVESTMENTS ET · NYLI HEDGE MULTI CUSIP 45409B107 src ↗	$6.7M	196,822
NEW YORK LIFE INVESTMENTS ET · NYLI MERGER ARBI CUSIP 45409B800 src ↗	$6.2M	170,215

ticker not yet mapped

$12.9M

367,037

0.4%

—

ISHARES TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$9.3M	110,712
ISHARES TR · MSCI GBL SUS DEV CUSIP 46435G532 src ↗	$1.4M	16,526
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$754K	7,883
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$728K	5,145

ticker not yet mapped

$12.1M

140,266

0.3%

—

VANGUARD WORLD FD

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$9.0M	12,854
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$524K	2,324
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$406K	1,301
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$347K	1,272

ticker not yet mapped

$10.2M

17,751

0.3%

—

VANGUARD SCOTTSDALE FDS

7 positions · 7 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$6.8M	72,300
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$1.1M	17,992
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$764K	12,829
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$434K	4,328
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$312K	3,942
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$227K	2,749
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$219K	2,000

ticker not yet mapped

$9.8M

116,140

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$8.3M

47,584

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.5M

25,424

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.0M

28,726

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.6M

32,913

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.5M

9,533

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.0M

20,620

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.7M

8,227

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.6M

28,340

0.1%

—

VANGUARD BD INDEX FDS · VANGUARD ULTRA CUSIP 92203C303
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$4.3M

85,605

0.1%

—

INVESCO EXCHANGE TRADED FD T

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$4.0M	20,936
INVESCO EXCHANGE TRADED FD T · S&P500 EQL TEC CUSIP — src ↗	$226K	4,986

ticker not yet mapped

$4.2M

25,922

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.2M

29,094

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINCINNATI FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.2M

26,688

0.1%

—

VANGUARD MALVERN FDS · STRM INFPROIDX CUSIP 922020805
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$4.1M

81,999

0.1%

—

ISHARES TR

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549 src ↗	$2.1M	44,646
ISHARES TR · ESG AWARE MSCI CUSIP 46435U663 src ↗	$1.9M	40,343

ticker not yet mapped

$4.0M

84,989

0.1%

—

SPDR SERIES TRUST

5 positions · 5 reported rows

Rows ASPIRIANT, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.2M	14,883
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$585K	7,647
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$475K	15,809
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$306K	3,035
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$292K	11,777

ticker not yet mapped

$3.8M

53,151

0.1%

—

LITMAN GREGORY FDS TR · IMGP DBI MANAGED CUSIP 53700T827
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$3.8M

126,518

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$3.4M

21,370

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$3.2M

10,420

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$3.2M

24,819

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.9M

12,035

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RHYTHM PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.9M

33,007

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

17,580

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

18,548

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

12,885

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

34,171

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANSDIGM GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.3M

2,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.2M

23,700

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.2M

11,525

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.1M

9,735

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BILL HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.1M

54,391

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.0M

2,864

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

10,096

0.1%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.9M

13,149

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

1,933

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

3,063

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

15,434

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

17,719

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

22,654

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHROP GRUMMAN CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

2,603

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

5,042

0.1%

—

SPDR INDEX SHS FDS

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X426 src ↗	$839K	12,092
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$347K	7,604
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X863 src ↗	$310K	11,657
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X871 src ↗	$266K	6,294

ticker not yet mapped

$1.8M

37,647

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.7M

35,658

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.7M

4,601

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.6M

6,823

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.6M

3,107

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

5,085

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

4,364

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

12,009

0.0%

—

AMERICAN CENTY ETF TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$500K	4,493
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$434K	5,112
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$329K	4,083
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$213K	1,931

ticker not yet mapped

$1.5M

15,619

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

4,878

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

6,051

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

1,583

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.4M

5,970

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.4M

5,917

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.4M

4,238

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.3M

13,915

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.2M

2,804

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.2M

2,761

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

11,168

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

3,014

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCHEX INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

11,107

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

3M CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

7,014

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RESTAURANT BRANDS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$966K

13,072

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$958K

12,596

0.0%

—

VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$954K

2,597

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$953K

33,933

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$940K

3,311

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SILGAN HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$897K

23,128

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$862K

4,723

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$862K

16,568

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 78.7%below median 80.0%
Concentration index: 568 bpsabove median 446 bps
Positions with value: 338 / 338median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 78.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 568 · QoQ moves: 356

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open ASPIRIANT, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).