Aspiriant

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TEM",
  "FROG",
  null,
  "QSR",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JEF",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "AFRM",
  "AIG",
  "T",
  "BLK",
  "ESAB",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "CP.TO",
  null,
  "COF",
  null,
  null,
  "DUK",
  "D",
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "LIN",
  null,
  null,
  "MPC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "NVS",
  "DLN",
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  "GSBD",
  null,
  "IVV",
  null,
  "MRCC",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "REGN",
  "FNDX",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SPG",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  null,
  "SLNO",
  "ACWV",
  "VWO",
  "VSS",
  "IWV",
  null,
  "VIG",
  null,
  null,
  "TTE",
  null,
  "IWO",
  "IWN",
  "GSK",
  "VYM",
  "TT",
  "SLGN",
  "NFG",
  "SDY",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  "ABEV",
  null,
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VNQI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
  null,
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "IUSG",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "NOK",
  null,
  "CRM",
  null,
  "DIA",
  null,
  "IUSV",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "FDX",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BILL",
  "BA",
  "BMY",
  "BOX",
  "BCAL",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CSCO",
  "NET",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 288
Total Value: 2880816687
Accession Number: 0001172661-25-001518
Form Type: 13F-HR
CIK: aspiriant
Manager Name: Aspiriant

Data Enrichment

77% identified

222 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

288 positions • $2.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 15

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464287200

IVV|464287200

Shares:583.9K

Value:$328.1M

% of Portfolio:11.4% ($328.1M/$2.9B)

464287663

IUSV|464287663

Shares:3.5M

Value:$325.5M

% of Portfolio:11.3% ($325.5M/$2.9B)

922908611

VBR|922908611

Shares:1.5M

Value:$287.2M

% of Portfolio:10.0% ($287.2M/$2.9B)

464286525

ACWV|464286525

Shares:2.4M

Value:$285.0M

% of Portfolio:9.9% ($285.0M/$2.9B)

922907746

VTEB|922907746

Shares:5.2M

Value:$259.8M

% of Portfolio:9.0% ($259.8M/$2.9B)

921908844

VIG|921908844

Shares:954.9K

Value:$185.2M

% of Portfolio:6.4% ($185.2M/$2.9B)

922908363

VOO|922908363

Shares:155.4K

Value:$79.8M

% of Portfolio:2.8% ($79.8M/$2.9B)

Apple Inc.

AAPL|037833100

Shares:344.5K

Value:$76.5M

% of Portfolio:2.7% ($76.5M/$2.9B)

464288877

Shares:1.1M

Value:$66.9M

% of Portfolio:2.3% ($66.9M/$2.9B)

46434G103

IEMG|46434G103

Shares:1.0M

Value:$54.5M

% of Portfolio:1.9% ($54.5M/$2.9B)

46432F842

IEFA|46432F842

Shares:699.3K

Value:$52.9M

% of Portfolio:1.8% ($52.9M/$2.9B)

921937835

BND|921937835

Shares:503.3K

Value:$37.0M

% of Portfolio:1.3% ($37.0M/$2.9B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:64.3K

Value:$34.2M

% of Portfolio:1.2% ($34.2M/$2.9B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:60.4K

Value:$33.8M

% of Portfolio:1.2% ($33.8M/$2.9B)

25434V724

Shares:702.5K

Value:$28.9M

% of Portfolio:1.0% ($28.9M/$2.9B)

464289867

Shares:463.9K

Value:$26.7M

% of Portfolio:0.9% ($26.7M/$2.9B)

922908769

VTI|922908769

Shares:92.3K

Value:$25.4M

% of Portfolio:0.9% ($25.4M/$2.9B)

464287622

IWB|464287622

Shares:71.6K

Value:$22.0M

% of Portfolio:0.8% ($22.0M/$2.9B)

46434V464

Shares:113.2K

Value:$21.6M

% of Portfolio:0.8% ($21.6M/$2.9B)

808524730

Shares:654.8K

Value:$20.2M

% of Portfolio:0.7% ($20.2M/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	583.9K	QoQ +8.99% (+48.2K) YoY +64.98% (+230.0K)	All Managers (Combined)	$328.1M	11.4% ($328.1M/$2.9B)	QoQ +4.03% (+$12.7M) YoY +76.32% (+$142.0M)
(IUSVcusip464287663)	3.5M	QoQ +7.99% (+261.1K) YoY +28.02% (+772.1K)	All Managers (Combined)	$325.5M	11.3% ($325.5M/$2.9B)	QoQ +7.64% (+$23.1M) YoY +30.64% (+$76.3M)
(VBRcusip922908611)	1.5M	QoQ +25.92% (+317.3K) YoY +104.67% (+788.3K)	All Managers (Combined)	$287.2M	10.0% ($287.2M/$2.9B)	QoQ +18.36% (+$44.6M) YoY +98.71% (+$142.6M)
(ACWVcusip464286525)	2.4M	QoQ +0.94% (+22.9K) YoY -0.86% (-21.4K)	All Managers (Combined)	$285.0M	9.9% ($285.0M/$2.9B)	QoQ +7.56% (+$20.1M) YoY +9.58% (-$24.9M)
(VTEBcusip922907746)	5.2M	QoQ +1.26% (+65.2K) YoY +4.25% (+213.7K)	All Managers (Combined)	$259.8M	9.0% ($259.8M/$2.9B)	QoQ +0.23% (+$599.9K) YoY +2.23% (+$5.7M)
(VIGcusip921908844)	954.9K	QoQ +0.36% (-3.5K) YoY -0.77% (-7.5K)	All Managers (Combined)	$185.2M	6.4% ($185.2M/$2.9B)	QoQ -0.57% (-$1.1M) YoY +5.39% (-$9.5M)
(VOOcusip922908363)	155.4K	QoQ +2.49% (-3.8K) YoY +2.44% (+3.7K)	All Managers (Combined)	$79.8M	2.8% ($79.8M/$2.9B)	QoQ -2.24% (-$1.8M) YoY +9.48% (+$6.9M)
Apple Inc.(AAPLcusip037833100)	344.5K	QoQ +14.77% (+44.4K) YoY +7.44% (+23.9K)	All Managers (Combined)	$76.5M	2.7% ($76.5M/$2.9B)	QoQ +1.80% (+$1.4M) YoY +39.18% (+$21.5M)
(cusip464288877)✕	1.1M	QoQ -4.25% (-50.4K) YoY -5.53% (-66.5K)	All Managers (Combined)	$66.9M	2.3% ($66.9M/$2.9B)	QoQ +7.55% (-$4.7M) YoY +2.34% (-$1.5M)
(IEMGcusip46434G103)	1.0M	QoQ +0.94% (+9.5K) YoY +1.73% (+17.2K)	All Managers (Combined)	$54.5M	1.9% ($54.5M/$2.9B)	QoQ +4.33% (+$2.3M) YoY +6.40% (+$3.3M)
(IEFAcusip46432F842)	699.3K	QoQ +17.25% (+102.9K) YoY +62.14% (+268.0K)	All Managers (Combined)	$52.9M	1.8% ($52.9M/$2.9B)	QoQ +26.21% (+$11.0M) YoY +65.26% (+$20.9M)
(BNDcusip921937835)	503.3K	QoQ +2.11% (+10.4K) YoY +3.53% (+17.2K)	All Managers (Combined)	$37.0M	1.3% ($37.0M/$2.9B)	QoQ +4.30% (+$1.5M) YoY +4.70% (+$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	64.3K	QoQ -1.79% (-1.2K) YoY -7.20% (-5.0K)	All Managers (Combined)	$34.2M	1.2% ($34.2M/$2.9B)	QoQ +15.38% (-$4.6M) YoY +17.52% (-$5.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	60.4K	QoQ -0.84% (-513) YoY +1.58% (+943)	All Managers (Combined)	$33.8M	1.2% ($33.8M/$2.9B)	QoQ -5.35% (-$1.9M) YoY +8.63% (+$2.7M)
(cusip25434V724)✕	702.5K	QoQ +0.94% (+6.6K) YoY -0.93% (-6.6K)	All Managers (Combined)	$28.9M	1.0% ($28.9M/$2.9B)	QoQ +1.66% (+$473.9K) YoY -0.18% (-$52.3K)
(cusip464289867)✕	463.9K	QoQ +8.67% (+37.0K) YoY +11.81% (+49.0K)	All Managers (Combined)	$26.7M	0.9% ($26.7M/$2.9B)	QoQ +9.15% (+$2.2M) YoY +15.63% (+$3.6M)
(VTIcusip922908769)	92.3K	QoQ +1.29% (-1.2K) YoY -0.25% (-236)	All Managers (Combined)	$25.4M	0.9% ($25.4M/$2.9B)	QoQ -3.93% (-$1.0M) YoY +5.47% (-$1.3M)
(IWBcusip464287622)	71.6K	QoQ +3.88% (-2.7K) YoY +5.12% (+3.5K)	All Managers (Combined)	$22.0M	0.8% ($22.0M/$2.9B)	QoQ -1.08% (-$241.1K) YoY +11.95% (+$2.3M)
(cusip46434V464)✕	113.2K	QoQ +7.09% (+7.5K) YoY +15.38% (+15.1K)	All Managers (Combined)	$21.6M	0.8% ($21.6M/$2.9B)	QoQ +5.76% (+$1.2M) YoY +22.89% (+$4.0M)
(cusip808524730)✕	654.8K	QoQ -1.65% (-11.0K) YoY -12.47% (-93.3K)	All Managers (Combined)	$20.2M	0.7% ($20.2M/$2.9B)	QoQ +4.26% (-$825.1K) YoY -2.88% (-$599.7K)