Aspiriant, LLC

Investment Portfolio & 13F Holdings Analysis

About

ASPIRIANT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 288 holdings worth $2.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001433541
Manager Name: Aspiriant, LLC

Data Enrichment

77% identified

222 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

288 positions • $2,880,816.687K total value

288 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287200

IVV|464287200

583935(+9.0%)

Value:

$328.1B(+4.0%)

464287663

IUSV|464287663

3527185(+8.0%)

Value:

$325.5B(+7.6%)

922908611

VBR|922908611

1541432(+25.9%)

Value:

$287.2B(+18.4%)

464286525

ACWV|464286525

2449396(+0.9%)

Value:

$285.0B(+7.6%)

922907746

VTEB|922907746

5235595(+1.3%)

Value:

$259.8B(+0.2%)

921908844

VIG|921908844

954913(+0.4%)

Value:

$185.2B(-0.6%)

922908363

VOO|922908363

155377(+2.5%)

Value:

$79.8B(-2.2%)

Apple Inc.

AAPL|037833100

344493(+14.8%)

Value:

$76.5B(+1.8%)

464288877

1135549(-4.3%)

Value:

$66.9B(+7.5%)

46434G103

IEMG|46434G103

1010377(+0.9%)

Value:

$54.5B(+4.3%)

46432F842

IEFA|46432F842

699254(+17.3%)

Value:

$52.9B(+26.2%)

921937835

BND|921937835

503280(+2.1%)

Value:

$37.0B(+4.3%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

64299(-1.8%)

Value:

$34.2B(+15.4%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

60356(-0.8%)

Value:

$33.8B(-5.3%)

25434V724

702495(+0.9%)

Value:

$28.9B(+1.7%)

464289867

463928(+8.7%)

Value:

$26.7B(+9.2%)

922908769

VTI|922908769

92267(+1.3%)

Value:

$25.4B(-3.9%)

464287622

IWB|464287622

71605(+3.9%)

Value:

$22.0B(-1.1%)

46434V464

113201(+7.1%)

Value:

$21.6B(+5.8%)

808524730

654821(-1.6%)

Value:

$20.2B(+4.3%)

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	583.9K	QoQ +8.99% (+48.2K) YoY +64.98% (+230.0K)	All Managers (Combined)	$328.1M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +4.26% (-$825.1K) YoY -2.88% (-$599.7K)