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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ASPIRIANT, LLC

Quarter ended Q1 2024 · Filed April 15, 2024 · Accession 0001172661-24-001848

Total Value
$2.42B
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES INC4642865252,470,804$260.1M10.77%
2VANGUARD MUN BD FDS9229077465,021,908$254.1M10.52%
3ISHARES TR4642876632,755,107$249.2M10.31%
4ISHARES TR464287200353,939$186.1M7.70%
5VANGUARD SPECIALIZED FUNDS921908844962,404$175.8M7.27%
6VANGUARD INDEX FDS922908611753,095$144.5M5.98%
7VANGUARD INDEX FDS922908363151,668$72.9M3.02%
8ISHARES TR4642888771,202,082$65.4M2.71%
9APPLE INCAAPL320,614$55.0M2.28%
10ISHARES INC46434G103993,157$51.2M2.12%
11VANGUARD BD INDEX FDS921937835486,094$35.3M1.46%
12ISHARES TR46432F842431,250$32.0M1.32%
13SPDR S&P 500 ETF TRSPY59,413$31.1M1.29%
14BERKSHIRE HATHAWAY INC DELBRK-A69,291$29.1M1.21%
15DIMENSIONAL ETF TRUST25434V724709,099$29.0M1.20%
16VANGUARD INDEX FDS92290876992,503$24.0M1.00%
17ISHARES TR464289867414,900$23.1M0.96%
18WISDOMTREE TRWT512,343$21.4M0.89%
19ISHARES TR464288414196,225$21.1M0.87%
20SCHWAB STRATEGIC TR808524730748,134$20.8M0.86%
21MICROSOFT CORPMSFT49,043$20.6M0.85%
22ISHARES TR46428762268,115$19.6M0.81%
23VANGUARD INTL EQUITY INDEX F922042775325,969$19.1M0.79%
24BILL HOLDINGS INCBILL262,111$18.0M0.75%
25ISHARES TR46434V46498,109$17.6M0.73%
26FIDELITY MERRIMACK STR TR316188309342,410$15.5M0.64%
27ISHARES TR46428763091,402$14.5M0.60%
28ISHARES TR464288257131,024$14.4M0.60%
29VANGUARD INDEX FDS92290874485,974$14.0M0.58%
30ALPHABET INCGOOG83,069$12.5M0.52%
31VANGUARD INTL EQUITY INDEX F922042718106,337$12.4M0.51%
32SELECT SECTOR SPDR TR81369Y605279,046$11.8M0.49%
33VANGUARD WORLD FD92204A70221,553$11.3M0.47%
34ISHARES TR46429B689142,127$10.1M0.42%
35ISHARES TR46428765546,482$9.8M0.40%
36DIMENSIONAL ETF TRUST25434V609172,695$9.4M0.39%
37ISHARES TR46428722693,287$9.1M0.38%
38DIMENSIONAL ETF TRUST25434V708282,006$9.0M0.37%
39ISHARES TR46429B697106,056$8.9M0.37%
40DIMENSIONAL ETF TRUST25434V807227,881$8.4M0.35%
41VANGUARD INDEX FDS92290875136,617$8.4M0.35%
42ISHARES TR46428768926,437$7.9M0.33%
43INDEXIQ ETF TR45409B107251,727$7.8M0.32%
44DIMENSIONAL ETF TRUST25434V500119,264$7.4M0.31%
45VANGUARD TAX-MANAGED FDS921943858143,522$7.2M0.30%
46DIMENSIONAL ETF TRUST25434V880280,926$7.1M0.30%
47SCHWAB STRATEGIC TR808524755196,047$7.0M0.29%
48ALPHABET INCGOOG45,275$6.9M0.29%
49META PLATFORMS INCMETA13,355$6.5M0.27%
50BERKSHIRE HATHAWAY INC DELBRK-A10$6.3M0.26%
51ISHARES TR46428759833,810$6.1M0.25%
52JPMORGAN CHASE & COVYLD29,728$6.0M0.25%
53INVESCO EXCHANGE TRADED FD TIVZ34,122$5.8M0.24%
54AMAZON COM INCAMZN31,867$5.7M0.24%
55SCHWAB STRATEGIC TR80852420184,776$5.3M0.22%
56ISHARES TR46428750784,750$5.1M0.21%
57PROCTER AND GAMBLE CO74271810930,439$4.9M0.20%
58INDEXIQ ETF TR45409B800135,681$4.3M0.18%
59CINCINNATI FINL CORP17206210133,637$4.2M0.17%
60VANGUARD INTL EQUITY INDEX F92204285894,014$3.9M0.16%
61ISHARES TR46428784629,744$3.8M0.16%
62JOHNSON & JOHNSONJNJ23,799$3.8M0.16%
63ISHARES TR46428827359,094$3.7M0.15%
64VANGUARD INDEX FDS92290873610,854$3.7M0.15%
65ISHARES TR46428746545,507$3.6M0.15%
66PEPSICO INCPEP19,604$3.4M0.14%
67VANGUARD INDEX FDS92290855338,428$3.3M0.14%
68ISHARES TR46428767128,242$3.3M0.14%
69VANGUARD SCOTTSDALE FDS92206C71441,540$3.3M0.14%
70VANGUARD ADMIRAL FDS INC92193277836,563$3.2M0.13%
71WISDOMTREE TRWT44,753$3.2M0.13%
72SALESFORCE INCCRM10,494$3.2M0.13%
73INVESCO QQQ TRIVZ6,990$3.1M0.13%
74ROYAL BK CDA78008710230,647$3.1M0.13%
75ISHARES TR46428749936,555$3.1M0.13%
76CHEVRON CORP NEWCVX19,074$3.0M0.12%
77UNITEDHEALTH GROUP INCUNH6,067$3.0M0.12%
78EXXON MOBIL CORPXOM25,495$3.0M0.12%
79QUALCOMM INCQCOM17,470$3.0M0.12%
80ISHARES TR4642876148,302$2.8M0.12%
81TJX COS INC NEW87254010927,071$2.7M0.11%
82ISHARES TR46428715023,083$2.7M0.11%
83HOME DEPOT INCHD6,869$2.6M0.11%
84ORACLE CORPORCL-PD20,866$2.6M0.11%
85ISHARES TR46428780423,088$2.6M0.11%
86VANGUARD INDEX FDS92290863710,571$2.5M0.10%
87MERCK & CO INCMRK19,181$2.5M0.10%
88ISHARES TR46428987558,126$2.5M0.10%
89DISNEY WALT CO25468710619,902$2.4M0.10%
90ABBOTT LABSABLZF21,103$2.4M0.10%
91ISHARES TR46428723457,343$2.4M0.10%
92UNION PAC CORPUNP9,350$2.3M0.10%
93NVIDIA CORPORATIONNVDA2,534$2.3M0.09%
94ISHARES TR46428867918,835$2.1M0.09%
95SPDR SER TR78464A76315,766$2.1M0.09%
96LOWES COS INC5486611077,636$1.9M0.08%
97SCHWAB CHARLES CORPSCHW-PJ26,386$1.9M0.08%
98COMCAST CORP NEWCCZ42,448$1.8M0.08%
99ISHARES TR46435G53223,305$1.8M0.08%
100VISA INCV6,514$1.8M0.08%
101MARATHON PETE CORPMARA8,880$1.8M0.07%
102BANK AMERICA CORP06050510445,388$1.7M0.07%
103SPDR S&P MIDCAP 400 ETF TRMDY3,071$1.7M0.07%
104COSTCO WHSL CORP NEW22160K1052,327$1.7M0.07%
105VANGUARD INTL EQUITY INDEX F92204267640,391$1.7M0.07%
106ABBVIE INCABBV9,265$1.7M0.07%
107ISHARES INC46428653329,809$1.7M0.07%
108MASTERCARD INCORPORATEDMA3,468$1.7M0.07%
109DANAHER CORPORATION2358511026,526$1.6M0.07%
110VANGUARD BD INDEX FDS92193782721,125$1.6M0.07%
111PAYCHEX INCPAYX12,395$1.5M0.06%
112SCHWAB STRATEGIC TR80852410224,784$1.5M0.06%
113VANGUARD BD INDEX FDS92203C30330,370$1.5M0.06%
114WELLS FARGO CO NEW94974610125,601$1.5M0.06%
115ISHARES TR46434V64761,246$1.5M0.06%
116AMERICAN EXPRESS COAXP6,330$1.4M0.06%
117BROADCOM INCAVGO1,082$1.4M0.06%
118APPLIED MATLS INC0382221056,927$1.4M0.06%
119ISHARES TR46428748112,313$1.4M0.06%
120AMGEN INCAMGN4,943$1.4M0.06%
121GENERAL DYNAMICS CORPGD4,969$1.4M0.06%
122CLOUDFLARE INCNET14,466$1.4M0.06%
123VANGUARD INDEX FDS9229085955,254$1.4M0.06%
124ADOBE INCADBE2,711$1.4M0.06%
125ACCENTURE PLC IRELANDACN3,928$1.4M0.06%
126CISCO SYS INCCSCO26,388$1.3M0.05%
127VANGUARD INDEX FDS9229086295,195$1.3M0.05%
128SCHWAB STRATEGIC TR80852450815,527$1.3M0.05%
129TESLA INCTSLA7,184$1.3M0.05%
130SCHWAB STRATEGIC TR80852440916,387$1.2M0.05%
131ISHARES TR46435U54926,339$1.2M0.05%
132SCHWAB STRATEGIC TR80852479715,278$1.2M0.05%
133VANECK ETF TRUST92189F64313,415$1.2M0.05%
134INTERNATIONAL BUSINESS MACHSINTR6,312$1.2M0.05%
135TCW TRANSFORM ETF TRUST29287L10619,316$1.2M0.05%
136RTX CORPORATIONRTX12,119$1.2M0.05%
137INTEL CORPINTC26,224$1.2M0.05%
138SIMON PPTY GROUP INC NEW8288061097,281$1.1M0.05%
139PFIZER INCPFE40,855$1.1M0.05%
140SILGAN HLDGS INCSLGN23,153$1.1M0.05%
141DIMENSIONAL ETF TRUST25434V76539,901$1.1M0.04%
142THERMO FISHER SCIENTIFIC INCTMO1,825$1.1M0.04%
143CATERPILLAR INCCAT2,889$1.1M0.04%
1443M COMMM9,870$1.0M0.04%
145RESTAURANT BRANDS INTL INC76131D10313,072$1.0M0.04%
146WALMART INCWMT17,207$1.0M0.04%
147VANGUARD WHITEHALL FDS9219464068,477$1.0M0.04%
148CANADIAN PACIFIC KANSAS CITYCP11,585$1.0M0.04%
149US BANCORP DELUSB-PS22,827$1.0M0.04%
150NETFLIX INCNFLX1,603$973,5500.04%
151MCDONALDS CORPMCD3,216$907,2170.04%
152ISHARES TR46428773910,036$902,2360.04%
153COCA COLA COKO14,659$896,8580.04%
154FEDEX CORPFDX2,940$852,0340.04%
155GENERAL ELECTRIC CO3696043014,853$851,9380.04%
156ISHARES TR4642876483,004$813,4830.03%
157ISHARES TR46434V61317,245$786,2000.03%
158ISHARES TR46434V62113,463$781,6620.03%
159ISHARES TR4642874084,138$773,2650.03%
160SPDR INDEX SHS FDS78463X42613,292$767,4300.03%
161VANGUARD SCOTTSDALE FDS92206C10213,169$764,7240.03%
162ISHARES TR4642871686,104$751,8910.03%
163GOLDMAN SACHS GROUP INCGSCE1,787$746,4120.03%
164VANECK ETF TRUST92189F7264,408$733,1820.03%
165ISHARES TR46432F85915,015$712,3120.03%
166ELASTIC N VESTC6,811$682,7350.03%
167SNOWFLAKE INCSNOW4,187$676,6190.03%
168VANGUARD WORLD FD92204A6032,765$675,0750.03%
169SPDR GOLD TRGLD3,185$655,2180.03%
170VANGUARD INDEX FDS9229086523,690$646,7460.03%
171ISHARES TR4642878874,901$640,7080.03%
172ISHARES TR4642885706,238$628,8530.03%
173DOCUSIGN INCDOCU10,550$628,2530.03%
174NOVO-NORDISK A SNONOF4,806$617,0900.03%
175SELECT SECTOR SPDR TR81369Y8032,940$612,3140.03%
176VANGUARD WORLD FD92204A8012,995$612,2680.03%
177ISHARES TR4642877055,165$610,9680.03%
178FIRST TR EXCHANGE-TRADED FD33733E3022,970$609,1170.03%
179ISHARES TR4642873097,188$606,9550.03%
180DEERE & CODE1,452$596,7370.02%
181ISHARES TR4642898598,022$589,3350.02%
182VANGUARD SCOTTSDALE FDS92206C4097,482$578,4330.02%
183SCHWAB STRATEGIC TR80852483912,272$564,5120.02%
184ISHARES TR4642875156,565$559,7980.02%
185JFROG LTDFROG12,638$558,8520.02%
186ELI LILLY & COLLY718$558,5970.02%
187NIKE INCNKE5,876$552,2260.02%
188DIMENSIONAL ETF TRUST25434V83117,299$546,8210.02%
189NEXTERA ENERGY INCNEE-PW8,539$545,7270.02%
190VANECK ETF TRUST92189F6926,000$544,2000.02%
191ELEVANCE HEALTH INCELV1,049$543,9480.02%
192CONOCOPHILLIPSCOP4,248$540,6850.02%
193VANGUARD INTL EQUITY INDEX F9220427424,858$536,8090.02%
194HUNTINGTON BANCSHARES INCHBANP37,309$520,4610.02%
195INVESCO EXCHANGE TRADED FD TIVZ5,118$519,8350.02%
196SOLENO THERAPEUTICS INCSLNO12,128$519,0780.02%
197STARBUCKS CORPSBUX5,539$506,2790.02%
198HONEYWELL INTL INC4385161062,462$505,3260.02%
199BRISTOL-MYERS SQUIBB COCELG-RI9,118$494,5050.02%
200KINDER MORGAN INC DELEP-PC26,797$491,4570.02%
201PROSHARES TR74348A4674,820$488,7960.02%
202CHARTER COMMUNICATIONS INC N16119P1081,681$488,6160.02%
203ESAB CORPORATIONESAB4,349$480,8690.02%
204CAPITAL ONE FINL CORP14040H1053,220$479,4260.02%
205WASTE MGMT INC DEL94106L1092,226$474,4720.02%
206VERIZON COMMUNICATIONS INCVZ11,253$472,1830.02%
207STRYKER CORPORATIONSYK1,270$454,6400.02%
208LOEWS CORPL5,717$447,5840.02%
209THE CIGNA GROUP1255231001,212$440,4380.02%
210DUKE ENERGY CORP NEWDUKB4,499$435,1460.02%
211TRUIST FINL CORP89832Q10911,001$428,8190.02%
212BERKSHIRE HATHAWAY INC DELBRK-A1,000$420,5200.02%
213AMERIPRISE FINL INC03076C106946$414,7640.02%
214BLACKROCK INCBLK497$414,3490.02%
215TARGET CORPTGT2,317$410,5960.02%
216MORGAN STANLEYMS-PQ4,331$407,8710.02%
217EATON CORP PLCETN1,294$404,6080.02%
218AUTOMATIC DATA PROCESSING INADP1,606$401,0820.02%
219S&P GLOBAL INCSPGI934$397,3700.02%
220LINDE PLCLIN837$388,6360.02%
221ISHARES TR4642874574,745$388,0460.02%
222REGENERON PHARMACEUTICALSREGN398$383,0710.02%
223ISHARES TR46428844813,655$382,8860.02%
224INVESCO EXCH TRADED FD TR IIIVZ5,764$379,6750.02%
225AMERICAN INTL GROUP INC0268747844,845$378,7340.02%
226ZOETIS INCZTS2,213$374,4620.02%
227PARKER-HANNIFIN CORPPH672$373,4910.02%
228ECOLAB INCECL1,613$372,4420.02%
229TRAVELERS COMPANIES INCTRV1,575$362,4710.02%
230PROSHARES TR74347B42530,000$355,8000.01%
231BLACKSTONE INCBX2,653$348,5250.01%
232RLJ LODGING TRRLJ-PA13,980$342,3700.01%
233LOCKHEED MARTIN CORPLMT734$333,8750.01%
234DOMINION ENERGY INCD6,615$325,3920.01%
235MCKESSON CORPMCK606$325,3310.01%
236MARATHON OIL CORPMARA11,312$320,5820.01%
237CSX CORPCSX8,643$320,3960.01%
238METLIFE INCMET-PF4,296$318,3770.01%
239ILLINOIS TOOL WKS INC4523081091,176$315,5560.01%
240TOTALENERGIES SETTE4,500$309,7350.01%
241NOVARTIS AGNVSEF3,145$304,2160.01%
242ASML HOLDING N VASMLF313$303,7570.01%
243PALO ALTO NETWORKS INCPANW1,069$303,7350.01%
244BOEING COBA-PA1,568$302,6700.01%
245ISHARES GOLD TRIAU7,193$302,1780.01%
246UNITED PARCEL SERVICE INCUPS2,031$301,8680.01%
247SPDR DOW JONES INDL AVERAGE78467X109758$301,5020.01%
248TEXAS INSTRS INC8825081041,710$297,8990.01%
249VALERO ENERGY CORPVLO1,720$293,5870.01%
250BECTON DICKINSON & COBDX1,158$286,5470.01%
251SPDR SER TR78464A6073,035$286,0490.01%
252ISHARES TR4642886465,562$285,2190.01%
253OCCIDENTAL PETE CORP6745991054,373$284,2010.01%
254T-MOBILE US INCTMUSZ1,732$282,6970.01%
255PHILIP MORRIS INTL INC7181721093,066$280,9070.01%
256SPDR INDEX SHS FDS78463X86310,763$280,8070.01%
257VANGUARD STAR FDS9219097684,648$280,3140.01%
258DIAGEO PLCDGEAF1,865$277,4000.01%
259CONSTELLATION BRANDS INCSTZ1,016$276,1080.01%
260AT&T INCT-PC15,664$275,7110.01%
261JEFFERIES FINL GROUP INC47233W1096,243$275,3160.01%
262CHUBB LIMITEDCB1,047$271,3090.01%
263ISHARES TR46432F3391,644$270,1910.01%
264SPDR INDEX SHS FDS78463X8718,315$270,0710.01%
265KENVUE INCKVUE12,574$269,8380.01%
266SCHWAB STRATEGIC TR8085246075,470$269,3570.01%
267PHILLIPS 66PSX1,637$267,3880.01%
268FLEXSHARES TRFLEX4,531$266,7810.01%
269REALTY INCOME CORPO4,927$266,5510.01%
270VANGUARD INDEX FDS9229085121,704$265,6710.01%
271RESMED INCRSMDF1,337$264,7660.01%
272CENCORA INCCOR1,088$264,3730.01%
273INVESCO EXCH TRADED FD TR IIIVZ12,475$263,8460.01%
274INTUITINTU404$262,7940.01%
275CVS HEALTH CORPCVS3,287$262,1710.01%
276ALLSTATE CORPALL-PJ1,505$260,4320.01%
277ISHARES TR46429B6632,314$255,0260.01%
278KRAFT HEINZ COKHC6,889$254,2040.01%
279GRAINGER W W INC384802104248$252,2900.01%
280ISHARES TR4642882404,671$249,3850.01%
281COURSERA INCCOUR17,661$247,6070.01%
282BOX INCBXCAP8,698$246,3270.01%
283CLOROX CO DELCLX1,604$245,7150.01%
284JOHNSON CTLS INTL PLCG515021053,737$244,1010.01%
285ALIGN TECHNOLOGY INCALGN741$242,9890.01%
286EOG RES INCEOG1,868$238,8050.01%
287FISERV INCFISV1,492$238,4510.01%
288PIONEER NAT RES CO723787107907$238,0880.01%
289GENUINE PARTS COGPC1,527$236,5780.01%
290BOOKING HOLDINGS INCBKNG65$235,8120.01%
291DIMENSIONAL ETF TRUST25434V4014,078$232,3640.01%
292MSCI INCMSCI408$228,6640.01%
293VANGUARD WORLD FD92204A504843$228,2810.01%
294MEDTRONIC PLCMDT2,592$225,8930.01%
295CUMMINS INCCMI764$225,1130.01%
296AFLAC INCAFL2,608$223,9230.01%
297LAM RESEARCH CORPLRCX228$221,5180.01%
298NORFOLK SOUTHN CORP655844108860$219,4310.01%
299CITIGROUP INCC-PR3,466$219,1900.01%
300SYSCO CORPSYY2,671$216,8320.01%
301ISHARES TR4642874731,729$216,6960.01%
302DISCOVER FINL SVCS2547091081,632$213,9600.01%
303GALLAGHER ARTHUR J & CO363576109849$212,2840.01%
304GENERAL MLS INC3703341043,030$212,0090.01%
305INTERCONTINENTAL EXCHANGE IN45866F1041,536$211,0920.01%
306NORTHROP GRUMMAN CORPNOC431$206,3020.01%
307VANGUARD WORLD FD921910816714$204,6870.01%
308ARHAUS INCARHS13,252$203,9480.01%
309VANGUARD INTL EQUITY INDEX F9220428743,021$203,4420.01%
310DOVER CORPDOV1,136$201,2880.01%
311SOFI TECHNOLOGIES INCSOFI15,633$114,1210.00%
312NOKIA CORPNOKBF23,000$81,4200.00%
313MONROE CAP CORPMRCC11,000$79,2000.00%
314ALLBIRDS INCBIRD34,142$23,6980.00%
315CANGO INCCANG15,500$23,5600.00%
316DANIMER SCIENTIFIC INC23627210011,850$12,9170.00%
317FTC SOLAR INCFTCI11,000$5,9290.00%