13F HOLDINGS REPORT

ASPIRIANT, LLC

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001172661-25-001518

Total Value

$2.88B

Positions

288

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (288)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	583,935	$328.1M	11.39%
2	ISHARES TR	464287663	3,527,185	$325.5M	11.30%
3	VANGUARD INDEX FDS	922908611	1,541,432	$287.2M	9.97%
4	ISHARES INC	464286525	2,449,396	$285.0M	9.89%
5	VANGUARD MUN BD FDS	922907746	5,235,595	$259.8M	9.02%
6	VANGUARD SPECIALIZED FUNDS	921908844	954,913	$185.2M	6.43%
7	VANGUARD INDEX FDS	922908363	155,377	$79.8M	2.77%
8	APPLE INC	AAPL	344,493	$76.5M	2.66%
9	ISHARES TR	464288877	1,135,549	$66.9M	2.32%
10	ISHARES INC	46434G103	1,010,377	$54.5M	1.89%
11	ISHARES TR	46432F842	699,254	$52.9M	1.84%
12	VANGUARD BD INDEX FDS	921937835	503,280	$37.0M	1.28%
13	BERKSHIRE HATHAWAY INC DEL	BRK-A	64,299	$34.2M	1.19%
14	SPDR S&P 500 ETF TR	SPY	60,356	$33.8M	1.17%
15	DIMENSIONAL ETF TRUST	25434V724	702,495	$28.9M	1.00%
16	ISHARES TR	464289867	463,928	$26.7M	0.93%
17	VANGUARD INDEX FDS	922908769	92,267	$25.4M	0.88%
18	ISHARES TR	464287622	71,605	$22.0M	0.76%
19	ISHARES TR	46434V464	113,201	$21.6M	0.75%
20	SCHWAB STRATEGIC TR	808524730	654,821	$20.2M	0.70%
21	VANGUARD INTL EQUITY INDEX F	922042775	324,744	$19.7M	0.68%
22	DIMENSIONAL ETF TRUST	25434V880	745,315	$19.5M	0.68%
23	WISDOMTREE TR	WT	439,762	$18.5M	0.64%
24	ISHARES TR	464288414	172,436	$18.2M	0.63%
25	FIDELITY MERRIMACK STR TR	316188309	393,597	$18.0M	0.62%
26	MICROSOFT CORP	MSFT	47,001	$17.6M	0.61%
27	VANGUARD INDEX FDS	922908751	74,582	$16.5M	0.57%
28	VANGUARD INDEX FDS	922908744	87,859	$15.2M	0.53%
29	SELECT SECTOR SPDR TR	81369Y605	279,046	$13.9M	0.48%
30	VANGUARD INTL EQUITY INDEX F	922042718	112,541	$13.0M	0.45%
31	ISHARES TR	464287630	85,862	$13.0M	0.45%
32	ISHARES TR	464287226	126,376	$12.5M	0.43%
33	ALPHABET INC	GOOG	80,187	$12.4M	0.43%
34	VANGUARD WORLD FD	92204A702	20,574	$11.2M	0.39%
35	DIMENSIONAL ETF TRUST	25434V708	314,110	$10.4M	0.36%
36	DIMENSIONAL ETF TRUST	25434V609	190,141	$9.8M	0.34%
37	TCW ETF TRUST	29287L205	138,595	$9.7M	0.34%
38	ISHARES TR	464287655	46,862	$9.3M	0.32%
39	ISHARES TR	464287689	27,961	$8.9M	0.31%
40	ISHARES TR	46429B697	92,854	$8.7M	0.30%
41	SCHWAB STRATEGIC TR	808524755	236,233	$8.5M	0.30%
42	DIMENSIONAL ETF TRUST	25434V807	209,047	$8.2M	0.29%
43	VANGUARD TAX-MANAGED FDS	921943858	145,755	$7.4M	0.26%
44	ALPHABET INC	GOOG	43,632	$6.8M	0.24%
45	ISHARES TR	46429B689	86,685	$6.8M	0.23%
46	DIMENSIONAL ETF TRUST	25434V500	112,988	$6.8M	0.23%
47	META PLATFORMS INC	META	11,442	$6.6M	0.23%
48	NEW YORK LIFE INVESTMENTS ET	45409B107	206,742	$6.5M	0.22%
49	JPMORGAN CHASE & CO.	VYLD	26,253	$6.4M	0.22%
50	BERKSHIRE HATHAWAY INC DEL	BRK-A	8	$6.4M	0.22%
51	ISHARES TR	464287598	33,800	$6.4M	0.22%
52	TCW ETF TRUST	29287L106	93,543	$6.1M	0.21%
53	AMAZON COM INC	AMZN	30,691	$5.8M	0.20%
54	PROCTER AND GAMBLE CO	742718109	32,287	$5.5M	0.19%
55	SCHWAB STRATEGIC TR	808524201	231,762	$5.1M	0.18%
56	CINCINNATI FINL CORP	172062101	33,249	$4.9M	0.17%
57	VANGUARD INTL EQUITY INDEX F	922042858	108,327	$4.9M	0.17%
58	ISHARES TR	464287465	55,770	$4.6M	0.16%
59	VANGUARD INDEX FDS	922908736	11,951	$4.4M	0.15%
60	NEW YORK LIFE INVESTMENTS ET	45409B800	125,647	$4.3M	0.15%
61	ISHARES TR	464287846	29,744	$4.0M	0.14%
62	ISHARES TR	464287507	67,878	$4.0M	0.14%
63	ISHARES TR	464288273	57,260	$3.6M	0.13%
64	INVESCO EXCHANGE TRADED FD T	IVZ	20,835	$3.6M	0.13%
65	ISHARES TR	464287614	9,883	$3.6M	0.12%
66	ISHARES TR	464287804	33,818	$3.5M	0.12%
67	ISHARES TR	464287671	27,787	$3.5M	0.12%
68	VANGUARD INDEX FDS	922908637	13,624	$3.5M	0.12%
69	JOHNSON & JOHNSON	JNJ	20,992	$3.5M	0.12%
70	VANGUARD INDEX FDS	922908553	37,436	$3.4M	0.12%
71	ISHARES TR	464287499	39,454	$3.4M	0.12%
72	VANGUARD SCOTTSDALE FDS	92206C714	40,191	$3.3M	0.12%
73	ROYAL BK CDA	780087102	28,352	$3.2M	0.11%
74	WISDOMTREE TR	WT	40,224	$3.2M	0.11%
75	EXXON MOBIL CORP	XOM	25,986	$3.1M	0.11%
76	TJX COS INC NEW	872540109	25,096	$3.1M	0.11%
77	ISHARES TR	464287150	23,425	$2.9M	0.10%
78	PEPSICO INC	PEP	18,943	$2.8M	0.10%
79	ORACLE CORP	ORCL-PD	20,066	$2.8M	0.10%
80	NVIDIA CORPORATION	NVDA	25,808	$2.8M	0.10%
81	TRANSDIGM GROUP INC	TDG	2,020	$2.8M	0.10%
82	INVESCO QQQ TR	IVZ	5,893	$2.8M	0.10%
83	BILL HOLDINGS INC	BILL	59,597	$2.7M	0.09%
84	VANGUARD ADMIRAL FDS INC	921932778	32,252	$2.7M	0.09%
85	ABBOTT LABS	ABLZF	19,260	$2.6M	0.09%
86	CHEVRON CORP NEW	CVX	14,976	$2.5M	0.09%
87	VANGUARD BD INDEX FDS	92203C303	47,845	$2.4M	0.08%
88	ISHARES TR	46435G532	31,677	$2.3M	0.08%
89	QUALCOMM INC	QCOM	14,602	$2.2M	0.08%
90	UNITEDHEALTH GROUP INC	UNH	4,217	$2.2M	0.08%
91	ISHARES TR	464288679	19,723	$2.2M	0.08%
92	SPDR SER TR	78464A763	15,564	$2.1M	0.07%
93	HOME DEPOT INC	HD	5,680	$2.1M	0.07%
94	SCHWAB CHARLES CORP	SCHW-PJ	25,932	$2.0M	0.07%
95	COSTCO WHSL CORP NEW	22160K105	2,131	$2.0M	0.07%
96	ISHARES TR	464288257	17,024	$2.0M	0.07%
97	ISHARES TR	464287234	44,319	$1.9M	0.07%
98	UNION PAC CORP	UNP	8,041	$1.9M	0.07%
99	ABBVIE INC	ABBV	8,503	$1.8M	0.06%
100	TESLA INC	TSLA	6,810	$1.8M	0.06%
101	PAYCHEX INC	PAYX	11,321	$1.7M	0.06%
102	BROADCOM INC	AVGO	10,345	$1.7M	0.06%
103	SPDR S&P MIDCAP 400 ETF TR	MDY	3,221	$1.7M	0.06%
104	VANGUARD INTL EQUITY INDEX F	922042676	42,303	$1.7M	0.06%
105	MASTERCARD INCORPORATED	MA	3,107	$1.7M	0.06%
106	SCHWAB STRATEGIC TR	808524102	77,840	$1.7M	0.06%
107	VISA INC	V	4,665	$1.6M	0.06%
108	WELLS FARGO CO NEW	949746101	21,881	$1.6M	0.05%
109	LOWES COS INC	548661107	6,626	$1.5M	0.05%
110	VANGUARD WHITEHALL FDS	921946406	11,919	$1.5M	0.05%
111	BANK AMERICA CORP	060505104	36,825	$1.5M	0.05%
112	DISNEY WALT CO	254687106	14,819	$1.5M	0.05%
113	SALESFORCE INC	CRM	5,432	$1.5M	0.05%
114	ISHARES TR	464287481	12,313	$1.4M	0.05%
115	RTX CORPORATION	RTX	10,886	$1.4M	0.05%
116	SCHWAB STRATEGIC TR	808524797	50,373	$1.4M	0.05%
117	ISHARES INC	464286533	24,080	$1.4M	0.05%
118	ISHARES TR	464288570	13,494	$1.4M	0.05%
119	AMGEN INC	AMGN	4,364	$1.4M	0.05%
120	MERCK & CO INC	MRK	15,094	$1.4M	0.05%
121	TRANE TECHNOLOGIES PLC	TT	4,004	$1.3M	0.05%
122	NETFLIX INC	NFLX	1,441	$1.3M	0.05%
123	SCHWAB STRATEGIC TR	808524508	49,695	$1.3M	0.05%
124	ISHARES TR	464289875	29,629	$1.3M	0.05%
125	VANGUARD INDEX FDS	922908595	4,972	$1.3M	0.04%
126	AMERICAN EXPRESS CO	AXP	4,629	$1.2M	0.04%
127	SCHWAB STRATEGIC TR	808524409	46,166	$1.2M	0.04%
128	GENERAL DYNAMICS CORP	GD	4,495	$1.2M	0.04%
129	INTERNATIONAL BUSINESS MACHS	INTR	4,846	$1.2M	0.04%
130	3M CO	MMM	8,191	$1.2M	0.04%
131	SILGAN HLDGS INC	SLGN	23,145	$1.2M	0.04%
132	WALMART INC	WMT	13,459	$1.2M	0.04%
133	SPDR GOLD TR	GLD	4,026	$1.2M	0.04%
134	CISCO SYS INC	CSCO	18,631	$1.1M	0.04%
135	ISHARES TR	46435U549	24,185	$1.1M	0.04%
136	DIMENSIONAL ETF TRUST	25434V765	39,901	$1.1M	0.04%
137	MARATHON PETE CORP	MARA	7,248	$1.1M	0.04%
138	COCA COLA CO	KO	14,500	$1.0M	0.04%
139	GE AEROSPACE	369604301	5,187	$1.0M	0.04%
140	VANGUARD INDEX FDS	922908629	3,981	$1.0M	0.04%
141	DANAHER CORPORATION	235851102	4,810	$985,994	0.03%
142	SIMON PPTY GROUP INC NEW	828806109	5,851	$971,710	0.03%
143	VANGUARD SCOTTSDALE FDS	92206C102	15,714	$922,255	0.03%
144	ACCENTURE PLC IRELAND	ACN	2,936	$916,149	0.03%
145	ADOBE INC	ADBE	2,365	$907,048	0.03%
146	ISHARES TR	464287648	3,486	$890,777	0.03%
147	RESTAURANT BRANDS INTL INC	76131D103	13,085	$871,984	0.03%
148	SOLENO THERAPEUTICS INC	SLNO	12,128	$866,546	0.03%
149	US BANCORP DEL	USB-PS	20,119	$849,424	0.03%
150	THERMO FISHER SCIENTIFIC INC	TMO	1,691	$841,443	0.03%
151	CATERPILLAR INC	CAT	2,545	$839,544	0.03%
152	ISHARES TR	464287168	6,251	$839,448	0.03%
153	ISHARES TR	46434V621	13,463	$831,744	0.03%
154	DOCUSIGN INC	DOCU	10,114	$823,279	0.03%
155	ISHARES TR	464287408	4,250	$810,023	0.03%
156	COMCAST CORP NEW	CCZ	21,482	$792,686	0.03%
157	ISHARES TR	464288802	6,868	$788,927	0.03%
158	VANGUARD BD INDEX FDS	921937827	9,784	$765,891	0.03%
159	CANADIAN PACIFIC KANSAS CITY	CP	10,816	$759,391	0.03%
160	PFIZER INC	PFE	29,127	$738,079	0.03%
161	SPDR INDEX SHS FDS	78463X426	12,092	$697,362	0.02%
162	ISHARES TR	46434V613	15,108	$696,176	0.02%
163	ISHARES TR	46434V647	28,296	$686,461	0.02%
164	VANGUARD SCOTTSDALE FDS	92206C409	8,587	$677,857	0.02%
165	KINDER MORGAN INC DEL	EP-PC	23,738	$677,246	0.02%
166	VANECK ETF TRUST	92189F726	4,237	$666,607	0.02%
167	TEMPUS AI INC	TEM	13,693	$660,550	0.02%
168	SELECT SECTOR SPDR TR	81369Y803	3,084	$636,785	0.02%
169	VANGUARD INDEX FDS	922908652	3,680	$633,917	0.02%
170	ISHARES TR	464287457	7,473	$618,240	0.02%
171	FEDEX CORP	FDX	2,525	$615,575	0.02%
172	ISHARES TR	464287887	4,901	$610,175	0.02%
173	MCDONALDS CORP	MCD	1,929	$602,453	0.02%
174	DIMENSIONAL ETF TRUST	25434V831	18,106	$600,033	0.02%
175	VANGUARD INDEX FDS	922908512	3,672	$589,503	0.02%
176	VANGUARD INDEX FDS	922908538	2,398	$586,647	0.02%
177	VANGUARD INTL EQUITY INDEX F	922042742	5,019	$581,954	0.02%
178	CONOCOPHILLIPS	COP	5,466	$574,039	0.02%
179	GOLDMAN SACHS GROUP INC	GSCE	1,025	$559,948	0.02%
180	ISHARES TR	464287705	4,589	$549,442	0.02%
181	VANGUARD WORLD FD	92204A801	2,890	$545,661	0.02%
182	ELI LILLY & CO	LLY	656	$541,987	0.02%
183	HUNTINGTON BANCSHARES INC	HBANP	36,036	$540,902	0.02%
184	VANGUARD SCOTTSDALE FDS	92206C706	9,056	$537,927	0.02%
185	ISHARES TR	464289859	6,978	$533,847	0.02%
186	NEXTERA ENERGY INC	NEE-PW	7,472	$529,690	0.02%
187	INVESCO EXCH TRADED FD TR II	IVZ	7,014	$524,086	0.02%
188	CAPITAL ONE FINL CORP	14040H105	2,911	$521,942	0.02%
189	PROSHARES TR	74348A467	5,092	$520,301	0.02%
190	DEERE & CO	DE	1,064	$499,388	0.02%
191	ESAB CORPORATION	ESAB	4,236	$493,496	0.02%
192	STARBUCKS CORP	SBUX	4,950	$485,526	0.02%
193	VANGUARD STAR FDS	921909768	7,806	$484,730	0.02%
194	BRISTOL-MYERS SQUIBB CO	CELG-RI	7,729	$471,373	0.02%
195	DUKE ENERGY CORP NEW	DUKB	3,817	$465,622	0.02%
196	ISHARES GOLD TR	IAU	7,656	$451,397	0.02%
197	HONEYWELL INTL INC	438516106	2,097	$444,042	0.02%
198	WASTE MGMT INC DEL	94106L109	1,918	$444,036	0.02%
199	APPLIED MATLS INC	038222105	3,055	$443,342	0.02%
200	ISHARES TR	464288448	13,656	$423,609	0.01%
201	CHARTER COMMUNICATIONS INC N	16119P108	1,128	$415,703	0.01%
202	AMERICAN CENTY ETF TR	025072885	4,493	$415,063	0.01%
203	ISHARES TR	464288661	3,455	$408,156	0.01%
204	ISHARES TR	464288646	7,764	$406,601	0.01%
205	SCHWAB STRATEGIC TR	808524300	16,173	$404,964	0.01%
206	SCHWAB STRATEGIC TR	808524839	17,356	$401,963	0.01%
207	ISHARES TR	46436E718	3,928	$395,407	0.01%
208	MORGAN STANLEY	MS-PQ	3,366	$392,677	0.01%
209	PALO ALTO NETWORKS INC	PANW	2,293	$391,277	0.01%
210	TRUIST FINL CORP	89832Q109	9,460	$389,280	0.01%
211	T-MOBILE US INC	TMUSZ	1,452	$387,264	0.01%
212	ECOLAB INC	ECL	1,519	$385,097	0.01%
213	BLACKROCK INC	BLK	404	$382,377	0.01%
214	VERIZON COMMUNICATIONS INC	VZ	8,398	$380,954	0.01%
215	JFROG LTD	FROG	11,742	$375,744	0.01%
216	AUTOMATIC DATA PROCESSING IN	ADP	1,227	$374,998	0.01%
217	AMERICAN CENTY ETF TR	025072703	5,570	$369,124	0.01%
218	ISHARES TR	46432F339	2,145	$366,559	0.01%
219	NOVO-NORDISK A S	NONOF	5,259	$365,184	0.01%
220	DIMENSIONAL ETF TRUST	25434V849	7,486	$356,109	0.01%
221	ISHARES TR	464288513	4,388	$346,169	0.01%
222	DIREXION SHS ETF TR	25460E869	29,790	$345,266	0.01%
223	RLJ LODGING TR	RLJ-PA	13,980	$341,112	0.01%
224	CLOUDFLARE INC	NET	3,010	$339,197	0.01%
225	VANGUARD ADMIRAL FDS INC	921932505	1,010	$337,825	0.01%
226	JEFFERIES FINL GROUP INC	47233W109	6,135	$328,653	0.01%
227	GE VERNOVA INC	GEV	1,074	$327,870	0.01%
228	SERVICENOW INC	NOW	411	$327,212	0.01%
229	DOMINION ENERGY INC	D	5,811	$325,823	0.01%
230	GSK PLC	GLAXF	8,241	$319,256	0.01%
231	SPDR DOW JONES INDL AVERAGE	78467X109	758	$318,269	0.01%
232	ISHARES TR	464287473	2,458	$309,635	0.01%
233	MEDTRONIC PLC	MDT	3,406	$306,064	0.01%
234	ISHARES TR	46429B663	2,517	$304,859	0.01%
235	BECTON DICKINSON & CO	BDX	1,330	$304,651	0.01%
236	AMERICAN INTL GROUP INC	026874784	3,503	$304,551	0.01%
237	LOCKHEED MARTIN CORP	LMT	676	$301,975	0.01%
238	SPDR SER TR	78464A607	3,035	$300,829	0.01%
239	TOTALENERGIES SE	TTE	4,582	$296,410	0.01%
240	INTEL CORP	INTC	12,882	$292,556	0.01%
241	PARKER-HANNIFIN CORP	PH	474	$288,122	0.01%
242	PHILIP MORRIS INTL INC	718172109	1,802	$286,030	0.01%
243	SPDR INDEX SHS FDS	78463X863	11,657	$285,363	0.01%
244	NUSHARES ETF TR	NU	9,622	$281,444	0.01%
245	BLACKSTONE INC	BX	1,996	$279,000	0.01%
246	LINDE PLC	LIN	592	$275,659	0.01%
247	SPDR SER TR	78464A854	4,145	$272,575	0.01%
248	MCKESSON CORP	MCK	405	$272,562	0.01%
249	METLIFE INC	MET-PF	3,336	$267,847	0.01%
250	BOX INC	BXCAP	8,600	$265,396	0.01%
251	THE CIGNA GROUP	125523100	801	$263,529	0.01%
252	VANGUARD WORLD FD	92204A504	986	$261,037	0.01%
253	2023 ETF SERIES TRUST II	90139K100	8,304	$259,583	0.01%
254	GALLAGHER ARTHUR J & CO	363576109	746	$257,548	0.01%
255	GENERAL MLS INC	370334104	4,303	$257,277	0.01%
256	INTERCONTINENTAL EXCHANGE IN	45866F104	1,490	$257,027	0.01%
257	SELECT SECTOR SPDR TR	81369Y886	3,181	$250,822	0.01%
258	NOVARTIS AG	NVSEF	2,244	$250,161	0.01%
259	CHUBB LIMITED	CB	828	$250,050	0.01%
260	BOOKING HOLDINGS INC	BKNG	54	$248,773	0.01%
261	INTUIT	INTU	403	$247,621	0.01%
262	S&P GLOBAL INC	SPGI	487	$247,444	0.01%
263	DIMENSIONAL ETF TRUST	25434V401	4,078	$246,637	0.01%
264	VANGUARD CALIF TAX FREE FDS	922021605	2,500	$246,000	0.01%
265	AMERICAN CENTY ETF TR	025072604	4,083	$245,674	0.01%
266	ENBRIDGE INC	ENNPF	5,437	$240,914	0.01%
267	NATIONAL FUEL GAS CO	NFG	3,028	$239,787	0.01%
268	FLEXSHARES TR	FLEX	3,756	$239,633	0.01%
269	VANGUARD INTL EQUITY INDEX F	922042874	3,311	$232,473	0.01%
270	AT&T INC	T-PC	8,211	$232,194	0.01%
271	REGENERON PHARMACEUTICALS	REGN	364	$230,858	0.01%
272	ILLINOIS TOOL WKS INC	452308109	929	$230,401	0.01%
273	AFFIRM HLDGS INC	AFRM	5,062	$228,752	0.01%
274	AMERICAN CENTY ETF TR	025072877	2,613	$227,776	0.01%
275	ISHARES TR	464288158	2,148	$226,829	0.01%
276	NIKE INC	NKE	3,550	$225,353	0.01%
277	BOEING CO	BA-PA	1,315	$224,345	0.01%
278	VANGUARD WORLD FD	921910816	714	$220,591	0.01%
279	ELEVANCE HEALTH INC	ELV	502	$218,350	0.01%
280	EATON CORP PLC	ETN	800	$217,466	0.01%
281	SCHWAB STRATEGIC TR	808524771	8,982	$212,066	0.01%
282	DIMENSIONAL ETF TRUST	25434V823	8,657	$205,777	0.01%
283	SPDR INDEX SHS FDS	78463X871	6,294	$201,156	0.01%
284	CALIFORNIA BANCORP	BCAL	13,912	$199,359	0.01%
285	NOKIA CORP	NOKBF	24,013	$126,548	0.00%
286	GOLDMAN SACHS BDC INC	GSBD	10,500	$122,115	0.00%
287	MONROE CAP CORP	MRCC	14,000	$109,200	0.00%
288	AMBEV SA	ABEV	26,502	$61,750	0.00%