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Disclosed positions
ASPIRIANT, LLC: source evidence dated 2026-07-21T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $644,543,630
- Reported amount
- 860,648
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002689Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $644,543,630 | 860,648 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $424,153,469 | 1,745,538 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $405,961,903 | 3,685,507 | SH | None |
| ISHARES INC | ACWV | MSCI GBL MIN VOL | $292,499,041 | 2,432,810 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $225,993,808 | 955,047 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $216,119,045 | 4,272,813 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $124,467,167 | 181,177 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $97,611,885 | 1,010,674 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $88,505,643 | 1,068,386 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $81,225,830 | 1,061,079 | SH | None |
| APPLE INC | AAPL | COM | $80,475,851 | 278,110 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $47,524,912 | 116,055 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $43,438,018 | 58,166 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $40,094,263 | 546,151 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $38,899,009 | 707,126 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $38,251,018 | 103,363 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $37,936,525 | 833,949 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $36,499,447 | 72,942 | SH | None |
| ISHARES TR | AOR | CORE 60 BALA ETF | $35,816,589 | 515,345 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOV | SMLCP 600 VAL | $34,733,536 | 296,032 | SH | None |
| ISHARES TR | CRBN | LOW CA OP MS ETF | $31,044,632 | 122,719 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $30,171,183 | 280,348 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $27,783,327 | 331,741 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $27,424,584 | 90,467 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $26,808,541 | 727,702 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $26,116,710 | 263,856 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $25,827,783 | 72,268 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $21,537,368 | 98,826 | SH | None |
| SCHWAB STRATEGIC TR | FNDE | FUND EM EQUI ETF | $21,389,048 | 539,037 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $20,909,528 | 432,596 | SH | None |
| TCW ETF TRUST | PWRD | TRANS SYSTE ETF | $19,954,072 | 162,280 | SH | None |
| WISDOMTREE TR | DEM | EMER MKT HIGH FD | $19,409,740 | 360,842 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $17,893,065 | 251,128 | SH | None |
| MICROSOFT CORP | MSFT | COM | $17,779,333 | 47,661 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $17,567,854 | 79,419 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $16,496,029 | 54,901 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $15,088,213 | 281,444 | SH | None |
| TCW ETF TRUST | VOTE | TRANSFRM 500 ETF | $14,778,984 | 167,619 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $14,582,706 | 94,513 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $14,535,612 | 275,501 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $14,446,150 | 40,883 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $14,203,771 | 320,192 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $13,163,122 | 188,313 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $12,290,361 | 102,831 | SH | None |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $12,152,246 | 126,165 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $10,674,244 | 197,598 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $10,350,533 | 116,285 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $10,025,776 | 130,018 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $9,717,834 | 65,523 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $9,680,152 | 162,170 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.