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Disclosed positions
Aspirean Wealth, LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- ITOT
- Class
- CORE S&P TTL STK
- Reported value
- $40,154,485
- Reported amount
- 244,442
- 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: 0001172661-26-003134Open 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 | ITOT | CORE S&P TTL STK | $40,154,485 | 244,442 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $15,976,405 | 179,490 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $12,744,754 | 216,086 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $10,120,072 | 122,164 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $5,797,793 | 115,425 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $5,263,349 | 110,227 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $3,232,682 | 4,385 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $2,936,349 | 37,689 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $2,841,017 | 31,850 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $2,021,020 | 19,612 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $2,015,361 | 37,308 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $1,658,569 | 23,728 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $547,927 | 1,095 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $543,531 | 1,794 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $467,385 | 8,496 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $281,317 | 3,433 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $276,490 | 3,358 | SH | None |
| TIDAL TRUST III | AIS | VIST ARTI IN ETF | $269,834 | 3,163 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $239,400 | 1,928 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $208,462 | 6,262 | 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.