ASPIRIANT, LLC

CIK 1433541 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $3.5B
every reported holding for this filer and quarter, including ones with no disclosed value: 338
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 37
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: CORE S&P500 ETF · position key `pos:10307` · issuer key `iss:1012`	ADD	+$2.3M	+33,997	$430M	$432M	627,909	661,906
—	share class as filed: SM CP VAL ETF · position key `pos:16562` · issuer key `iss:2483`	ADD	+$34.7M	+118,821	$343M	$378M	1,620,708	1,739,529
—	share class as filed: CORE S&P US VLU · position key `pos:11640` · issuer key `iss:1012`	ADD	+$9.3M	+100,859	$367M	$377M	3,582,196	3,683,055
—	share class as filed: MSCI GBL MIN VOL · position key `sid:sec:prov:93673132b7011a41d94f86fefb9a34ca` · issuer key `cusip6:464286`	ADD	+$5.7M	+32,332	$286M	$291M	2,406,100	2,438,432
—	share class as filed: TAX EXEMPT BD · position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907`	TRIM	−$5.2M	−70,098	$216M	$211M	4,304,051	4,233,953
—	share class as filed: DIV APP ETF · position key `pos:16249` · issuer key `iss:2476`	ADD	−$4.3M	+1,122	$210M	$205M	954,027	955,149
—	share class as filed: S&P 500 ETF SHS · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	−$4.8M	+959	$113M	$108M	180,170	181,129
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$7.4M	+71,182	$81.9M	$89.3M	915,576	986,758
—	share class as filed: EAFE VALUE ETF · position key `pos:12549` · issuer key `iss:1013`	TRIM	+$1.6M	−21,375	$77.9M	$79.5M	1,090,928	1,069,553
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	ADD	+$4.0M	+19,466	$70.8M	$74.8M	1,052,887	1,072,353
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$8.0M	−11,546	$77.0M	$68.9M	283,200	271,654
—	share class as filed: RUS 1000 ETF · position key `pos:12858` · issuer key `iss:1012`	TRIM	−$2.5M	−1,620	$42.7M	$40.2M	114,328	112,708
—	share class as filed: TOTAL BND MRKT · position key `pos:17965` · issuer key `iss:2477`	ADD	+$868K	+14,859	$39.0M	$39.8M	526,032	540,891
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$2.4M	−734	$40.8M	$38.4M	59,832	59,098
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	ADD	+$929K	+5,301	$34.5M	$35.5M	68,717	74,018
—	share class as filed: US MKTWIDE VALUE · position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V`	TRIM	+$864K	−9,884	$33.5M	$34.3M	718,099	708,215
—	share class as filed: TOTAL BD ETF · position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188`	ADD	+$326K	+13,927	$33.9M	$34.2M	735,702	749,629
—	share class as filed: CORE 60/40 BALAN · position key `sid:sec:prov:1ca2d64400ecaae8ebb48163bf36057b` · issuer key `cusip6:464289`	ADD	+$1.5M	+28,095	$31.3M	$32.8M	481,329	509,424
—	share class as filed: SMLCP 600 VAL · position key `sid:sec:prov:8bc4722db42007a88a0b755aa53cf687` · issuer key `cusip6:921932`	TRIM	+$743K	−4,886	$30.5M	$31.2M	311,630	306,744
—	share class as filed: NATIONAL MUN ETF · position key `pos:16556` · issuer key `iss:1013`	TRIM	−$1.8M	−13,918	$32.4M	$30.7M	302,809	288,891

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 50

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: WORLD EX US CORE · position key `sid:sec:prov:fe863a92c085dbd45400c9c6e3316425` · issuer key `cusip6:25434V`	NO CHANGE	+$902K	$23.8M	$24.7M	727,702	727,702
—	share class as filed: VNG RUS1000VAL · position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `iss:2482`	NO CHANGE	+$104K	$6.7M	$6.8M	72,300	72,300
—	share class as filed: ESG MSCI KLD 400 · position key `pos:14349` · issuer key `iss:1013`	NO CHANGE	−$419K	$7.1M	$6.6M	54,846	54,846
—	share class as filed: CORE S&P TTL STK · position key `pos:11463` · issuer key `iss:1012`	NO CHANGE	−$252K	$6.0M	$5.7M	40,235	40,235
—	share class as filed: ESG OPTIMIZED · position key `pos:10919` · issuer key `iss:1013`	NO CHANGE	−$304K	$5.9M	$5.5M	42,007	42,007
—	share class as filed: DOW JONES US ETF · position key `pos:15122` · issuer key `iss:1012`	NO CHANGE	−$219K	$4.9M	$4.7M	29,744	29,744
—	share class as filed: CORE S&P US GWT · position key `pos:11834` · issuer key `iss:1012`	NO CHANGE	−$357K	$4.7M	$4.3M	27,787	27,787
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
—	share class as filed: US BRD MKT ETF · position key `pos:15909` · issuer key `iss:1633`	NO CHANGE	−$90.1K	$2.1M	$2.0M	79,715	79,715
—	share class as filed: ESG AWARE MSCI · position key `sid:sec:prov:b5c47f039d2476f11c490f58ad8fe617` · issuer key `cusip6:46435U`	NO CHANGE	+$42.0K	$1.9M	$1.9M	40,343	40,343
—	share class as filed: SML CP GRW ETF · position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `iss:2483`	NO CHANGE	+$664	$1.4M	$1.4M	4,683	4,683
—	share class as filed: INTL HIGH PROFIT · position key `sid:sec:prov:f25d12eac7693e7339f8a3d88399ae08` · issuer key `cusip6:25434V`	NO CHANGE	+$22.1K	$1.3M	$1.3M	39,901	39,901
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:69c5e03af28a120595e1dd6bcc4d7b6e` · issuer key `cusip6:78463X`	NO CHANGE	+$38.7K	$800K	$839K	12,092	12,092
—	share class as filed: S&P SML 600 GWT · position key `pos:17806` · issuer key `iss:1012`	NO CHANGE	+$20.1K	$798K	$818K	5,653	5,653
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ISHARES NEW · position key `pos:11871` · issuer key `iss:1011`	NO CHANGE	+$64.6K	$750K	$815K	9,239	9,239
—	share class as filed: EXTEND MKT ETF · position key `pos:13780` · issuer key `iss:2483`	NO CHANGE	−$12.2K	$770K	$757K	3,680	3,680
—	share class as filed: ESG AW MSCI EAFE · position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G`	NO CHANGE	+$4.2K	$750K	$754K	7,883	7,883
—	share class as filed: S&P ULTRA DIVIDE · position key `sid:sec:prov:00fe8e5a36a19c96715828aa0ad64750` · issuer key `iss:2404`	NO CHANGE	+$48.6K	$699K	$748K	13,430	13,430
—	share class as filed: COM · position key `sid:sec:prov:306a1219dc3e80453ba2cb392e4281b0` · issuer key `cusip6:697947`	NO CHANGE	+$117K	$613K	$729K	5,852	5,852
—	share class as filed: MCAP VL IDXVIP · position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `iss:2483`	NO CHANGE	+$26.6K	$683K	$709K	3,849	3,849
—	share class as filed: US HIGH PROFITAB · position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V`	NO CHANGE	−$22.0K	$658K	$636K	17,299	17,299
—	share class as filed: SELECT LARGE CAP · position key `sid:sec:prov:cef965fd73deeb849e69d0a2d52c7c35` · issuer key `cusip6:05528C`	NO CHANGE	−$45.1K	$660K	$615K	40,965	40,965
—	share class as filed: S&P MC 400VL ETF · position key `pos:16414` · issuer key `iss:1012`	NO CHANGE	+$3.6K	$523K	$527K	3,976	3,976
—	share class as filed: S&P500 LOW VOL · position key `sid:sec:prov:6d0050e035d8d64a730c529e5e172d4f` · issuer key `iss:2403`	NO CHANGE	+$12.1K	$501K	$513K	7,014	7,014
—	share class as filed: US EQT ETF · position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072`	NO CHANGE	−$2.7K	$502K	$500K	4,493	4,493
—	share class as filed: S&P 500 DV ARIST · position key `sid:sec:prov:2293e5cc92fd9a725cb1495d0f85f49b` · issuer key `cusip6:74348A`	NO CHANGE	+$8.9K	$479K	$488K	4,606	4,606
—	share class as filed: US MID-CAP ETF · position key `pos:16793` · issuer key `iss:1633`	NO CHANGE	+$12.5K	$423K	$436K	14,067	14,067
—	share class as filed: INTL EQT ETF · position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072`	NO CHANGE	+$12.9K	$421K	$434K	5,112	5,112
—	share class as filed: ESG AWR MSCI EM · position key `pos:16400` · issuer key `iss:1016`	NO CHANGE	+$12.1K	$411K	$423K	9,300	9,300
—	share class as filed: COM · position key `sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7` · issuer key `cusip6:834203`	NO CHANGE	−$155K	$562K	$406K	12,128	12,128
—	share class as filed: NUVEEN ESG EMRGN · position key `sid:sec:prov:ab52bf5c31c9dc15ea77df6ea19703a3` · issuer key `cusip6:67092P`	NO CHANGE	+$11.1K	$342K	$354K	9,622	9,622
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X`	NO CHANGE	+$9.4K	$338K	$347K	7,604	7,604
—	share class as filed: US AGGREGATE B · position key `pos:13824` · issuer key `iss:1633`	NO CHANGE	−$2.2K	$348K	$345K	14,874	14,874
—	share class as filed: CUM CONV PFD A · position key `sid:sec:prov:3154ae7baa8b1aa48f4627ccd1635183` · issuer key `cusip6:74965L`	NO CHANGE	−$11.2K	$348K	$337K	13,980	13,980
—	share class as filed: FTSE EUROPE ETF · position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `iss:2480`	NO CHANGE	−$4.7K	$336K	$332K	4,023	4,023
—	share class as filed: AVANTIS EMGMKT · position key `sid:sec:prov:e67b261774c0e9784350215e4188de1c` · issuer key `cusip6:025072`	NO CHANGE	+$14.5K	$314K	$329K	4,083	4,083
—	share class as filed: CORE 30/70 CONSE · position key `sid:sec:prov:323c9bbbba389b3ec6f6363ea6b77702` · issuer key `cusip6:464289`	NO CHANGE	−$1.9K	$323K	$322K	8,060	8,060
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:9c65b98e52d99cee0cf91bfc92f3a44c` · issuer key `cusip6:78463X`	NO CHANGE	−$16.1K	$326K	$310K	11,657	11,657
—	share class as filed: STATE STREET SPD · position key `pos:16035` · issuer key `iss:1602`	NO CHANGE	+$8.3K	$298K	$306K	3,035	3,035
—	share class as filed: DAILY S&P 500 BE · position key `sid:sec:prov:5b6ef55997d0480754ce695fa5702beb` · issuer key `cusip6:25460E`	NO CHANGE	+$15.5K	$281K	$296K	29,790	29,790
—	share class as filed: US QUALITY CAP · position key `sid:sec:prov:0225a3309225276cf6e7202530b44c24` · issuer key `cusip6:33939L`	NO CHANGE	−$10.6K	$304K	$294K	3,756	3,756
—	share class as filed: US EQUITY MARKET · position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V`	NO CHANGE	−$13.3K	$302K	$289K	4,078	4,078
—	share class as filed: PARTNERSHIP UNIT · position key `pos:12868` · issuer key `iss:2060`	NO CHANGE	+$48.5K	$231K	$279K	8,561	8,561
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:3a2de66daf3bb5bb1372492622dfa328` · issuer key `cusip6:78463X`	NO CHANGE	+$8.6K	$257K	$266K	6,294	6,294
—	share class as filed: FTSE PACIFIC ETF · position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `iss:2480`	NO CHANGE	+$19.1K	$236K	$255K	2,611	2,611
—	share class as filed: TAX EXEMPT BD FD · position key `sid:sec:prov:026b9a5ba65b32d2a2abceb0daea5979` · issuer key `cusip6:922021`	NO CHANGE	−$3.0K	$254K	$251K	2,530	2,530
—	share class as filed: COM · position key `sid:sec:prov:890a8616281fb73812034ec6a97cf9ab` · issuer key `cusip6:84252A`	NO CHANGE	−$13.2K	$260K	$247K	13,912	13,912
—	share class as filed: FUNDAMENTAL US L · position key `pos:14444` · issuer key `iss:1633`	NO CHANGE	+$5.2K	$223K	$228K	8,199	8,199
—	share class as filed: S&P500 EQL TEC · position key `pos:17416` · issuer key `iss:1000`	NO CHANGE	−$1.2K	$227K	$226K	4,986	4,986
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12682` · issuer key `iss:1998`	NO CHANGE	−$41.0K	$157K	$116K	20,000	20,000

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

215 issuers · 338 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

29 positions · 29 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$432M	661,906
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$377M	3,683,055
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$40.2M	112,708
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$22.3M	224,361
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$15.1M	79,883
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$13.8M	55,730
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$9.1M	135,119
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$8.3M	85,649
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$8.0M	64,541
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$7.8M	36,521
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$7.4M	19,857
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$5.7M	40,235
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$4.7M	29,744
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$4.3M	27,787
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$3.8M	45,441
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$3.6M	36,928
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.7M	6,245
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.0M	35,362
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.2M	9,618
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$1.2M	10,651
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.1M	3,634
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$947K	6,255
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$936K	4,432
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$818K	5,653
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$553K	1,683
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$527K	3,976
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$526K	4,766
ISHARES TR · U.S. ENERGY ETF CUSIP — src ↗	$237K	3,654
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$232K	1,591

ticker not yet mapped

$976M

5,436,985

27.8%

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$378M	1,739,529
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$108M	181,129
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$30.3M	94,327
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$23.1M	88,362
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$19.5M	99,384
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$5.4M	12,334
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$4.3M	14,448
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$3.3M	37,162
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$1.7M	5,897
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$1.4M	4,683
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$757K	3,680
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$709K	3,849
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$470K	1,828

ticker not yet mapped

$577M

2,286,612

16.4%

—

ISHARES INC

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI GBL MIN VOL CUSIP 464286525 src ↗	$291M	2,438,432
ISHARES INC · MSCI EMERG MRKT CUSIP 464286533 src ↗	$1.2M	19,188
ISHARES INC · MSCI SWITZERLAND CUSIP 464286749 src ↗	$269K	4,580
ISHARES INC · MSCI WORLD ETF CUSIP 464286392 src ↗	$212K	1,176

ticker not yet mapped

$293M

2,463,376

8.3%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$211M

4,233,953

6.0%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$205M

955,149

5.9%

—

ISHARES TR

11 positions · 11 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$79.5M	1,069,553
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$30.7M	288,891
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$6.6M	54,846
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$5.5M	42,007
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$3.6M	46,145
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$2.4M	17,243
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$2.0M	17,831
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$588K	13,821
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$533K	6,705
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$408K	3,659
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$347K	6,604

ticker not yet mapped

$132M

1,567,305

3.8%

—

DIMENSIONAL ETF TRUST

11 positions · 11 reported rows

Rows ASPIRIANT, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$34.3M	708,215
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$24.7M	727,702
DIMENSIONAL ETF TRUST · NATL MUN BD ETF CUSIP 25434V849 src ↗	$20.5M	428,736
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$12.4M	320,184
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$11.8M	188,313
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$10.9M	205,792
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$8.2M	114,934
DIMENSIONAL ETF TRUST · INTL HIGH PROFIT CUSIP 25434V765 src ↗	$1.3M	39,901
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$636K	17,299
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$289K	4,078
DIMENSIONAL ETF TRUST · INTL CORE EQT MK CUSIP 25434V203 src ↗	$267K	6,863

ticker not yet mapped

$125M

2,762,017

3.6%

—

ISHARES TR

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$89.3M	986,758
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$417K	2,175

ticker not yet mapped

$89.7M

988,933

2.6%

—

ISHARES INC

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$74.8M	1,072,353
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$423K	9,300

ticker not yet mapped

$75.2M

1,081,653

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$68.9M

271,654

2.0%

—

VANGUARD INTL EQUITY INDEX F

7 positions · 7 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$25.0M	332,975
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$13.6M	92,943
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$8.1M	150,691
VANGUARD INTL EQUITY INDEX F · GLB EX US ETF CUSIP 922042676 src ↗	$1.8M	40,018
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$775K	5,601
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$332K	4,023
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$255K	2,611

ticker not yet mapped

$49.8M

628,862

1.4%

—

SCHWAB STRATEGIC TR

12 positions · 12 reported rows

Rows ASPIRIANT, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$20.8M	544,893
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$13.1M	267,783
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$5.0M	194,382
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$2.0M	79,715
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$1.7M	54,632
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$1.1M	36,185
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$906K	36,591
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$643K	22,057
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$510K	17,541
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$436K	14,067
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$345K	14,874
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$228K	8,199

ticker not yet mapped

$46.8M

1,290,919

1.3%

—

VANGUARD BD INDEX FDS

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$39.8M	540,891
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$290K	3,701

ticker not yet mapped

$40.1M

544,592

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$35.5M	74,018
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$3.6M	5

$39.1M

74,023

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$38.4M

59,098

1.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE 60/40 BALAN CUSIP 464289867 src ↗	$32.8M	509,424
ISHARES TR · CORE 40/60 MODER CUSIP 464289875 src ↗	$2.4M	49,669
ISHARES TR · CORE 80/20 AGGRE CUSIP 464289859 src ↗	$1.2M	13,319
ISHARES TR · CORE 30/70 CONSE CUSIP 464289883 src ↗	$322K	8,060

ticker not yet mapped

$36.6M

580,472

1.0%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$34.2M

749,629

1.0%

—

VANGUARD ADMIRAL FDS INC · SMLCP 600 VAL CUSIP 921932778
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$31.2M

306,744

0.9%

ALPHABET INC

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$19.7M	68,333
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$10.8M	37,599

$30.4M

105,932

0.9%

—

ISHARES TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · LOW CARBON OPTIM CUSIP 46434V464 src ↗	$26.6M	119,285
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$2.2M	31,647
ISHARES TR · CORE UNIVRSL USD CUSIP 46434V613 src ↗	$778K	16,839
ISHARES TR · GLOBAL REIT ETF CUSIP 46434V647 src ↗	$294K	11,681

ticker not yet mapped

$29.9M

179,452

0.9%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · EMER MKT HIGH FD CUSIP — src ↗	$19.1M	385,140
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$8.4M	93,715

ticker not yet mapped

$27.5M

478,855

0.8%

—

TCW ETF TRUST

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for TCW ETF TRUST, as it reported them
TCW ETF TRUST · TRANSFORM SYSTEM CUSIP 29287L205 src ↗	$15.6M	160,006
TCW ETF TRUST · TRANSFRM 500 ETF CUSIP 29287L106 src ↗	$10.1M	132,031

ticker not yet mapped

$25.7M

292,037

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.7M

42,289

0.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$15.4M

241,032

0.4%

—

SELECT SECTOR SPDR TR

3 positions · 3 reported rows

Rows ASPIRIANT, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$13.9M	281,444
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$1.0M	7,544
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$294K	6,400

ticker not yet mapped

$15.2M

295,388

0.4%

—

ISHARES TR

3 positions · 3 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$7.7M	83,101
ISHARES TR · MSCI EAFE MIN VL CUSIP 46429B689 src ↗	$5.1M	55,857
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$896K	6,604

ticker not yet mapped

$13.7M

145,562

0.4%

—

NEW YORK LIFE INVESTMENTS ET

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for NEW YORK LIFE INVESTMENTS ET, as it reported them
NEW YORK LIFE INVESTMENTS ET · NYLI HEDGE MULTI CUSIP 45409B107 src ↗	$6.7M	196,822
NEW YORK LIFE INVESTMENTS ET · NYLI MERGER ARBI CUSIP 45409B800 src ↗	$6.2M	170,215

ticker not yet mapped

$12.9M

367,037

0.4%

—

ISHARES TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$9.3M	110,712
ISHARES TR · MSCI GBL SUS DEV CUSIP 46435G532 src ↗	$1.4M	16,526
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$754K	7,883
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$728K	5,145

ticker not yet mapped

$12.1M

140,266

0.3%

—

VANGUARD WORLD FD

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$9.0M	12,854
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$524K	2,324
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$406K	1,301
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$347K	1,272

ticker not yet mapped

$10.2M

17,751

0.3%

—

VANGUARD SCOTTSDALE FDS

7 positions · 7 reported rows

Rows ASPIRIANT, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$6.8M	72,300
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$1.1M	17,992
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$764K	12,829
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$434K	4,328
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$312K	3,942
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$227K	2,749
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$219K	2,000

ticker not yet mapped

$9.8M

116,140

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$8.3M

47,584

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.5M

25,424

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.0M

28,726

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.6M

32,913

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.5M

9,533

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.0M

20,620

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.7M

8,227

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.6M

28,340

0.1%

—

VANGUARD BD INDEX FDS · VANGUARD ULTRA CUSIP 92203C303
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$4.3M

85,605

0.1%

—

INVESCO EXCHANGE TRADED FD T

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$4.0M	20,936
INVESCO EXCHANGE TRADED FD T · S&P500 EQL TEC CUSIP — src ↗	$226K	4,986

ticker not yet mapped

$4.2M

25,922

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.2M

29,094

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINCINNATI FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.2M

26,688

0.1%

—

VANGUARD MALVERN FDS · STRM INFPROIDX CUSIP 922020805
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$4.1M

81,999

0.1%

—

ISHARES TR

2 positions · 2 reported rows

Rows ASPIRIANT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549 src ↗	$2.1M	44,646
ISHARES TR · ESG AWARE MSCI CUSIP 46435U663 src ↗	$1.9M	40,343

ticker not yet mapped

$4.0M

84,989

0.1%

—

SPDR SERIES TRUST

5 positions · 5 reported rows

Rows ASPIRIANT, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.2M	14,883
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$585K	7,647
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$475K	15,809
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$306K	3,035
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$292K	11,777

ticker not yet mapped

$3.8M

53,151

0.1%

—

LITMAN GREGORY FDS TR · IMGP DBI MANAGED CUSIP 53700T827
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$3.8M

126,518

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$3.4M

21,370

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$3.2M

10,420

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$3.2M

24,819

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.9M

12,035

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RHYTHM PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.9M

33,007

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

17,580

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

18,548

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

12,885

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

34,171

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANSDIGM GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.3M

2,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.2M

23,700

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.2M

11,525

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.1M

9,735

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BILL HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.1M

54,391

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.0M

2,864

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

10,096

0.1%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.9M

13,149

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

1,933

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

3,063

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.9M

15,434

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

17,719

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

22,654

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHROP GRUMMAN CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

2,603

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

5,042

0.1%

—

SPDR INDEX SHS FDS

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X426 src ↗	$839K	12,092
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$347K	7,604
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X863 src ↗	$310K	11,657
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X871 src ↗	$266K	6,294

ticker not yet mapped

$1.8M

37,647

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.7M

35,658

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.7M

4,601

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.6M

6,823

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.6M

3,107

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

5,085

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

4,364

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

12,009

0.0%

—

AMERICAN CENTY ETF TR

4 positions · 4 reported rows

Rows ASPIRIANT, LLC reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$500K	4,493
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$434K	5,112
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$329K	4,083
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$213K	1,931

ticker not yet mapped

$1.5M

15,619

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

4,878

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

6,051

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

1,583

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.4M

5,970

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.4M

5,917

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.4M

4,238

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.3M

13,915

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.2M

2,804

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.2M

2,761

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

11,168

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

3,014

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCHEX INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

11,107

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

3M CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

7,014

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RESTAURANT BRANDS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$966K

13,072

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$958K

12,596

0.0%

—

VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$954K

2,597

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$953K

33,933

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$940K

3,311

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SILGAN HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$897K

23,128

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$862K

4,723

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$862K

16,568

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 78.7%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 568 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 338 / 338median book 97.5 positions

356 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open ASPIRIANT, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.