Aspiriant, LLC Incresed Positions in Q4 2025

Aspiriant, LLC

  • $3.38 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
29.5K
+ 4.93%
$656.2 - $690.71 $19.3M - $20.4M
628K $424M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23K
+ 14.63%
$600.51 - $631.95 $13.8M - $14.5M
180K $111M
VBR
Vanguard Small Cap Value ETF

ETFs
93.4K
+ 6.12%
$201.42 - $211.15 $18.8M - $19.7M
1.62M $333M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
180K
+ 4.36%
$49.98 - $50.59 $8.99M - $9.1M
4.3M $216M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
188K
+ 34.32%
$46.2 - $46.85 $8.68M - $8.81M
736K $34M
IEFA
Ishares Tr

ETFs
76.4K
+ 9.1%
$86.09 - $89.88 $6.58M - $6.87M
916K $81.3M
VEA
Vanguard Ftse Developed Market

ETFs
101K
+ 73.5%
$59.18 - $62.09 $5.98M - $6.27M
239K $14.6M
DSI
Ishares Msci Kld 400 Social Et

ETFs
41.4K
+ 306.45%
$123.63 - $130.75 $5.11M - $5.41M
54.8K $6.95M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
79K
+ 134.26%
$63.25 - $66.24 $5M - $5.23M
138K $8.85M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
35.1K
+ 511.63%
$132.94 - $139.8 $4.67M - $4.91M
42K $5.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.32K
+ 11.92%
$475.68 - $513.11 $3.48M - $3.75M
68.7K $35M
EFA
Ishares Tr Msci Eafe ETF

ETFs
34.5K
+ 70.07%
$92.24 - $96.56 $3.18M - $3.33M
83.7K $7.97M
ADBE
Adobe Inc.

Technology
9.52K
+ 333.6%
$325.07 - $359.91 $3.09M - $3.43M
12.4K $4.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.7K
+ 18.16%
$99.87 - $101.27 $2.97M - $3.01M
193K $19.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
32.1K
+ 79.89%
$87.55 - $91.32 $2.81M - $2.93M
72.3K $6.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
33.3K
+ 373.68%
$82.69 - $83.12 $2.75M - $2.76M
42.2K $3.49M
NOW
Service Now, Inc.

Technology
2.58K
+ 468.97%
$835.79 - $946.29 $2.16M - $2.45M
3.14K $2.62M
VOTE
Engine No 1 ETF Tr

ETFs
25.2K
+ 23.89%
$76.92 - $80.92 $1.94M - $2.04M
131K $10.3M
CRM
Salesforce, Inc.

Technology
7.48K
+ 180.17%
$235.69 - $263.41 $1.76M - $1.97M
11.6K $2.76M
IEMG
Ishares Inc

ETFs
33K
+ 3.23%
N/A
1.05M $56.5M
IWM
Ishares Russell 2000 ETF

ETFs
8.19K
+ 17.7%
$236.79 - $250.33 $1.94M - $2.05M
54.4K $12.9M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
33K
+ 9.0%
$47.98 - $48.33 $1.58M - $1.6M
400K $19.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29.2K
+ 26.32%
$52.54 - $55.77 $1.53M - $1.63M
140K $7.69M
XLK
Technology Sector Spdr

ETFs
5.66K
+ 154.72%
$278.39 - $304.13 $1.57M - $1.72M
9.31K $2.68M
CSCO
Cisco Systems, Inc.

Technology
16.5K
+ 92.08%
$67.46 - $78.0 $1.11M - $1.29M
34.5K $2.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13K
+ 25.31%
$114.27 - $121.15 $1.49M - $1.58M
64.4K $7.52M
VB
Vanguard Small Cap ETF

ETFs
6.25K
+ 8.3%
$248.1 - $260.08 $1.55M - $1.62M
81.5K $20.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
15.7K
+ 3.37%
$63.43 - $65.6 $995K - $1.03M
481K $31.1M
DGRO
Ishares Core Dividend Growth E

ETFs
16.9K
+ 127.88%
$66.93 - $69.17 $1.13M - $1.17M
30.2K $2.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.26K
+ 2.02%
$358.39 - $376.54 $810K - $851K
114K $42.1M
MSFT
Microsoft Corp

Technology
3.09K
+ 6.87%
$496.82 - $542.07 $1.54M - $1.68M
48.1K $24.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
21.8K
+ 90.18%
$47.89 - $48.53 $1.04M - $1.06M
46K $2.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 5.72%
$213.04 - $254.0 $386K - $461K
33.6K $7.87M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.81K
+ 1.46%
$70.2 - $73.89 $337K - $355K
333K $24.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.17K
+ 303.64%
$394.96 - $425.89 $856K - $923K
2.88K $1.18M
HYG
Ishares Tr

ETFs
10.2K
+ 100.41%
$79.95 - $81.28 $816K - $830K
20.4K $1.63M
SDG
Ishares Trust Ishares Msci Glo

ETFs
8.8K
+ 86.43%
$81.05 - $87.12 $713K - $767K
19K $1.62M
AVGO
Broadcom Inc.

Technology
1.87K
+ 18.45%
$324.63 - $385.98 $608K - $723K
12K $4.12M
FNDF
Schwab Fundamental Intl Large

ETFs
5.17K
+ 2.05%
$42.35 - $45.18 $219K - $234K
257K $11.5M
VO
Vanguard Mid Cap ETF

ETFs
2.48K
+ 72.58%
$286.27 - $296.23 $709K - $733K
5.89K $1.69M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.91K
+ 1.66%
$222.59 - $233.46 $425K - $445K
117K $26.6M
DFIV
Dimensional ETF Tr

ETFs
2.79K
+ 1.38%
$45.13 - $48.25 $126K - $134K
205K $9.83M
LLY
Eli Lilly & CO

Healthcare
335
+ 59.08%
$799.57 - $1025.28 $268K - $343K
902 $921K
IBM
International Business Machines Corp

Technology
1.37K
+ 30.32%
$275.97 - $314.98 $379K - $433K
5.91K $1.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
715
+ 9.91%
$589.5 - $635.77 $421K - $455K
7.93K $4.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.35K
+ 14.99%
$185.12 - $192.11 $434K - $451K
18K $3.37M
QAI
Iq Hedge Multi Strategy Compos

ETFs
12.4K
+ 7.56%
$33.35 - $34.03 $413K - $421K
176K $5.91M
JNJ
Johnson & Johnson

Healthcare
570
+ 2.95%
$185.98 - $199.58 $106K - $114K
19.9K $3.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.3K
+ 6.05%
$142.79 - $150.05 $328K - $345K
40.2K $5.89M
Activity Summary
Buys All Purchases 210 New Holdings 33 Increased Positions 177 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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