ASPIRIANT, LLC - Portfolio overview

ASPIRIANT, LLC has 358 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.29%
2. VBR - VANGUARD INDEX FDS, 10.74%
3. IUSV - ISHARES TR, 10.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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