HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES INC (ACWV) |
2,470,804 | -147,528 | $260,103 |
| ACWV | 2,470,804 | -147,528 | $260,103 |
| VANGUARD MUN BD FDS (VTEB) |
5,021,908 | -483,147 | $254,109 |
| VTEB | 5,021,908 | -483,147 | $254,109 |
| ISHARES TR (IUSV) |
2,755,107 | +328,238 | $249,174 |
| IUSV | 2,755,107 | +328,238 | $249,174 |
| ISHARES TR (IVV) |
353,939 | +203,445 | $186,080 |
| IVV | 353,939 | +203,445 | $186,080 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
962,404 | -10,604 | $175,753 |
| VIG | 962,404 | -10,604 | $175,753 |
| VANGUARD INDEX FDS (VBR) |
753,095 | +2,309 | $144,507 |
| VBR | 753,095 | +2,309 | $144,507 |
| VANGUARD INDEX FDS (VOO) |
151,668 | -421 | $72,929 |
| VOO | 151,668 | -421 | $72,929 |
| ISHARES TR (EFV) |
1,202,082 | -14,402 | $65,393 |
| EFV | 1,202,082 | -14,402 | $65,393 |
| APPLE INC |
320,614 | -712 | $54,980 |
| AAPL | 320,614 | -712 | $54,980 |
| ISHARES INC (IEMG) |
993,157 | -64,373 | $51,247 |
| IEMG | 993,157 | -64,373 | $51,247 |
 BERKSHIRE HATHAWAY INC DEL |
$35,903 | ||
| BRK.B | 69,291 | -125 | $29,138 |
| BRK.A | 10 | +1 | $6,344 |
| Call | 1,000 | UNCH | $421 |
| VANGUARD BD INDEX FDS (BND) |
486,094 | +23,344 | $35,306 |
| BND | 486,094 | +23,344 | $35,306 |
| ISHARES TR (IEFA) |
431,250 | +58,960 | $32,008 |
| IEFA | 431,250 | +58,960 | $32,008 |
| SPDR S&P 500 ETF TR (SPY) |
59,413 | -36 | $31,078 |
| SPY | 59,413 | -36 | $31,078 |
| DIMENSIONAL ETF TRUST (DFUV) |
709,099 | -2,480 | $29,002 |
| DFUV | 709,099 | -2,480 | $29,002 |
| VANGUARD INDEX FDS (VTI) |
92,503 | +76 | $24,043 |
| VTI | 92,503 | +76 | $24,043 |
| ISHARES TR (AOR) |
414,900 | -49,052 | $23,098 |
| AOR | 414,900 | -49,052 | $23,098 |
| WISDOMTREE TR |
512,343 | -43,620 | $21,436 |
| DEM | 512,343 | -43,620 | $21,436 |
| ISHARES TR (MUB) |
196,225 | -6,979 | $21,114 |
| MUB | 196,225 | -6,979 | $21,114 |
| SCHWAB STRATEGIC TR |
748,134 | -170,552 | $20,768 |
| FNDE | 748,134 | -170,552 | $20,768 |
| MICROSOFT CORP |
49,043 | -312 | $20,634 |
| MSFT | 49,043 | -312 | $20,634 |
| ISHARES TR (IWB) |
68,115 | -240 | $19,619 |
| IWB | 68,115 | -240 | $19,619 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
325,969 | +2,836 | $19,118 |
| VEU | 325,969 | +2,836 | $19,118 |
| BILL HOLDINGS INC |
262,111 | +6 | $18,012 |
| BILL | 262,111 | +6 | $18,012 |
| ISHARES TR (CRBN) |
98,109 | +11,277 | $17,610 |
| CRBN | 98,109 | +11,277 | $17,610 |
| FIDELITY MERRIMACK STR TR |
342,410 | +23,606 | $15,515 |
| FBND | 342,410 | +23,606 | $15,515 |
| ISHARES TR (IWN) |
91,402 | -3,040 | $14,516 |
| IWN | 91,402 | -3,040 | $14,516 |
| ISHARES TR (ACWI) |
131,024 | -291 | $14,430 |
| ACWI | 131,024 | -291 | $14,430 |
| VANGUARD INDEX FDS (VTV) |
85,974 | -4,484 | $14,002 |
| VTV | 85,974 | -4,484 | $14,002 |
| ALPHABET INC |
83,069 | +382 | $12,538 |
| GOOGL | 83,069 | +382 | $12,538 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
106,337 | -1,913 | $12,425 |
| VSS | 106,337 | -1,913 | $12,425 |
| SELECT SECTOR SPDR TR (XLF) |
279,046 | UNCH | $11,753 |
| XLF | 279,046 | UNCH | $11,753 |
| VANGUARD WORLD FD (VGT) |
21,553 | -290 | $11,301 |
| VGT | 21,553 | -290 | $11,301 |
| ISHARES TR (EFAV) |
142,127 | -14,006 | $10,074 |
| EFAV | 142,127 | -14,006 | $10,074 |
| ISHARES TR (IWM) |
46,482 | -623 | $9,776 |
| IWM | 46,482 | -623 | $9,776 |
| DIMENSIONAL ETF TRUST (DFAT) |
172,695 | -6,106 | $9,400 |
| DFAT | 172,695 | -6,106 | $9,400 |
| ISHARES TR (AGG) |
93,287 | +21,984 | $9,137 |
| AGG | 93,287 | +21,984 | $9,137 |
| DIMENSIONAL ETF TRUST (DFAC) |
282,006 | +7 | $9,010 |
| DFAC | 282,006 | +7 | $9,010 |
| ISHARES TR (USMV) |
106,056 | -3,445 | $8,864 |
| USMV | 106,056 | -3,445 | $8,864 |
| DIMENSIONAL ETF TRUST (DFIV) |
227,881 | -11,415 | $8,375 |
| DFIV | 227,881 | -11,415 | $8,375 |
| VANGUARD INDEX FDS (VB) |
36,617 | +5,883 | $8,371 |
| VB | 36,617 | +5,883 | $8,371 |
| ISHARES TR (IWV) |
26,437 | -961 | $7,933 |
| IWV | 26,437 | -961 | $7,933 |
| INDEXIQ ETF TR (QAI) |
251,727 | -36,600 | $7,776 |
| QAI | 251,727 | -36,600 | $7,776 |
| DIMENSIONAL ETF TRUST (DFAS) |
119,264 | -2,519 | $7,435 |
| DFAS | 119,264 | -2,519 | $7,435 |
| VANGUARD TAX MANAGED FDS (VEA) |
143,522 | -1,016 | $7,201 |
| VEA | 143,522 | -1,016 | $7,201 |
| DIMENSIONAL ETF TRUST (DFAX) |
280,926 | UNCH | $7,147 |
| DFAX | 280,926 | UNCH | $7,147 |
| SCHWAB STRATEGIC TR |
196,047 | +2,680 | $6,981 |
| FNDF | 196,047 | +2,680 | $6,981 |
| ALPHABET INC |
45,275 | -13 | $6,894 |
| GOOG | 45,275 | -13 | $6,894 |
| META PLATFORMS INC |
13,355 | +1,633 | $6,485 |
| META | 13,355 | +1,633 | $6,485 |
| ISHARES TR (IWD) |
33,810 | +123 | $6,056 |
| IWD | 33,810 | +123 | $6,056 |
See Full List: All Stocks Held By Aspiriant LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Aspiriant LLC
|
Size ($ in 1000's)
At 03/31/2024: $2,416,099 At 12/31/2023: $2,220,519 Aspiriant LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aspiriant LLC 13F filings. Link to 13F filings: SEC filings |
