Aspiriant, LLC Purchases in Q2 2025

Aspiriant, LLC

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
40.8K
+ 6.98%
$498.8 - $620.9 $20.3M - $25.3M
625K $388M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
309K
+ 957.09%
$71.94 - $86.02 $22.2M - $26.6M
341K $29.2M
MUB
Ishares National Muni Bond ETF

ETFs
168K
+ 97.44%
$102.31 - $105.8 $17.2M - $17.8M
340K $35.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
41.1K
+ 57.35%
$272.36 - $339.57 $11.2M - $13.9M
113K $38.3M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
340K
+ 4541.36%
$46.77 - $47.89 $15.9M - $16.3M
347K $16.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
159K
+ 125.88%
$96.84 - $99.46 $15.4M - $15.8M
285K $28.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
49K
+ 1.39%
$81.46 - $94.63 $3.99M - $4.64M
3.58M $338M
IEFA
Ishares Tr

ETFs
72.4K
+ 10.35%
$67.83 - $84.09 $4.91M - $6.09M
772K $64.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.31K
+ 1.48%
$456.74 - $568.03 $1.05M - $1.31M
158K $89.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
44K
+ 78.96%
$72.96 - $90.39 $3.21M - $3.98M
99.8K $8.92M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
85.8K
+ 21.79%
$44.68 - $45.96 $3.83M - $3.94M
479K $21.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
656
+ 1.09%
$496.48 - $617.85 $326K - $405K
61K $37.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
39.5K
+ 100.0%
$74.88 - $91.97 $2.95M - $3.63M
78.9K $7.26M
VTI
Vanguard Total Stock Market Et

ETFs
3.58K
+ 3.88%
$243.75 - $303.93 $872K - $1.09M
95.8K $29.1M
VTV
Vanguard Value ETF

ETFs
16.2K
+ 18.44%
$153.67 - $176.74 $2.49M - $2.86M
104K $18.4M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
325
+ 0.29%
$170.2 - $211.82 $55.3K - $68.8K
114K $24M
LQD
Ishares Iboxx $ Investment Gra

ETFs
21.6K
New
$105.23 - $109.61 $2.28M - $2.37M
21.6K $2.37M
EEM
Ishares Msci Emerging Markets

ETFs
44.4K
+ 100.2%
$38.52 - $48.28 $1.71M - $2.14M
88.7K $4.28M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.05K
+ 0.94%
$54.19 - $67.22 $165K - $205K
328K $22M
ITOT
Ishares Core S&P Total U.S. St

ETFs
14.5K
+ 61.96%
$108.12 - $135.04 $1.57M - $1.96M
37.9K $5.12M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
25K
+ 62.15%
$70.7 - $82.14 $1.77M - $2.05M
65.2K $5.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.9K
+ 5.34%
$72.02 - $73.82 $1.94M - $1.98M
530K $39M
IWP
Ishares Russell Mid Cap Growth

ETFs
12.4K
+ 100.32%
$104.34 - $138.68 $1.29M - $1.71M
24.7K $3.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27.3K
+ 350.03%
$55.54 - $69.09 $1.52M - $1.89M
35.1K $2.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15K
+ 44.25%
$90.56 - $109.49 $1.36M - $1.64M
48.8K $5.33M
VIG
Vanguard Dividend Appreciation

ETFs
9.15K
+ 0.96%
N/A
964K $176M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
18.1K
+ 2.58%
$36.25 - $42.28 $657K - $766K
721K $30.5M
ADP
Automatic Data Processing Inc

Industrials
4.64K
+ 378.48%
$276.76 - $326.81 $1.29M - $1.52M
5.87K $1.81M
FNDF
Schwab Fundamental Intl Large

ETFs
11.9K
+ 5.02%
$32.25 - $40.02 $383K - $475K
248K $9.93M
AVGO
Broadcom Inc.

Technology
735
+ 7.1%
$146.29 - $275.65 $108K - $203K
11.1K $3.05M
VOTE
Engine No 1 ETF Tr

ETFs
8.7K
+ 9.3%
$58.2 - $72.74 $507K - $633K
102K $7.44M
NVDA
Nvidia Corp

Technology
30
+ 0.12%
$94.31 - $157.99 $2.83K - $4.74K
25.8K $4.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.3K
+ 3.29%
$29.12 - $35.84 $301K - $370K
324K $11.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.33K
+ 22.5%
$416.06 - $551.64 $552K - $731K
7.22K $3.98M
BNDX
Vanguard Total International B

ETFs
18.4K
New
$48.77 - $49.55 $898K - $912K
18.4K $911K
IVE
Ishares S&P 500 Value ETF

ETFs
4.2K
+ 98.78%
$168.34 - $195.42 $707K - $820K
8.45K $1.65M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.08K
New
$108.06 - $135.3 $549K - $688K
5.08K $687K
IWF
Ishares Russell 1000 Gr ETF

ETFs
113
+ 1.14%
$320.42 - $424.58 $36.2K - $48K
10K $4.24M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.73K
+ 1.96%
$44.8 - $53.97 $167K - $201K
194K $10.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.02K
+ 5.98%
$166.82 - $194.23 $337K - $392K
35.8K $6.96M
NFLX
Netflix Inc

Communication Services
4
+ 0.28%
$855.86 - $1339.13 $3.42K - $5.36K
1.45K $1.94M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
890
+ 1.55%
$57.14 - $72.68 $50.9K - $64.7K
58.2K $4.23M
RY
Royal Bank Of Canada

Financial Services
7
+ 0.02%
$108.36 - $131.55 $759 - $921
28.4K $3.73M
AOA
Ishares Tr Core Aggressive All

ETFs
5.71K
+ 81.83%
$69.46 - $83.4 $397K - $476K
12.7K $1.06M
AOM
Ishares Tr Core Moderate Alloc

ETFs
9.16K
+ 30.91%
$41.55 - $46.04 $381K - $422K
38.8K $1.79M
VXF
Vanguard Extended Market ETF

ETFs
2.11K
+ 57.42%
$150.43 - $192.71 $318K - $407K
5.79K $1.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
515
+ 0.48%
$39.89 - $49.46 $20.5K - $25.5K
109K $5.38M
HYG
Ishares Tr

ETFs
5.69K
+ 129.76%
$75.75 - $80.65 $431K - $459K
10.1K $813K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.24K
New
$107.93 - $110.97 $458K - $470K
4.24K $466K
Activity Summary
Buys All Purchases 129 New Holdings 28 Increased Positions 101 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 1 Puts 0
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