Aspiriant, LLC Incresed Positions in Q3 2025

Aspiriant, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
43.8K
+ 2.96%
$195.41 - $212.37 $8.57M - $9.31M
1.53M $319M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
24.2K
+ 0.68%
$94.17 - $99.95 $2.28M - $2.41M
3.6M $360M
IEFA
Ishares Tr

ETFs
67.5K
+ 8.75%
$81.7 - $87.53 $5.52M - $5.91M
839K $73.3M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.54K
+ 0.19%
$116.29 - $120.92 $528K - $549K
2.42M $290M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
68.4K
+ 14.26%
$45.26 - $46.63 $3.09M - $3.19M
548K $25.3M
VB
Vanguard Small Cap ETF

ETFs
5.26K
+ 7.52%
$237.58 - $259.17 $1.25M - $1.36M
75.3K $19.1M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
24.9K
+ 38.23%
$82.42 - $87.03 $2.05M - $2.17M
90.2K $7.85M
AOR
Ishares Tr Core Growth Allocat

ETFs
13.4K
+ 2.97%
$60.99 - $64.39 $820K - $866K
466K $30M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.14K
+ 1.0%
$210.88 - $226.87 $240K - $258K
115K $26M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.48K
+ 0.62%
$41.91 - $44.87 $188K - $201K
725K $32.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
458
+ 0.14%
$66.38 - $71.68 $30.4K - $32.8K
328K $23.4M
VGT
Vanguard Information Technolog

ETFs
257
+ 1.99%
$656.44 - $753.15 $169K - $194K
13.1K $9.82M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
19.6K
+ 5.64%
$47.18 - $48.17 $925K - $944K
367K $17.6M
FNDF
Schwab Fundamental Intl Large

ETFs
4.13K
+ 1.67%
$39.84 - $43.15 $165K - $178K
252K $10.8M
VUG
Vanguard Growth ETF

ETFs
822
+ 6.88%
$433.97 - $484.08 $357K - $398K
12.8K $6.13M
VOTE
Engine No 1 ETF Tr

ETFs
3.31K
+ 3.24%
$72.69 - $78.67 $241K - $261K
106K $8.28M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.37K
+ 3.88%
$63.41 - $69.69 $277K - $304K
117K $8.01M
VIG
Vanguard Dividend Appreciation

ETFs
4.47K
+ 0.46%
N/A
969K $176M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.58K
+ 5.3%
$108.46 - $120.63 $280K - $312K
51.4K $6.1M
VV
Vanguard Large Cap ETF

ETFs
1.34K
+ 10.07%
$285.05 - $309.14 $383K - $415K
14.7K $4.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.09K
+ 1.92%
$49.43 - $54.52 $103K - $114K
111K $6.01M
ABBV
Abb Vie Inc.

Healthcare
839
+ 9.99%
$184.85 - $231.54 $155K - $194K
9.24K $2.14M
VEA
Vanguard Ftse Developed Market

ETFs
2.85K
+ 2.12%
$56.02 - $60.3 $160K - $172K
137K $8.24M
QAI
Iq Hedge Multi Strategy Compos

ETFs
10.6K
+ 6.96%
$32.26 - $33.68 $343K - $359K
164K $5.51M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.09K
+ 3.04%
$192.76 - $203.86 $210K - $222K
36.9K $7.51M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.5K
+ 89.51%
$28.92 - $32.19 $419K - $466K
30.6K $977K
XLF
Financial Sector Spdr

ETFs
1.51K
+ 0.54%
$51.37 - $54.25 $77.8K - $82.1K
281K $15.1M
HDV
Ishares Core High Dividend ETF

ETFs
3.62K
+ 143.9%
$118.16 - $123.66 $428K - $448K
6.14K $751K
MNA
Iq Merger Arbitrage ETF

ETFs
9.98K
+ 7.58%
$35.11 - $36.01 $350K - $359K
142K $5.09M
IEMG
Ishares Inc

ETFs
8.17K
+ 0.81%
N/A
1.02M $54.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.48K
+ 93.88%
$58.97 - $60.36 $382K - $391K
13.4K $803K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.43K
+ 16.58%
$45.4 - $47.61 $292K - $306K
45.2K $2.15M
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
+ 5.36%
$211.65 - $238.24 $342K - $385K
31.7K $6.97M
LOW
Lowes Companies Inc

Consumer Cyclical
421
+ 6.37%
$215.01 - $273.02 $90.5K - $115K
7.03K $1.77M
XLK
Technology Sector Spdr

ETFs
665
+ 22.24%
$250.97 - $282.66 $167K - $188K
3.66K $1.03M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 9.39%
$27.61 - $29.15 $120K - $126K
50.5K $1.47M
ETN
Eaton Corp PLC

Industrials
455
+ 67.01%
$342.99 - $392.76 $156K - $179K
1.13K $424K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.77K
+ 30.4%
$28.15 - $30.13 $134K - $144K
20.5K $606K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.44K
+ 33.9%
$72.65 - $78.68 $105K - $113K
5.7K $446K
VNQ
Vanguard Specialized Funds Van

ETFs
105
+ 0.28%
$88.47 - $93.24 $9.29K - $9.79K
37.1K $3.39M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.27K
+ 0.9%
N/A
143K $10.6M
VT
Vanguard Total World Stk Index

ETFs
320
+ 6.31%
$128.41 - $138.03 $41.1K - $44.2K
5.39K $742K
IAU
Ishares Gold Trust

ETFs
138
+ 1.79%
$61.62 - $72.77 $8.5K - $10K
7.85K $571K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.08%
$132.9 - $142.03 $1.2K - $1.28K
11.6K $1.64M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
898
+ 1.1%
$49.78 - $50.75 $44.7K - $45.6K
82.6K $4.18M
AOA
Ishares Tr Core Aggressive All

ETFs
130
+ 1.02%
$82.71 - $88.14 $10.8K - $11.5K
12.8K $1.13M
COF
Capital One Financial Corp

Financial Services
335
+ 8.87%
$207.29 - $229.74 $69.4K - $77K
4.11K $874K
PFE
Pfizer Inc

Healthcare
378
+ 1.37%
$23.29 - $25.88 $8.8K - $9.78K
28K $714K
AVUV
American Centy ETF Tr Avantis

ETFs
193
+ 7.39%
$90.37 - $102.12 $17.4K - $19.7K
2.8K $278K
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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