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Aspiriant

Latest statistics and disclosures from Aspiriant's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSV, VBR, ACWV, VTEB, and represent 47.20% of Aspiriant's stock portfolio.
Added to shares of these 10 stocks: IVV (+$20M), VBR (+$20M), VOO (+$14M), VTEB (+$9.0M), FBND (+$8.7M), IDEV (+$8.5M), IEFA (+$6.8M), VEA (+$6.3M), DSI (+$5.3M), IJH (+$5.2M).
Started 33 new stock positions in RSPT, COR, URTH, DBMF, ESGD, KKR, SPSB, IDEV, EWL, ESGE.
Reduced shares in these 10 stocks: MUB, VIG, FNDE, AAPL, BRK.A, VIOV, VXUS, EFV, VSS, IUSV.
Sold out of its positions in T, BOX, DDOG, DFAW, D, AJG, GIS, IBIT, REZI, Total. BNDX.
Aspiriant was a net buyer of stock by $152M.
Aspiriant has $3.5B in assets under management (AUM), dropping by 6.44%.
Central Index Key (CIK): 0001433541

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Portfolio Holdings for Aspiriant

Aspiriant holds 319 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.4	$430M	+4%	628k	684.94	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	10.6	$367M		3.6M	102.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	9.9	$343M	+6%	1.6M	211.79	View chart
Ishares Msci Gbl Min Vol (ACWV)	8.2	$286M		2.4M	118.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.2	$217M	+4%	4.3M	50.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.0	$210M		954k	219.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$113M	+14%	180k	627.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$82M	+9%	916k	89.46	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$78M	-2%	1.1M	71.41	View chart
Apple (AAPL)	2.2	$77M	-3%	283k	271.86	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$71M	+3%	1.1M	67.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$43M	+2%	114k	373.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$41M		60k	681.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$39M	-3%	526k	74.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$35M	+11%	69k	502.65	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$34M	+34%	736k	46.04	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$34M		718k	46.59	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$32M	-10%	303k	107.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$32M		94k	335.27	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.9	$31M	+3%	481k	65.01	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.9	$31M	-6%	312k	97.76	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.8	$27M		117k	230.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$25M		333k	73.56	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$24M		728k	32.73	View chart
Microsoft Corporation (MSFT)	0.7	$23M	+6%	48k	483.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$23M	-2%	72k	313.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$21M	+8%	82k	257.95	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.6	$20M	-13%	542k	36.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$19M	+18%	193k	99.88	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$19M	+8%	400k	48.17	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.6	$19M		412k	46.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$19M		101k	190.99	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$16M		282k	54.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$15M	-2%	82k	181.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$15M	+73%	239k	62.47	View chart
Tcw Etf Trust Transform System (PWRD)	0.4	$14M	+3%	147k	96.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$13M	+17%	54k	246.16	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$13M	-12%	93k	143.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$13M	-3%	41k	313.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$13M		320k	39.59	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$12M	+2%	257k	45.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$11M		191k	59.54	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.3	$11M	+23%	131k	80.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$10M		205k	49.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$10M		13k	753.78	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$9.5M	-3%	25k	386.85	View chart
NVIDIA Corporation (NVDA)	0.3	$9.3M	+103%	50k	186.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$9.1M	+134%	138k	66.00	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$8.5M	NEW	103k	82.48	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$8.0M		116k	69.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.0M	+70%	84k	96.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$8.0M	+7%	25k	322.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$7.8M	-2%	83k	94.16	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$7.8M		89k	88.08	View chart
Amazon (AMZN)	0.2	$7.7M	+5%	34k	230.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$7.7M	+25%	64k	120.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$7.7M		37k	210.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$7.5M	+26%	140k	53.76	View chart
Meta Platforms Cl A (META)	0.2	$7.4M	+5%	11k	660.07	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$7.1M	+306%	55k	128.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$6.7M	+79%	72k	92.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.3M		13k	487.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$6.1M		227k	26.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.0M	+6%	40k	148.69	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.2	$5.9M	+7%	176k	33.51	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$5.9M	+511%	42k	139.34	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$5.7M	-14%	66k	86.25	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.2	$5.4M	+7%	152k	35.79	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$4.9M		30k	165.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.9M	+9%	7.9k	614.38	View chart
Rbc Cad (RY)	0.1	$4.8M		28k	170.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.7M		28k	167.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$4.5M		14k	314.79	View chart
Procter & Gamble Company (PG)	0.1	$4.5M		32k	143.31	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$4.4M	+2%	89k	49.84	View chart
Cincinnati Financial Corporation (CINF)	0.1	$4.4M	-6%	27k	163.32	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.3M	+333%	12k	349.99	View chart
Broadcom (AVGO)	0.1	$4.2M	+18%	12k	346.08	View chart
Johnson & Johnson (JNJ)	0.1	$4.1M	+2%	20k	206.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$4.1M	-7%	53k	77.53	View chart
Oracle Corporation (ORCL)	0.1	$4.0M	+4%	21k	194.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$4.0M		82k	49.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.8M		39k	96.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.8M	-37%	5.00	754800.00	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$3.7M	NEW	131k	28.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.6M		7.7k	473.29	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.5M	+373%	42k	82.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.4M	+14%	18k	191.55	View chart
TJX Companies (TJX)	0.1	$3.4M	+2%	22k	153.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.4M	+2%	38k	88.49	View chart
Bill Com Holdings Ord (BILL)	0.1	$3.3M		60k	54.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.1M	+2%	26k	120.34	View chart
salesforce (CRM)	0.1	$3.1M	+180%	12k	264.91	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.7M		2.0k	1329.85	View chart
Cisco Systems (CSCO)	0.1	$2.7M	+92%	35k	77.03	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.4M		24k	99.91	View chart
Pepsi (PEP)	0.1	$2.4M	-2%	17k	143.52	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.4M	-2%	17k	141.49	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.2M	+90%	46k	47.85	View chart
Tesla Motors (TSLA)	0.1	$2.2M	-5%	4.9k	449.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.2M		40k	54.71	View chart
Qualcomm (QCOM)	0.1	$2.2M	+3%	13k	171.05	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$2.2M		45k	47.73	View chart
Abbvie (ABBV)	0.1	$2.2M	+2%	9.4k	228.49	View chart
Visa Com Cl A (V)	0.1	$2.1M	+25%	6.0k	350.78	View chart
Abbott Laboratories (ABT)	0.1	$2.1M		17k	125.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.1M	+127%	30k	69.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.1M	+2%	80k	26.23	View chart
Wells Fargo & Company (WFC)	0.1	$2.0M		22k	93.20	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$2.0M	-6%	15k	139.16	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	+10%	3.5k	570.79	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$2.0M	-4%	18k	110.15	View chart
Bank of America Corporation (BAC)	0.1	$2.0M	+8%	36k	55.00	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M	+9%	2.2k	862.34	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$1.9M		41k	45.84	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.9M	-3%	3.1k	603.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.9M	+11%	14k	136.94	View chart
Chevron Corporation (CVX)	0.1	$1.9M	-8%	12k	152.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$1.9M	NEW	40k	45.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.9M	+10%	13k	143.52	View chart
American Express Company (AXP)	0.1	$1.8M	+9%	4.8k	369.95	View chart
Lowe's Companies (LOW)	0.1	$1.8M	+3%	7.3k	241.16	View chart
International Business Machines (IBM)	0.1	$1.7M	+30%	5.9k	296.23	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.7M		9.5k	183.40	View chart
Home Depot (HD)	0.0	$1.7M	-10%	5.0k	344.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.7M	+72%	5.9k	290.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$1.7M	+10%	56k	29.61	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.6M	+100%	20k	80.63	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$1.6M	+86%	19k	84.22	View chart
Merck & Co (MRK)	0.0	$1.6M	+9%	15k	105.26	View chart
General Dynamics Corporation (GD)	0.0	$1.6M	+5%	4.7k	336.66	View chart
Amgen (AMGN)	0.0	$1.6M	+5%	4.7k	327.31	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$1.5M	NEW	60k	24.94	View chart
Union Pacific Corporation (UNP)	0.0	$1.5M		6.5k	231.32	View chart
Walt Disney Company (DIS)	0.0	$1.5M		13k	113.77	View chart
Wal-Mart Stores (WMT)	0.0	$1.5M	+10%	13k	111.41	View chart
Caterpillar (CAT)	0.0	$1.5M	+2%	2.5k	572.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.4M	+4%	4.7k	302.11	View chart
Ge Aerospace Com New (GE)	0.0	$1.4M	+7%	4.5k	308.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.3M	+154%	9.3k	143.96	View chart
Automatic Data Processing (ADP)	0.0	$1.3M	+2%	5.1k	257.23	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$1.3M		20k	64.04	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$1.3M		40k	31.66	View chart
Netflix (NFLX)	0.0	$1.3M	+858%	13k	93.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.3M	+13%	46k	27.43	View chart
Paychex (PAYX)	0.0	$1.2M		11k	112.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.2M	+23%	38k	32.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.2M	+9%	3.8k	323.01	View chart
Capital One Financial (COF)	0.0	$1.2M	+20%	5.0k	242.37	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.2M		11k	110.19	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$1.2M	+303%	2.9k	412.79	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$1.2M	+3%	13k	89.56	View chart
3M Company (MMM)	0.0	$1.2M	+2%	7.2k	160.10	View chart
Trane Technologies SHS (TT)	0.0	$1.1M	-17%	2.9k	389.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.1M		2.7k	396.31	View chart
Danaher Corporation (DHR)	0.0	$1.0M	+8%	4.5k	228.94	View chart
UnitedHealth (UNH)	0.0	$999k		3.0k	330.15	View chart
Simon Property (SPG)	0.0	$996k		5.4k	185.10	View chart
Marathon Petroleum Corp (MPC)	0.0	$977k	-9%	6.0k	162.63	View chart
Eli Lilly & Co. (LLY)	0.0	$969k	+59%	902.00	1074.68	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$957k	NEW	21k	45.89	View chart
Coca-Cola Company (KO)	0.0	$955k	+7%	14k	69.91	View chart
Us Bancorp Del Com New (USB)	0.0	$944k		18k	53.36	View chart
Silgan Holdings (SLGN)	0.0	$935k		23k	40.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$930k		16k	58.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$918k	+2%	4.3k	212.08	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$893k		13k	68.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$882k		6.3k	141.14	View chart
Goldman Sachs (GS)	0.0	$877k	+13%	998.00	879.00	View chart
Applied Materials (AMAT)	0.0	$836k	+8%	3.3k	256.99	View chart
Thermo Fisher Scientific (TMO)	0.0	$817k	-12%	1.4k	579.45	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.0	$800k		12k	66.15	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$798k	+15%	5.7k	141.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$775k	+3%	6.4k	121.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$770k	-36%	3.7k	209.12	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$767k		5.1k	148.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$761k	+15%	32k	24.04	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$750k	+17%	9.2k	81.17	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$750k	NEW	7.9k	95.09	View chart
Ionq Inc Pipe (IONQ)	0.0	$727k	NEW	16k	44.87	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$724k	-4%	5.1k	141.05	View chart
Pfizer (PFE)	0.0	$713k	+2%	29k	24.90	View chart
Kinder Morgan (KMI)	0.0	$703k	+6%	26k	27.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$699k		13k	52.04	View chart
FedEx Corporation (FDX)	0.0	$693k	+10%	2.4k	288.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$683k	+4%	3.8k	177.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$679k	-74%	9.0k	75.44	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$679k	-3%	3.6k	189.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$676k	+47%	8.4k	80.22	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$669k		2.4k	279.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$668k	-16%	11k	59.93	View chart
BBH TR Select Large Cap (BBHL)	0.0	$660k	NEW	41k	16.12	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$658k		17k	38.03	View chart
Uber Technologies (UBER)	0.0	$654k	+3%	8.0k	81.71	View chart
Canadian Pacific Kansas City (CP)	0.0	$653k	-9%	8.9k	73.63	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$653k		14k	46.54	View chart
Morgan Stanley Com New (MS)	0.0	$630k	+12%	3.5k	177.51	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$625k		36k	17.35	View chart
Ge Vernova (GEV)	0.0	$623k	+18%	953.00	653.57	View chart
Palvella Therapeutics Inc Ne (PVLA)	0.0	$613k		5.9k	104.67	View chart
Soleno Therapeutics (SLNO)	0.0	$562k		12k	46.30	View chart
McDonald's Corporation (MCD)	0.0	$543k	+2%	1.8k	305.63	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$539k		14k	39.45	View chart
Jfrog Ord Shs (FROG)	0.0	$537k	-26%	8.6k	62.46	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$533k	+8%	1.2k	444.59	View chart
Duke Energy Corp Com New (DUK)	0.0	$526k	+34%	4.5k	117.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$523k		4.0k	131.59	View chart
Vanguard World Materials Etf (VAW)	0.0	$523k	+8%	2.5k	207.53	View chart
Arcellx Common Stock (ACLX)	0.0	$516k	NEW	7.9k	65.20	View chart
Bristol Myers Squibb (BMY)	0.0	$515k	+53%	9.6k	53.94	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$513k	NEW	19k	26.49	View chart
Comcast Corp Cl A (CMCSA)	0.0	$509k		17k	29.89	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$502k		4.5k	111.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$501k		7.0k	71.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$500k	+37%	18k	28.48	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$481k	+2%	4.4k	109.92	View chart
Servicenow (NOW)	0.0	$480k	+468%	3.1k	153.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$479k	-2%	4.6k	104.07	View chart
Truist Financial Corp equities (TFC)	0.0	$478k	+2%	9.7k	49.21	View chart
Esab Corporation (ESAB)	0.0	$475k		4.3k	111.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$470k	+12%	2.4k	198.61	View chart
Deere & Company (DE)	0.0	$469k		1.0k	465.57	View chart
Potlatch Corporation	0.0	$468k	NEW	12k	39.78	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$459k	+33%	3.3k	141.05	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$454k	NEW	15k	30.20	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.0	$454k	NEW	11k	40.25	View chart
Eaton Corp SHS (ETN)	0.0	$452k	+25%	1.4k	318.51	View chart
Blackrock (BLK)	0.0	$451k	+15%	421.00	1070.34	View chart
Intel Corporation (INTC)	0.0	$449k		12k	36.90	View chart
Palo Alto Networks (PANW)	0.0	$448k	+31%	2.4k	184.20	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$447k		1.5k	301.15	View chart
Waste Management (WM)	0.0	$442k	+21%	2.0k	219.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$441k	+20%	917.00	480.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$423k	-31%	14k	30.07	View chart
Docusign (DOCU)	0.0	$423k	-38%	6.2k	68.40	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$421k	-8%	5.1k	82.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$417k	+93%	3.7k	113.91	View chart
Starbucks Corporation (SBUX)	0.0	$412k		4.9k	84.21	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$411k	NEW	9.3k	44.17	View chart
GSK Sponsored Adr (GSK)	0.0	$401k	+2%	8.2k	49.04	View chart
McKesson Corporation (MCK)	0.0	$400k	+25%	488.00	820.29	View chart
Ecolab (ECL)	0.0	$397k		1.5k	262.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$392k	-13%	5.0k	78.81	View chart
Southern Company (SO)	0.0	$390k	NEW	4.5k	87.19	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$386k	NEW	3.9k	99.52	View chart
Jefferies Finl Group (JEF)	0.0	$381k		6.1k	61.97	View chart
Parker-Hannifin Corporation (PH)	0.0	$379k	-2%	431.00	878.96	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$376k	-2%	3.6k	104.04	View chart
Booking Holdings (BKNG)	0.0	$370k	+35%	69.00	5355.33	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$368k	-5%	15k	24.95	View chart
Novartis Sponsored Adr (NVS)	0.0	$363k	+38%	2.6k	137.87	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$357k	+2%	6.8k	52.88	View chart
ConocoPhillips (COP)	0.0	$356k	+13%	3.8k	93.62	View chart
Chubb (CB)	0.0	$351k	+36%	1.1k	312.12	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.0	$348k		14k	24.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$348k	-11%	15k	23.37	View chart
Metropcs Communications (TMUS)	0.0	$344k	+14%	1.7k	203.04	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$342k		9.6k	35.58	View chart
Medtronic SHS (MDT)	0.0	$342k	+10%	3.6k	96.06	View chart
Boeing Company (BA)	0.0	$339k	+23%	1.6k	217.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$338k	NEW	7.6k	44.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$336k	+22%	4.0k	83.61	View chart
Verizon Communications (VZ)	0.0	$334k	+18%	8.2k	40.73	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$332k		4.2k	79.73	View chart
Illinois Tool Works (ITW)	0.0	$331k	+11%	1.3k	246.30	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$328k	NEW	3.8k	85.37	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$326k		12k	28.00	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.0	$323k		8.1k	40.13	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$315k		4.1k	77.02	View chart
Vanguard World Health Car Etf (VHT)	0.0	$314k	+18%	1.1k	287.78	View chart
Totalenergies Se Act (TTE)	0.0	$309k	NEW	4.7k	65.42	View chart
Arista Networks Com Shs (ANET)	0.0	$308k	+42%	2.4k	131.03	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$308k	NEW	399.00	771.87	View chart
Nextera Energy (NEE)	0.0	$307k	-7%	3.8k	80.28	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$306k	NEW	13k	23.69	View chart
Sterling Construction Company (STRL)	0.0	$306k		1.0k	306.23	View chart
Flexshares Tr Us Quality Cap (QLC)	0.0	$304k		3.8k	80.99	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$303k		4.1k	74.17	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$302k	+33%	1.1k	268.30	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$298k		3.0k	98.23	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$298k	+119%	7.0k	42.69	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$296k		1.9k	154.14	View chart
Ishares Msci Switzerland (EWL)	0.0	$294k	NEW	4.9k	59.96	View chart
Honeywell International (HON)	0.0	$289k	+7%	1.5k	195.11	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	0.0	$281k		30k	9.43	View chart
Enbridge (ENB)	0.0	$277k	+6%	5.8k	47.83	View chart
MetLife (MET)	0.0	$270k	+6%	3.4k	78.94	View chart
Intercontinental Exchange (ICE)	0.0	$267k	+17%	1.7k	161.96	View chart
American Intl Group Com New (AIG)	0.0	$261k	-2%	3.1k	85.55	View chart
Southern California Bancorp (BCAL)	0.0	$260k		14k	18.67	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$257k		6.3k	40.86	View chart
National Fuel Gas (NFG)	0.0	$255k	+6%	3.2k	80.06	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$254k		2.5k	100.26	View chart
Philip Morris International (PM)	0.0	$253k	+14%	1.6k	160.40	View chart
Novo-nordisk A S Adr (NVO)	0.0	$251k		4.9k	50.88	View chart
Lam Research Corp Com New (LRCX)	0.0	$251k	NEW	1.5k	171.18	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$244k		2.0k	121.74	View chart
Linde SHS (LIN)	0.0	$243k	+11%	569.00	426.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$242k	-15%	2.4k	101.98	View chart
Ishares Msci World Etf (URTH)	0.0	$241k	NEW	1.3k	185.78	View chart
Lockheed Martin Corporation (LMT)	0.0	$241k	-24%	498.00	483.67	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$236k	NEW	2.6k	90.41	View chart
Astrazeneca Sponsored Adr	0.0	$236k	NEW	2.6k	91.93	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$236k		1.1k	208.75	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$235k	NEW	220.00	1069.86	View chart
Cigna Corp (CI)	0.0	$232k	+14%	841.00	275.23	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$231k		8.6k	26.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$227k	NEW	5.0k	45.51	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$223k		8.2k	27.21	View chart
SLB Com Stk (SLB)	0.0	$218k	NEW	5.7k	38.38	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$214k	NEW	5.2k	41.08	View chart
Intuit (INTU)	0.0	$210k	+2%	317.00	663.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$208k		1.0k	199.65	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$205k	NEW	1.3k	154.81	View chart
AmerisourceBergen (COR)	0.0	$204k	NEW	603.00	337.75	View chart
Kkr & Co (KKR)	0.0	$203k	NEW	1.6k	127.48	View chart
Xeris Pharmaceuticals (XERS)	0.0	$157k		20k	7.85	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$150k		23k	6.47	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$62k		25k	2.47	View chart

Past Filings by Aspiriant

SEC 13F filings are viewable for Aspiriant going back to 2011

Aspiriant 2025 Q4 filed Jan. 20, 2026
Aspiriant 2025 Q3 filed Oct. 24, 2025
Aspiriant 2025 Q2 filed July 29, 2025
Aspiriant 2025 Q1 filed April 21, 2025
Aspiriant 2024 Q4 filed Jan. 16, 2025
Aspiriant 2024 Q3 filed Oct. 17, 2024
Aspiriant 2024 Q2 filed July 15, 2024
Aspiriant 2024 Q1 filed April 15, 2024
Aspiriant 2023 Q4 filed Jan. 26, 2024
Aspiriant 2023 Q3 filed Oct. 18, 2023
Aspiriant 2023 Q2 filed July 19, 2023
Aspiriant 2023 Q1 filed April 27, 2023
Aspiriant 2022 Q4 filed Jan. 23, 2023
Aspiriant 2022 Q3 filed Oct. 28, 2022
Aspiriant 2022 Q2 filed July 25, 2022
Aspiriant 2022 Q1 filed May 6, 2022

View all past filings

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