ASPIRIANT, LLC

Q1 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2025
Date filed
4/21/2025
Form type
13F-HR
Num holdings
288
Total value ($000)
$2,880,817
Net value change ($000)
+111,239 (4.0%)
New positions
20
Sold out positions
19
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2025 Next filing: 7/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VBR 44,554 18.4%
IUSV 23,119 7.6%
ACWV 20,058 7.6%
IVV 12,735 4.0%
IEFA 10,989 26.2%
EFV 4,700 7.6%
BRK-B 4,565 15.4%
VB 2,724 19.7%
IEMG 2,263 4.3%
AOR 2,239 9.2%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -2,833 -18.6%
BILL -2,313 -45.8%
EFAV -2,291 -25.3%
VGT -2,164 -16.2%
MSFT -2,089 -10.6%
SPY -1,912 -5.4%
VOO -1,834 -2.2%
GOOGL -1,604 -19.0%
SDG -1,199 -34.3%
IWN -1,129 -8.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type