ASPIRIANT, LLC

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CIK 1433541

13F portfolio (2026-Q1)

$3.5B

Positions

338

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

338

Top 5

48.1%

Top 10

64.0%

Effective N

17.6

HHI

0.057

This quarter

37 new · 0 exit →

By sector

Unclassified90.8%

Information Technology3.5%

Financials2.0%

Communication Services1.1%

Industrials0.7%

Health Care0.6%

Consumer Discretionary0.6%

Energy0.3%

Other0.4%

By market cap

Unknown91.0%

Mega (>$200B)6.9%

Large ($10–200B)1.9%

Mid ($2–10B)0.2%

Small ($300M–2B)0.0%

By region

Other90.8%

North America9.2%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	91.76%	181
Technology Hardware & Equipment	2.20%	10
Software & IT Services	1.05%	6
Software	0.73%	5
Pharmaceuticals & Biotechnology	0.59%	15
Banks	0.58%	11
Specialty Retail	0.45%	6
Semiconductors & Semiconductor Equipment	0.38%	5
Oil, Gas & Consumable Fuels	0.34%	9
Aerospace & Defense	0.29%	9
Machinery	0.18%	12
Insurance	0.17%	7
Chemicals	0.14%	4
Capital Markets	0.14%	7
Commercial Services & Supplies	0.13%	6
Utilities	0.11%	8
Beverages	0.11%	3
Communications Equipment	0.10%	2
Road & Rail	0.06%	2
Hotels, Restaurants & Leisure	0.05%	3
Media & Entertainment	0.05%	3
Automobiles & Components	0.05%	1
Electrical Equipment & Components	0.05%	2
Health Care Equipment & Supplies	0.04%	2
Entertainment	0.04%	1
Equity Real Estate Investment Trusts (REITs)	0.03%	3
Professional Services	0.03%	1
Diversified Telecommunication Services	0.03%	3
Distributors	0.02%	2
Airlines	0.02%	1
Tobacco	0.02%	2
Life Sciences Tools & Services	0.01%	1
Construction & Engineering	0.01%	1
Transportation Infrastructure	0.01%	1
Metals & Mining	0.01%	1
Agricultural Products	0.01%	1
Textiles, Apparel & Luxury Goods	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	12.31%
2	VBR	VANGUARD INDEX FDS	Unclassified	10.76%
3	IUSV	ISHARES TR	Unclassified	10.73%
4	ACWV	ISHARES INC	Unclassified	8.30%
5	VTEB	VANGUARD MUN BD FDS	Unclassified	6.02%
6	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	5.85%
7	VOO	VANGUARD INDEX FDS	Unclassified	3.08%
8	IEFA	ISHARES TR	Unclassified	2.54%
9	EFV	ISHARES TR	Unclassified	2.26%
10	IEMG	ISHARES INC	Unclassified	2.13%

158/338 names classified · sector 9.2% of weight · industry 8.2% · mkt cap 9.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, BILL, MSFT, NET, LDOS · other

FinancialsBRK.B, CINF, JPM, USB, RY · other

Communication ServicesMETA, GOOGL, GOOG, DIS, VZ · other

Health CareJNJ, ABT, MRK, AMGN, ALGN · other

IndustrialsMMM, UNP, UPS, SNA, EBAY · other

Consumer DiscretionaryTJX, AMZN, HD, WEN, HNI · other

EnergyCVX, XOM, EOG, SLB, OXY · other

MaterialsPG, NKE, DOW, ELF, APD · other

Consumer StaplesPEP, KO, CVS, PM, BF.B · other

UtilitiesNEE, DUK, CNP, XEL, EPD · other

Real EstateO, AMT, SPG, CHCT, CCI · other

UnclassifiedACWV, IVV, UBS AG JERSEY BRH, GSCE, RWX · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 9.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 8% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (139 classified)ASPIRIANT, LLC centroid (Large Core)

Information TechnologyCommunication ServicesFinancialsIndustrialsConsumer DiscretionaryHealth CareEnergyMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for ASPIRIANT, LLC: centroid Large Core. Heaviest cells: Large Growth 4.6%, Large Core 1.3%, Large Value 1.3%.

Classified: 7.8% of book weight (139/336 names) · unclassified 92.2%: IVV, VBR, IUSV, ACWV, VTEB, VIG, VOO, IEFA, EFV, IEMG +187 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 338 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	661,906	$432M	12.3%	ADD 5%
2	VBRVANGUARD INDEX FDS	1,739,529	$378M	10.8%	ADD 7%
3	IUSVISHARES TR	3,683,055	$377M	10.7%	ADD 3%
4	ACWVISHARES INC	2,438,432	$291M	8.3%	HOLD
5	VTEBVANGUARD MUN BD FDS	4,233,953	$211M	6.0%	HOLD
6	VIGVANGUARD SPECIALIZED FUNDS	955,149	$205M	5.9%	HOLD
7	VOOVANGUARD INDEX FDS	181,129	$108M	3.1%	HOLD
8	IEFAISHARES TR	986,758	$89M	2.5%	ADD 8%
9	EFVISHARES TR	1,069,553	$80M	2.3%	HOLD
10	IEMGISHARES INC	1,072,353	$75M	2.1%	HOLD
11	AAPLAPPLE INC	271,654	$69M	2.0%	TRIM −4%
12	IWBISHARES TR	112,708	$40M	1.1%	HOLD
13	BNDVANGUARD BD INDEX FDS	540,891	$40M	1.1%	ADD 3%
14	SPYSTATE STR SPDR S&P 500 ETF T	59,098	$38M	1.1%	HOLD
15	BRK.BBERKSHIRE HATHAWAY INC DEL	74,018	$35M	1.0%	ADD 8%
16	DFUVDIMENSIONAL ETF TRUST	708,215	$34M	1.0%	HOLD
17	FBNDFIDELITY TOTAL BOND ETF	749,629	$34M	1.0%	HOLD
18	AORISHARES TR	509,424	$33M	0.9%	ADD 6%
19	VIOVVANGUARD ADMIRAL FDS INC	306,744	$31M	0.9%	HOLD
20	MUBISHARES TR	288,891	$31M	0.9%	TRIM −5%
21	VTIVANGUARD INDEX FDS	94,327	$30M	0.9%	HOLD
22	CRBNISHARES TR	119,285	$27M	0.8%	ADD 2%
23	VEUVANGUARD INTL EQUITY INDEX F	332,975	$25M	0.7%	HOLD
24	DFAXDIMENSIONAL ETF TRUST	727,702	$25M	0.7%	HOLD
25	VBVANGUARD INDEX FDS	88,362	$23M	0.7%	ADD 8%
26	AGGISHARES TR	224,361	$22M	0.6%	ADD 16%
27	FNDESCHWAB STRATEGIC TR	544,893	$21M	0.6%	HOLD
28	DFNMDIMENSIONAL ETF TRUST	428,736	$21M	0.6%	ADD 7%
29	GOOGLALPHABET INC	68,333	$20M	0.6%	TRIM −5%
30	VTVVANGUARD INDEX FDS	99,384	$19M	0.6%	HOLD
31	DEMWISDOMTREE TR	385,140	$19M	0.5%	TRIM −7%
32	MSFTMICROSOFT CORP	42,289	$16M	0.4%	TRIM −12%
33	PWRDTCW ETF TRUST	160,006	$16M	0.4%	ADD 9%
34	VEAVANGUARD TAX-MANAGED FDS	241,032	$15M	0.4%	HOLD
35	IWNISHARES TR	79,883	$15M	0.4%	TRIM −3%
36	XLFSELECT SECTOR SPDR TR	281,444	$14M	0.4%	HOLD
37	IWMISHARES TR	55,730	$14M	0.4%	ADD 2%
38	VSSVANGUARD INTL EQUITY INDEX F	92,943	$14M	0.4%	HOLD
39	FNDFSCHWAB STRATEGIC TR	267,783	$13M	0.4%	ADD 4%
40	DFACDIMENSIONAL ETF TRUST	320,184	$12M	0.4%	HOLD
41	DFATDIMENSIONAL ETF TRUST	188,313	$12M	0.3%	HOLD
42	DFIVDIMENSIONAL ETF TRUST	205,792	$11M	0.3%	HOLD
43	GOOGALPHABET INC	37,599	$11M	0.3%	TRIM −8%
44	VOTETCW ETF TRUST	132,031	$10M	0.3%	HOLD
45	IDEVISHARES TR	110,712	$9M	0.3%	ADD 8%
46	IJHISHARES TR	135,119	$9M	0.3%	HOLD
47	VGTVANGUARD WORLD FD	12,854	$9M	0.3%	TRIM −3%
48	DLNWISDOMTREE TR	93,715	$8M	0.2%	ADD 5%
49	EFAISHARES TR	85,649	$8M	0.2%	ADD 2%
50	NVDANVIDIA CORPORATION	47,584	$8M	0.2%	TRIM −5%
51	DFASDIMENSIONAL ETF TRUST	114,934	$8M	0.2%	HOLD
52	VWOVANGUARD INTL EQUITY INDEX F	150,691	$8M	0.2%	ADD 8%
53	IJRISHARES TR	64,541	$8M	0.2%	HOLD
54	IWDISHARES TR	36,521	$8M	0.2%	HOLD
55	USMVISHARES TR	83,101	$8M	0.2%	HOLD
56	JPMJPMORGAN CHASE & CO	25,424	$7M	0.2%	ADD 3%
57	IWVISHARES TR	19,857	$7M	0.2%	TRIM −19%
58	VONVVANGUARD SCOTTSDALE FDS	72,300	$7M	0.2%	HOLD
59	QAINEW YORK LIFE INVESTMENTS ET	196,822	$7M	0.2%	ADD 12%
60	DSIISHARES TR	54,846	$7M	0.2%	HOLD
61	MNANEW YORK LIFE INVESTMENTS ET	170,215	$6M	0.2%	ADD 12%
62	AMZNAMAZON COM INC	28,726	$6M	0.2%	TRIM −14%
63	ITOTISHARES TR	40,235	$6M	0.2%	HOLD
64	XOMEXXON MOBIL CORP	32,913	$6M	0.2%	ADD 26%
65	SUSAISHARES TR	42,007	$6M	0.2%	HOLD
66	METAMETA PLATFORMS INC	9,533	$5M	0.2%	TRIM −15%
67	VUGVANGUARD INDEX FDS	12,334	$5M	0.2%	TRIM −5%
68	EFAVISHARES TR	55,857	$5M	0.1%	TRIM −15%
69	JNJJOHNSON & JOHNSON	20,620	$5M	0.1%	ADD 4%
70	SCHXSCHWAB U.S. LARGE-CAP ETF	194,382	$5M	0.1%	TRIM −15%
71	QQQINVESCO QQQ TR	8,227	$5M	0.1%	ADD 4%
72	IYYISHARES TR	29,744	$5M	0.1%	HOLD
73	RYROYAL BK CDA	28,340	$5M	0.1%	HOLD
74	VVVANGUARD INDEX FDS	14,448	$4M	0.1%	HOLD
75	IUSGISHARES TR	27,787	$4M	0.1%	HOLD
76	VUSBVANGUARD BD INDEX FDS	85,605	$4M	0.1%	TRIM −4%
77	PGPROCTER AND GAMBLE CO	29,094	$4M	0.1%	TRIM −8%
78	CINFCINCINNATI FINL CORP	26,688	$4M	0.1%	HOLD
79	VTIPVANGUARD MALVERN FDS	81,999	$4M	0.1%	HOLD
80	RSPINVESCO EXCHANGE TRADED FD T	20,936	$4M	0.1%	ADD 16%
81	DBMFLITMAN GREGORY FDS TR	126,518	$4M	0.1%	TRIM −3%
82	SHYISHARES TR	45,441	$4M	0.1%	ADD 8%
83	SCZISHARES TR	46,145	$4M	0.1%	TRIM −13%
84	BRK.ABERKSHIRE HATHAWAY INC DEL	5	$4M	0.1%	HOLD
85	IWRISHARES TR	36,928	$4M	0.1%	TRIM −6%
86	TJXTJX COS INC NEW	21,370	$3M	0.1%	TRIM −4%
87	VNQVANGUARD INDEX FDS	37,162	$3M	0.1%	TRIM −2%
88	AVGOBROADCOM INC	10,420	$3M	0.1%	TRIM −13%
89	QCOMQUALCOMM INC	24,819	$3M	0.1%	ADD 96%
90	ADBEADOBE INC	12,035	$3M	0.1%	TRIM −3%
91	RYTMRHYTHM PHARMACEUTICALS INC	33,007	$3M	0.1%	NEW
92	PEPPEPSICO INC	17,580	$3M	0.1%	ADD 6%
93	ORCLORACLE CORP	18,548	$3M	0.1%	TRIM −11%
94	CVXCHEVRON CORP NEW	12,885	$3M	0.1%	ADD 5%
95	IWFISHARES TR	6,245	$3M	0.1%	TRIM −19%
96	CSCOCISCO SYS INC	34,171	$3M	0.1%	HOLD
97	ACWIISHARES TR	17,243	$2M	0.1%	ADD 2%
98	AOMISHARES TR	49,669	$2M	0.1%	ADD 10%
99	TDGTRANSDIGM GROUP INC	2,000	$2M	0.1%	HOLD
100	SCHWSCHWAB CHARLES CORP	23,700	$2M	0.1%	TRIM −2%
101	DGROISHARES CORE DIVIDEND GROWTH ETF	31,647	$2M	0.1%	ADD 5%
102	SDYSPDR SER TR	14,883	$2M	0.1%	ADD 2%
103	CRMSALESFORCE INC	11,525	$2M	0.1%	HOLD
104	EAGGISHARES TR	44,646	$2M	0.1%	TRIM −3%
105	ABBVABBVIE INC	9,735	$2M	0.1%	ADD 3%
106	BILLBILL HOLDINGS INC	54,391	$2M	0.1%	TRIM −9%
107	CATCATERPILLAR INC	2,864	$2M	0.1%	ADD 13%
108	EEMISHARES TR	35,362	$2M	0.1%	TRIM −11%
109	SCHBSCHWAB STRATEGIC TR	79,715	$2M	0.1%	HOLD
110	SHVISHARES TR	17,831	$2M	0.1%	HOLD
111	RTXRTX CORPORATION	10,096	$2M	0.1%	ADD 6%
112	VYMVANGUARD WHITEHALL FDS	13,149	$2M	0.1%	HOLD
113	COSTCOSTCO WHSL CORP NEW	1,933	$2M	0.1%	TRIM −13%
114	ESMLISHARES TR	40,343	$2M	0.1%	HOLD
115	MDYSPDR S&P MIDCAP 400 ETF TR	3,063	$2M	0.1%	HOLD
116	MRKMERCK & CO INC	15,434	$2M	0.1%	HOLD
117	ABTABBOTT LABS	17,719	$2M	0.1%	ADD 6%
118	WFCWELLS FARGO CO NEW	22,654	$2M	0.1%	ADD 4%
119	VNQIVANGUARD INTL EQUITY INDEX F	40,018	$2M	0.1%	TRIM −3%
120	NOCNORTHROP GRUMMAN CORP	2,603	$2M	0.1%	NEW
121	AMGNAMGEN INC	5,042	$2M	0.1%	ADD 6%
122	BACBANK AMERICA CORP	35,658	$2M	0.0%	HOLD
123	TSLATESLA INC	4,601	$2M	0.0%	TRIM −6%
124	VOVANGUARD INDEX FDS	5,897	$2M	0.0%	HOLD
125	SCHVSCHWAB STRATEGIC TR	54,632	$2M	0.0%	TRIM −2%
126	LOWLOWES COS INC	6,823	$2M	0.0%	TRIM −6%
127	MAMASTERCARD INCORPORATED	3,107	$2M	0.0%	TRIM −10%
128	AXPAMERICAN EXPRESS CO	5,085	$2M	0.0%	ADD 6%
129	GDGENERAL DYNAMICS CORP	4,364	$1M	0.0%	TRIM −7%
130	WMTWALMART INC	12,009	$1M	0.0%	TRIM −9%
131	VVISA INC	4,878	$1M	0.0%	TRIM −19%
132	IBMINTERNATIONAL BUSINESS MACHS	6,051	$1M	0.0%	ADD 2%
133	LLYELI LILLY & CO	1,583	$1M	0.0%	ADD 75%
134	UNPUNION PAC CORP	5,970	$1M	0.0%	TRIM −8%
135	MPCMARATHON PETE CORP	5,917	$1M	0.0%	HOLD
136	VBKVANGUARD INDEX FDS	4,683	$1M	0.0%	HOLD
137	HDHOME DEPOT INC	4,238	$1M	0.0%	TRIM −16%
138	SDGISHARES TR	16,526	$1M	0.0%	TRIM −13%
139	DISDISNEY WALT CO	13,915	$1M	0.0%	ADD 5%
140	DIHPDIMENSIONAL ETF TRUST	39,901	$1M	0.0%	HOLD
141	EEMVISHARES INC	19,188	$1M	0.0%	TRIM −5%
142	IWPISHARES TR	9,618	$1M	0.0%	TRIM −30%
143	GLDSPDR GOLD TR	2,804	$1M	0.0%	ADD 4%
144	AOAISHARES TR	13,319	$1M	0.0%	HOLD
145	LQDISHARES TR	10,651	$1M	0.0%	HOLD
146	TTTRANE TECHNOLOGIES PLC	2,761	$1M	0.0%	TRIM −6%
147	IWOISHARES TR	3,634	$1M	0.0%	TRIM −4%
148	SCHDSCHWAB STRATEGIC TR	36,185	$1M	0.0%	TRIM −21%
149	NFLXNETFLIX INC	11,168	$1M	0.0%	TRIM −17%
150	VGSHVANGUARD SHORT-TERM TREASURY ETF	17,992	$1M	0.0%	ADD 14%
151	AMATAPPLIED MATLS INC	3,014	$1M	0.0%	TRIM −7%
152	PAYXPAYCHEX INC	11,107	$1M	0.0%	HOLD
153	MMM3M CO	7,014	$1M	0.0%	TRIM −2%
154	XLKSELECT SECTOR SPDR TR	7,544	$1M	0.0%	TRIM −19%
155	QSRRESTAURANT BRANDS INTL INC	13,072	$966,021	0.0%	HOLD
156	KOCOCA COLA CO	12,596	$957,951	0.0%	TRIM −8%
157	MGKVanguard Mega Cap Growth ETF	2,597	$954,302	0.0%	TRIM −10%
158	PFEPFIZER INC	33,933	$952,839	0.0%	ADD 19%
159	DVYISHARES TR	6,255	$947,073	0.0%	HOLD
160	GEGE AEROSPACE	3,311	$939,837	0.0%	TRIM −26%
161	IVEISHARES TR	4,432	$935,857	0.0%	ADD 2%
162	SCHFSCHWAB STRATEGIC TR	36,591	$905,627	0.0%	ADD 16%
163	SLGNSILGAN HLDGS INC	23,128	$897,366	0.0%	HOLD
164	HDVISHARES TR	6,604	$896,295	0.0%	ADD 4%
165	COFCAPITAL ONE FINL CORP	4,723	$861,775	0.0%	TRIM −5%
166	USBUS BANCORP	16,568	$861,702	0.0%	TRIM −6%
167	ARCELLX INC	7,332	$841,860	0.0%	TRIM −7%
168	QEMMSPDR INDEX SHS FDS	12,092	$838,587	0.0%	HOLD
169	GSGOLDMAN SACHS GROUP INC	986	$834,146	0.0%	HOLD
170	IJTISHARES TR	5,653	$818,046	0.0%	HOLD
171	IAUISHARES GOLD TR	9,239	$814,510	0.0%	HOLD
172	KMIKINDER MORGAN INC DEL	23,987	$804,284	0.0%	TRIM −6%
173	IUSBISHARES TR	16,839	$777,793	0.0%	ADD 20%
174	VTVANGUARD INTL EQUITY INDEX F	5,601	$774,835	0.0%	ADD 9%
175	FDXFEDEX CORP	2,174	$774,640	0.0%	TRIM −9%
176	DHRDANAHER CORP DEL	4,080	$773,742	0.0%	TRIM −9%
177	HONHONEYWELL INTL INC	3,385	$765,112	0.0%	ADD 129%
178	VGITVANGUARD SCOTTSDALE FDS	12,829	$763,967	0.0%	ADD 15%
179	VXFVANGUARD INDEX FDS	3,680	$757,344	0.0%	HOLD
180	ESGDISHARES TR	7,883	$753,772	0.0%	HOLD
181	RDIVINVESCO EXCH TRADED FD TR II	13,430	$747,514	0.0%	HOLD
182	VXUSVANGUARD STAR FDS	9,690	$747,236	0.0%	ADD 8%
183	UNHUNITEDHEALTH GROUP INC	2,760	$747,013	0.0%	TRIM −9%
184	PVLAPALVELLA THERAPEUTICS INC	5,852	$729,452	0.0%	HOLD
185	ESGUISHARES TR	5,145	$727,732	0.0%	HOLD
186	VOEVANGUARD INDEX FDS	3,849	$709,294	0.0%	HOLD
187	GEVGE VERNOVA INC	812	$708,795	0.0%	TRIM −15%
188	NNNEXTNAV INC	44,206	$708,180	0.0%	NEW
189	CPCANADIAN PACIFIC KANSAS CITY	8,857	$696,692	0.0%	HOLD
190	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	22,057	$642,541	0.0%	TRIM −41%
191	DUHPDIMENSIONAL ETF TRUST	17,299	$635,911	0.0%	HOLD
192	SPGSIMON PPTY GROUP INC NEW	3,392	$632,710	0.0%	TRIM −37%
193	BMYBRISTOL-MYERS SQUIBB CO	10,387	$629,972	0.0%	ADD 9%
194	BBHVANECK ETF TRUST	3,347	$629,316	0.0%	TRIM −7%
195	NRGNRG ENERGY INC	4,288	$626,648	0.0%	NEW
196	BBHLBBH TR	40,965	$615,294	0.0%	HOLD
197	TMOTHERMO FISHER SCIENTIFIC INC	1,212	$595,734	0.0%	TRIM −14%
198	PANWPALO ALTO NETWORKS INC	3,682	$590,298	0.0%	ADD 51%
199	IDVISHARES TR	13,821	$588,222	0.0%	HOLD
200	SPYMSPDR SERIES TRUST	7,647	$585,301	0.0%	TRIM −9%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

536K

584K

625K

598K

628K

662K

$432M

VBRVANGUARD INDEX FDS

1.2M

1.5M

1.6M

1.7M

$378M

IUSVISHARES TR

3.3M

3.5M

3.6M

3.7M

$377M

ACWVISHARES INC

2.4M

$291M

VTEBVANGUARD MUN BD FDS

5.2M

4.8M

4.1M

4.3M

4.2M

$211M

VIGVANGUARD SPECIALIZED FUNDS

951K

955K

964K

969K

954K

955K

$205M

VOOVANGUARD INDEX FDS

152K

155K

158K

157K

180K

181K

$108M

IEFAISHARES TR

596K

699K

772K

839K

916K

987K

$89M

EFVISHARES TR

1.2M

1.1M

$80M

IEMGISHARES INC

1.0M

1.1M

$75M

AAPLAPPLE INC

300K

344K

300K

293K

283K

272K

$69M

IWBISHARES TR

69K

72K

113K

112K

114K

113K

$40M

BNDVANGUARD BD INDEX FDS

493K

503K

530K

545K

526K

541K

$40M

SPYSTATE STR SPDR S&P 500 ETF T

61K

60K

61K

60K

59K

$38M

BRK.BBERKSHIRE HATHAWAY INC DEL

65K

64K

63K

61K

69K

74K

$35M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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