Aspiriant, LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$3.5B
Holdings
337
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +5.4% (627.9k → 661.9k shares)
12.3%
02
$VBR
VANGUARD INDEX FDS
Q1 2026: Increased +7.3% (1.62M → 1.74M shares)
10.8%
03
$IUSV
ISHARES TR
Q1 2026: Increased +2.8% (3.58M → 3.68M shares)
10.7%
04
$ACWV
ISHARES INC
Q1 2026: Increased +1.3% (2.41M → 2.44M shares)
8.3%
05
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Sold 1.6% (4.30M → 4.23M shares)
6.0%
06
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Sold 1.5% (968.5k → 954.0k shares)
5.9%
07
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +0.5% (180.2k → 181.1k shares)
3.1%
08
$IEFA
ISHARES TR
Q1 2026: Increased +7.8% (915.6k → 986.8k shares)
2.5%
09
$EFV
ISHARES TR
Q1 2026: Sold 2.0% (1.09M → 1.07M shares)
2.3%
10
$IEMG
ISHARES INC
Q1 2026: Increased +1.9% (1.05M → 1.07M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:27 UTC.