StockDriftsStockDriftsTop 50 Aspiriant, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.31% | 661.9K | $432.4M | +5.41%(+34.00K) | $491.32(+52.97%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 10.76% | 1.74M | $377.9M | +7.33%(+118.82K) | $171.17(+34.93%) | 2026-03-31 | |
| IUSV | ISHARES TR | 10.73% | 3.68M | $376.6M | +2.82%(+100.86K) | $68.72(+58.51%) | 2026-03-31 | |
| ACWV | ISHARES INC | 8.3% | 2.44M | $291.4M | +1.34%(+32.33K) | $86.23(+40.85%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 6.02% | 4.23M | $211.2M | -1.63%(-70.10K) | $50.25(-0.41%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.85% | 955.1K | $205.4M | +0.12%(+1.12K) | $126.75(+82.15%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.08% | 181.1K | $108.2M | +0.53%(+959) | $308.36(+123.03%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.54% | 986.8K | $89.3M | +7.77%(+71.18K) | $74.30(+30.42%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.26% | 1.07M | $79.5M | -1.96%(-21.38K) | $42.56(+84.16%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.13% | 1.07M | $74.8M | +1.85%(+19.47K) | $52.06(+58.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.17% | +37.38% |
| Top 20 Holdings Unweighted | +12.99% | +44.25% |
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