Holdings of Aspirean Wealth, LLC
17 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 96.2 % of the equity sleeve
Sector breakdown
- Financials 0.6 %
- Unattributed 99.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 17 | 87.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | iShares Core S&P Total U.S. Stock Market ETF | 233,757 | 33.3M $ | |
| 2 | iShares Core MSCI International Developed Markets ETF | 185,524 | 15.5M $ | |
| 3 | Vanguard Scottsdale Funds | 193,155 | 11.5M $ | |
| 4 | iShares Core MSCI Emerging Markets ETF | 118,235 | 8.2M $ | |
| 5 | Vanguard Malvern Funds | 103,351 | 5.2M $ | |
| 6 | Vanguard Short-term Bond Etf | 37,255 | 2.9M $ | |
| 7 | Invesco QQQ Trust Series 1 | 4,312 | 2.5M $ | |
| 8 | Dimensional International Value ETF | 34,978 | 1.8M $ | |
| 9 | Avantis International Equity ETF | 20,508 | 1.7M $ | |
| 10 | Dimensional U S Targeted Value ETF | 24,392 | 1.5M $ | |
| 11 | Avantis International Small Cap Value ETF | 14,287 | 1.4M $ | |
| 12 | Berkshire Hathaway Inc | 1,095 | 524.7K $ | |
| 13 | DFA Dimensional US Marketwide Value ETF | 9,166 | 444.2K $ | |
| 14 | Dimensional ETF Trust | 3,549 | 251.7K $ | |
| 15 | Dimensional U S Small Cap ETF | 3,486 | 248.1K $ | |
| 16 | iShares Bitcoin Trust ETF | 5,808 | 223.1K $ | |
| 17 | iShares Russell 1000 Growth ETF | 482 | 205.5K $ |