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The Analysis of Aspirean Wealth, LLC's Holdings & P&L

Currently, Aspirean Wealth, LLC holds 18 types of securities in its portfolio with a total value $92.1M. In the most recent quarter, they have increased their positions in ITOT (+4.5K shares, valued at $644.9K), AVDE (+3.7K shares, valued at $312.3K), DFSD (+6.3K shares, valued at $302.7K); decreased their positions in QQQ (-480 shares, valued at $277.0K), IDEV (-1.5K shares, valued at $125.3K), DFIV (-1.4K shares, valued at $75.5K).

1M P&L

+490.1K+0.49%

3M P&L

+4.8M+4.99%

HY P&L

+5.0M+5.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A91.6M

99.4%

2INSURANCE - DIVERSIFIED524.7K

0.6%

Top Industries by Stock Count

1N/A17 stocks

94.4%

2INSURANCE - DIVERSIFIED1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR233.8K shares1.98%2026-03-312026-05-14

IDEV ISHARES TR185.5K shares-0.80%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS193.2K shares2.52%2026-03-312026-05-14

IEMG ISHARES INC118.2K shares1.51%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS103.4K shares1.92%2026-03-312026-05-14

DFSD DIMENSIONAL ETF TRUST94.5K shares7.17%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS37.3K shares-0.16%2026-03-312026-05-14

QQQ INVESCO QQQ TR4.3K shares-10.02%2026-03-312026-05-14

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DFIV DIMENSIONAL ETF TRUST35.0K shares-3.93%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR20.5K shares21.88%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST24.4K shares-0.01%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR14.3K shares17.84%2026-03-312026-05-14

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.64%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST9.2K shares3.42%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST3.5K shares0.23%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST3.5K shares0.17%2026-03-312026-05-14

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IBIT ISHARES BITCOIN TRUST ETF5.8K shares-8.01%2026-03-312026-05-14

IWF ISHARES TR482 shares0.00%2026-03-312026-05-14

ITOT

ISHARES TR

1.98%

Shares233.8K

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

-0.80%

Shares185.5K

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

2.52%

Shares193.2K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

1.51%

Shares118.2K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

1.92%

Shares103.4K

Event2026-03-31

Filed2026-05-14

DFSD

DIMENSIONAL ETF TRUST

7.17%

Shares94.5K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

-0.16%

Shares37.3K

Event2026-03-31

Filed2026-05-14

QQQ

INVESCO QQQ TR

-10.02%

Shares4.3K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

-3.93%

Shares35.0K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

21.88%

Shares20.5K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

-0.01%

Shares24.4K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

17.84%

Shares14.3K

Event2026-03-31

Filed2026-05-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.64%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

3.42%

Shares9.2K

Event2026-03-31

Filed2026-05-14

DFUS

DIMENSIONAL ETF TRUST

0.23%

Shares3.5K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

0.17%

Shares3.5K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

-8.01%

Shares5.8K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

0.00%

Shares482

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available