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

Currently, Aspirean Wealth, LLC holds 20 types of securities in its portfolio with a total value $107.6M. In the most recent quarter, they have increased their positions in ITOT (+10.7K shares, valued at $1.8M), VGIT (+22.9K shares, valued at $1.4M), AVDE (+11.3K shares, valued at $1.0M); decreased their positions in IDEV (-6.0K shares, valued at $537.1K), DFAT (-664 shares, valued at $46.4K), DFUV (-670 shares, valued at $36.9K); initiated new positions in QQQM (+1.8K shares, valued at $543.5K), AIS (+3.2K shares, valued at $269.8K).

1M P&L

+3.2M+2.99%

3M P&L

+1.3M+1.17%

HY P&L

+6.3M+6.05%

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/A107.0M

99.5%

2Insurance - Diversified547.9K

0.5%

Top Industries by Stock Count

1N/A19 stocks

95.0%

2Insurance - Diversified1 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR244.4K shares4.57%2026-06-302026-08-06

IDEV ISHARES TR179.5K shares-3.25%2026-06-302026-08-06

VGIT VANGUARD SCOTTSDALE FDS216.1K shares11.87%2026-06-302026-08-06

IEMG ISHARES INC122.2K shares3.32%2026-06-302026-08-06

VTIP VANGUARD MALVERN FDS115.4K shares11.68%2026-06-302026-08-06

DFSD DIMENSIONAL ETF TRUST110.2K shares16.69%2026-06-302026-08-06

QQQ INVESCO QQQ TR4.4K shares1.69%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS37.7K shares1.16%2026-06-302026-08-06

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AVDE AMERICAN CENTY ETF TR31.9K shares55.31%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR19.6K shares37.27%2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST37.3K shares6.66%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST23.7K shares-2.72%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II1.8K sharesnew addition2026-06-302026-08-06

DFUV DIMENSIONAL ETF TRUST8.5K shares-7.31%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST3.4K shares-3.27%2026-06-302026-08-06

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DFAS DIMENSIONAL ETF TRUST3.4K shares-3.67%2026-06-302026-08-06

AIS TIDAL TRUST III3.2K sharesnew addition2026-06-302026-08-06

IWF ISHARES TR1.9K shares300.00%2026-06-302026-08-06

IBIT ISHARES BITCOIN TRUST ETF6.3K shares7.82%2026-06-302026-08-06

ITOT

ISHARES TR

4.57%

Shares244.4K

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

-3.25%

Shares179.5K

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

11.87%

Shares216.1K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

3.32%

Shares122.2K

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

11.68%

Shares115.4K

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

16.69%

Shares110.2K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

1.69%

Shares4.4K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

1.16%

Shares37.7K

Event2026-06-30

Filed2026-08-06

AVDE

AMERICAN CENTY ETF TR

55.31%

Shares31.9K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

37.27%

Shares19.6K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

6.66%

Shares37.3K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

-2.72%

Shares23.7K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL ETF TRUST

-7.31%

Shares8.5K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

-3.27%

Shares3.4K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

-3.67%

Shares3.4K

Event2026-06-30

Filed2026-08-06

AIS

TIDAL TRUST III

New

Shares3.2K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

300.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

7.82%

Shares6.3K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available