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Home > Institutional Investor > Aspirean Wealth, Llc > 13F Holdings

Instuitional Investor - Aspirean Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 244,442 $40,154,485 37.32%
2.
Ishares Tr - CORE MSCI INTL
 179,490 $15,976,405 14.85%
3.
Vanguard Scottsdale Funds
 VCIT 216,086 $12,744,754 11.84%
4.
Ishares Inc - CORE MSCI EMKT
 122,164 $10,120,072 9.41%
5.
Vanguard Malvern Fds
 115,425 $5,797,793 5.39%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.