Aspirean Wealth, LLC

Aspirean Wealth, LLC manages $92M in assets across 18 positions, with a significant allocation to index-based ETFs. The fund's top holdings include ITOT, accounting for 37% of the portfolio at $34.1M, and IDEV, comprising 17% at $15.4M. Fixed income and international equity exposures are also notable, with VGIT and IEMG representing 12% and 8% of the portfolio, valued at $11.3M and $7.8M, respectively. The fund's remaining positions, including VTIP and DFSD, account for 26% of the portfolio, totaling $23.9M.

📌 Top Holdings