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Aspiriant Risk-Managed Equity Allocation Fund | RMEAX

Mutual Fund
Aspiriant Trust
Last update 2025-06-23 182 Stocks (13 new)
Value $507.00 Mil Turnover 14 %
Countries:
Aspiriant Risk-Managed Equity ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
2,560,111
78,851.4
0%
15.540
0%
1.210
+15.98%
+17.90%
7,262.0
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
612,100
71,230.1
0%
14.040
0%
2.150
+2.69%
+8.28%
3,251.7
 
ACWI
iShares MSCI ACWI Index Fund
360,160
41,919.0
New Holding
8.260
+8.26%
0.210
+16.31%
+10.94%
22,550.0
 
AAPL
Apple Inc
68,331
15,178.4
+5.14%
2.990
+0.15%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
39,750
14,921.8
-6.49%
2.940
-0.25%
0.000
+38.00%
+20.34%
3,755,441.4
Software
UNH
UnitedHealth Group Inc
16,055
8,408.8
+3.79%
1.660
+0.06%
0.000
-32.78%
-42.99%
258,653.0
Healthcare Plans
GOOGL
Alphabet Inc
49,816
7,703.6
0%
1.520
0%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
META
Meta Platforms Inc
12,717
7,329.6
-4.50%
1.440
-0.08%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
V
Visa Inc
20,376
7,141.0
-4.43%
1.410
-0.07%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
AMZN
Amazon.com Inc
37,434
7,122.2
-5.37%
1.400
-0.10%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical

Aspiriant Risk-Managed Equity Allocation Fund's Historical Top Holdings Breakdowns

Aspiriant Risk-Managed Equity Allocation Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ACWI
iShares MSCI ACWI Index Fund
2025-03-31
New Buy
New Buy
+8.26%
115.16 ($119.81) 124.13
$130.35
8.80%
New holding
360,160
360,160
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.41%
156.06 ($183.12) 207.71
$192.11
4.91%
Reduce -38.02%
15,962
-9,792
XSWX:ROG
Roche Holding AG
2025-03-31
Sold Out
Sold Out
-0.37%
255.5 (CHF288.22) 311.1
CHF254.10
-11.84%
Sold Out
0
-6,058
IT
Gartner Inc
2025-03-31
Sold Out
Sold Out
-0.33%
418.25 ($492.81) 548.38
$356.52
-27.66%
Sold Out
0
-3,118
AON
Aon PLC
2025-03-31
New Buy
New Buy
+0.31%
348.44 ($383.42) 409.32
$354.22
-7.62%
New holding
3,964
3,964
XBRU:KBC
KBC Groupe NV
2025-03-31
Add
Add
+0.31%
72.1 (€79.64) 88.54
€88.18
10.72%
Add 301.49%
22,953
17,236
MRVL
Marvell Technology Inc
2025-03-31
Sold Out
Sold Out
-0.31%
61.57 ($97.02) 126.06
$71.99
-25.80%
Sold Out
0
-12,874
AMT
American Tower Corp
2025-03-31
New Buy
New Buy
+0.30%
173.46 ($196.17) 217.6
$232.35
18.44%
New holding
7,108
7,108
ANET
Arista Networks Inc
2025-03-31
Sold Out
Sold Out
-0.30%
77.48 ($101.39) 129.82
$109.78
8.27%
Sold Out
0
-12,293
LSE:AXB
Axis Bank Ltd
2025-03-31
Sold Out
Sold Out
-0.29%
54.6 ($59.05) 65
$63.50
7.54%
Sold Out
0
-21,539

Aspiriant Risk-Managed Equity Allocation Fund Total Holding History ($B)

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Aspiriant Risk-Managed Equity Allocation Fund's Asset Allocation

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Aspiriant Risk-Managed Equity Allocation Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Aspiriant Risk-Managed Equity Allocation Fund's Hypothetical Growth since 2025-03-31

Aspiriant Risk-Managed Equity Allocation Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Aspiriant Risk-Managed Equity Allocation Fund's Holdings Heat Map

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Aspiriant Risk-Managed Equity Allocation Fund's Holdings Bubble Chart

Aspiriant Risk-Managed Equity Allocation Fund News

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