# Portfolio overlap — PIALX vs RMDFX

Comparing **Victory Pioneer Solutions - Balanced Fund** (2026-01-30) and **Aspiriant Defensive Allocation Fund** (2026-03-31).

- Shared positions: 1
- Victory Pioneer Solutions - Balanced Fund covered by Aspiriant Defensive Allocation Fund: 0.06634193977047510820950187984
- Aspiriant Defensive Allocation Fund covered by Victory Pioneer Solutions - Balanced Fund: 0.06634193977047510820950187984

## Victory Pioneer Solutions - Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Victory Pioneer Multi-Asset Income Fund | 0.297204 | ✓ |
| Victory Pioneer Global Equity Fund | 0.181341 |  |
| Victory Pioneer International Equity Fund | 0.128453 |  |
| Victory Pioneer Bond Fund | 0.068255 |  |
| Victory Pioneer Multi-Asset Ultrashort Income Fund | 0.065881 |  |
| Victory Pioneer Equity Premium Income Fund | 0.059877 |  |
| V/P-CAT BND-K | 0.055522 |  |
| Victory Pioneer Balanced Fund | 0.046316 |  |
| Victory Pioneer Active Credit Fund | 0.024219 |  |
| Victory Pioneer Securitized Income Fund | 0.024212 |  |
| DREY-GVT CSH-I | 0.009899 |  |
| Victory Pioneer Short Term Income Fund | 0.009847 |  |
| Victory Pioneer Disciplined Value Fund | 0.009142 |  |
| Victory Pioneer Fund | 0.008032 |  |
| Victory Pioneer Equity Income Fund | 0.007894 |  |
| Victory Pioneer Fundamental Growth Fund | 0.002931 |  |
| Victory Pioneer Strategic Income Fund | 0.000974 |  |

## Aspiriant Defensive Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GMO Benchmark-Free Allocation Fund, Class IV | 0.259585 |  |
| Wilshire Bridgewater Managed Alpha (Ireland) Fund, Class D3 Shares | 0.125822 |  |
| ISHARES GOLD TRUST MUTUAL FUND | 0.087900 |  |
| Lazard Global Investment Funds plc - Lazard Rathmore Alternative Fund, Class E shares | 0.069547 |  |
| Victory Pioneer Multi-Asset Income Fund | 0.066342 | ✓ |
| JPMorgan Global Allocation Fund, Class R6 | 0.061963 |  |
| Eaton Vance Global Macro Absolute Return Advantage Fund, Class R6 | 0.061107 |  |
| Millennium International Ltd., Class GG | 0.060120 |  |
| GMO Investments ICAV - GMO Equity Dislocation Investment Fund, Class A shares | 0.057800 |  |
| Elliott Associates LP, Class C shares | 0.043460 |  |
| BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTITUTIONAL 0.00000000 | 0.038019 |  |
| SPDR Bridgewater All Weather ETF | 0.029128 |  |
| JPMorgan Prime Money Market Fund, Institutional Class | 0.021005 |  |
| ISHARES CORE 60 40 BALANCED ALLOCATION ETF | 0.018202 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-012937` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/2042316/000094040026012937/0000940400-26-012937-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012309` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1534881/000207169126012309/0002071691-26-012309-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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