RMEIX
Aspiriant Risk-Managed Equity Allocation Fund
Aspiriant Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Deutsche Bank Securities Inc. 0 10,237,549 10,237,549 0.79% $10.24M
NETFLIX INC 0 43,475 43,475 0.32% $4.18M
PHILIP MORRIS INTL INC 0 14,201 14,201 0.18% $2.35M
ANGLO AMER PLC 0 49,435 49,435 0.16% $2.12M
EQUINIX INC 0 2,101 2,101 0.16% $2.06M
TOKYO ELECTRON 0 8,180 8,180 0.16% $2.03M
ZIMMER BIOMET HOLDINGS INC 0 2,000,000 2,000,000 0.15% $2.00M
SANDVIK AB 0 50,074 50,074 0.15% $1.92M
SPOTIFY TECHNOLOGY SA 0 3,872 3,872 0.14% $1.88M
GLENCORE PLC 0 246,770 246,770 0.14% $1.87M
NORTHROP GRUMMAN CORP 0 2,491 2,491 0.13% $1.70M
SYNOPSYS INC 0 3,938 3,938 0.12% $1.56M
WESCO INTL 0 5,665 5,665 0.12% $1.55M
SHIN-ETSU CHEM 0 37,600 37,600 0.12% $1.53M
AXON ENTERPRISE INC 0 3,569 3,569 0.12% $1.52M
GSK PLC 0 53,862 53,862 0.11% $1.48M
S&P GLOBAL INC 0 3,072 3,072 0.10% $1.31M
WEICHAI POWER-H 0 364,914 364,914 0.10% $1.29M
CONSTELLATION SOFTWARE INC 0 652 652 0.09% $1.14M
RHEINMETALL AG 0 672 672 0.09% $1.13M
SHK PPT 0 56,000 56,000 0.07% $932.45K
EXPERIAN PLC COMMON STOCK USD.1 0 22,530 22,530 0.06% $779.41K
SHIONOGI & CO 0 13,200 13,200 0.02% $292.00K
SOCGEN TRIPARTY TSY 0 50,000 50,000 0.00% $50.00K
SWEDISH KRONA 0 1,001 1,001 0.00% $106
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MONEY MARKET FUND 3,000,000 0 -3,000,000 0.00% -$3.00M
Short-Term Investment 3,000,000 0 -3,000,000 0.00% -$3.00M
MONEYMKT 3,000,000 0 -3,000,000 0.00% -$3.00M
UBS GROUP AG 53,482 0 -53,482 0.00% -$2.47M
JOHNSON CONTROLS INTERNATIONAL PLC 15,493 0 -15,493 0.00% -$1.86M
EVERCORE INC A 5,272 0 -5,272 0.00% -$1.79M
RECRUIT HOLDINGS 31,400 0 -31,400 0.00% -$1.76M
KKR & CO INC 13,395 0 -13,395 0.00% -$1.71M
NETEASE INC 60,300 0 -60,300 0.00% -$1.66M
AUTODESK INC 5,543 0 -5,543 0.00% -$1.64M
TRIP.COM GROUP LTD ADR 21,516 0 -21,516 0.00% -$1.55M
CORNING INC 17,413 0 -17,413 0.00% -$1.52M
SONY GROUP CORP 58,800 0 -58,800 0.00% -$1.51M
ADYEN NV 911 0 -911 0.00% -$1.47M
AMERICAN EXPRESS CO 3,630 0 -3,630 0.00% -$1.34M
O'REILLY AUTOMOTIVE INC 14,158 0 -14,158 0.00% -$1.29M
Treasury Repurchase Agreement 1,278,354 0 -1,278,354 0.00% -$1.28M
HOLCIM LTD 13,035 0 -13,035 0.00% -$1.27M
MCKESSON CORP 1,132 0 -1,132 0.00% -$928.57K
QIAGEN NV 18,004 0 -18,004 0.00% -$818.77K
CHEWY INC- CL A 15,112 0 -15,112 0.00% -$499.45K
ADV MICRO DEVICE 1,932 0 -1,932 0.00% -$413.76K
MAGNUM ICE CREAM 10,831 0 -10,831 0.00% -$171.91K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
GMO Investments ICAV - GMO Equity Dislocation Investment Fund, Class A shares 2,314,724 2,319,734 5,010 4.73% $5.57M
JPMorgan Prime Money Market Fund, Institutional Class 30,166,625 44,041,735 13,875,110 3.40% $13.86M
MICROSOFT CORP 38,650 39,623 973 1.13% -$4.02M
META PLATFORMS INC CL A 12,594 14,763 2,169 0.65% $133.18K
BROADCOM INC 20,785 25,459 4,674 0.61% $686.13K
ALPHABET INC CL C 22,513 24,917 2,404 0.55% $83.11K
SAFRAN SA 17,119 19,167 2,048 0.48% $309.16K
LILLY ELI and CO 5,849 6,421 572 0.46% -$379.96K
MERCK & CO 27,428 47,317 19,889 0.44% $2.80M
SALESFORCE INC 17,664 25,719 8,055 0.37% $121.60K
MASTERCARD INC CL A 6,486 9,162 2,676 0.35% $875.16K
VISA INC-CLASS A 12,174 12,881 707 0.30% -$376.39K
UNITEDHEALTH GRP 11,975 13,326 1,351 0.28% -$347.18K
BRITISH AMERICAN TOBACCO PLC 49,227 62,085 12,858 0.28% $813.87K
WELLTOWER INC 15,014 16,698 1,684 0.25% $514.61K
SAP SE 14,290 18,516 4,226 0.24% -$315.36K
ACCENTURE PLC CL A 15,571 15,869 298 0.24% -$1.03M
JABIL INC 10,774 11,286 512 0.23% $541.21K
SABESP 75,061 96,015 20,954 0.23% $1.13M
THE CIGNA GROUP 8,025 10,517 2,492 0.22% $596.69K
ARGENX SE SPONSORED ADR 2,178 3,522 1,344 0.20% $740.35K
FLEX LTD 28,761 38,959 10,198 0.20% $812.52K
UNITED THERAPEUTICS CORP DEL 3,532 4,300 768 0.20% $828.85K
HANWHA AEROSPACE 2,868 2,904 36 0.19% $603.31K
BANK LEUMI LE-IS 83,763 107,614 23,851 0.19% $560.61K
NXP SEMICONDUCTORS NV 9,388 12,140 2,752 0.18% $352.12K
UBER TECHNOLOGIES INC 26,461 32,323 5,862 0.18% $162.87K
US FOODS HOLDING CORP 21,284 24,809 3,525 0.18% $684.53K
DSV PANALPINA A S 8,943 9,206 263 0.17% -$29.03K
CH ROBINSON WORLDWIDE INC 12,914 13,266 352 0.17% $127.03K
Prudential Public Limited Company 141,187 156,309 15,122 0.17% $1.29K
INTERACTIVE BROKERS GROUP INC 18,349 32,229 13,880 0.17% $981.57K
ACCOR SA 32,624 44,530 11,906 0.16% $296.58K
CENCORA INC 2,323 6,721 4,398 0.16% $1.33M
TENET HEALTHCARE CORP 5,922 11,119 5,197 0.16% $921.45K
UNICREDIT SPA 16,656 28,788 12,132 0.16% $685.80K
HITACHI LTD 42,600 69,200 26,600 0.16% $694.01K
FERGUSON ENTERPRISES INC 8,405 8,598 193 0.15% $134.36K
PARKER HANNIFIN CORP 1,673 2,144 471 0.15% $448.89K
UCB SA 4,711 6,340 1,629 0.15% $597.61K
NEXT PLC 8,806 9,805 999 0.13% $35.36K
Dassault Systemes SE 53,015 59,852 6,837 0.09% -$269.49K
Amadeus IT Holding, S.A. 14,647 20,826 6,179 0.09% $106.81K
The Bank Of Nova Scotia, Toronto 235,000 1,000,000 765,000 0.08% $765.00K
British Pound 73 31,732 31,659 0.00% $41.90K
Danish Krone 57,388 185,147 127,758 0.00% $19.61K
FX Spot Contract: EUR/USD SETTLE 2026-01-05 2,303 4,660 2,356 0.00% $2.68K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TSMC 243,616 228,020 -15,596 1.02% $1.21M
AMAZON.COM INC 54,957 46,553 -8,404 0.75% -$2.99M
APPLE INC 51,028 37,732 -13,296 0.74% -$4.30M
NVIDIA CORP 52,305 51,303 -1,002 0.69% -$807.64K
LAM RESEARCH CORP 40,321 29,424 -10,897 0.48% -$615.42K
ASML Holding NV 2,331 2,096 -235 0.21% $275.47K
HILTON WORLDWIDE HOLDINGS INC 10,058 8,939 -1,119 0.21% -$170.99K
COCA-COLA CO/THE 40,373 34,754 -5,619 0.20% -$179.43K
UNILEVER PLC 74,172 48,120 -26,052 0.20% -$2.20M
TENCENT HOLDINGS LTD 42,356 41,856 -500 0.20% -$610.59K
KLA CORP 1,939 1,765 -174 0.20% $242.76K
TJX COS INC 16,902 15,922 -980 0.20% -$53.57K
ELEVANCE HEALTH INC 10,850 7,938 -2,912 0.18% -$1.48M
NESTLE SA (REG) 24,612 23,087 -1,525 0.17% -$178.34K
MIZUHO FINANCIAL 67,063 54,963 -12,100 0.17% -$222.33K
HOME DEPOT INC 6,710 6,437 -273 0.16% -$191.85K
TARGA RESOURCES CORP 10,000 7,902 -2,098 0.15% $136.27K
ERSTE GROUP BANK 19,939 17,091 -2,848 0.14% -$544.61K
KBC GROUP 17,617 14,044 -3,573 0.13% -$575.49K
ABBVIE INC 11,040 7,410 -3,630 0.12% -$910.93K
SINGAPORE TELECO (LOT SIZE 100) 452,045 417,945 -34,100 0.12% $9.93K
AMRIZE LTD 33,601 27,745 -5,856 0.12% -$286.08K
ICICI Bank Ltd 58,098 56,452 -1,646 0.11% -$269.21K
SUMITOMO REALTY 51,800 51,500 -300 0.11% $160.87K
WELLS FARGO & CO 43,901 17,267 -26,634 0.11% -$2.72M
ASTRAZENECA PLC 12,736 6,565 -6,171 0.10% -$1.07M
ANALOG DEVICES INC 7,582 3,759 -3,823 0.09% -$860.35K
Treasury Repurchase Agreement 8,000,000 707,857 -7,292,143 0.05% -$7.29M
ITAU UNIBANCO HLDG SA SPON ADR 251,221 82,767 -168,454 0.05% -$1.11M
NOVO NORDISK-B 26,084 17,175 -8,909 0.05% -$694.43K
MITSUBISHI ESTAT 36,000 21,273 -14,727 0.05% -$284.16K
NEW TAIWAN DOLLAR 0 0 -0 0.00% $0
ISRAELI SHEKEL -0 -0 -0 0.00% -$0
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
GMO Quality VI 13,148,277 13,148,277 0 33.00% -$32.21M
Schwab Strategic Trust FUNDAMENTAL EMERGING MKTS L 2,560,111 2,560,111 0 7.55% $5.63M
Rief Strategic Partners Fund, Series SB 56,514 56,514 0 7.08% -$5.49M
Baillie Gifford Emerging Markets Equities Fund, Class K 2,328,476 2,328,476 0 4.96% $2.54M
AQR LARGE CAP DEF STYLE-R6 MUTUAL FUND 2,896,301 2,896,301 0 4.00% $897.85K
Viking Global Equities LP, Class H Interests 44,194 44,194 0 3.87% -$3.21M
ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND 333,716 333,716 0 3.07% $253.62K
iShares Trust MSCI ACWI ETF 215,172 215,172 0 2.30% -$671.34K
ALPHABET INC CL A 28,675 28,675 0 0.64% -$729.49K
JOHNSON&JOHNSON 30,254 30,254 0 0.57% $1.13M
THERMO FISHER SCIENTIFIC INC 10,874 10,874 0 0.41% -$956.04K
TEXAS INSTRUMENTS INC 21,147 21,147 0 0.32% $436.69K
US BANCORP DEL 78,850 78,850 0 0.32% -$106.45K
ABBOTT LABS 37,289 37,289 0 0.30% -$843.48K
HALEON PLC 610,860 610,860 0 0.23% -$63.77K
Compass Group PLC 103,617 103,617 0 0.22% -$392.10K
CONSTELLATION BRANDS INC CL A 17,148 17,148 0 0.20% $206.46K
INTUITIVE SURGICAL INC 5,301 5,301 0 0.19% -$558.57K
LVMH MOET HENNESSY LOUIS VUITTON SE 3,800 3,800 0 0.16% -$786.93K
QUEST DIAGNOSTICS INC 8,091 8,091 0 0.12% $181.64K
DIAGEO PLC 79,580 79,580 0 0.11% -$234.82K
TRADEWEB MARKETS INC A 12,496 12,496 0 0.11% $126.46K
KNORR-BREMSE AG 6,240 6,240 0 0.05% $20.65K
SWISS FRANC 98,263 98,263 0 0.01% -$1.16K
HAVAS NV 1,504 1,504 0 0.00% -$3.72K
HONG KONG DOLLAR 90,064 90,064 0 0.00% -$86
FX Forward Contract: CAD/USD SETTLE 2026-03-18 19 19 0 0.00% -$0
South Korea Won 171 171 0 0.00% -$0

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