RMMBX
Aspiriant Risk-Managed Municipal Bond Fund
Aspiriant Trust

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
990
Top-10 weight
22.41%
Effective holdings ?
71
Crowding ?
23.8

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 Mackay Municipal Opportunities Fund LP, Class A 4,953 $105.13M 8.25%
2 ISHARES NATIONAL MUNI BOND ETF ISHARES NATIONAL MUNI BOND E MUB US 837,022 $88.85M 6.97%
3 BLKR-LI MUNI-INS MCSXX 33,191,608 $33.19M 2.61%
4 Mackay Municipal Credit Opportunities Fund LP, Class A 4,163 $26.43M 2.07%
5 JPMorgan Prime Money Market Fund, Institutional Class 7,902,781 $7.90M 0.62%
6 NEW YORK NY REGD B/E 5.25000000 4,400,000 $4.55M 0.36%
7 UNIVERSITY OF CHICAGO 5.25% 05-15-48 ILSGEN 4,330,000 $4.51M 0.35%
8 NJ TRANSP 5% 6/15/2048 3,800,000 $4.32M 0.34%
9 PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 PRCGEN 4,300,000 $4.09M 0.32%
10 MIAMI-DADE CNTY FL MIA 4,020,000 $4.04M 0.32%
11 REGL TRANSPRTN DIST CO SALES TAX REVENUE 4,000,000 $4.03M 0.32%
12 Metropolitan Atlanta Rapid Transit Authority, Series 2017 C METTRN 4,000,000 $4.03M 0.32%
13 State of Mississippi, Series 2017A 4,000,000 $4.02M 0.32%
14 Texas Public Finance Authority 4,000,000 $4.01M 0.32%
15 PALOMAR POMERADO 5,000,000 $3.87M 0.30%
16 MIAMI-DADE CNTY FL AVIATION REVENUE 3,000,000 $3.28M 0.26%
17 Chicago O'Hare International Airport, Series 2025 E CHITRN 3,250,000 $3.21M 0.25%
18 IOWA ST FIN AUTH SF MTGE REVENUE 3,200,000 $3.20M 0.25%
19 Southeast Alabama Gas Supply District (The), Series A SOUUTL 3,000,000 $3.18M 0.25%
20 FLORIDA ST DEV FIN CORP REGD B/E AMT AG 5.25000000 3,125,000 $3.07M 0.24%
21 STATE OF ILLINOIS SPORTS FACILITIES FUND AG 5.25% 06-15-32 3,000,000 $3.05M 0.24%
22 Village of Mount Pleasant WI MTPUTL 3,000,000 $3.04M 0.24%
23 UNIV OF SOUTH CAROLINA SC ATHLETIC FACS REVENUE 3,000,000 $3.02M 0.24%
24 Port Authority of New York & New Jersey, Series 242 3,000,000 $3.02M 0.24%
25 INDIANA ST FIN AUTH HLTH SYS REVENUE 3,000,000 $3.02M 0.24%
26 TN ENERGY JR-SER B 3,000,000 $3.02M 0.24%
27 MICHIGAN ST BLDG AUTH REVENUE REGD B/E 5.00000000 3,000,000 $3.02M 0.24%
28 CALIFORNIA ST HLTH FACS FING AUTH REVENUE 3,000,000 $3.02M 0.24%
29 HARRIS TX CED 4% 10/1/2036 3,000,000 $3.01M 0.24%
30 NY TRANS CORP 5% 7/1/46 @ 3,000,000 $3.00M 0.24%
31 HOUSTON TX HOTEL OCCUPANCY TAX & SPL REVENUE 2,835,000 $2.99M 0.23%
32 Tender Option Bond Trust Receipts/Certificates NYTTRN 2,780,000 $2.93M 0.23%
33 TX PABSTC 5% 6/30/2058@ TXSTRN 3,000,000 $2.91M 0.23%
34 PA CMNGEN 4 06/01/2039 CMNGEN 3,000,000 $2.89M 0.23%
35 COLORADO ST HLTH FACS AUTH REV REGD B/E 5.25000000 COSMED 2,800,000 $2.88M 0.23%
36 IL TOLL HWY AUTH-B ILSTRN 2,775,000 $2.77M 0.22%
37 San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025D 2,500,000 $2.64M 0.21%
38 San Angelo Independent School District, Series 2025 2,500,000 $2.63M 0.21%
39 CHICAGO IL BRD OF EDU DEDICATE REGD B/E 5.75000000 2,500,000 $2.62M 0.21%
40 NY TRANSITIONAL FIN-B 2,435,000 $2.57M 0.20%
41 Sacramento City Financing Authority, Series E 2,500,000 $2.55M 0.20%
42 WA PTSGEN 5 08/01/2047 PTSGEN 2,500,000 $2.54M 0.20%
43 WI PUBTRN 5.75 12/31/2065 PUBTRN 2,485,000 $2.54M 0.20%
44 PROJECTNEW YORK TRANS NYTTRN 2,500,000 $2.54M 0.20%
45 TX TRANSPRTN-A-REF 2,310,000 $2.53M 0.20%
46 Allegheny (County of), PA Airport Authority (Pittsburgh International Airport), Series 2021 A, RB 3,000,000 $2.53M 0.20%
47 City of Baltimore 2,500,000 $2.53M 0.20%
48 IOWA ST FIN AUTH MIDWSTRN DISASTER AREA REVENUE 2,520,000 $2.52M 0.20%
49 CHICAGO TRANSIT AUTHORITY SALES TAX RECEIPTS FUND 5.0% 12-01-46 2,500,000 $2.51M 0.20%
50 DULUTH MN ECON DEV AUTH HLTH C REGD B/E 5.25000000 2,500,000 $2.50M 0.20%
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