# Aspiriant Risk-Managed Equity Allocation Fund

Aspiriant Risk-Managed Equity Allocation Fund is a registered fund series of Aspiriant Trust (series S000036290). Net assets $1.3B as of 2026-03-31.

## Profile

- Series ID: S000036290
- Registrant: Aspiriant Trust
- LEI: 549300BN0RKQAFERV981
- Net assets: $1.3B
- Total assets: $1.3B
- As of: 2026-03-31

## Advisers

- [Grantham, Mayo, Van Otterloo & Co. LLC (Subadvisor)](https://search.stillhousedata.com/firm/106220)
- [Wellington Management Company LLP (Subadvisor)](https://search.stillhousedata.com/firm/106595)
- [Aspiriant, LLC (Advisor)](https://search.stillhousedata.com/firm/146720)

## Top holdings (133 reported)

_Showing 15 of 133 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [GMO Quality Fund](https://search.stillhousedata.com/security/362008229) | — | $428.0M | 3333.83% |
| [Schwab Fundamental Emerging Markets Equity ETF](https://search.stillhousedata.com/security/808524730) | — | $97.9M | 763.00% |
| Rief Strategic Partners Fund | — | $91.8M | 715.27% |
| [Baillie Gifford Emerging Markets Equities Fund](https://search.stillhousedata.com/security/056823396) | — | $64.3M | 500.98% |
| GMO Investments ICAV - GMO Equity Dislocation Investment Fund | — | $61.4M | 477.95% |
| [AQR Large Cap Defensive Style Fund](https://search.stillhousedata.com/security/00191K831) | — | $51.8M | 403.85% |
| Viking Global Equities LP | — | $50.2M | 391.36% |
| [JPMorgan Prime Money Market Fund](https://search.stillhousedata.com/security/4812A2603) | — | $44.0M | 343.11% |
| [iShares MSCI Global Min Vol Factor ETF](https://search.stillhousedata.com/security/464286525) | — | $39.9M | 310.67% |
| [iShares MSCI ACWI ETF](https://search.stillhousedata.com/security/464288257) | — | $29.8M | 231.93% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $14.7M | 114.25% |
| Taiwan Semiconductor Manufacturing Co. Ltd. | — | $13.2M | 102.73% |
| DEUTSCHE BANK SECURITIES INC. | — | $10.2M | 79.75% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $9.7M | 75.53% |
| [Apple, Inc.](https://search.stillhousedata.com/security/037833100) | — | $9.6M | 74.59% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $1.3B |
| 2025-12-31 | $1.3B |
| 2025-09-30 | $1.4B |
| 2025-06-30 | $1.4B |
| 2025-03-31 | $1.3B |
| 2024-12-31 | $1.3B |
| 2024-09-30 | $1.4B |
| 2024-06-30 | $1.4B |

## More

- [Registrant: Aspiriant Trust](https://search.stillhousedata.com/registrant/1534881)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000036290.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.