# Aspiriant Defensive Allocation Fund

Aspiriant Defensive Allocation Fund is a registered fund series of Aspiriant Trust (series S000051603). Net assets $1.1B as of 2026-03-31.

## Profile

- Series ID: S000051603
- Registrant: Aspiriant Trust
- LEI: 549300Z8ZZSWSDJKIU90
- Net assets: $1.1B
- Total assets: $1.1B
- As of: 2026-03-31
- Type: Fund of funds

## Advisers

- [Aspiriant, LLC (Advisor)](https://search.stillhousedata.com/firm/146720)

## Top holdings (14 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [GMO Benchmark-Free Allocation Fund](https://search.stillhousedata.com/security/362014607) | — | $274.7M | 2594.46% |
| Wilshire Bridgewater Managed Alpha (Ireland) Fund | — | $133.1M | 1257.55% |
| [iShares Gold Trust](https://search.stillhousedata.com/security/464285204) | — | $93.0M | 878.53% |
| Lazard Global Investment Funds plc - Lazard Rathmore Alternative Fund | — | $73.6M | 695.09% |
| [Victory Pioneer Multi-Asset Income Fund](https://search.stillhousedata.com/security/92648H305) | — | $70.2M | 663.06% |
| [JPMorgan Global Allocation Fund](https://search.stillhousedata.com/security/48129C306) | — | $65.6M | 619.30% |
| [Eaton Vance Global Macro Absolute Return Advantage Fund](https://search.stillhousedata.com/security/27830W108) | — | $64.7M | 610.74% |
| Millennium International Ltd. | — | $63.6M | 600.88% |
| GMO Investments ICAV - GMO Equity Dislocation Investment Fund | — | $61.2M | 577.69% |
| Elliott Associates LP | — | $46.0M | 434.37% |
| [BlackRock Event Driven Equity Fund](https://search.stillhousedata.com/security/09250J734) | — | $40.2M | 379.98% |
| [State Street Bridgewater All Weather ETF](https://search.stillhousedata.com/security/78470P630) | — | $30.8M | 291.12% |
| [JPMorgan Prime Money Market Fund](https://search.stillhousedata.com/security/4812A2603) | — | $22.2M | 209.94% |
| [iShares Core 60/40 Balanced Allocation ETF](https://search.stillhousedata.com/security/464289867) | — | $19.3M | 181.92% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $1.1B |
| 2025-12-31 | $998.3M |
| 2025-09-30 | $1.0B |
| 2025-06-30 | $979.1M |
| 2025-03-31 | $971.0M |
| 2024-12-31 | $994.5M |
| 2024-09-30 | $1.1B |
| 2024-06-30 | $1.1B |

## More

- [Registrant: Aspiriant Trust](https://search.stillhousedata.com/registrant/1534881)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000051603.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.