Aspiriant Trust

Aspiriant Trust (CIK 1534881) is an SEC-registered fund company with 4 reporting fund series and $4.0B in net assets as of 2026-03-31.

Registrant

Fund series (4)

SeriesNet assets
Aspiriant Risk-Managed Equity Allocation Fund$1.3B
Aspiriant Risk-Managed Municipal Bond Fund$1.3B
Aspiriant Defensive Allocation Fund$1.1B
Aspiriant Risk-Managed Taxable Bond Fund$397.6M

Largest reported holdings (across all series)

HoldingValue
Vanguard Total Bond Market Index Fund$118.3M
PIMCO Income Fund$63.7M
DoubleLine Total Return Bond Fund$59.3M
TCW MetWest Total Return Bond Fund$39.3M
River Canyon Total Return Bond Fund$33.8M
Vanguard Long-Term Treasury ETF$23.8M
GMO Emerging Country Debt$20.5M
JPMorgan Prime Money Market Fund$16.6M
TPG Twin Brook Capital Income Fund$12.4M
AG Direct Lending Fund IV Annex, LP$6.5M
Vanguard High-Yield Corporate Fund$2.4M

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