AR
| |
Aspiriant Risk-Managed Taxable Bond Fund | RMTBXMutual Fund | |
Aspiriant Trust | |
Last update 2024-08-23 | 1 Stocks (0 new) |
Value $15.00 Mil | Turnover 13 % |
Portfolio Report |
Aspiriant Risk-Managed Taxable... Top Holdings of 2024-06-30
View Full List
Aspiriant Risk-Managed Taxable Bond Fund's Historical Top Holdings Breakdowns
Aspiriant Risk-Managed Taxable Bond Fund's Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VGLT | Vanguard Long-Term Government Bond ETF | 2024-06-30 | Add | +12.82% | 55.25 ($57.21) 59.25 | $58.20 | 1.73% | Add 14.7% | 252,571 | 32,374 | |
VGLT | Vanguard Long-Term Government Bond ETF | 2024-03-31 | Add | +19.30% | 57.73 ($59.15) 61.4 | $58.20 | -1.61% | Add 23.91% | 220,197 | 42,495 | |
VGLT | Vanguard Long-Term Government Bond ETF | 2023-12-31 | Add | +13.70% | 52.05 ($56.5) 62.44 | $58.20 | 3.01% | Add 15.88% | 177,702 | 24,347 | |
VGLT | Vanguard Long-Term Government Bond ETF | 2023-09-30 | New Buy | +100.00% | 55.35 ($59.73) 63.62 | $58.20 | -2.56% | New holding | 153,355 | 153,355 |
Aspiriant Risk-Managed Taxable Bond Fund Total Holding History ($B)
Aspiriant Risk-Managed Taxable Bond Fund's Asset Allocation
Aspiriant Risk-Managed Taxable Bond Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Aspiriant Risk-Managed Taxable Bond Fund's Hypothetical Growth since 2024-06-30
Aspiriant Risk-Managed Taxable Bond Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Aspiriant Risk-Managed Taxable Bond Fund's Holdings Heat Map
Size field:
Aspiriant Risk-Managed Taxable Bond Fund's Holdings Bubble Chart
Aspiriant Risk-Managed Taxable Bond Fund News
- 1
Discussions on Aspiriant Risk-Managed Taxable Bond Fund
No discussions yet.