Aspiriant Risk-Managed Equity Allocation Fund Adv (RMEAX)
16.50
-0.03
(-0.18%)
USD |
Jun 25 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| GQLOX | GMO Quality Fund VI | 31.99% | -- | -- | -- | -- | 0.44 | |
| FNDE | Schwab Fundamental EM Equity ETF | 6.09% | -- | -- | -- | -- | 0.14 | |
| ACWV | iShares MSCI Global Min Vol Factor ETF | 5.50% | -- | -- | -- | -- | 0.11 | |
| QUERX | AQR Large Cap Defensive Style Fund R6 | 4.73% | -- | -- | -- | -- | 0.06 | |
| BGKEX | Baillie Gifford Emerging Markets Equities Fund K | 3.96% | -- | -- | -- | -- | 0.07 | |
| ACWI | iShares MSCI ACWI ETF | 3.24% | -- | -- | -- | -- | 0.07 | |
| JINXX | JPMorgan Prime Money Market Fund Institutional | 2.08% | -- | -- | -- | -- | 0.02 | |
| AAPL | Apple Inc | 1.17% | -- | -- | -- | -- | -0.01 | |
| MSFT | Microsoft Corp | 1.15% | -- | -- | -- | -- | 0.02 | |
| UNH | UnitedHealth Group Inc | 0.65% | -- | -- | -- | -- | -0.06 | |
| GOOGL | Alphabet Inc | 0.60% | -- | -- | -- | -- | -0.01 | |
| META | Meta Platforms Inc | 0.57% | -- | -- | -- | -- | 0.03 | |
| V | Visa Inc | 0.55% | -- | -- | -- | -- | 0.02 | |
| AMZN | Amazon.com Inc | 0.55% | -- | -- | -- | -- | 0.01 | |
| TSMWF | Taiwan Semiconductor Manufacturing Co Ltd | 0.53% | -- | -- | -- | -- | 0.00 | |
| ELV | Elevance Health Inc | 0.45% | -- | -- | -- | -- | -0.03 | |
| LLY | Eli Lilly and Co | 0.45% | -- | -- | -- | -- | -0.01 | |
| ABT | Abbott Laboratories | 0.44% | -- | -- | -- | -- | 0.02 | |
| JNJ | Johnson & Johnson | 0.43% | -- | -- | -- | -- | 0.00 | |
| UNLYF | Unilever PLC | 0.43% | -- | -- | -- | -- | 0.01 | |
| SAFRF | Safran SA | 0.41% | -- | -- | -- | -- | 0.02 | |
| HLNCF | Haleon PLC | 0.40% | -- | -- | -- | -- | 0.01 | |
| ACN | Accenture PLC | 0.37% | -- | -- | -- | -- | -0.00 | |
| KO | Coca-Cola Co | 0.35% | -- | -- | -- | -- | 0.01 | |
| ORCL | Oracle Corp | 0.35% | -- | -- | -- | -- | 0.02 |
Showing 1 - 25 of 183 Holdings