ASPIRIANT REAL ASSETS FUND

CONSOLIDATED SCHEDULE OF INVESTMENTS

As of June 30, 2026 (Unaudited)

 

MARKETABLE SECURITIES (33.79%)  Type of Investment  Units / Shares   Cost   Fair Value     
EXCHANGE-TRADED FUNDS (14.27%)                   
Global X MLP & Energy Infrastructure ETF  Exchange-traded fund   13,587   $999,934   $1,000,818         
Invesco S&P Global Water Index ETF  Exchange-traded fund   71,325    4,156,118    4,688,192      
Invesco Water Resources ETF  Exchange-traded fund   36,903    2,499,696    2,549,259      
iShares Gold Trusta  Exchange-traded fund   203,095    7,618,103    15,335,704      
Tema Electrification ETF  Exchange-traded fund   29,041    999,380    1,216,528      
Vanguard Global ex-U.S. Real Estate ETFb  Exchange-traded fund   21,781    1,029,402    976,878      
Vanguard Real Estate ETFb  Exchange-traded fund   23,361    2,124,032    2,252,701      
Vanguard Short-Term Inflation-Protected Securities ETF  Exchange-traded fund   2,226    108,320    111,812      
TOTAL EXCHANGE-TRADED FUNDS           19,534,985    28,131,892      
                        
MUTUAL FUNDS  (19.52%)                       
Fidelity International Real Estate Fund  Mutual Fund   764,892    7,388,942    7,847,793      
GMO Resources Fund - Class VI  Mutual Fund   107,610    2,208,584    2,720,387      
Lazard Global Listed Infrastructure - Institutional Portfolio  Mutual Fund   563,674    8,936,601    10,839,457      
Principal Real Estate Securities Fund - Class I  Mutual Fund   547,119    15,566,319    17,086,521      
TOTAL MUTUAL FUNDS           34,100,446    38,494,158      
TOTAL MARKETABLE SECURITIES           53,635,431    66,626,050      

 

PORTFOLIO FUNDSc (64.13%)  Investment Strategy                Acquisition Date 
MEMBERSHIP INTERESTS  (4.99%)                   
Green Courte Real Estate Partners III, LLC Liquidating Trust a,b  Private Real Estate       $-   $133,374    12/6/2011 
Prime Property Fund, LLC  Private Real Estate   512    7,215,350    9,711,693    9/28/2017 
TOTAL MEMBERSHIP INTERESTS           7,215,350    9,845,067      
                        
NON-TRADED REAL ESTATE INVESTMENT TRUST  (2.78%)                       
Blackstone Real Estate Income Trust, Inc. - Class I  Private Real Estate   377,547    4,093,458    5,484,097    6/1/2021 
TOTAL NON-TRADED REAL ESTATE INVESTMENT TRUST           4,093,458    5,484,097      
                        
PARTNERSHIP INTERESTS  (56.36%)                       
Ara Energy Fund I-A, SCSpa  Infrastructure        2,724,495    3,815,869    2/2/2026 
Bayview MSR Opportunity Offshore, L.P.a  Private Credit        9,540,295    11,577,979    2/29/2024 
Beacon Capital Strategic Partners VI, L.P.a,b  Private Real Estate        419,151    13,015    2/15/2011 
Carmel Partners Investment Fund III, L.P.a,b  Private Real Estate        -    15,655    6/29/2010 
Carmel Partners Investment Fund V, L.P.a  Private Real Estate        1,525,773    4,794,802    8/8/2014 
CBRE U.S. Core Partners, LP  Private Real Estate   6,260,687    10,002,059    9,321,096    7/1/2020 
Cerberus Institutional Real Estate Partners III, L.P.a  Private Real Estate        -    1,015,663    4/29/2013 
Cross Lake Real Estate Fund III L.P.a,b  Private Real Estate        2,763,654    4,273,060    10/11/2019 
Electron Global Fund, L.P.a  Long/Short        6,000,000    9,062,127    6/1/2021 
Electron Infrastructure Fund, L.P.a  Infrastructure        2,500,000    2,889,317    10/1/2025 
Energy Impact Fund II, L.P.a  Infrastructure        4,373,721    3,289,649    10/28/2021 
GCP VI Feeder A, LPa  Private Real Estate        702,475    594,477    12/16/2024 
GI Data Infrastructure Fund L.P.a,b  Infrastructure        8,922,197    11,993,338    7/24/2020 
Hampshire Partners Fund VIII, L.P.a,b  Private Real Estate        -    22,668    11/15/2010 
Heitman America Real Estate Trust L.P.  Private Real Estate   1,226    655,803    1,547,415    7/5/2018 
HighBrook Property Fund IV (TEF), L.P.a  Private Real Estate        9,846,479    12,081,398    9/30/2023 
HighBrook US DCF, LPa  Infrastructure        1,924,250    2,654,780    1/5/2026 
Metropolitan Real Estate Partners International III-T, L.P.a,b  Private Real Estate        403,544    74,586    12/30/2009 
Oaktree Power Opportunities Fund VII, L.P.a  Infrastructure        1,661,376    1,478,923    9/18/2025 
Paulson Real Estate Fund II, L.P.a,b  Private Real Estate        -    4,598,493    5/24/2013 
Rush Island, LPa  Long/Short        3,000,000    3,952,446    7/1/2022 
Sculptor Real Estate Fund IV L.P.a,b  Private Real Estate        8,106,515    8,408,646    4/6/2020 
SecureSpace Property Partners L.P.a  Private Real Estate        7,374,584    8,893,734    12/7/2022 
Sustainable Asset Fund III, L.P.a  Infrastructure        4,356,857    4,751,067    12/13/2021 
TOTAL PARTNERSHIP INTERESTS           86,803,228    111,120,203      
TOTAL PORTFOLIO FUNDS           98,112,036    126,449,367      

 

SHORT-TERM INVESTMENT  (1.65%)  Type of Investment                  
Goldman Sachs Financial Square Government Fund, 3.28%b,d  Money Market Fund   3,242,835    3,242,835    3,242,835         
TOTAL SHORT-TERM INVESTMENT           3,242,835    3,242,835      
                        
TOTAL INVESTMENTS (99.57%)          $154,990,302   $196,318,252      
Other assets less liabilities (0.43%)                853,386      
                        
TOTAL NET ASSETS  (100.00%)               $197,171,638      

 

a Non-income producing security.

b All or a portion of this investment is made through the wholly owned subsidiary Aspiriant RMRA (Subholding) Inc.

c Portfolio Funds are generally offered in private placement transactions and as such are illiquid and generally restricted as to resale.

d Affiliated investment for which ownership exceeds 5% of the investment's capital.

d The rate is the annualized seven-day yield at period end.

 

All investments are domiciled in the United States of America except Ara Energy Fund I-A, SCSp which is domiciled in Luxembourg and Bayview MSR Opportunity Offshore, L.P., which is domiciled in Cayman Islands.