Aurelius Family Office

Aurelius Family Office as of Dec. 31, 2024

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.9 $32M 59k 538.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.6 $25M 724k 34.59
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.9 $22M 317k 68.19
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.3 $17M 399k 41.27
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.0 $9.9M 178k 55.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $9.0M 187k 47.82
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.4 $8.7M 179k 48.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $7.6M 106k 71.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $7.2M 36k 198.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $7.0M 159k 44.04
Vanguard Index Fds Small Cp Etf (VB) 3.3 $6.5M 27k 240.28
Dimensional Etf Trust Us Equity Market (DFUS) 3.1 $6.2M 97k 63.75
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.3 $4.6M 71k 65.08
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $2.9M 10k 289.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.5 $2.9M 94k 30.78
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.4 $2.9M 60k 47.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.8M 4.7k 586.08
Ishares Tr Global Reit Etf (REET) 1.1 $2.2M 92k 23.97
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $2.2M 37k 58.79
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.1 $2.1M 52k 40.92
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.1 $2.1M 85k 24.55
Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $1.8M 52k 35.48
Dimensional Etf Trust Intl Small Cap V (DISV) 0.9 $1.8M 66k 26.57
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.7 $1.3M 16k 81.25
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.2M 5.6k 220.96
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $1.2M 19k 61.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.1M 20k 55.66
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 6.4k 169.31
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $987k 10k 96.93
W.R. Berkley Corporation (WRB) 0.4 $878k 15k 58.52
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $783k 26k 30.03
Ishares Tr Eafe Value Etf (EFV) 0.4 $769k 15k 52.47
Dimensional Etf Trust Global Core Plus (DFGP) 0.3 $654k 12k 52.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $638k 7.3k 87.33
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $420k 3.7k 114.48
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $341k 2.1k 164.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $325k 3.2k 100.60
Ishares Tr Intl Dev Sml Cp (ISVL) 0.2 $297k 8.7k 34.29
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $294k 11k 25.84
Microsoft Corporation (MSFT) 0.1 $275k 652.00 421.50
Apple (AAPL) 0.1 $265k 1.1k 250.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $239k 9.1k 26.19
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $217k 3.6k 60.75