Aurelius Family Office

Aurelius Family Office as of March 31, 2025

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 46 positions in its portfolio as reported in the March 2025 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) 15.3 $30M 59k 513.91
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.1 $24M 726k 32.99
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 11.2 $22M 320k 68.81
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.5 $17M 400k 42.06
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.4 $11M 185k 57.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $9.1M 178k 50.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.5 $8.9M 179k 49.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $7.7M 105k 73.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $7.2M 159k 45.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.3 $6.6M 35k 186.29
Dimensional Etf Trust Us Equity Market (DFUS) 2.9 $5.8M 96k 60.48
Vanguard Index Fds Small Cp Etf (VB) 2.7 $5.3M 24k 221.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.8 $3.5M 38k 92.79
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $3.0M 64k 47.57
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $3.0M 11k 274.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.6M 4.7k 559.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $2.6M 43k 59.75
Ishares Tr Global Reit Etf (REET) 1.1 $2.2M 92k 24.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $2.2M 37k 60.17
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.1 $2.1M 83k 25.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $2.0M 49k 41.21
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $2.0M 8.0k 251.77
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $2.0M 50k 39.36
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $1.9M 65k 29.12
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.9 $1.8M 22k 82.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $1.1M 17k 66.27
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 6.2k 172.75
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.1M 5.3k 199.49
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $996k 19k 51.49
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $940k 10k 92.38
Dimensional Etf Trust Global Core Plus (DFGP) 0.4 $842k 16k 53.43
Ishares Tr Eafe Value Etf (EFV) 0.4 $819k 14k 58.94
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $680k 7.5k 91.03
W.R. Berkley Corporation (WRB) 0.3 $535k 7.5k 71.16
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $511k 18k 28.15
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $409k 3.5k 115.60
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $340k 13k 26.46
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $333k 3.2k 103.47
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $314k 2.1k 150.95
Ishares Tr Intl Dev Sml Cp (ISVL) 0.2 $313k 8.4k 37.08
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $290k 10k 27.77
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $280k 9.1k 30.57
Microsoft Corporation (MSFT) 0.1 $242k 644.00 375.39
Apple (AAPL) 0.1 $229k 1.0k 222.13
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $227k 3.6k 63.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $219k 411.00 532.58