Aurelius Family Office

Aurelius Family Office as of June 30, 2025

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 46 positions in its portfolio as reported in the June 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) 16.0 $34M 60k 568.03
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.2 $26M 720k 35.84
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.6 $22M 323k 69.33
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.2 $17M 409k 42.26
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.1 $11M 193k 56.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.8 $10M 178k 57.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.3 $9.0M 180k 50.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $7.9M 161k 49.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $7.6M 104k 73.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.2 $6.8M 35k 195.01
Dimensional Etf Trust Us Equity Market (DFUS) 3.0 $6.4M 96k 67.02
Vanguard Index Fds Small Cp Etf (VB) 2.6 $5.5M 23k 236.98
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.6 $5.5M 51k 109.20
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $3.3M 11k 303.93
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.4 $3.0M 64k 47.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.9M 4.7k 617.85
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $2.8M 44k 63.71
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.2 $2.6M 9.2k 276.93
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.2 $2.4M 82k 29.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $2.4M 35k 68.54
Ishares Tr Global Reit Etf (REET) 1.1 $2.4M 96k 24.70
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $2.1M 65k 32.91
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $2.1M 50k 42.83
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.9 $2.0M 23k 85.21
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.9 $1.9M 46k 42.28
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $1.2M 17k 74.01
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.1M 5.3k 215.79
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 6.2k 176.75
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.0M 10k 100.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.0M 19k 53.96
Dimensional Etf Trust Global Core Plus (DFGP) 0.4 $844k 16k 54.49
Ishares Tr Eafe Value Etf (EFV) 0.4 $782k 12k 63.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $644k 7.3k 88.25
W.R. Berkley Corporation (WRB) 0.3 $552k 7.5k 73.47
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $535k 18k 29.43
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $465k 3.5k 134.38
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $372k 13k 29.68
Ishares Tr Intl Dev Sml Cp (ISVL) 0.2 $371k 8.8k 42.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $328k 2.1k 157.73
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $324k 10k 31.09
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $324k 3.1k 102.91
Microsoft Corporation (MSFT) 0.1 $317k 637.00 497.41
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $283k 9.1k 31.02
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $258k 3.5k 72.68
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $236k 5.5k 42.59
Apple (AAPL) 0.1 $211k 1.0k 205.17