Aurelius Family Office

Aurelius Family Office as of Sept. 30, 2025

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 49 positions in its portfolio as reported in the September 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) 15.9 $36M 58k 612.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.3 $28M 717k 38.57
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.4 $23M 335k 69.66
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.2 $19M 432k 42.76
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.2 $12M 206k 56.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.8 $11M 180k 59.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.2 $9.4M 186k 50.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $8.6M 158k 54.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.4 $7.7M 103k 74.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.2 $7.2M 34k 208.71
Dimensional Etf Trust Us Equity Market (DFUS) 3.1 $6.9M 95k 72.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.8 $6.3M 52k 120.50
Vanguard Index Fds Small Cp Etf (VB) 2.6 $5.8M 23k 254.28
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $3.6M 11k 328.17
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $3.3M 69k 47.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.1M 4.6k 666.18
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $2.9M 43k 68.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $2.8M 9.5k 297.63
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $2.6M 34k 75.11
Ishares Tr Global Reit Etf (REET) 1.1 $2.5M 98k 25.56
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.1 $2.5M 78k 31.63
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $2.3M 65k 35.69
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $2.3M 49k 46.12
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $2.2M 24k 89.37
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.9 $2.0M 46k 44.69
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $1.3M 16k 78.90
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.3M 5.2k 241.96
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.1M 10k 108.70
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 5.9k 186.50
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.1M 18k 58.21
Dimensional Etf Trust Global Core Plus (DFGP) 0.4 $855k 15k 55.57
Ishares Tr Eafe Value Etf (EFV) 0.3 $775k 11k 67.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $630k 7.1k 89.37
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $579k 18k 31.84
W.R. Berkley Corporation (WRB) 0.3 $576k 7.5k 76.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $475k 3.3k 142.56
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $399k 12k 32.07
Ishares Tr Intl Dev Sml Cp (ISVL) 0.2 $376k 8.3k 45.25
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $367k 2.1k 176.77
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $342k 10k 32.79
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $325k 3.1k 103.36
Microsoft Corporation (MSFT) 0.1 $308k 594.00 517.95
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $293k 8.9k 32.90
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $265k 3.5k 76.72
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $247k 5.4k 45.51
Apple (AAPL) 0.1 $242k 950.00 254.63
Broadcom (AVGO) 0.1 $205k 620.00 329.91
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $201k 2.8k 71.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $201k 399.00 502.74