Aurelius Family Office

Aurelius Family Office as of Dec. 31, 2025

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 48 positions in its portfolio as reported in the December 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) 16.1 $38M 59k 632.46
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.2 $28M 708k 40.15
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.3 $24M 347k 68.85
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.4 $20M 459k 42.62
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.1 $12M 212k 55.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.8 $11M 176k 63.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.2 $9.7M 197k 49.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $8.6M 156k 55.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.4 $7.9M 36k 217.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.2 $7.4M 100k 74.18
Dimensional Etf Trust Us Equity Market (DFUS) 3.1 $7.1M 95k 74.92
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.8 $6.5M 53k 121.87
Vanguard Index Fds Small Cp Etf (VB) 2.6 $6.1M 23k 264.97
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $3.7M 11k 338.84
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.4 $3.3M 69k 48.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.2M 4.6k 687.72
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.4 $3.2M 10k 311.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $2.9M 41k 71.55
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $2.7M 34k 79.45
Ishares Tr Global Reit Etf (REET) 1.1 $2.6M 106k 25.06
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.1 $2.6M 77k 33.50
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.1 $2.5M 26k 94.19
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $2.5M 64k 38.58
Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $2.2M 43k 50.81
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.9 $2.1M 43k 47.76
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.3M 5.1k 252.73
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $1.3M 15k 84.05
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.1M 10k 113.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.1M 18k 60.90
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 5.5k 194.64
Dimensional Etf Trust Global Core Plus (DFGP) 0.4 $825k 15k 54.18
Ishares Tr Eafe Value Etf (EFV) 0.3 $704k 9.7k 72.58
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $613k 18k 33.74
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $598k 6.8k 87.46
W.R. Berkley Corporation (WRB) 0.2 $532k 7.5k 70.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $477k 3.3k 146.06
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $423k 12k 34.08
Ishares Tr Intl Dev Sml Cp (ISVL) 0.2 $389k 8.0k 48.37
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $384k 2.1k 185.17
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $366k 10k 35.14
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $306k 8.7k 35.11
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $304k 3.0k 102.50
Microsoft Corporation (MSFT) 0.1 $281k 594.00 472.85
Apple (AAPL) 0.1 $254k 950.00 267.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $252k 5.4k 46.47
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $241k 3.0k 79.16
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $219k 2.9k 75.19
Broadcom (AVGO) 0.1 $213k 620.00 343.42