Aurelius Family Office

Aurelius Family Office as of March 31, 2026

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 47 positions in its portfolio as reported in the March 2026 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) 16.2 $37M 63k 597.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 11.7 $27M 690k 38.86
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.6 $24M 356k 68.35
Dimensional Etf Trust Core Fixed Incom (DFCF) 8.8 $20M 481k 42.22
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.3 $12M 219k 55.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.9 $11M 175k 64.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.4 $10M 203k 49.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $8.6M 159k 54.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.5 $8.0M 37k 217.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.2 $7.3M 99k 73.64
Dimensional Etf Trust Us Equity Market (DFUS) 2.8 $6.5M 91k 70.91
Vanguard Index Fds Small Cp Etf (VB) 2.7 $6.1M 24k 261.92
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.6 $6.0M 55k 109.69
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $3.5M 11k 320.81
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.4 $3.3M 70k 47.93
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.4 $3.2M 11k 302.26
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $2.8M 4.3k 650.34
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.2 $2.8M 39k 71.13
Ishares Tr Global Reit Etf (REET) 1.2 $2.7M 108k 25.15
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $2.7M 34k 80.58
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.1 $2.6M 78k 33.67
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.1 $2.5M 27k 93.74
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $2.5M 64k 39.44
Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $2.1M 40k 52.78
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $1.9M 40k 48.46
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.2M 5.0k 248.00
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $1.2M 14k 84.84
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.1M 9.9k 111.18
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.1M 17k 62.45
Vanguard Index Fds Value Etf (VTV) 0.4 $968k 4.9k 196.18
Dimensional Etf Trust Global Core Plus (DFGP) 0.4 $815k 15k 53.99
Ishares Tr Eafe Value Etf (EFV) 0.3 $699k 9.4k 74.35
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $635k 18k 35.04
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $583k 6.7k 86.69
W.R. Berkley Corporation (WRB) 0.2 $498k 7.5k 66.28
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $441k 3.0k 145.80
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $429k 12k 34.55
Ishares Tr Intl Dev Sml Cp (ISVL) 0.2 $385k 8.0k 48.11
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $384k 2.0k 189.63
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $358k 10k 35.53
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $308k 8.6k 35.71
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $307k 3.0k 103.43
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $250k 5.3k 46.74
Apple (AAPL) 0.1 $241k 950.00 253.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $239k 3.0k 78.41
Microsoft Corporation (MSFT) 0.1 $220k 594.00 370.17
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $204k 2.8k 73.78