Aurelius Family Office

Aurelius Family Office as of June 30, 2026

Portfolio Holdings for Aurelius Family Office

Aurelius Family Office holds 49 positions in its portfolio as reported in the June 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) 16.6 $42M 61k 686.81
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 11.9 $30M 682k 44.36
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 10.1 $26M 376k 68.53
Dimensional Etf Trust Core Fixe In Etf (DFCF) 8.4 $21M 506k 42.21
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.1 $13M 235k 55.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $13M 179k 71.25
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.2 $11M 211k 50.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $10M 174k 59.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.3 $8.4M 35k 242.99
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 2.9 $7.3M 89k 81.94
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.9 $7.2M 57k 127.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $7.2M 98k 73.41
Vanguard Index Fds Small Cp Etf (VB) 2.7 $6.8M 22k 303.12
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $4.0M 11k 370.04
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $3.9M 81k 48.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.5 $3.7M 10k 365.71
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $3.4M 4.6k 746.77
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.3 $3.2M 33k 96.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.2 $3.0M 37k 82.34
Ishares Tr Global Reit Etf (REET) 1.2 $3.0M 108k 27.62
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.1 $2.7M 78k 35.03
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.1 $2.7M 25k 106.31
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $2.5M 63k 40.13
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.9 $2.2M 39k 55.01
Dimensional Etf Trust Internatnal Val (DFIV) 0.8 $2.0M 38k 54.02
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.5M 4.8k 300.45
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.2M 9.7k 128.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.2M 17k 69.90
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $1.2M 13k 89.20
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 5.1k 217.94
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.3 $818k 15k 54.46
Ishares Tr Intl Dev Sml Cp (ISVL) 0.3 $682k 14k 50.35
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.3 $674k 17k 38.79
Ishares Tr Eafe Value Etf (EFV) 0.3 $655k 8.6k 76.55
W.R. Berkley Corporation (WRB) 0.2 $530k 7.5k 70.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $516k 6.0k 86.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $503k 12k 40.64
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $464k 3.0k 154.31
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.2 $464k 6.1k 75.68
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $399k 1.8k 221.22
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $374k 10k 37.26
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.1 $340k 8.6k 39.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $303k 3.0k 102.16
Apple (AAPL) 0.1 $275k 950.00 289.36
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $257k 5.3k 48.12
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $251k 3.0k 82.27
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $241k 2.9k 82.79
Broadcom (AVGO) 0.1 $234k 620.00 377.75
Microsoft Corporation (MSFT) 0.1 $222k 594.00 373.02