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Aurelius Family Office LLC Top Holdings and 13F Report (2025)

About Aurelius Family Office LLC

Investment Activity

  • Aurelius Family Office LLC has $198.23 million in total holdings as of December 31, 2024.
  • Aurelius Family Office LLC owns shares of 43 different stocks, but just 13 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofAurelius Family Office LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$31,571,00258,59415.9%ETF
DFAC
Dimensional U.S. Core Equity 2 ETF
$25,043,817724,01912.6%ETF
Vanguard Total World Bond ETF stock logo
BNDW
Vanguard Total World Bond ETF
$21,636,421317,29610.9%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$16,450,770398,6138.3%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$9,875,280178,4155.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,956,793187,3024.5%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$8,651,717178,6814.4%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$7,595,134105,6203.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$7,189,10836,2763.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,014,660159,2793.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,478,21026,9613.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$6,163,59896,6843.1%ETF
DFAS
Dimensional U.S. Small Cap ETF
$4,646,34471,3942.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,925,05210,0931.5%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$2,896,66294,1091.5%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,871,07360,1021.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,758,0924,7061.4%Finance
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$2,205,81792,0241.1%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$2,176,52337,0221.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,128,00452,0041.1%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$2,091,76785,1871.1%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,837,60451,7930.9%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,764,14866,3960.9%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$1,319,98816,2460.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,243,7845,6290.6%Finance
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,158,11318,8710.6%ETF
DFAT
Dimensional U.S. Targeted Value ETF
$1,113,08919,9980.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,086,6276,4180.5%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$987,42610,1870.5%ETF
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$877,74114,9990.4%Finance
DFLV
Dimensional US Large Cap Value ETF
$782,75126,0660.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$768,68614,6500.4%ETF
DIMENSIONAL ETF TRUST
$653,82412,3760.3%GLOBAL CORE PLUS
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$638,2087,3080.3%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$419,4673,6640.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$340,8012,0760.2%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$324,9383,2300.2%ETF
iShares International Developed Small Cap Value Factor ETF stock logo
ISVL
iShares International Developed Small Cap Value Factor ETF
$297,3698,6710.2%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$293,52211,3570.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$274,8186520.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$264,6941,0570.1%Computer and Technology
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$239,0899,1290.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$217,1213,5740.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data