Aurelius Family Office LLC
47 holdingsFiling period: 2026-03-31Current AUM: $248.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 62.5K | $37.3M | $42.9M | 17.29% | +3.1K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 690.1K | $26.8M | $30.7M | 12.37% | -18,263 | 2026-03-31 |
| 3 | BNDW | VANGUARD SCOTTSDALE FDS | 355.7K | $24.3M | $24.0M | 9.67% | +8.4K | 2026-03-31 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 481.2K | $20.3M | $20.0M | 8.05% | +22.3K | 2026-03-31 |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | 218.5K | $12.1M | $11.5M | 4.65% | +6.9K | 2026-03-31 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 174.6K | $11.2M | $12.3M | 4.97% | -1,074 | 2026-03-31 |
| 7 | VTIP | VANGUARD MALVERN FDS | 203.3K | $10.2M | $10.1M | 4.07% | +6.5K | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 159.1K | $8.6M | $9.3M | 3.77% | +3.5K | 2026-03-31 |
| 9 | VBR | VANGUARD INDEX FDS | 36.7K | $8.0M | $9.0M | 3.61% | +491 | 2026-03-31 |
| 10 | BND | VANGUARD BD INDEX FDS | 98.8K | $7.3M | $7.1M | 2.88% | -1,428 | 2026-03-31 |
| 11 | DFUS | DIMENSIONAL ETF TRUST | 91.4K | $6.5M | $7.5M | 3.01% | -3,350 | 2026-03-31 |
| 12 | VB | VANGUARD INDEX FDS | 23.5K | $6.1M | $6.9M | 2.79% | +420 | 2026-03-31 |
| 13 | VONG | VANGUARD SCOTTSDALE FDS | 54.9K | $6.0M | $6.7M | 2.70% | +1.8K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 10.9K | $3.5M | $4.0M | 1.61% | -35 | 2026-03-31 |
| 15 | DFNM | DIMENSIONAL ETF TRUST | 69.5K | $3.3M | $3.3M | 1.33% | +142 | 2026-03-31 |
| 16 | VBK | VANGUARD INDEX FDS | 10.5K | $3.2M | $3.6M | 1.43% | +260 | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 4.3K | $2.8M | $3.2M | 1.30% | -300 | 2026-03-31 |
| 18 | DFAS | DIMENSIONAL ETF TRUST | 38.7K | $2.8M | $3.1M | 1.26% | -2,055 | 2026-03-31 |
| 19 | REET | ISHARES TR | 108.2K | $2.7M | $3.1M | 1.24% | +2.7K | 2026-03-31 |
| 20 | AVEM | AMERICAN CENTY ETF TR | 33.5K | $2.7M | $3.0M | 1.21% | -812 | 2026-03-31 |
| 21 | DFIS | DIMENSIONAL ETF TRUST | 78.4K | $2.6M | $2.8M | 1.13% | +1.1K | 2026-03-31 |
| 22 | VONV | VANGUARD SCOTTSDALE FDS | 26.9K | $2.5M | $3.0M | 1.20% | +835 | 2026-03-31 |
| 23 | DISV | DIMENSIONAL ETF TRUST | 63.8K | $2.5M | $2.7M | 1.09% | +303 | 2026-03-31 |
| 24 | DFIV | DIMENSIONAL ETF TRUST | 39.9K | $2.1M | $2.3M | 0.92% | -3,311 | 2026-03-31 |
| 25 | DFUV | DIMENSIONAL ETF TRUST | 40.1K | $1.9M | $2.2M | 0.90% | -3,089 | 2026-03-31 |
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