Aurelius Family Office LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Aurelius Family Office LLC reported 43 stock positions worth $198.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 15.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.6%) and Vanguard Total World Bond Et (BNDW, 10.9%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, NH
- CIK
- 0002053738
- Portfolio Value
- $198.2M (Q4 2024)
- SEC Filing
- 0001085146-25-000547 ↗ filed Jan 28, 2025
Holdings Value
Holdings 43 stocks · $198.2M
| VOO Vanguard S&P 500 ETF | 15.93% | 58,594 | $31.6M | — |
| DFAC Dimensional US Core Equity 2 | 12.63% | 724,019 | $25.0M | — |
| BNDW Vanguard Total World Bond Et | 10.91% | 317,296 | $21.6M | — |
| DFCF Dimensional Core Fixed Inc. | 8.30% | 398,613 | $16.5M | — |
| VGLT Vanguard Long-Term Treasury | 4.98% | 178,415 | $9.9M | — |
| VEA Vanguard Ftse Developed ETF | 4.52% | 187,302 | $9.0M | — |
| VTIP Vanguard Short-Term Tips | 4.36% | 178,681 | $8.7M | — |
| BND Vanguard Total Bond Market | 3.83% | 105,620 | $7.6M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.63% | 36,276 | $7.2M | — |
| VWO Vanguard Ftse Emerging Marke | 3.54% | 159,279 | $7.0M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 3.27% | 26,961 | $6.5M | — |
| DFUS Dimensional US Eq MKT ETF | 3.11% | 96,684 | $6.2M | — |
| DFAS Dimensional US Small Cap ETF | 2.34% | 71,394 | $4.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.48% | 10,093 | $2.9M | — |
| DFSV Dimensional US Small Cap Val | 1.46% | 94,109 | $2.9M | — |
| DFNM Dimensional National Muni BD | 1.45% | 60,102 | $2.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 4,706 | $2.8M | — |
| REET iShares Global REIT ETF | 1.11% | 92,024 | $2.2M | — |
| AVEM Avantis Emerging Markets Eq | 1.10% | 37,022 | $2.2M | — |
| DFUV Dimensional US Marketwide Va | 1.07% | 52,004 | $2.1M | — |
| DFIS Dimensional International SM | 1.06% | 85,187 | $2.1M | — |
| DFIV Dimensional International Va | 0.93% | 51,793 | $1.8M | — |
| DISV Dimensional International SM | 0.89% | 66,396 | $1.8M | — |
| VONV Vanguard Russell 1000 Value | 0.67% | 16,246 | $1.3M | — |
| IWM iShares Russell 2000 ETF | 0.63% | 5,629 | $1.2M | — |
| AVDE Avantis International Equity | 0.58% | 18,871 | $1.2M | — |
| DFAT Dimensional US Target Value | 0.56% | 19,998 | $1.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 6,418 | $1.1M | — |
| AVUS Avantis U.S. Equity ETF | 0.50% | 10,187 | $987K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.44% | 14,999 | $878K | — |
| DFLV Dim US Large Cap Value ETF | 0.39% | 26,066 | $783K | — |
| EFV iShares MSCI Eafe Value ETF | 0.39% | 14,650 | $769K | — |
| DFGP Dimensional GLBL Core PL Fix | 0.33% | 12,376 | $654K | — |
| TLT iShares 20+ Year Treasury BD | 0.32% | 7,308 | $638K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.21% | 3,664 | $419K | — |
| IWN iShares Russell 2000 Value E | 0.17% | 2,076 | $341K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.16% | 3,230 | $325K | — |
| ISVL iShares International Develo | 0.15% | 8,671 | $297K | — |
| DFIC Dimensional International Co. | 0.15% | 11,357 | $294K | — |
| MSFT Microsoft Corp. | 0.14% | 652 | $275K | — |
| AAPL Apple Inc. | 0.13% | 1,057 | $265K | — |
| DFEM Dimensional Emrg MRKT Core | 0.12% | 9,129 | $239K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.11% | 3,574 | $217K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $253.9M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q1 2026 | 47 | $230.0M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q4 2025 | 48 | $232.5M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q3 2025 | 49 | $224.8M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q2 2025 | 46 | $211.6M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q1 2025 | 46 | $197.1M | VOO, DFAC, BNDW, DFCF, VGLT |
| Q4 2024 | 43 | $198.2M | VOO, DFAC, BNDW, DFCF, VGLT |