Holdings of Aurelius Family Office LLC

Name: Holdings of Aurelius Family Office LLC
Creator: Titelia

41 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 73 % of the equity sleeve

Sector breakdown

Funds 20.3 %
Technology 0.2 %
Unattributed 79.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	41	203.2M $	100.00 %

Positions

Rank	Company	Shares	Value
1	Vanguard S&P 500 ETF	62,477	37.3M $
2	Dimensional ETF Trust	690,093	26.8M $
3	Dimensional ETF Trust	481,164	20.3M $
4	Vanguard Scottsdale Funds	218,499	12.1M $
5	Vanguard FTSE Developed Markets ETF	174,636	11.2M $
6	Vanguard Malvern Funds	203,294	10.2M $
7	Vanguard International Equity Index Funds	159,117	8.6M $
8	Vanguard Index Funds	36,670	8M $
9	Vanguard Total Bond Market ETF	98,817	7.3M $
10	Dimensional ETF Trust	91,424	6.5M $
11	Vanguard Small-Cap ETF	23,464	6.1M $
12	Vanguard Russell 1000 Growth ETF	54,877	6M $
13	Vanguard Total Stock Market ETF	10,881	3.5M $
14	DFA Dimensional National Municipal Bond ETF	69,535	3.3M $
15	Vanguard Index Funds	10,451	3.2M $
16	State Street SPDR S&P 500 ETF Trust	4,331	2.8M $
17	Dimensional U S Small Cap ETF	38,662	2.8M $
18	iShares Trust	108,226	2.7M $
19	Avantis Emerging Markets Equity ETF	33,485	2.7M $
20	Dimensional International Smal	78,446	2.6M $
21	VANGUARD SCOTTSDALE FUNDS	26,921	2.5M $
22	Dimensional International Smal	63,830	2.5M $
23	Dimensional International Value ETF	39,853	2.1M $
24	DFA Dimensional US Marketwide Value ETF	40,093	1.9M $
25	iShares Russell 2000 ETF	5,038	1.2M $
26	Avantis International Equity ETF	13,623	1.2M $
27	Avantis US Equity ETF	9,876	1.1M $
28	Dimensional U S Targeted Value ETF	17,369	1.1M $
29	Vanguard Value ETF	4,936	968.4K $
30	iShares Trust	9,406	699.3K $
31	iShares Trust	6,725	583K $
32	W R Berkley Corp	7,519	498.4K $
33	Vanguard FTSE All World ex-US	3,024	440.9K $
34	iShares Russell 2000 Value ETF	2,027	384.4K $
35	Dimensional International Core	10,073	357.9K $
36	Dimensional ETF Trust	8,618	307.7K $
37	iShares 0-5 Year TIPS Bond ETF	2,968	307K $
38	Schwab International Small-Cap Equity ETF	5,339	249.5K $
39	Apple Inc	950	241.1K $
40	iShares MSCI EAFE Small-Cap ETF	3,049	239.1K $
41	Microsoft Corp	594	219.9K $