Top 47 Aurelius Family Office Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.23% | 62.5K | $37.3M | +5.24%(+3.11K) | $538.78(+23.48%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 11.66% | 690.1K | $26.8M | -2.58%(-18.26K) | $34.44(+23.96%) | 2026-03-31 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 10.57% | 355.7K | $24.3M | +2.42%(+8.41K) | $69.37(-1.88%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.83% | 481.2K | $20.3M | +4.87%(+22.34K) | $42.27(-0.05%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 5.26% | 218.5K | $12.1M | +3.25%(+6.88K) | $58.06(-5.94%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.87% | 174.6K | $11.2M | -0.61%(-1.07K) | $50.38(+36.93%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.42% | 203.3K | $10.2M | +3.33%(+6.54K) | $49.01(+2.76%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.74% | 159.1K | $8.6M | +2.25%(+3.50K) | $46.14(+28.66%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.46% | 36.7K | $8.0M | +1.36%(+491) | $200.22(+15.94%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.16% | 98.8K | $7.3M | -1.42%(-1.43K) | $73.51(-0.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.57% | +11.10% |
| Top 20 Holdings Unweighted | +3.79% | +11.81% |
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