StockDrifts LogoStockDrifts

Aurelius Family Office Llc

Portfolio Manager
Aurelius Family Office LLC
Performance
-1.48% (2026 Q1)
AUM (13F)
$229.96M
# of Holdings
47
Performance Rank
Allocation (Top 20)
89.42%

Aurelius Family Office Llc Holdings Map

Top 47 Aurelius Family Office Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
16.23%62.5K$37.3M
+5.24%(+3.11K)
2025-Q1: 58.8K shares2025-Q2: 59.6K shares2025-Q3: 58.2K shares2025-Q4: 59.4K shares2026-Q1: 62.5K shares
$538.78(+23.48%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
11.66%690.1K$26.8M
-2.58%(-18.26K)
2025-Q1: 725.7K shares2025-Q2: 719.6K shares2025-Q3: 717.2K shares2025-Q4: 708.4K shares2026-Q1: 690.1K shares
$34.44(+23.96%)
2026-03-31
BNDW
VANGUARD SCOTTSDALE FDS
10.57%355.7K$24.3M
+2.42%(+8.41K)
2025-Q1: 319.5K shares2025-Q2: 323.0K shares2025-Q3: 334.5K shares2025-Q4: 347.3K shares2026-Q1: 355.7K shares
$69.37(-1.88%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
8.83%481.2K$20.3M
+4.87%(+22.34K)
2025-Q1: 399.5K shares2025-Q2: 408.7K shares2025-Q3: 431.7K shares2025-Q4: 458.8K shares2026-Q1: 481.2K shares
$42.27(-0.05%)
2026-03-31
VGLT
VANGUARD SCOTTSDALE FDS
5.26%218.5K$12.1M
+3.25%(+6.88K)
2025-Q1: 185.0K shares2025-Q2: 192.7K shares2025-Q3: 205.9K shares2025-Q4: 211.6K shares2026-Q1: 218.5K shares
$58.06(-5.94%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.87%174.6K$11.2M
-0.61%(-1.07K)
2025-Q1: 178.2K shares2025-Q2: 178.3K shares2025-Q3: 179.7K shares2025-Q4: 175.7K shares2026-Q1: 174.6K shares
$50.38(+36.93%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
4.42%203.3K$10.2M
+3.33%(+6.54K)
2025-Q1: 178.6K shares2025-Q2: 179.8K shares2025-Q3: 185.4K shares2025-Q4: 196.8K shares2026-Q1: 203.3K shares
$49.01(+2.76%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.74%159.1K$8.6M
+2.25%(+3.50K)
2025-Q1: 158.8K shares2025-Q2: 160.6K shares2025-Q3: 157.9K shares2025-Q4: 155.6K shares2026-Q1: 159.1K shares
$46.14(+28.66%)
2026-03-31
VBR
VANGUARD INDEX FDS
3.46%36.7K$8.0M
+1.36%(+491)
2025-Q1: 35.3K shares2025-Q2: 34.9K shares2025-Q3: 34.4K shares2025-Q4: 36.2K shares2026-Q1: 36.7K shares
$200.22(+15.94%)
2026-03-31
BND
VANGUARD BD INDEX FDS
3.16%98.8K$7.3M
-1.42%(-1.43K)
2025-Q1: 105.3K shares2025-Q2: 103.8K shares2025-Q3: 103.1K shares2025-Q4: 100.2K shares2026-Q1: 98.8K shares
$73.51(-0.37%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Aurelius Family Office Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all