13F HOLDINGS REPORT
Aurelius Family Office LLC
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0002053738-25-000004
Total Value
$224.8M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 58,246 | $35.7M | 15.87% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 717,161 | $27.7M | 12.31% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C565 | 334,477 | $23.3M | 10.37% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 431,739 | $18.5M | 8.21% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C847 | 205,903 | $11.7M | 5.21% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 179,656 | $10.8M | 4.79% |
| 7 | VANGUARD MALVERN FDS | 922020805 | 185,450 | $9.4M | 4.18% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 157,879 | $8.6M | 3.81% |
| 9 | VANGUARD BD INDEX FDS | 921937835 | 103,110 | $7.7M | 3.41% |
| 10 | VANGUARD INDEX FDS | 922908611 | 34,361 | $7.2M | 3.19% |
| 11 | DIMENSIONAL ETF TRUST | 25434V401 | 95,226 | $6.9M | 3.07% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C680 | 52,172 | $6.3M | 2.80% |
| 13 | VANGUARD INDEX FDS | 922908751 | 22,687 | $5.8M | 2.57% |
| 14 | VANGUARD INDEX FDS | 922908769 | 10,935 | $3.6M | 1.60% |
| 15 | DIMENSIONAL ETF TRUST | 25434V849 | 68,869 | $3.3M | 1.47% |
| 16 | SPDR S&P 500 ETF TR | SPY | 4,638 | $3.1M | 1.37% |
| 17 | DIMENSIONAL ETF TRUST | 25434V500 | 42,651 | $2.9M | 1.30% |
| 18 | VANGUARD INDEX FDS | 922908595 | 9,480 | $2.8M | 1.26% |
| 19 | AMERICAN CENTY ETF TR | 025072604 | 34,322 | $2.6M | 1.15% |
| 20 | ISHARES TR | 46434V647 | 98,149 | $2.5M | 1.12% |
| 21 | DIMENSIONAL ETF TRUST | 25434V773 | 78,447 | $2.5M | 1.10% |
| 22 | DIMENSIONAL ETF TRUST | 25434V781 | 64,566 | $2.3M | 1.03% |
| 23 | DIMENSIONAL ETF TRUST | 25434V807 | 48,870 | $2.3M | 1.00% |
| 24 | VANGUARD SCOTTSDALE FDS | 92206C714 | 24,243 | $2.2M | 0.96% |
| 25 | DIMENSIONAL ETF TRUST | 25434V724 | 45,831 | $2.0M | 0.91% |
| 26 | AMERICAN CENTY ETF TR | 025072703 | 15,931 | $1.3M | 0.56% |
| 27 | ISHARES TR | 464287655 | 5,189 | $1.3M | 0.56% |
| 28 | AMERICAN CENTY ETF TR | 025072885 | 10,090 | $1.1M | 0.49% |
| 29 | VANGUARD INDEX FDS | 922908744 | 5,879 | $1.1M | 0.49% |
| 30 | DIMENSIONAL ETF TRUST | 25434V609 | 18,230 | $1.1M | 0.47% |
| 31 | DIMENSIONAL ETF TRUST | 25434V583 | 15,382 | $854,778 | 0.38% |
| 32 | ISHARES TR | 464288877 | 11,426 | $775,043 | 0.34% |
| 33 | ISHARES TR | 464287432 | 7,052 | $630,237 | 0.28% |
| 34 | DIMENSIONAL ETF TRUST | 25434V815 | 18,174 | $578,660 | 0.26% |
| 35 | BERKLEY W R CORP | WRB-PH | 7,519 | $576,106 | 0.26% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042718 | 3,335 | $475,426 | 0.21% |
| 37 | DIMENSIONAL ETF TRUST | 25434V732 | 12,428 | $398,566 | 0.18% |
| 38 | ISHARES TR | 46436E510 | 8,307 | $375,892 | 0.17% |
| 39 | ISHARES TR | 464287630 | 2,078 | $367,333 | 0.16% |
| 40 | DIMENSIONAL ETF TRUST | 25434V799 | 10,424 | $341,803 | 0.15% |
| 41 | ISHARES TR | 46429B747 | 3,140 | $324,550 | 0.14% |
| 42 | MICROSOFT CORP | MSFT | 594 | $307,662 | 0.14% |
| 43 | DIMENSIONAL ETF TRUST | 25434V666 | 8,906 | $293,007 | 0.13% |
| 44 | ISHARES TR | 464288273 | 3,455 | $265,068 | 0.12% |
| 45 | SCHWAB STRATEGIC TR | 808524888 | 5,428 | $247,028 | 0.11% |
| 46 | APPLE INC | AAPL | 950 | $241,899 | 0.11% |
| 47 | BROADCOM INC | AVGO | 620 | $204,544 | 0.09% |
| 48 | DIMENSIONAL ETF TRUST | 25434V617 | 2,796 | $200,921 | 0.09% |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 399 | $200,593 | 0.09% |