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The Analysis of Aurelius Family Office LLC's Holdings & P&L

Currently, Aurelius Family Office LLC holds 47 types of securities in its portfolio with a total value $230.0M. In the most recent quarter, they have increased their positions in N/A (+3.1K shares, valued at $1.9M), DFCF (+22.3K shares, valued at $943.1K), BNDW (+8.4K shares, valued at $574.9K); decreased their positions in DFAC (-18.3K shares, valued at $709.7K), DFUS (-3.4K shares, valued at $237.5K), SPY (-300 shares, valued at $195.1K).

1M P&L

+3.4M+1.69%

3M P&L

+2.9M+1.43%

HY P&L

+13.3M+6.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.7M

99.5%

2Insurance - Property & Casualty498.4K

0.3%

3Consumer Electronics241.1K

0.1%

Top Industries by Stock Count

1N/A43 stocks

93.5%

2Consumer Electronics1 stocks

2.2%

3Insurance - Property & Casualty1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS62.5K shares5.24%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST690.1K shares-2.58%2026-03-312026-04-08

BNDW VANGUARD SCOTTSDALE FDS355.7K shares2.42%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST481.2K shares4.87%2026-03-312026-04-08

VGLT VANGUARD SCOTTSDALE FDS218.5K shares3.25%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS174.6K shares-0.61%2026-03-312026-04-08

VTIP VANGUARD MALVERN FDS203.3K shares3.33%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F159.1K shares2.25%2026-03-312026-04-08

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VBR VANGUARD INDEX FDS36.7K shares1.36%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS98.8K shares-1.42%2026-03-312026-04-08

DFUS DIMENSIONAL ETF TRUST91.4K shares-3.53%2026-03-312026-04-08

VB VANGUARD INDEX FDS23.5K shares1.82%2026-03-312026-04-08

VONG VANGUARD SCOTTSDALE FDS54.9K shares3.40%2026-03-312026-04-08

VTI VANGUARD INDEX FDS10.9K shares-0.32%2026-03-312026-04-08

DFNM DIMENSIONAL ETF TRUST69.5K shares0.20%2026-03-312026-04-08

VBK VANGUARD INDEX FDS10.5K shares2.55%2026-03-312026-04-08

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SPY STATE STR SPDR S&P 500 ETF T4.3K shares-6.48%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST38.7K shares-5.05%2026-03-312026-04-08

REET ISHARES TR108.2K shares2.55%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR33.5K shares-2.37%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST78.4K shares1.42%2026-03-312026-04-08

VONV VANGUARD SCOTTSDALE FDS26.9K shares3.20%2026-03-312026-04-08

DISV DIMENSIONAL ETF TRUST63.8K shares0.48%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST39.9K shares-7.67%2026-03-312026-04-08

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DFUV DIMENSIONAL ETF TRUST40.1K shares-7.15%2026-03-312026-04-08

IWM ISHARES TR5.0K shares-1.83%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR13.6K shares-9.79%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR9.9K shares-1.80%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST17.4K shares-4.70%2026-03-312026-04-08

VTV VANGUARD INDEX FDS4.9K shares-10.43%2026-03-312026-04-08

DFGP DIMENSIONAL ETF TRUST15.1K shares-0.97%2026-03-312026-04-08

EFV ISHARES TR9.4K shares-3.07%2026-03-312026-04-08

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DFSV DIMENSIONAL ETF TRUST18.1K shares-0.16%2026-03-312026-04-08

TLT ISHARES TR6.7K shares-1.61%2026-03-312026-04-08

WRB BERKLEY W R CORP7.5K shares0.00%2026-03-312026-04-08

VSS VANGUARD INTL EQUITY INDEX F3.0K shares-7.38%2026-03-312026-04-08

DFEM DIMENSIONAL ETF TRUST12.4K shares0.00%2026-03-312026-04-08

ISVL ISHARES TR8.0K shares-0.50%2026-03-312026-04-08

IWN ISHARES TR2.0K shares-2.17%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST10.1K shares-3.37%2026-03-312026-04-08

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DFLV DIMENSIONAL ETF TRUST8.6K shares-1.25%2026-03-312026-04-08

STIP ISHARES TR3.0K shares0.00%2026-03-312026-04-08

SCHC SCHWAB STRATEGIC TR5.3K shares-1.64%2026-03-312026-04-08

AAPL APPLE INC950 shares0.00%2026-03-312026-04-08

SCZ ISHARES TR3.0K shares0.00%2026-03-312026-04-08

MSFT MICROSOFT CORP594 shares0.00%2026-03-312026-04-08

DFAW DIMENSIONAL ETF TRUST2.8K shares-4.98%2026-03-312026-04-08

VANGUARD INDEX FDS

5.24%

Shares62.5K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

-2.58%

Shares690.1K

Event2026-03-31

Filed2026-04-08

BNDW

VANGUARD SCOTTSDALE FDS

2.42%

Shares355.7K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

4.87%

Shares481.2K

Event2026-03-31

Filed2026-04-08

VGLT

VANGUARD SCOTTSDALE FDS

3.25%

Shares218.5K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-0.61%

Shares174.6K

Event2026-03-31

Filed2026-04-08

VTIP

VANGUARD MALVERN FDS

3.33%

Shares203.3K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

2.25%

Shares159.1K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

1.36%

Shares36.7K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

-1.42%

Shares98.8K

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

-3.53%

Shares91.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.82%

Shares23.5K

Event2026-03-31

Filed2026-04-08

VONG

VANGUARD SCOTTSDALE FDS

3.40%

Shares54.9K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-0.32%

Shares10.9K

Event2026-03-31

Filed2026-04-08

DFNM

DIMENSIONAL ETF TRUST

0.20%

Shares69.5K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

2.55%

Shares10.5K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-6.48%

Shares4.3K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

-5.05%

Shares38.7K

Event2026-03-31

Filed2026-04-08

REET

ISHARES TR

2.55%

Shares108.2K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

-2.37%

Shares33.5K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

1.42%

Shares78.4K

Event2026-03-31

Filed2026-04-08

VONV

VANGUARD SCOTTSDALE FDS

3.20%

Shares26.9K

Event2026-03-31

Filed2026-04-08

DISV

DIMENSIONAL ETF TRUST

0.48%

Shares63.8K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

-7.67%

Shares39.9K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

-7.15%

Shares40.1K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

-1.83%

Shares5.0K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

-9.79%

Shares13.6K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

-1.80%

Shares9.9K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

-4.70%

Shares17.4K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-10.43%

Shares4.9K

Event2026-03-31

Filed2026-04-08

DFGP

DIMENSIONAL ETF TRUST

-0.97%

Shares15.1K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

-3.07%

Shares9.4K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

-0.16%

Shares18.1K

Event2026-03-31

Filed2026-04-08

TLT

ISHARES TR

-1.61%

Shares6.7K

Event2026-03-31

Filed2026-04-08

WRB

BERKLEY W R CORP

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-08

VSS

VANGUARD INTL EQUITY INDEX F

-7.38%

Shares3.0K

Event2026-03-31

Filed2026-04-08

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-08

ISVL

ISHARES TR

-0.50%

Shares8.0K

Event2026-03-31

Filed2026-04-08

IWN

ISHARES TR

-2.17%

Shares2.0K

Event2026-03-31

Filed2026-04-08

DFIC

DIMENSIONAL ETF TRUST

-3.37%

Shares10.1K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

-1.25%

Shares8.6K

Event2026-03-31

Filed2026-04-08

STIP

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

SCHC

SCHWAB STRATEGIC TR

-1.64%

Shares5.3K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.00%

Shares950

Event2026-03-31

Filed2026-04-08

SCZ

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.00%

Shares594

Event2026-03-31

Filed2026-04-08

DFAW

DIMENSIONAL ETF TRUST

-4.98%

Shares2.8K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available