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

Currently, Aurelius Family Office LLC holds 49 types of securities in its portfolio with a total value $253.9M. In the most recent quarter, they have increased their positions in BNDW (+20.0K shares, valued at $1.4M), DFCF (+25.2K shares, valued at $1.1M), VGLT (+16.4K shares, valued at $905.0K); decreased their positions in VOO (-1.2K shares, valued at $799.4K), VBR (-1.9K shares, valued at $466.1K), DFAC (-8.4K shares, valued at $374.4K); initiated new positions in VBIL (+6.1K shares, valued at $463.7K), N/A (+620 shares, valued at $234.2K).

1M P&L

+5.2M+2.15%

3M P&L

+4.2M+1.74%

HY P&L

+11.1M+4.69%

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/A245.2M

99.6%

2Insurance - Property & Casualty530.3K

0.2%

3Consumer Electronics274.9K

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

VOO VANGUARD INDEX FDS61.3K shares-1.86%2026-06-302026-07-13

DFAC DIMENSIONAL ETF TRUST681.7K shares-1.22%2026-06-302026-07-13

BNDW VANGUARD SCOTTSDALE FDS375.7K shares5.63%2026-06-302026-07-13

DFCF DIMENSIONAL ETF TRUST506.4K shares5.24%2026-06-302026-07-13

VGLT VANGUARD SCOTTSDALE FDS234.9K shares7.51%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS178.8K shares2.40%2026-06-302026-07-13

VTIP VANGUARD MALVERN FDS211.1K shares3.83%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F173.7K shares9.16%2026-06-302026-07-13

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VBR VANGUARD INDEX FDS34.8K shares-5.23%2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST88.7K shares-2.96%2026-06-302026-07-13

VONG VANGUARD SCOTTSDALE FDS56.6K shares3.23%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS97.7K shares-1.12%2026-06-302026-07-13

VB VANGUARD INDEX FDS22.4K shares-4.54%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS10.9K shares-0.14%2026-06-302026-07-13

DFNM DIMENSIONAL ETF TRUST80.7K shares16.00%2026-06-302026-07-13

VBK VANGUARD INDEX FDS10.1K shares-3.51%2026-06-302026-07-13

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STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.6K shares5.20%2026-06-302026-07-13

AVEM AMERICAN CENTY ETF TR33.3K shares-0.63%2026-06-302026-07-13

DFAS DIMENSIONAL ETF TRUST37.0K shares-4.25%2026-06-302026-07-13

REET ISHARES TR108.4K shares0.17%2026-06-302026-07-13

DFIS DIMENSIONAL ETF TRUST78.1K shares-0.41%2026-06-302026-07-13

VONV VANGUARD SCOTTSDALE FDS25.1K shares-6.81%2026-06-302026-07-13

DISV DIMENSIONAL ETF TRUST63.2K shares-1.01%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST39.2K shares-2.12%2026-06-302026-07-13

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DFIV DIMENSIONAL ETF TRUST37.9K shares-4.92%2026-06-302026-07-13

IWM ISHARES TR4.8K shares-3.77%2026-06-302026-07-13

AVUS AMERICAN CENTY ETF TR9.7K shares-2.28%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST17.4K shares0.00%2026-06-302026-07-13

AVDE AMERICAN CENTY ETF TR13.2K shares-2.97%2026-06-302026-07-13

VTV VANGUARD INDEX FDS5.1K shares3.50%2026-06-302026-07-13

DFGP DIMENSIONAL ETF TRUST15.0K shares-0.42%2026-06-302026-07-13

ISVL ISHARES TR13.6K shares69.59%2026-06-302026-07-13

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DFSV DIMENSIONAL ETF TRUST17.4K shares-4.19%2026-06-302026-07-13

EFV ISHARES TR8.6K shares-9.10%2026-06-302026-07-13

WRB BERKLEY W R CORP7.5K shares0.00%2026-06-302026-07-13

TLT ISHARES TR6.0K shares-11.24%2026-06-302026-07-13

DFEM DIMENSIONAL ETF TRUST12.4K shares-0.36%2026-06-302026-07-13

VSS VANGUARD INTL EQUITY INDEX F3.0K shares-0.63%2026-06-302026-07-13

VBIL VANGUARD INSTL INDEX FD6.1K sharesnew addition2026-06-302026-07-13

IWN ISHARES TR1.8K shares-10.95%2026-06-302026-07-13

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DFIC DIMENSIONAL ETF TRUST10.0K shares-0.35%2026-06-302026-07-13

DFLV DIMENSIONAL ETF TRUST8.6K shares-0.31%2026-06-302026-07-13

STIP ISHARES TR3.0K shares0.00%2026-06-302026-07-13

AAPL APPLE INC950 shares0.00%2026-06-302026-07-13

SCHC SCHWAB STRATEGIC TR5.3K shares0.00%2026-06-302026-07-13

SCZ ISHARES TR3.0K shares0.00%2026-06-302026-07-13

DFAW DIMENSIONAL ETF TRUST2.9K shares5.14%2026-06-302026-07-13

BROADCOM INC BROADCOM INC620 sharesnew addition2026-06-302026-07-13

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MSFT MICROSOFT CORP594 shares0.00%2026-06-302026-07-13

VOO

VANGUARD INDEX FDS

-1.86%

Shares61.3K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

-1.22%

Shares681.7K

Event2026-06-30

Filed2026-07-13

BNDW

VANGUARD SCOTTSDALE FDS

5.63%

Shares375.7K

Event2026-06-30

Filed2026-07-13

DFCF

DIMENSIONAL ETF TRUST

5.24%

Shares506.4K

Event2026-06-30

Filed2026-07-13

VGLT

VANGUARD SCOTTSDALE FDS

7.51%

Shares234.9K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

2.40%

Shares178.8K

Event2026-06-30

Filed2026-07-13

VTIP

VANGUARD MALVERN FDS

3.83%

Shares211.1K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

9.16%

Shares173.7K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

-5.23%

Shares34.8K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

-2.96%

Shares88.7K

Event2026-06-30

Filed2026-07-13

VONG

VANGUARD SCOTTSDALE FDS

3.23%

Shares56.6K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

-1.12%

Shares97.7K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-4.54%

Shares22.4K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-0.14%

Shares10.9K

Event2026-06-30

Filed2026-07-13

DFNM

DIMENSIONAL ETF TRUST

16.00%

Shares80.7K

Event2026-06-30

Filed2026-07-13

VBK

VANGUARD INDEX FDS

-3.51%

Shares10.1K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

5.20%

Shares4.6K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

-0.63%

Shares33.3K

Event2026-06-30

Filed2026-07-13

DFAS

DIMENSIONAL ETF TRUST

-4.25%

Shares37.0K

Event2026-06-30

Filed2026-07-13

REET

ISHARES TR

0.17%

Shares108.4K

Event2026-06-30

Filed2026-07-13

DFIS

DIMENSIONAL ETF TRUST

-0.41%

Shares78.1K

Event2026-06-30

Filed2026-07-13

VONV

VANGUARD SCOTTSDALE FDS

-6.81%

Shares25.1K

Event2026-06-30

Filed2026-07-13

DISV

DIMENSIONAL ETF TRUST

-1.01%

Shares63.2K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

-2.12%

Shares39.2K

Event2026-06-30

Filed2026-07-13

DFIV

DIMENSIONAL ETF TRUST

-4.92%

Shares37.9K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

-3.77%

Shares4.8K

Event2026-06-30

Filed2026-07-13

AVUS

AMERICAN CENTY ETF TR

-2.28%

Shares9.7K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-13

AVDE

AMERICAN CENTY ETF TR

-2.97%

Shares13.2K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

3.50%

Shares5.1K

Event2026-06-30

Filed2026-07-13

DFGP

DIMENSIONAL ETF TRUST

-0.42%

Shares15.0K

Event2026-06-30

Filed2026-07-13

ISVL

ISHARES TR

69.59%

Shares13.6K

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

-4.19%

Shares17.4K

Event2026-06-30

Filed2026-07-13

EFV

ISHARES TR

-9.10%

Shares8.6K

Event2026-06-30

Filed2026-07-13

WRB

BERKLEY W R CORP

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-13

TLT

ISHARES TR

-11.24%

Shares6.0K

Event2026-06-30

Filed2026-07-13

DFEM

DIMENSIONAL ETF TRUST

-0.36%

Shares12.4K

Event2026-06-30

Filed2026-07-13

VSS

VANGUARD INTL EQUITY INDEX F

-0.63%

Shares3.0K

Event2026-06-30

Filed2026-07-13

VBIL

VANGUARD INSTL INDEX FD

New

Shares6.1K

Event2026-06-30

Filed2026-07-13

IWN

ISHARES TR

-10.95%

Shares1.8K

Event2026-06-30

Filed2026-07-13

DFIC

DIMENSIONAL ETF TRUST

-0.35%

Shares10.0K

Event2026-06-30

Filed2026-07-13

DFLV

DIMENSIONAL ETF TRUST

-0.31%

Shares8.6K

Event2026-06-30

Filed2026-07-13

STIP

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-13

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-13

SCZ

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

DFAW

DIMENSIONAL ETF TRUST

5.14%

Shares2.9K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

New

Shares620

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

0.00%

Shares594

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available