Aurelius Family Office LLC Reduced Holdings in Q3 2025

Aurelius Family Office LLC

  • $225 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-249
- 3.41%
$85.01 - $90.35 $21.2K - $22.5K
7.05K $630M
MSFT
Microsoft Corp

Technology
-43
- 6.75%
$491.09 - $535.64 $21.1K - $23K
594 $308M
EFV
Msci Eafe Value ETF

ETFs
-886
- 7.2%
$62.79 - $68.42 $55.6K - $60.6K
11.4K $775M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4
- 0.13%
$102.4 - $103.88 $410 - $416
3.14K $325M
ISVL
Ishares Tr Intl Developed Smal
-519
- 5.88%
$41.88 - $45.27 $21.7K - $23.5K
8.31K $376M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-89
- 2.51%
$72.04 - $77.35 $6.41K - $6.88K
3.46K $265M
VTV
Vanguard Value ETF

ETFs
-271
- 4.41%
$175.51 - $186.57 $47.6K - $50.6K
5.88K $1.1B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-128
- 3.7%
$133.48 - $144.38 $17.1K - $18.5K
3.34K $475M
Dimensional ETF Trust
-209
- 2.29%
N/A
8.91K $293M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-117
- 2.11%
$42.28 - $45.71 $4.95K - $5.35K
5.43K $247M
AVDE
American Centy ETF Tr Avantis

ETFs
-738
- 4.43%
$73.24 - $79.04 $54.1K - $58.3K
15.9K $1.26B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-92
- 0.73%
$29.55 - $32.52 $2.72K - $2.99K
12.4K $399M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-648
- 0.62%
$72.57 - $74.72 $47K - $48.4K
103K $7.67B
AAPL
Apple Inc.

Technology
-80
- 7.77%
$202.38 - $256.87 $16.2K - $20.5K
950 $242M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-3.61K
- 4.4%
$29.65 - $31.77 $107K - $115K
78.4K $2.48B
DFAT
Dimensional ETF Tr U S Target

ETFs
-664
- 3.51%
$53.36 - $59.69 $35.4K - $39.6K
18.2K $1.06B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-2
- 0.01%
$29.2 - $32.74 $58.4 - $65.5
18.2K $579M
AVUS
American Centy ETF Tr Avantis

ETFs
-47
- 0.46%
$101.2 - $109.16 $4.76K - $5.13K
10.1K $1.1B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-190
- 0.41%
$41.91 - $44.87 $7.96K - $8.53K
45.8K $2.05B
IWM
Ishares Russell 2000 ETF

ETFs
-83
- 1.57%
$214.92 - $244.84 $17.8K - $20.3K
5.19K $1.26B
DFIV
Dimensional ETF Tr

ETFs
-681
- 1.37%
$42.66 - $46.53 $29.1K - $31.7K
48.9K $2.25B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.04K
- 2.38%
$63.41 - $69.69 $65.9K - $72.5K
42.7K $2.92B
AVEM
American Centy ETF Tr Avantis

ETFs
-927
- 2.63%
$68.33 - $75.41 $63.3K - $69.9K
34.3K $2.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 0.83%
$617.65 - $666.84 $24.1K - $26K
4.64K $3.09B
VB
Vanguard Small Cap ETF

ETFs
-710
- 3.03%
$237.58 - $259.17 $169K - $184K
22.7K $5.77B
VBR
Vanguard Small Cap Value ETF

ETFs
-566
- 1.62%
$195.41 - $212.37 $111K - $120K
34.4K $7.17B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-914
- 0.95%
$67.01 - $72.84 $61.2K - $66.6K
95.2K $6.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.74K
- 1.7%
$49.43 - $54.52 $135K - $149K
158K $8.55B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.38K
- 2.32%
$567.77 - $614.76 $786K - $851K
58.2K $35.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.47K
- 0.34%
$36.04 - $38.78 $88.9K - $95.7K
717K $27.7B
Activity Summary
Buys All Purchases 14 New Holdings 3 Increased Positions 11 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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