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CIK: 0002053738
Total reported value
$253.9M
$253.9M
43 檔
41.2%
The Q4 2024 SEC filing reveals that Aurelius Family Office LLC held a total portfolio value of $253.9M, covering 43 public equity positions.
During Q4 2024, Aurelius Family Office LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.93% | +0.36% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.63% | +0.25% | — | |
| 3 | BNDW | Vanguard Total World Bond Et | ETF-Other | 10.91% | -0.43% | — | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.30% | -0.41% | — | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 4.98% | -0.15% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.52% | +0.15% | — | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.36% | -0.24% | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.83% | -0.33% | — | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.63% | -0.13% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.54% | +0.34% | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 3.27% | — | — | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.11% | +0.04% | — | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.34% | — | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | +0.06% | — | |
| 15 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.46% | -0.01% | — | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.45% | +0.09% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.12% | — | |
| 18 | REET | Ishares Global Reit ETF | ETF-Other | 1.11% | — | — | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.10% | +0.09% | — | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.07% | +0.01% | — | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 1.06% | -0.07% | — | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 0.93% | -0.10% | — | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 0.89% | -0.09% | — | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.67% | -0.05% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.03% | — | |
| 26 | AVDE | Avantis International Equity | ETF-Other | 0.58% | -0.04% | — | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.56% | +0.01% | — | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.02% | — | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.50% | +0.01% | — | |
| 30 | WRB | Wr Berkley CORP | Stock-Financials | 0.44% | -0.01% | — | |
| 31 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.39% | — | — | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.39% | -0.04% | — | |
| 33 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.33% | -0.03% | — | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.32% | -0.05% | — | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.21% | -0.01% | — | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.17% | -0.01% | — | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.16% | -0.01% | — | |
| 38 | ISVL | Ishares International Develo | ETF-Other | 0.15% | +0.10% | — | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.15% | -0.01% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.01% | — | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.01% | — | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.12% | +0.01% | — | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Aurelius Family Office LLC reported a total U.S. public equity portfolio value of $253.9M across 43 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DFAC, BNDW) accounted for 41.2% of total reported equity market value during Q4 2024.
During Q4 2024, Aurelius Family Office LLC's top holdings by market value included VOO (15.9%)、DFAC (12.6%)、BNDW (10.9%). The largest single position, VOO, represented 15.9% of total portfolio value.
In Q4 2024, Aurelius Family Office LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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