APIChangelogInfo
AURELIUS FAMILY OFFICE LLC

Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
Report Date
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VOO
VANGUARD 500 INDEX FUND
58,838+244+0.42%
Created with Highcharts 10.1.0
$542.4515.34%0.01%30,237,4922025-03-31
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
725,748+1,729+0.24%
Created with Highcharts 10.1.0
$35.2212.15%0.00%23,942,4272025-03-31
BNDW
VANGUARD TOTAL WORLD BOND ETF
319,543+2,247+0.71%
Created with Highcharts 10.1.0
$69.4711.15%2.65%21,987,7702025-03-31
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
399,471+858+0.22%
Created with Highcharts 10.1.0
$42.028.52%0.00%16,801,7532025-03-31
VGLT
VANGUARD LONG-TERM TREASURY INDEX FUND
184,977+6,562+3.68%
Created with Highcharts 10.1.0
$57.995.41%0.08%10,656,5402025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
178,240-9,062-4.84%
Created with Highcharts 10.1.0
$49.954.60%0.01%9,059,9312025-03-31
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
178,621-60-0.03%
Created with Highcharts 10.1.0
$48.874.52%0.07%8,913,1982025-03-31
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
105,309-311-0.29%
Created with Highcharts 10.1.0
$73.093.92%0.01%7,734,9462025-03-31
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
158,772-507-0.32%
Created with Highcharts 10.1.0
$46.553.65%0.01%7,186,0432025-03-31
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
35,279-997-2.75%
Created with Highcharts 10.1.0
$205.643.33%0.02%6,572,0372025-03-31
DFUS
DIMENSIONAL US EQUITY ETF
95,455-1,229-1.27%
Created with Highcharts 10.1.0
$64.202.93%0.00%5,773,1102025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
24,078-2,883-10.69%
Created with Highcharts 10.1.0
$247.762.71%0.01%5,339,3782025-03-31
VONG
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
38,116+38,116
Open
Created with Highcharts 10.1.0
$100.391.79%0.02%3,536,7842025-03-31
DFNM
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
63,846+3,744+6.23%
Created with Highcharts 10.1.0
$48.081.54%0.00%3,037,1542025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
10,956+863+8.55%
Created with Highcharts 10.1.0
$291.231.53%0.00%3,011,1472025-03-31
SPY
SPDR S&P 500 ETF
4,690-16-0.34%
Created with Highcharts 10.1.0
$588.231.33%0.00%2,623,5392025-03-31
DFAS
DIMENSIONAL US SMALL CAP ETF
43,206-28,188-39.48%
Created with Highcharts 10.1.0
$67.061.31%0.00%2,581,5762025-03-31
REET
ISHARES GLOBAL REIT ETF
92,443+419+0.46%
Created with Highcharts 10.1.0
$25.471.14%0.06%2,242,6772025-03-31
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
37,02200.00%
Created with Highcharts 10.1.0
$61.941.13%0.00%2,227,6142025-03-31
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
82,830-2,357-2.77%
Created with Highcharts 10.1.0
$25.311.09%0.00%2,140,3272025-03-31
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
49,406-2,598-5.00%
Created with Highcharts 10.1.0
$42.361.03%0.00%2,036,0212025-03-31
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
7,998+7,998
Open
Created with Highcharts 10.1.0
$273.681.02%0.01%2,013,6562025-03-31
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
50,326-1,467-2.83%
Created with Highcharts 10.1.0
$36.281.00%0.00%1,980,8352025-03-31
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
64,883-1,513-2.28%
Created with Highcharts 10.1.0
$27.220.96%0.00%1,889,3872025-03-31
VONV
VANGUARD RUSSELL 1000 VALUE INDEX FUND
21,865+5,619+34.59%
Created with Highcharts 10.1.0
$83.700.92%0.02%1,804,7552025-03-31
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
17,284-1,587-8.41%
Created with Highcharts 10.1.0
$63.650.58%0.00%1,145,4112025-03-31
VTV
VANGUARD VALUE INDEX FUND
6,211-207-3.23%
Created with Highcharts 10.1.0
$175.240.54%0.00%1,072,9492025-03-31
IWM
ISHARES RUSSELL 2000 ETF
5,322-307-5.45%
Created with Highcharts 10.1.0
$228.440.54%0.00%1,061,6862025-03-31
DFAT
DIMENSIONAL US TARGETED VALUE ETF
19,350-648-3.24%
Created with Highcharts 10.1.0
$57.150.51%0.00%996,3322025-03-31
AVUS
AVANTIS US EQUITY ETF
10,174-13-0.13%
Created with Highcharts 10.1.0
$98.190.48%0.00%939,8742025-03-31
DFGP
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
15,755+3,379+27.30%
Created with Highcharts 10.1.0
$53.870.43%0.00%841,7902025-03-31
EFV
ISHARES MSCI EAFE VALUE ETF
13,893-757-5.17%
Created with Highcharts 10.1.0
$54.530.42%0.00%818,8542025-03-31
TLT
ISHARES 20+ YEAR TREASURY BOND ETF
7,474+166+2.27%
Created with Highcharts 10.1.0
$91.990.35%0.00%680,3582025-03-31
WRB
BERKLEY W R
7,519-7,480-49.87%
Created with Highcharts 10.1.0
$59.650.27%0.00%535,0522025-03-31
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
18,137-75,972-80.73%
Created with Highcharts 10.1.0
$31.740.26%0.00%510,5572025-03-31
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
3,536-128-3.49%
Created with Highcharts 10.1.0
$119.740.21%0.00%408,7742025-03-31
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
12,854+3,725+40.80%
Created with Highcharts 10.1.0
$26.950.17%0.00%340,1172025-03-31
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
3,214-16-0.50%
Created with Highcharts 10.1.0
$100.800.17%0.00%332,5532025-03-31
IWN
ISHARES RUSSELL 2000 VALUE ETF
2,077+1+0.05%
Created with Highcharts 10.1.0
$170.260.16%0.00%313,5242025-03-31
ISVL
ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF
8,446-225-2.59%
Created with Highcharts 10.1.0
$35.610.16%1.21%313,2182025-03-31
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
10,425-932-8.21%
Created with Highcharts 10.1.0
$26.630.15%0.00%289,5022025-03-31
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
9,144-16,922-64.92%
Created with Highcharts 10.1.0
$31.140.14%0.00%279,5322025-03-31
MSFT
MICROSOFT
644-8-1.23%
Created with Highcharts 10.1.0
$426.000.12%0.00%241,7512025-03-31
AAPL
APPLE
1,030-27-2.55%
Created with Highcharts 10.1.0
$235.630.12%0.00%228,7942025-03-31
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
3,57400.00%
Created with Highcharts 10.1.0
$63.350.12%0.00%227,0562025-03-31
BRK.B
BERKSHIRE HATHAWAY
411+411
Open
Created with Highcharts 10.1.0
$488.650.11%0.00%218,8902025-03-31