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Home > Institutional Investor > Aurelius Family Office Llc > 13F Holdings

Instuitional Investor - Aurelius Family Office Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 59,630 $33,871,796 16.01%
2.
Dimensional Etf Trust
 719,629 $25,791,503 12.19%
3.
Vanguard Scottsdale Funds
 323,039 $22,396,286 10.58%
4.
Dimensional Etf Trust
 408,746 $17,273,603 8.16%
5.
Vanguard Scottsdale Funds
 192,650 $10,811,524 5.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)