Aurelius-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VONG",
  null,
  "AVDE",
  null,
  "AVEM",
  "WRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "AAPL",
  "SPY",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  "IWN",
  "VEA",
  null,
  "VGLT",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  "BRK-B",
  null,
  null,
  null,
  "DFAC",
  "IWM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 46
Total Value: 197126671
Accession Number: 0001085146-25-002454
Form Type: 13F-HR
CIK: aurelius-family-office
Manager Name: Aurelius-Family-Office

Data Enrichment

48% identified

22 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $197.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V799

Shares:10.4K

Value:$289.5K

% of Portfolio:0.1% ($289.5K/$197.1M)

25434V666

Shares:9.1K

Value:$279.5K

% of Portfolio:0.1% ($279.5K/$197.1M)

MICROSOFT CORP

MSFT|594918104

Shares:644

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$197.1M)

Apple Inc.

AAPL|037833100

Shares:1.0K

Value:$228.8K

% of Portfolio:0.1% ($228.8K/$197.1M)

464288273

Shares:3.6K

Value:$227.1K

% of Portfolio:0.1% ($227.1K/$197.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:411

Value:$218.9K

% of Portfolio:0.1% ($218.9K/$197.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V799)✕	10.4K	QoQ -8.20% (-932) YoY-	All Managers (Combined)	$289.5K	0.1% ($289.5K/$197.1M)	QoQ -1.36% (-$4.0K) YoY-
(cusip25434V666)✕	9.1K	QoQ -64.91% (-16.9K) YoY-	All Managers (Combined)	$279.5K	0.1% ($279.5K/$197.1M)	QoQ -64.28% (-$503.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	644	QoQ -1.22% (-8) YoY-	All Managers (Combined)	$241.8K	0.1% ($241.8K/$197.1M)	QoQ -12.03% (-$33.1K) YoY-
Apple Inc.(AAPLcusip037833100)	1.0K	QoQ -2.55% (-27) YoY-	All Managers (Combined)	$228.8K	0.1% ($228.8K/$197.1M)	QoQ -13.56% (-$35.9K) YoY-
(cusip464288273)✕	3.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$227.1K	0.1% ($227.1K/$197.1M)	QoQ +4.57% (+$9.9K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	411	QoQ NEW(+411) YoY-	All Managers (Combined)	$218.9K	0.1% ($218.9K/$197.1M)	QoQ NEW(+$218.9K) YoY-