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Timonier Family Office

Latest statistics and disclosures from Timonier Family Office's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002038170

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Positions held by Timonier Family Office consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Timonier Family Office

Timonier Family Office holds 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV)	13.9	$27M	661k	40.92	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	11.7	$23M	358k	63.75	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	11.3	$22M	651k	33.79	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	8.9	$17M	426k	40.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.5	$15M	224k	65.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.4	$8.6M	155k	55.66	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.6	$7.0M	227k	30.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.3	$6.3M	245k	25.84	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.0	$5.8M	249k	23.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.7	$5.2M	146k	35.48	View chart
Spdr Ser Tr Portfolio Short (SPSB)	2.7	$5.2M	173k	29.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$5.1M	52k	96.90	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.6	$5.0M	205k	24.55	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.3	$4.5M	171k	26.19	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.3	$4.5M	177k	25.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$3.6M	73k	50.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$3.6M	122k	29.20	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.5	$3.0M	62k	47.77	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.4	$2.8M	106k	26.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$2.1M	84k	25.37	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	1.0	$2.0M	38k	53.30	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.8	$1.6M	62k	25.54	View chart
Apple (AAPL)	0.7	$1.3M	5.2k	250.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.2M	16k	71.91	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.6	$1.1M	48k	23.47	View chart
Microsoft Corporation (MSFT)	0.5	$1.0M	2.4k	421.50	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.4	$735k	8.3k	88.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$725k	9.0k	80.27	View chart
Lowe's Companies (LOW)	0.4	$694k	2.8k	246.80	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$613k	18k	34.59	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$589k	11k	52.83	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$587k	5.9k	99.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$572k	920.00	621.80	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$565k	5.4k	105.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$562k	5.5k	101.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$521k	1.2k	453.28	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$498k	19k	26.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$463k	8.0k	58.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$437k	743.00	587.71	View chart
Amazon (AMZN)	0.2	$425k	1.9k	219.39	View chart
Visa Com Cl A (V)	0.2	$389k	1.2k	316.04	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$387k	9.4k	41.27	View chart
Duke Energy Corp Com New (DUK)	0.2	$363k	3.4k	107.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$315k	4.2k	75.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$300k	1.6k	190.88	View chart
Exxon Mobil Corporation (XOM)	0.2	$296k	2.7k	107.57	View chart
Truist Financial Corp equities (TFC)	0.1	$282k	6.5k	43.38	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$236k	1.9k	126.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$221k	685.00	322.16	View chart

Past Filings by Timonier Family Office

SEC 13F filings are viewable for Timonier Family Office going back to 2024

Timonier Family Office 2024 Q4 filed Feb. 3, 2025

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