Timonier Family Office

Timonier Family Office as of March 31, 2025

Portfolio Holdings for Timonier Family Office

Timonier Family Office holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 13.2 $30M 724k 41.21
Dimensional Etf Trust Us High Profitab (DUHP) 11.8 $27M 805k 33.14
Dimensional Etf Trust Us Equity Market (DFUS) 10.3 $23M 386k 60.48
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.7 $22M 571k 38.44
Dimensional Etf Trust Us Small Cap Etf (DFAS) 6.8 $15M 256k 59.75
Dimensional Etf Trust Intl Core Equity (DFIC) 3.9 $8.9M 320k 27.77
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.8 $8.5M 302k 28.15
Ishares Tr Core Us Aggbd Et (AGG) 3.6 $8.1M 82k 98.92
Spdr Ser Tr Portfolio Short (SPSB) 3.5 $8.0M 267k 30.10
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.4 $7.7M 150k 51.49
Dimensional Etf Trust Us Real Estate E (DFAR) 3.2 $7.3M 309k 23.77
Dimensional Etf Trust Intl Small Cap E (DFIS) 3.0 $6.8M 263k 25.84
Dimensional Etf Trust Intl High Profit (DIHP) 2.8 $6.4M 236k 26.94
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.7 $6.0M 229k 26.46
Dimensional Etf Trust Internatnal Val (DFIV) 2.5 $5.6M 143k 39.36
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.6 $3.6M 115k 31.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $3.5M 71k 49.62
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.5 $3.4M 126k 27.05
American Centy Etf Tr Avantis Emerging (AVEE) 1.3 $2.9M 56k 52.52
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.3 $2.9M 61k 47.57
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $2.1M 81k 25.89
Spdr Ser Tr Portfli High Yld (SPHY) 0.8 $1.7M 74k 23.42
Dimensional Etf Trust Global Real Est (DFGR) 0.7 $1.5M 58k 26.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.1M 15k 73.45
Apple (AAPL) 0.5 $1.1M 4.9k 222.14
Microsoft Corporation (MSFT) 0.4 $914k 2.4k 375.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $715k 8.7k 81.76
Lowe's Companies (LOW) 0.3 $656k 2.8k 233.23
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.3 $633k 6.4k 98.82
Proshares Tr Ultrpro S&p500 (UPRO) 0.3 $615k 8.3k 74.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $613k 1.2k 532.58
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $599k 5.7k 105.60
Dimensional Etf Trust Global Core Plus (DFGP) 0.3 $570k 11k 53.43
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $515k 16k 32.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $514k 5.5k 92.83
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $504k 17k 29.12
Vanguard World Inf Tech Etf (VGT) 0.2 $499k 920.00 542.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $449k 7.7k 58.69
Visa Com Cl A (V) 0.2 $431k 1.2k 350.46
Duke Energy Corp Com New (DUK) 0.2 $395k 3.2k 121.99
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $394k 9.4k 42.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $394k 701.00 561.29
Amazon (AMZN) 0.2 $368k 1.9k 190.26
Ishares Tr Msci Eafe Etf (EFA) 0.2 $349k 4.3k 81.73
Exxon Mobil Corporation (XOM) 0.1 $327k 2.7k 118.93
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $300k 1.6k 190.58
Truist Financial Corp equities (TFC) 0.1 $245k 5.9k 41.15
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $237k 7.9k 29.82
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $219k 1.9k 117.49
Ishares Tr Rus 1000 Etf (IWB) 0.1 $210k 685.00 306.74