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Timonier Family Office, Ltd. Top Holdings and 13F Report (2025)

About Timonier Family Office, Ltd.

Investment Activity

  • Timonier Family Office, Ltd. has $194.85 million in total holdings as of December 31, 2024.
  • Timonier Family Office, Ltd. owns shares of 49 different stocks, but just 14 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofTimonier Family Office, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$27,032,064660,60813.9%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$22,806,924357,75611.7%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$21,982,060650,54911.3%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$17,245,923425,9308.9%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$14,569,220223,8667.5%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$8,649,426155,3984.4%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$6,974,279226,5853.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$6,335,578245,1373.3%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$5,792,383248,9213.0%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$5,195,302146,4292.7%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$5,164,042172,9422.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,074,47652,3682.6%Finance
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$5,032,274204,9392.6%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,486,211171,2952.3%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$4,458,038176,6962.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,645,25972,7161.9%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$3,550,393121,5891.8%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,964,83562,0651.5%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$2,773,168105,8061.4%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$2,133,10084,0801.1%ETF
AMERICAN CENTY ETF TR
$2,021,38237,9221.0%AVANTIS EMERGING
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$1,573,91361,6250.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,297,4215,1810.7%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,162,61016,1680.6%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,132,97748,2730.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,025,9312,4340.5%Computer and Technology
ProShares UltraPro S&P 500 stock logo
UPRO
ProShares UltraPro S&P 500
$735,1988,2940.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$725,0469,0330.4%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$694,2482,8130.4%Retail/Wholesale
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$613,16517,7270.3%ETF
DIMENSIONAL ETF TRUST
$589,15611,1520.3%GLOBAL CORE PLUS
VANGUARD MUN BD FDS
$587,0585,9070.3%INTERMEDIATE TRM
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$572,0569200.3%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$565,1625,3580.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$562,0705,5360.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$521,2721,1500.3%Finance
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$498,00218,7430.3%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$462,5617,9510.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$436,6657430.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$424,5201,9350.2%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$389,0451,2310.2%Business Services
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$386,6599,3690.2%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$363,3133,3720.2%Utilities
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$315,2184,1690.2%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$300,2541,5730.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$295,7102,7490.2%Oils/Energy
Truist Financial Co. stock logo
TFC
Truist Financial
$281,6236,4920.1%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$236,0091,8620.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$220,6806850.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data