Timonier Family Office, Ltd. Top Holdings and 13F Report (2025) About Timonier Family Office, Ltd.Investment ActivityTimonier Family Office, Ltd. has $226.13 million in total holdings as of March 31, 2025.Timonier Family Office, Ltd. owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 15.62% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Timonier Family Office, Ltd. has purchased 49 new stocks and bought additional shares in 19 stocks.Timonier Family Office, Ltd. sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $29,843,321Dimensional US High Profitability ETF $26,690,541Dimensional U.S. Equity ETF $23,340,407Dimensional US Core Equity Market ETF $21,963,539Dimensional U.S. Small Cap ETF $15,297,510 Largest New Holdings this Quarter 00326A104 - abrdn Physical Gold Shares ETF $236,771 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 145,442 shares (about $5.59M)Dimensional US High Profitability ETF 154,838 shares (about $5.13M)iShares Core U.S. Aggregate Bond ETF 29,154 shares (about $2.88M)SPDR Portfolio Short Term Corporate Bond ETF 93,510 shares (about $2.81M)Dimensional US Marketwide Value ETF 63,569 shares (about $2.62M) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 4,999 shares (about $257.40K)Dimensional International Core Equity Market ETF 6,202 shares (about $193.69K)Dimensional International Value ETF 3,248 shares (about $127.84K)Vanguard Tax-Exempt Bond ETF 1,829 shares (about $90.76K)Dimensional Global Real Estate ETF 3,305 shares (about $86.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTimonier Family Office, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$29,843,321$2,619,677 ▲9.6%724,17713.2%ETFDUHPDimensional US High Profitability ETF$26,690,541$5,131,334 ▲23.8%805,38711.8%ETFDFUSDimensional U.S. Equity ETF$23,340,407$1,703,300 ▲7.9%385,91910.3%ETFDFAUDimensional US Core Equity Market ETF$21,963,539$5,590,790 ▲34.1%571,3729.7%ETFDFASDimensional U.S. Small Cap ETF$15,297,510$1,921,502 ▲14.4%256,0256.8%ETFDFICDimensional International Core Equity 2 ETF$8,892,970$2,085,524 ▲30.6%320,2373.9%ETFDFSVDimensional US Small Cap Value ETF$8,488,784$2,110,408 ▲33.1%301,5553.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,064,196$2,883,928 ▲55.7%81,5223.6%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$8,020,203$2,814,650 ▲54.1%266,4523.5%ETFDFATDimensional U.S. Targeted Value ETF$7,744,034$257,398 ▼-3.2%150,3993.4%ETFDFARDimensional US Real Estate ETF$7,344,240$1,427,388 ▲24.1%308,9713.2%ETFDFISDimensional International Small Cap ETF$6,803,930$1,508,307 ▲28.5%263,3103.0%ETFDIHPDimensional International High Profitability ETF$6,355,645$1,595,464 ▲33.5%235,9192.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,047,659$1,515,202 ▲33.4%228,5592.7%ETFDFIVDimensional International Value ETF$5,635,603$127,841 ▼-2.2%143,1812.5%ETFDFAIDimensional International Core Equity Market ETF$3,603,524$193,688 ▼-5.1%115,3871.6%ETFVTEBVanguard Tax-Exempt Bond ETF$3,517,417$90,755 ▼-2.5%70,8871.6%ETFDFEVDimensional Emerging Markets Value ETF$3,417,523$555,472 ▲19.4%126,3411.5%ETFAMERICAN CENTY ETF TR$2,928,360$936,659 ▲47.0%55,7561.3%AVANTIS EMERGINGDFNMDimensional National Municipal Bond ETF$2,921,772$30,683 ▼-1.0%61,4201.3%ETFDFAEDimensional Emerging Core Equity Market ETF$2,099,494$77,333 ▼-3.6%81,0930.9%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,720,663$590,112 ▲52.2%73,4700.8%ETFDFGRDimensional Global Real Estate ETF$1,531,476$86,789 ▼-5.4%58,3200.7%ETFBNDVanguard Total Bond Market ETF$1,119,346$68,160 ▼-5.7%15,2400.5%ETFAAPLApple$1,078,498$72,418 ▼-6.3%4,8550.5%Computer and TechnologyMSFTMicrosoft$913,6990.0%2,4340.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$715,318$23,220 ▼-3.1%8,7490.3%ETFLOWLowe's Companies$656,0760.0%2,8130.3%Retail/WholesaleVANGUARD MUN BD FDS$632,469$48,720 ▲8.3%6,4000.3%INTERMEDIATE TRMUPROProShares UltraPro S&P 500$614,4890.0%8,2940.3%ETFBRK.BBerkshire Hathaway$612,4670.0%1,1500.3%FinanceSUBiShares Short-Term National Muni Bond ETF$598,541$32,736 ▲5.8%5,6680.3%ETFDIMENSIONAL ETF TRUST$569,457$26,394 ▼-4.4%10,6580.3%GLOBAL CORE PLUSDFACDimensional U.S. Core Equity 2 ETF$514,508$70,301 ▼-12.0%15,5960.2%ETFIVWiShares S&P 500 Growth ETF$513,9070.0%5,5360.2%ETFDISVDimensional International Small Cap Value ETF$504,446$41,350 ▼-7.6%17,3230.2%ETFVGTVanguard Information Technology ETF$498,9900.0%9200.2%ETFVGSHVanguard Short-Term Treasury Index ETF$449,185$17,430 ▼-3.7%7,6540.2%ETFVVisa$431,4160.0%1,2310.2%Business ServicesDUKDuke Energy$394,633$16,712 ▼-4.1%3,2350.2%UtilitiesDFCFDimensional Core Fixed Income ETF$394,0600.0%9,3690.2%ETFSPYSPDR S&P 500 ETF Trust$393,467$23,574 ▼-5.7%7010.2%FinanceAMZNAmazon.com$368,1530.0%1,9350.2%Retail/WholesaleEFAiShares MSCI EAFE ETF$348,578$7,846 ▲2.3%4,2650.2%FinanceXOMExxon Mobil$326,9390.0%2,7490.1%EnergyIVEiShares S&P 500 Value ETF$299,7820.0%1,5730.1%ETFTFCTruist Financial$244,472$22,674 ▼-8.5%5,9410.1%FinanceSGOLabrdn Physical Gold Shares ETF$236,771$236,771 ▲New Holding7,9400.1%ETFIWPiShares Russell Mid-Cap Growth ETF$218,7660.0%1,8620.1%ETFIWBiShares Russell 1000 ETF$210,1170.0%6850.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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