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The Analysis of Timonier Family Office, LTD.'s Holdings & P&L

Currently, Timonier Family Office, LTD. holds 56 types of securities in its portfolio with a total value $315.1M. In the most recent quarter, they have increased their positions in DFAU (+47.6K shares, valued at $2.2M), DUHP (+48.1K shares, valued at $1.8M), DFSV (+28.7K shares, valued at $943.9K); decreased their positions in DFUS (-18.7K shares, valued at $1.4M), DFUV (-22.9K shares, valued at $1.1M), DFAT (-14.2K shares, valued at $848.0K); initiated new positions in DFSD (+16.5K shares, valued at $793.2K).

1M P&L

+9.0M+2.70%

3M P&L

+4.3M+1.27%

HY P&L

+32.7M+10.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A303.6M

96.9%

2Home Improvement Retail6.1M

1.9%

3Consumer Electronics1.3M

0.4%

Top Industries by Stock Count

1N/A45 stocks

86.5%

2Internet Retail1 stocks

1.9%

3Consumer Electronics1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUHP DIMENSIONAL ETF TRUST1.1M shares4.79%2025-12-312026-02-04

DFAU DIMENSIONAL ETF TRUST777.2K shares6.52%2025-12-312026-02-04

DFUV DIMENSIONAL ETF TRUST765.9K shares-2.90%2025-12-312026-02-04

DFUS DIMENSIONAL ETF TRUST383.4K shares-4.66%2025-12-312026-02-04

DFAS DIMENSIONAL ETF TRUST296.5K shares1.64%2025-12-312026-02-04

DFIC DIMENSIONAL ETF TRUST414.2K shares4.44%2025-12-312026-02-04

DFSV DIMENSIONAL ETF TRUST431.0K shares7.13%2025-12-312026-02-04

SPSB SPDR SERIES TRUST367.9K shares6.46%2025-12-312026-02-04

Sponsored

AGG ISHARES TR110.5K shares6.48%2025-12-312026-02-04

DFIS DIMENSIONAL ETF TRUST330.7K shares3.32%2025-12-312026-02-04

DFEM DIMENSIONAL ETF TRUST305.0K shares4.71%2025-12-312026-02-04

DIHP DIMENSIONAL ETF TRUST317.0K shares7.12%2025-12-312026-02-04

DFAR DIMENSIONAL ETF TRUST407.0K shares5.88%2025-12-312026-02-04

DFAT DIMENSIONAL ETF TRUST128.2K shares-10.00%2025-12-312026-02-04

LOW LOWES COS INC25.1K shares-1.95%2025-12-312026-02-04

DFIV DIMENSIONAL ETF TRUST119.3K shares-11.02%2025-12-312026-02-04

Sponsored

DFEV DIMENSIONAL ETF TRUST150.5K shares1.04%2025-12-312026-02-04

AVEE AMERICAN CENTY ETF TR78.6K shares6.83%2025-12-312026-02-04

DFAI DIMENSIONAL ETF TRUST93.3K shares-14.04%2025-12-312026-02-04

VTEB VANGUARD MUN BD FDS62.2K shares-9.46%2025-12-312026-02-04

SPHY SPDR SERIES TRUST107.9K shares10.33%2025-12-312026-02-04

DFAE DIMENSIONAL ETF TRUST68.9K shares-11.68%2025-12-312026-02-04

DFNM DIMENSIONAL ETF TRUST44.3K shares-4.24%2025-12-312026-02-04

VTEI VANGUARD MUN BD FDS18.4K shares-1.94%2025-12-312026-02-04

Sponsored

IWV ISHARES TR4.5K shares0.00%2025-12-312026-02-04

DFGR DIMENSIONAL ETF TRUST51.4K shares-9.05%2025-12-312026-02-04

AAPL APPLE INC4.9K shares0.02%2025-12-312026-02-04

SUB ISHARES TR9.8K shares-19.71%2025-12-312026-02-04

UPRO PROSHARES TR7.9K shares-3.61%2025-12-312026-02-04

MSFT MICROSOFT CORP1.8K shares-24.65%2025-12-312026-02-04

DFSD DIMENSIONAL ETF TRUST16.5K sharesnew addition2025-12-312026-02-04

VGT VANGUARD WORLD FD920 shares0.00%2025-12-312026-02-04

Sponsored

IVW ISHARES TR5.5K shares0.00%2025-12-312026-02-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2025-12-312026-02-04

DISV DIMENSIONAL ETF TRUST14.7K shares-6.21%2025-12-312026-02-04

BND VANGUARD BD INDEX FDS6.9K shares-11.99%2025-12-312026-02-04

ETFS GOLD TR ETFS GOLD TR12.1K shares0.00%2025-12-312026-02-04

SPY SPDR S&P 500 ETF TR715 shares0.00%2025-12-312026-02-04

AMZN AMAZON COM INC1.9K shares0.00%2025-12-312026-02-04

V VISA INC1.2K shares0.00%2025-12-312026-02-04

Sponsored

EFA ISHARES TR4.3K shares0.54%2025-12-312026-02-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares0.06%2025-12-312026-02-04

DFAC DIMENSIONAL ETF TRUST9.3K shares-32.41%2025-12-312026-02-04

QUAL ISHARES TR1.7K shares0.00%2025-12-312026-02-04

DFCF DIMENSIONAL ETF TRUST7.9K shares-3.28%2025-12-312026-02-04

IVE ISHARES TR1.6K shares0.00%2025-12-312026-02-04

XOM EXXON MOBIL CORP2.7K shares0.00%2025-12-312026-02-04

VTWO VANGUARD SCOTTSDALE FDS3.3K shares0.00%2025-12-312026-02-04

Sponsored

VCIT VANGUARD SCOTTSDALE FDS3.8K shares-6.90%2025-12-312026-02-04

TFC TRUIST FINL CORP5.9K shares0.00%2025-12-312026-02-04

ALPHABET INC ALPHABET INC931 shares0.00%2025-12-312026-02-04

DFGP DIMENSIONAL ETF TRUST5.2K shares-7.95%2025-12-312026-02-04

IWB ISHARES TR685 shares0.00%2025-12-312026-02-04

IWP ISHARES TR1.9K shares0.00%2025-12-312026-02-04

IWD ISHARES TR1.2K shares0.00%2025-12-312026-02-04

IWN ISHARES TR1.2K shares0.00%2025-12-312026-02-04

Sponsored

DUHP

DIMENSIONAL ETF TRUST

4.79%

Shares1.1M

Event2025-12-31

Filed2026-02-04

DFAU

DIMENSIONAL ETF TRUST

6.52%

Shares777.2K

Event2025-12-31

Filed2026-02-04

DFUV

DIMENSIONAL ETF TRUST

-2.90%

Shares765.9K

Event2025-12-31

Filed2026-02-04

DFUS

DIMENSIONAL ETF TRUST

-4.66%

Shares383.4K

Event2025-12-31

Filed2026-02-04

DFAS

DIMENSIONAL ETF TRUST

1.64%

Shares296.5K

Event2025-12-31

Filed2026-02-04

DFIC

DIMENSIONAL ETF TRUST

4.44%

Shares414.2K

Event2025-12-31

Filed2026-02-04

DFSV

DIMENSIONAL ETF TRUST

7.13%

Shares431.0K

Event2025-12-31

Filed2026-02-04

SPSB

SPDR SERIES TRUST

6.46%

Shares367.9K

Event2025-12-31

Filed2026-02-04

AGG

ISHARES TR

6.48%

Shares110.5K

Event2025-12-31

Filed2026-02-04

DFIS

DIMENSIONAL ETF TRUST

3.32%

Shares330.7K

Event2025-12-31

Filed2026-02-04

DFEM

DIMENSIONAL ETF TRUST

4.71%

Shares305.0K

Event2025-12-31

Filed2026-02-04

DIHP

DIMENSIONAL ETF TRUST

7.12%

Shares317.0K

Event2025-12-31

Filed2026-02-04

DFAR

DIMENSIONAL ETF TRUST

5.88%

Shares407.0K

Event2025-12-31

Filed2026-02-04

DFAT

DIMENSIONAL ETF TRUST

-10.00%

Shares128.2K

Event2025-12-31

Filed2026-02-04

LOW

LOWES COS INC

-1.95%

Shares25.1K

Event2025-12-31

Filed2026-02-04

DFIV

DIMENSIONAL ETF TRUST

-11.02%

Shares119.3K

Event2025-12-31

Filed2026-02-04

DFEV

DIMENSIONAL ETF TRUST

1.04%

Shares150.5K

Event2025-12-31

Filed2026-02-04

AVEE

AMERICAN CENTY ETF TR

6.83%

Shares78.6K

Event2025-12-31

Filed2026-02-04

DFAI

DIMENSIONAL ETF TRUST

-14.04%

Shares93.3K

Event2025-12-31

Filed2026-02-04

VTEB

VANGUARD MUN BD FDS

-9.46%

Shares62.2K

Event2025-12-31

Filed2026-02-04

SPHY

SPDR SERIES TRUST

10.33%

Shares107.9K

Event2025-12-31

Filed2026-02-04

DFAE

DIMENSIONAL ETF TRUST

-11.68%

Shares68.9K

Event2025-12-31

Filed2026-02-04

DFNM

DIMENSIONAL ETF TRUST

-4.24%

Shares44.3K

Event2025-12-31

Filed2026-02-04

VTEI

VANGUARD MUN BD FDS

-1.94%

Shares18.4K

Event2025-12-31

Filed2026-02-04

IWV

ISHARES TR

0.00%

Shares4.5K

Event2025-12-31

Filed2026-02-04

DFGR

DIMENSIONAL ETF TRUST

-9.05%

Shares51.4K

Event2025-12-31

Filed2026-02-04

AAPL

APPLE INC

0.02%

Shares4.9K

Event2025-12-31

Filed2026-02-04

SUB

ISHARES TR

-19.71%

Shares9.8K

Event2025-12-31

Filed2026-02-04

UPRO

PROSHARES TR

-3.61%

Shares7.9K

Event2025-12-31

Filed2026-02-04

MSFT

MICROSOFT CORP

-24.65%

Shares1.8K

Event2025-12-31

Filed2026-02-04

DFSD

DIMENSIONAL ETF TRUST

New

Shares16.5K

Event2025-12-31

Filed2026-02-04

VGT

VANGUARD WORLD FD

0.00%

Shares920

Event2025-12-31

Filed2026-02-04

IVW

ISHARES TR

0.00%

Shares5.5K

Event2025-12-31

Filed2026-02-04

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2025-12-31

Filed2026-02-04

DISV

DIMENSIONAL ETF TRUST

-6.21%

Shares14.7K

Event2025-12-31

Filed2026-02-04

BND

VANGUARD BD INDEX FDS

-11.99%

Shares6.9K

Event2025-12-31

Filed2026-02-04

ETFS GOLD TR

0.00%

Shares12.1K

Event2025-12-31

Filed2026-02-04

SPY

SPDR S&P 500 ETF TR

0.00%

Shares715

Event2025-12-31

Filed2026-02-04

AMZN

AMAZON COM INC

0.00%

Shares1.9K

Event2025-12-31

Filed2026-02-04

VISA INC

0.00%

Shares1.2K

Event2025-12-31

Filed2026-02-04

EFA

ISHARES TR

0.54%

Shares4.3K

Event2025-12-31

Filed2026-02-04

DUKE ENERGY CORP NEW

0.06%

Shares3.2K

Event2025-12-31

Filed2026-02-04

DFAC

DIMENSIONAL ETF TRUST

-32.41%

Shares9.3K

Event2025-12-31

Filed2026-02-04

QUAL

ISHARES TR

0.00%

Shares1.7K

Event2025-12-31

Filed2026-02-04

DFCF

DIMENSIONAL ETF TRUST

-3.28%

Shares7.9K

Event2025-12-31

Filed2026-02-04

IVE

ISHARES TR

0.00%

Shares1.6K

Event2025-12-31

Filed2026-02-04

XOM

EXXON MOBIL CORP

0.00%

Shares2.7K

Event2025-12-31

Filed2026-02-04

VTWO

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.3K

Event2025-12-31

Filed2026-02-04

VCIT

VANGUARD SCOTTSDALE FDS

-6.90%

Shares3.8K

Event2025-12-31

Filed2026-02-04

TFC

TRUIST FINL CORP

0.00%

Shares5.9K

Event2025-12-31

Filed2026-02-04

ALPHABET INC

0.00%

Shares931

Event2025-12-31

Filed2026-02-04

DFGP

DIMENSIONAL ETF TRUST

-7.95%

Shares5.2K

Event2025-12-31

Filed2026-02-04

IWB

ISHARES TR

0.00%

Shares685

Event2025-12-31

Filed2026-02-04

IWP

ISHARES TR

0.00%

Shares1.9K

Event2025-12-31

Filed2026-02-04

IWD

ISHARES TR

0.00%

Shares1.2K

Event2025-12-31

Filed2026-02-04

IWN

ISHARES TR

0.00%

Shares1.2K

Event2025-12-31

Filed2026-02-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available