The Analysis of Timonier Family Office, LTD.'s Holdings
Currently, Timonier Family Office, LTD. holds 58 types of securities in its portfolio with a total value $305.2M. In the most recent quarter, they have increased their positions in DUHP (+94.3K shares, valued at $3.6M), DFAU (+76.0K shares, valued at $3.5M), DFUV (+35.5K shares, valued at $1.6M); decreased their positions in DFIV (-4.6K shares, valued at $212.8K), LOW (-550 shares, valued at $138.2K), DFAT (-2.0K shares, valued at $114.5K); initiated new positions in SGOL (+12.1K shares, valued at $444.8K), GOOG (+931 shares, valued at $226.7K), IWN (+1.2K shares, valued at $213.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST1.0M shares10.37%2025-09-302025-11-05
DFUV DIMENSIONAL ETF TRUST788.8K shares4.72%2025-09-302025-11-05
DFAU DIMENSIONAL ETF TRUST729.6K shares11.62%2025-09-302025-11-05
DFUS DIMENSIONAL ETF TRUST402.1K shares3.44%2025-09-302025-11-05
DFAS DIMENSIONAL ETF TRUST291.7K shares6.31%2025-09-302025-11-05
DFIC DIMENSIONAL ETF TRUST396.6K shares10.46%2025-09-302025-11-05
DFSV DIMENSIONAL ETF TRUST402.3K shares11.78%2025-09-302025-11-05
SPSB SPDR SERIES TRUST345.5K shares12.44%2025-09-302025-11-05
AGG ISHARES TR103.7K shares10.06%2025-09-302025-11-05
DFIS DIMENSIONAL ETF TRUST320.0K shares9.50%2025-09-302025-11-05
DFEM DIMENSIONAL ETF TRUST291.3K shares11.40%2025-09-302025-11-05
DFAR DIMENSIONAL ETF TRUST384.4K shares12.43%2025-09-302025-11-05
DIHP DIMENSIONAL ETF TRUST295.9K shares11.60%2025-09-302025-11-05
DFAT DIMENSIONAL ETF TRUST142.4K shares-1.36%2025-09-302025-11-05
LOW LOWES COS INC25.6K shares-2.10%2025-09-302025-11-05
DFIV DIMENSIONAL ETF TRUST134.1K shares-3.33%2025-09-302025-11-05
DFEV DIMENSIONAL ETF TRUST148.9K shares7.01%2025-09-302025-11-05
AVEE AMERICAN CENTY ETF TR73.6K shares14.10%2025-09-302025-11-05
DFAI DIMENSIONAL ETF TRUST108.5K shares-1.60%2025-09-302025-11-05
VTEB VANGUARD MUN BD FDS68.7K shares-1.92%2025-09-302025-11-05
DFAE DIMENSIONAL ETF TRUST78.0K shares-1.49%2025-09-302025-11-05
SPHY SPDR SERIES TRUST97.8K shares10.64%2025-09-302025-11-05
DFNM DIMENSIONAL ETF TRUST46.3K shares-2.45%2025-09-302025-11-05
VTEI VANGUARD MUN BD FDS18.8K shares19.94%2025-09-302025-11-05
IWV ISHARES TR4.5K shares0.00%2025-09-302025-11-05
DFGR DIMENSIONAL ETF TRUST56.5K shares0.69%2025-09-302025-11-05
SUB ISHARES TR12.2K shares34.22%2025-09-302025-11-05
MSFT MICROSOFT CORP2.4K shares0.00%2025-09-302025-11-05
AAPL APPLE INC4.9K shares0.02%2025-09-302025-11-05
UPRO PROSHARES TR8.2K shares-1.10%2025-09-302025-11-05
VGT VANGUARD WORLD FD920 shares0.00%2025-09-302025-11-05
IVW ISHARES TR5.5K shares0.00%2025-09-302025-11-05
BND VANGUARD BD INDEX FDS7.8K shares-1.51%2025-09-302025-11-05
BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2025-09-302025-11-05
DISV DIMENSIONAL ETF TRUST15.7K shares2.87%2025-09-302025-11-05
DFAC DIMENSIONAL ETF TRUST13.7K shares0.67%2025-09-302025-11-05
SPY SPDR S&P 500 ETF TR715 shares0.14%2025-09-302025-11-05
SGOL ETFS GOLD TR12.1K sharesnew addition2025-09-302025-11-05
AMZN AMAZON COM INC1.9K shares0.00%2025-09-302025-11-05
V VISA INC1.2K shares0.00%2025-09-302025-11-05
DUK DUKE ENERGY CORP NEW3.2K shares0.03%2025-09-302025-11-05
EFA ISHARES TR4.3K shares0.00%2025-09-302025-11-05
DFCF DIMENSIONAL ETF TRUST8.2K shares-7.04%2025-09-302025-11-05
VCIT VANGUARD SCOTTSDALE FDS4.1K shares0.25%2025-09-302025-11-05
QUAL ISHARES TR1.7K shares0.00%2025-09-302025-11-05
IVE ISHARES TR1.6K shares0.00%2025-09-302025-11-05
VTWO VANGUARD SCOTTSDALE FDS3.3K shares0.00%2025-09-302025-11-05
DFGP DIMENSIONAL ETF TRUST5.7K shares-4.89%2025-09-302025-11-05
XOM EXXON MOBIL CORP2.7K shares0.00%2025-09-302025-11-05
TFC TRUIST FINL CORP5.9K shares0.00%2025-09-302025-11-05
IWP ISHARES TR1.9K shares0.00%2025-09-302025-11-05
VGSH VANGUARD SCOTTSDALE FDS4.4K shares-19.42%2025-09-302025-11-05
IWB ISHARES TR685 shares0.00%2025-09-302025-11-05
NFLX NETFLIX INC207 shares0.00%2025-09-302025-11-05
IWD ISHARES TR1.2K shares0.00%2025-09-302025-11-05
GOOG ALPHABET INC931 sharesnew addition2025-09-302025-11-05
IWN ISHARES TR1.2K sharesnew addition2025-09-302025-11-05
IREN IREN LIMITED4.3K sharesnew addition2025-09-302025-11-05
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available