Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Timonier Family Office LTD.
  City: WINSTON SALEM
  State: NC
  Zip: 27106
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $226,130,000
  Total Value Change : $31,279,000
  Securities Held Change : 1
   
All Securities Held : 50
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 19
  Unchanged Positions : 13
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 50     View All Holdings Currently Viewing:  ALL     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 1 - $43.19 $29,843,000 724,177 13.2% 2,811,000 63,569 0.08    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 2 - $0.00 $26,691,000 805,387 11.8% 4,709,000 154,838 0.06    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 3 - $67.97 $23,340,000 385,919 10.32% 533,000 28,163 0.043    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 4 - $0.00 $21,964,000 571,372 9.71% 4,718,000 145,442 0.063    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 5 - $66.18 $15,298,000 256,025 6.77% 729,000 32,159 0.028    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 6 - $0.00 $8,893,000 320,237 3.93% 2,557,000 75,100 0.036    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 7 - $0.00 $8,489,000 301,555 3.75% 1,515,000 74,970 0.067    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 8 - $98.46 $8,064,000 81,522 3.57% 2,990,000 29,154 0.001    Closed - End Fund - E...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 9 - $30.05 $8,020,000 266,452 3.55% 2,856,000 93,510 0.021    Closed - End Fund - Debt
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 10 - $56.63 $7,744,000 150,399 3.42% -905,000 -4,999 0.017    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 11 - $0.00 $7,344,000 308,971 3.25% 1,552,000 60,050 0.341    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 12 - $0.00 $6,804,000 263,310 3.01% 1,772,000 58,371 0.293    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 13 - $0.00 $6,356,000 235,919 2.81% 1,898,000 59,223 0.026    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 14 - $0.00 $6,048,000 228,559 2.67% 1,562,000 57,264 0.022    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 15 - $43.52 $5,636,000 143,181 2.49% 441,000 -3,248 0.016    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 16 - $0.00 $3,604,000 115,387 1.59% 54,000 -6,202 0.009    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 17 - $48.94 $3,517,000 70,887 1.56% -128,000 -1,829 0.004    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 18 - $0.00 $3,418,000 126,341 1.51% 645,000 20,535 0.14    N/A
   (AVEE)1 Year Chart         AVEE Avantis Emerging Markets Sm... 19 - $0.00 $2,928,000 55,756 1.29% 907,000 17,834 0.62    N/A
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 20 - $0.00 $2,922,000 61,420 1.29% -43,000 -645 0.038    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 21 - $0.00 $2,099,000 81,093 0.93% -34,000 -2,987 0.013    N/A
   (SPHY)1 Year Chart         SPHY Spdr Bofa Merrill Lynch Cro... 22 - $23.71 $1,721,000 73,470 0.76% 588,000 25,197 0.007    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 23 - $0.00 $1,531,000 58,320 0.68% -43,000 -3,305 0.065    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 24 - $73.10 $1,119,000 15,240 0.49% -44,000 -928 0    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 25 - $212.41 $1,078,000 4,855 0.48% -219,000 -326 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 26 - $501.48 $914,000 2,434 0.4% -112,000 0 0    Application Software
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 27 - $82.31 $715,000 8,749 0.32% -10,000 -284 0.001    Closed - End Fund - Debt
   (LOW)1 Year Chart         LOW Lowes Companies Inc 28 - $227.91 $656,000 2,813 0.29% -38,000 0 0    Home Improvement Stores
   (VTEI)1 Year Chart         VTEI Vanguard Intermediate-Term ... 29 - $0.00 $632,000 6,400 0.28% 45,000 493 0.071    N/A
   (UPRO)1 Year Chart         UPRO ProShares Trust 30 - $94.66 $614,000 8,294 0.27% -121,000 0 0.034    Closed - End Fund - Debt
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 31 - $478.27 $612,000 1,150 0.27% 91,000 0 0    Property & Casualty I...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 32 - $106.45 $599,000 5,668 0.26% 34,000 310 0.006    Closed - End Fund - Debt
   (DFGP)1 Year Chart         DFGP Dimensional Global Core Plu... 33 - $0.00 $569,000 10,658 0.25% -20,000 -494 0.012    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 34 - $36.61 $515,000 15,596 0.23% -98,000 -2,131 0.002    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 35 - $110.97 $514,000 5,536 0.23% -48,000 0 0.001    Closed - End Fund - E...
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 36 - $0.00 $504,000 17,323 0.22% 6,000 -1,420 0.019    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 37 - $674.58 $499,000 920 0.22% -73,000 0 0    Closed - End Fund - E...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 38 - $58.49 $449,000 7,654 0.2% -14,000 -297 0.001    Closed - End Fund - Debt
   (V)1 Year Chart         V Visa Inc 39 - $355.88 $431,000 1,231 0.19% 42,000 0 0    Business Services
   (DUK)1 Year Chart         DUK Duke Energy Corp 40 - $118.17 $395,000 3,235 0.17% 32,000 -137 0    Electric Utilities
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 41 - $0.00 $394,000 9,369 0.17% 7,000 0 0.01    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 42 - $625.82 $393,000 701 0.17% -44,000 -42 0    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 43 - $222.26 $368,000 1,935 0.16% -57,000 0 0    Internet Software & S...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 44 - $89.81 $349,000 4,265 0.15% 34,000 96 0.001    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 45 - $114.93 $327,000 2,749 0.14% 31,000 0 0    Integrated Oil & Gas
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 46 - $198.89 $300,000 1,573 0.13% 0 0 0.001    Closed - End Fund - E...
   (BBT)1 Year Chart         BBT Truist Financial Corp 47 - $35.64 $244,000 5,941 0.11% -38,000 -551 0    Domestic Regional Banks
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 48 New $31.71 $237,000 7,940 0.1% 237,000 7,940 0.005    Closed - End Fund - Debt
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 49 - $139.00 $219,000 1,862 0.1% -17,000 0 0    Closed - End Fund - E...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 50 - $344.06 $210,000 685 0.09% -11,000 0 0.001    Closed - End Fund - E...

      50 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results