Timonier Family Office, LTD.

Est. AUM

$315.1M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$40.0M	1051465	12.69%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$36.4M	777232	11.54%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$35.7M	765891	11.32%	SOLE
4	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$28.4M	383354	9.02%	SOLE
5	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$20.7M	296472	6.56%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$14.3M	414203	4.53%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$14.2M	431045	4.50%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$11.1M	367857	3.53%	SOLE
9	ISHARES TR	CORE US AGGBD ET	$11.0M	110467	3.50%	SOLE
10	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$10.9M	330672	3.46%	SOLE
11	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.1M	305037	3.20%	SOLE
12	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$10.0M	317032	3.19%	SOLE
13	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$9.3M	406986	2.96%	SOLE
14	DIMENSIONAL ETF TRUST	US TARGETED VLU	$7.6M	128151	2.42%	SOLE
15	LOWES COS INC	COM	$6.1M	25127	1.92%	SOLE
16	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$6.0M	119333	1.89%	SOLE
17	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$5.1M	150467	1.61%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$4.9M	78632	1.56%	SOLE
19	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.6M	93280	1.13%	SOLE
20	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.1M	62174	0.99%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	107883	0.81%	SOLE
22	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.2M	68893	0.71%	SOLE
23	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.1M	44346	0.68%	SOLE
24	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$1.9M	18441	0.59%	SOLE
25	ISHARES TR	RUSSELL 3000 ETF	$1.7M	4468	0.55%	SOLE
26	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.4M	51428	0.43%	SOLE
27	APPLE INC	COM	$1.3M	4859	0.42%	SOLE
28	ISHARES TR	SHRT NAT MUN ETF	$1.0M	9807	0.33%	SOLE
29	PROSHARES TR	ULTRPRO S&P500	$911K	7868	0.29%	SOLE
30	MICROSOFT CORP	COM	$887K	1834	0.28%	SOLE
31	DIMENSIONAL ETF TRUST	SHORT DURATION F	$793K	16542	0.25%	SOLE
32	VANGUARD WORLD FD	INF TECH ETF	$693K	920	0.22%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$682K	5536	0.22%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$578K	1150	0.18%	SOLE
35	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$558K	14688	0.18%	SOLE
36	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$510K	6887	0.16%	SOLE
37	ETFS GOLD TR	PHYSCL GOLD SHS	$496K	12084	0.16%	SOLE
38	SPDR S&P 500 ETF TR	TR UNIT	$489K	715	0.16%	SOLE
39	AMAZON COM INC	COM	$447K	1935	0.14%	SOLE
40	VISA INC	COM CL A	$432K	1231	0.14%	SOLE
41	ISHARES TR	MSCI EAFE ETF	$412K	4289	0.13%	SOLE
42	DUKE ENERGY CORP NEW	COM NEW	$380K	3240	0.12%	SOLE
43	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$366K	9253	0.12%	SOLE
44	ISHARES TR	MSCI USA QLT FCT	$344K	1733	0.11%	SOLE
45	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$338K	7935	0.11%	SOLE
46	ISHARES TR	S&P 500 VAL ETF	$334K	1573	0.11%	SOLE
47	EXXON MOBIL CORP	COM	$331K	2749	0.11%	SOLE
48	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$325K	3261	0.10%	SOLE
49	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$318K	3794	0.10%	SOLE
50	TRUIST FINL CORP	COM	$292K	5941	0.09%	SOLE

1–50 of 56

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.