Miramar Fiduciary
RENO, NVfiles as Miramar Fiduciary Corp
$101m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.4% of the portfolio this quarter.
Value
$101m
Stocks
5
Top 10 share
100.0%
Turnover
1.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Dimensional ETF TrustDFIC56.1% of the fund-20%
- Dimensional ETF TrustDFEM24.5% of the fund-32%
- Dimensional ETF TrustDISV13.4% of the fund-17%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Dimensional ETF TrustDFIC
- Share
- 56.1%
- Value
- $57m
- Shares
- 1,523,973
-20%
- Dimensional ETF TrustDFEM
- Share
- 24.5%
- Value
- $25m
- Shares
- 610,769
-32%
- Dimensional ETF TrustDISV
- Share
- 13.4%
- Value
- $14m
- Shares
- 337,798
-17%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.0%
- Value
- $3m
- Shares
- 4,056
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFIC | 56.1% | $57m | 1,523,973 | -20% |
| Dimensional ETF TrustDFEM | 24.5% | $25m | 610,769 | -32% |
| Dimensional ETF TrustDISV | 13.4% | $14m | 337,798 | -17% |
| State STR Spdr S&P 500 ETF TSPY | 3.0% | $3m | 4,056 | Held |
| E.W. ScrippsSSP | 2.9% | $3m | 1,067,124 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 17.8% since 30 June 2025.
Where the money is
Media & telecom2.9%
Other97.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.