2026 Q1 Portfolio Activity
In 2026 Q1, Miramar Fiduciary Corp maintained a portfolio of 5 distinct positions.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
DFIC (55.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Miramar Fiduciary Corp Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 55.80% | 55.56% |
#1
Prev: #1
|
6.5 |
—
|
-168,053 | -8.1% |
P
S
|
1,915,823 | $68,069,191 |
$24.22
+56.8%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | ||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 25.56% | 25.18% |
#2
Prev: #2
|
6.0 |
—
|
-81,294 | -8.3% |
P
S
|
902,483 | $31,180,788 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 13.21% | 13.82% |
#3
Prev: #3
|
5.5 |
—
|
-61,557 | -13.1% |
P
S
|
408,578 | $16,114,316 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SSP
SCRIPPS E W CO ...
|
Communication Services | 3.25% | 3.29% |
#4
Prev: #4
|
2.8 |
—
|
no change | no change |
P
S
|
1,067,124 | $3,969,701 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.17% | 2.15% |
#5
Prev: #5
|
2.4 |
—
|
no change | no change |
P
S
|
4,056 | $2,645,068 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 |
Showing 1-5 of 5 holdings