Filer Name: TRIUNE FINANCIAL PARTNERS, LLC
CIK: 2040393
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 37
Portfolio Value: $0.32B

Triune Financial Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 3,714,327 $128M 40.45% 0.3% -
DFAX US DIMENSIONAL WORLD EX US CORE 3,691,185 $92M 28.89% 5.4% -
DFUV US DIMENSIONAL US MARKETWIDE VA 921,028 $38M 11.86% 2.0% -
DFAT US DIMENSIONAL US TARGET VALUE 329,400 $18M 5.77% 1.4% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 215,807 $12M 3.90% 1.4% -
IWV US ISHARES RUSSELL 3000 ETF 18,131 $6M 1.91% -3.4% -
IVV US ISHARES CORE S&P 500 ETF 6,543 $4M 1.21% -0.4% -
VTV US VANGUARD VALUE ETF 20,786 $4M 1.11% 0.3% -
AVUS US AVANTIS U.S. EQUITY ETF 33,808 $3M 1.03% -0.4% -
VBR US VANGUARD SMALL-CAP VALUE ETF 9,505 $2M 0.59% -0.7% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 2,840 $1M 0.41% 12.3% -
VTI US VANGUARD TOTAL STOCK MKT ETF 3,023 $1M 0.28% 79.8% -
DFCF US DIMENSIONAL CORE FIXED INC 18,671 $1M 0.24% -14.8% -
AVUV US AVANTIS US SMALL CAP VALUE 5,900 $1M 0.18% 0.1% -
DFAW US DIMENSTIONAL WORLD EQTY ETF 8,624 $1M 0.17% 100.0% -
SPY US SPDR S&P 500 ETF TRUST 896 $1M 0.17% 0.3% -
LLY US ELI LILLY & CO 633 $0M 0.15% - -
DFNM US DIMENSIONAL NATIONAL MUNI BD 8,391 $0M 0.13% -25.7% -
JPM US JPMORGAN CHASE & CO 1,692 $0M 0.13% 0.2% -
MSFT US MICROSOFT CORP 970 $0M 0.13% -3.3% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us