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CIK: 0002040393
Total reported value
$478.9M
$478.9M
33 檔
60.7%
At the close of Q3 2024, Triune Financial Partners, LLC disclosed equity holdings valued at approximately $478.9M, spread across 33 reported holdings.
During Q3 2024, Triune Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 39.86% | +0.92% | +1.98% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 29.70% | -0.91% | +4.51% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 11.82% | +0.26% | +3.66% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.67% | +0.07% | +3.03% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.21% | -0.09% | -0.33% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.93% | +0.02% | +0.33% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | — | -0.09% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.14% | -0.02% | -3.61% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.01% | — | -1.17% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | — | -3.72% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.03% | -1.94% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.30% | +0.50% | +0.74% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.18% | -0.01% | -4.53% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.02% | — | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.17% | +0.09% | +0.67% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | — | +0.34% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | -3.83% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | +0.30% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | — | +0.20% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | +0.18% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.04% | +1.09% | |
| 23 | SMBC | Southern Missouri Bancorp | Stock-Other | 0.10% | — | — | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 0.10% | — | +0.17% | |
| 25 | EQBK | Equity Bancshares Inc - Cl A | Stock-Other | 0.08% | — | +0.32% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.08% | — | +0.61% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | -27.18% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | +0.02% | -7.99% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.07% | +0.04% | +0.10% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.07% | -0.02% | +0.99% | |
| 31 | CFFN | Capitol Federal Financial In | Stock-Other | 0.04% | — | +1.43% | |
| 32 | CMP | Compass Minerals Internation | Stock-Other | 0.04% | — | — | |
| 33 | POWW | Outdoor Holding Co | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Triune Financial Partners, LLC reported a total U.S. public equity portfolio value of $478.9M across 33 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFUV) accounted for 60.7% of total reported equity market value during Q3 2024.
During Q3 2024, Triune Financial Partners, LLC's top holdings by market value included DFAC (39.9%)、DFAX (29.7%)、DFUV (11.8%). The largest single position, DFAC, represented 39.9% of total portfolio value.
In Q3 2024, Triune Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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