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CIK: 0002040393
Total reported value
$478.9M
$478.9M
37 檔
60.3%
As reported in its official Q4 2024 Form 13F filing, Triune Financial Partners, LLC's tracked investment portfolio stood at $478.9M with 37 total positions.
During Q4 2024, Triune Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFUV) accounted for 60.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 40.45% | +0.92% | +0.29% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 28.89% | -0.91% | +5.38% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 11.86% | +0.26% | +2.00% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.77% | +0.07% | +1.42% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.90% | -0.09% | +1.45% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.91% | +0.02% | -3.45% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | — | -0.41% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | -0.02% | +0.28% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.03% | — | -0.44% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | — | -0.74% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.03% | +12.34% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | — | +79.83% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.24% | +0.50% | -14.79% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.18% | -0.01% | +0.05% | |
| 15 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.17% | +0.03% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | +0.34% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.02% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | -3.29% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | +0.18% | |
| 20 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.13% | +0.09% | -25.66% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | -13.72% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | — | — | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.12% | — | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.04% | +1.00% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | +0.02% | +1.59% | |
| 26 | EQBK | Equity Bancshares Inc - Cl A | Stock-Other | 0.09% | — | +0.35% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 0.08% | — | +0.09% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | +3.56% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.08% | +0.04% | +0.10% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | +0.44% | |
| 31 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.07% | — | — | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 0.06% | -0.02% | +1.14% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 0.06% | +0.01% | — | |
| 34 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | — | |
| 35 | CFFN | Capitol Federal Financial In | Stock-Other | 0.04% | — | +1.25% | |
| 36 | CMP | Compass Minerals Internation | Stock-Other | 0.04% | — | — | |
| 37 | 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 37 disclosed positions in Q4 2024.
During Q4 2024, Triune Financial Partners, LLC's top holdings by market value included DFAC (40.5%)、DFAX (28.9%)、DFUV (11.9%). The largest single position, DFAC, represented 40.5% of total portfolio value.
In Q4 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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