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Triune Financial Partners, LLC Top Holdings and 13F Report (2024)

About Triune Financial Partners, LLC

Investment Activity

  • Triune Financial Partners, LLC has $318.58 million in total holdings as of September 30, 2024.
  • Triune Financial Partners, LLC owns shares of 33 different stocks, but just 3 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofTriune Financial Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$126,996,6123,703,60539.9%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$94,604,4893,502,57329.7%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$37,645,395902,98411.8%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$18,067,357324,7775.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$13,401,627212,7244.2%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$6,135,24718,7781.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,789,5896,5701.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,618,44620,7281.1%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$3,231,05633,9571.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,922,7589,5760.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,163,5372,5280.4%Finance
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$946,42221,9130.3%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$565,8465,8970.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$560,5996330.2%Medical
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$547,90411,2880.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$512,5168930.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$487,9444,1630.2%Oils/Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$475,8551,6810.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$431,6261,0030.1%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$381,1421,7240.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$356,1431,6890.1%Finance
Chevron Co. stock logo
CVX
Chevron
$353,5432,4010.1%Oils/Energy
Southern Missouri Bancorp, Inc. stock logo
SMBC
Southern Missouri Bancorp
$327,5295,7980.1%Finance
Danaher Co. stock logo
DHR
Danaher
$324,8931,1690.1%Multi-Sector Conglomerates
Equity Bancshares, Inc. stock logo
EQBK
Equity Bancshares
$267,9996,5560.1%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$260,2242,2920.1%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$237,4454500.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$234,0301,2560.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$228,2669800.1%Computer and Technology
Shell plc stock logo
SHEL
Shell
$214,8743,2580.1%Oils/Energy
Capitol Federal Financial, Inc. stock logo
CFFN
Capitol Federal Financial
$135,87523,2660.0%Finance
Compass Minerals International, Inc. stock logo
CMP
Compass Minerals International
$122,85310,2210.0%Basic Materials
AMMO, Inc. stock logo
POWW
AMMO
$29,13620,3750.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data