Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 15 | Q2 2024 | 24.4% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 33.2% |
OWL ROCK CAPITAL CORPORATION | 15 | Q2 2024 | 12.0% |
VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 10.9% |
BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 7.2% |
APPLE INC | 15 | Q2 2024 | 3.9% |
ISHARES TR | 15 | Q2 2024 | 5.6% |
JPMORGAN CHASE & CO | 15 | Q2 2024 | 3.1% |
FISERV INC | 15 | Q2 2024 | 2.3% |
PFIZER INC | 15 | Q2 2024 | 0.7% |
View Trinity Financial Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-19 |
13F-HR | 2024-07-11 |
13F-HR | 2024-04-17 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-22 |
View Trinity Financial Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.