TRIAD FINANCIAL ADVISORS, INC. holdings history

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147 is the total number of securities TRIAD FINANCIAL ADVISORS, INC. has owned. The longest TRIAD FINANCIAL ADVISORS, INC. has owned a single stock is 8 quarters.

TRIAD FINANCIAL ADVISORS, INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DFAC DIMENSIONAL ETF TRUST8816.01%21.29%30.35%Q4 2021Q3 20238
IVW ISHARES TR883.76%12.66%16.17%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST884.20%10.54%14.84%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST884.76%5.86%7.52%Q4 2021Q3 20238
AAPL APPLE INC883.09%4.19%6.63%Q4 2021Q3 20238
DFAI DIMENSIONAL ETF TRUST880.69%3.06%5.83%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR881.67%2.44%3.57%Q4 2021Q3 20238
DFUS DIMENSIONAL ETF TRUST880.85%2.34%4.05%Q4 2021Q3 20238
DUK DUKE ENERGY CORP NEW880.65%1.07%1.32%Q4 2021Q3 20238
CAT CATERPILLAR INC880.82%0.97%1.20%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.66%0.94%1.46%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.38%0.92%1.42%Q4 2021Q3 20238
GVI ISHARES TR880.36%0.79%1.15%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.52%0.78%0.99%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST880.52%0.70%0.83%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.44%0.56%0.89%Q4 2021Q3 20238
PEP PEPSICO INC880.35%0.55%0.74%Q4 2021Q3 20238
IJH ISHARES TR880.38%0.54%0.75%Q4 2021Q3 20238
HD HOME DEPOT INC880.35%0.54%0.99%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.42%0.53%0.65%Q4 2021Q3 20238
AVDE AMERICAN CENTY ETF TR880.24%0.52%1.07%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.28%0.47%0.88%Q4 2021Q3 20238
IWB ISHARES TR880.34%0.46%0.67%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.21%0.45%0.77%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.23%0.42%0.64%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.28%0.41%0.59%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.20%0.41%0.87%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.26%0.40%0.56%Q4 2021Q3 20238
DFAU DIMENSIONAL ETF TRUST880.23%0.37%0.47%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.30%0.35%0.41%Q4 2021Q3 20238
AMZN AMAZON COM INC880.15%0.35%1.04%Q4 2021Q3 20238
IJR ISHARES TR880.19%0.29%0.43%Q4 2021Q3 20238
MKC MCCORMICK & CO INC880.17%0.28%0.40%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.11%0.28%0.57%Q4 2021Q3 20238
IVV ISHARES TR880.22%0.28%0.35%Q4 2021Q3 20238
AVEM AMERICAN CENTY ETF TR880.15%0.27%0.50%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.17%0.27%0.40%Q4 2021Q3 20238
QCOM QUALCOMM INC880.16%0.26%0.47%Q4 2021Q3 20238
TFC TRUIST FINL CORP880.10%0.23%0.38%Q4 2021Q3 20238
LOW LOWES COS INC880.11%0.22%0.38%Q4 2021Q3 20238
CSX CSX CORP880.15%0.22%0.31%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.13%0.21%0.45%Q4 2021Q3 20238
KO COCA COLA CO880.14%0.21%0.32%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO880.12%0.21%0.31%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.11%0.21%0.35%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.10%0.21%0.36%Q4 2021Q3 20238
GOOGL ALPHABET INC880.12%0.20%0.45%Q4 2021Q3 20238
IWR ISHARES TR880.12%0.20%0.30%Q4 2021Q3 20238
LLY LILLY ELI & CO880.17%0.20%0.23%Q4 2021Q3 20238
T AT&T INC880.09%0.18%0.29%Q4 2021Q3 20238
PNC PNC FINL SVCS GROUP INC880.07%0.18%0.30%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.11%0.17%0.26%Q4 2021Q3 20238
PFE PFIZER INC880.08%0.17%0.30%Q4 2021Q3 20238
PLD PROLOGIS INC.880.08%0.17%0.34%Q4 2021Q3 20238
ABBV ABBVIE INC880.11%0.16%0.21%Q4 2021Q3 20238
AFL AFLAC INC880.14%0.16%0.18%Q4 2021Q3 20238
SO SOUTHERN CO880.10%0.16%0.19%Q4 2021Q3 20238
CSCO CISCO SYS INC880.12%0.16%0.29%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST880.11%0.15%0.19%Q4 2021Q3 20238
DFAE DIMENSIONAL ETF TRUST880.10%0.15%0.22%Q4 2021Q3 20238
GOOG ALPHABET INC880.09%0.14%0.22%Q4 2021Q3 20238
IGSB ISHARES TR880.09%0.14%0.19%Q4 2021Q3 20238
MRK MERCK & CO INC880.12%0.13%0.14%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.08%0.13%0.22%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED880.11%0.13%0.17%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.10%0.13%0.17%Q4 2021Q3 20238
WMT WALMART INC880.10%0.13%0.25%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST770.30%2.57%4.62%Q1 2022Q3 20237
AMERICAN CENTY ETF TR770.15%0.47%0.67%Q1 2022Q3 20237
DIMENSIONAL ETF TRUST770.15%0.41%0.57%Q1 2022Q3 20237
TSLA TESLA INC520.09%0.20%0.33%Q4 2021Q3 20237
D DOMINION ENERGY INC770.10%0.19%0.27%Q4 2021Q2 20237
QQQ INVESCO QQQ TR430.08%0.14%0.21%Q4 2021Q3 20237
KMB KIMBERLY-CLARK CORP430.07%0.11%0.15%Q4 2021Q3 20237
RSP INVESCO EXCHANGE TRADE...430.08%0.11%0.14%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST661.48%2.83%4.34%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.57%1.91%2.74%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.26%1.15%2.25%Q2 2022Q3 20236
IUSG ISHARES TR660.10%0.22%0.36%Q4 2021Q1 20236
IUSV ISHARES TR660.17%0.20%0.29%Q4 2021Q1 20236
DIS DISNEY WALT CO510.11%0.16%0.29%Q4 2021Q3 20236
AMT AMERICAN TOWER CORP NEW660.09%0.13%0.18%Q4 2021Q1 20236
EWA ISHARES INC660.10%0.12%0.16%Q4 2021Q1 20236
SHY ISHARES TR660.08%0.12%0.18%Q2 2022Q3 20236
V VISA INC420.10%0.12%0.16%Q4 2021Q3 20236
SCHB SCHWAB STRATEGIC TR420.08%0.11%0.15%Q4 2021Q3 20236
BSV VANGUARD BD INDEX FDS550.48%3.93%5.05%Q3 2022Q3 20235
VOOG VANGUARD ADMIRAL FDS INC550.20%0.61%0.79%Q3 2022Q3 20235
DIMENSIONAL ETF TRUST550.25%0.29%0.30%Q3 2022Q3 20235
AVUV AMERICAN CENTY ETF TR550.24%0.26%0.31%Q4 2021Q4 20225
LMT LOCKHEED MARTIN CORP550.19%0.21%0.22%Q4 2021Q4 20225
SLB SCHLUMBERGER LTD550.18%0.20%0.22%Q4 2021Q4 20225
SCHD SCHWAB STRATEGIC TR550.17%0.20%0.25%Q4 2021Q4 20225
MRNA MODERNA INC320.10%0.14%0.23%Q4 2021Q1 20235
CHRW C H ROBINSON WORLDWIDE...550.10%0.14%0.16%Q4 2021Q4 20225
BIIB BIOGEN INC550.11%0.14%0.17%Q4 2021Q4 20225
GILD GILEAD SCIENCES INC550.11%0.14%0.17%Q4 2021Q4 20225
ABT ABBOTT LABS550.10%0.13%0.17%Q4 2021Q4 20225
CMCSA COMCAST CORP NEW320.08%0.12%0.18%Q4 2021Q3 20235
BND VANGUARD BD INDEX FDS441.53%1.84%2.15%Q4 2022Q3 20234
SPTM SPDR SER TR440.21%0.52%0.92%Q4 2021Q3 20224
AVUS AMERICAN CENTY ETF TR440.16%0.19%0.20%Q4 2022Q3 20234
SPHY SPDR SER TR440.16%0.19%0.20%Q4 2022Q3 20234
ADBE ADOBE SYSTEMS INCORPOR...440.13%0.15%0.18%Q4 2022Q3 20234
LNC LINCOLN NATL CORP IND440.11%0.14%0.18%Q4 2021Q3 20224
PNFP PINNACLE FINL PARTNERS...220.09%0.13%0.17%Q4 2021Q4 20224
IAU ISHARES GOLD TR310.10%0.13%0.15%Q4 2021Q4 20224
VO VANGUARD INDEX FDS440.10%0.12%0.13%Q4 2022Q3 20234
ANTM ELEVANCE HEALTH INC220.09%0.10%0.12%Q1 2022Q1 20234
DIMENSIONAL ETF TRUST331.03%2.12%3.46%Q1 2023Q3 20233
IEFA ISHARES TR330.31%0.36%0.42%Q4 2021Q2 20223
VEU VANGUARD INTL EQUITY I...330.15%0.20%0.24%Q1 2023Q3 20233
RBLX ROBLOX CORP210.11%0.20%0.33%Q4 2021Q3 20223
VWO VANGUARD INTL EQUITY I...330.15%0.18%0.21%Q4 2021Q2 20223
BIL SPDR SER TR330.13%0.15%0.16%Q2 2022Q4 20223
LEN LENNAR CORP210.10%0.13%0.17%Q4 2021Q4 20223
NVDA NVIDIA CORPORATION330.10%0.12%0.14%Q1 2023Q3 20233
EA SERIES TRUST330.10%0.11%0.12%Q1 2023Q3 20233
LH LABORATORY CORP AMER H...220.11%0.17%0.23%Q4 2021Q1 20222
SHV ISHARES TR220.17%0.17%0.17%Q2 2022Q3 20222
CG CARLYLE GROUP INC220.15%0.16%0.18%Q4 2021Q1 20222
INTC INTEL CORP220.14%0.15%0.16%Q4 2021Q1 20222
VOE VANGUARD INDEX FDS220.11%0.14%0.17%Q4 2021Q1 20222
DKNG DRAFTKINGS INC220.14%0.14%0.14%Q4 2021Q1 20222
NNN NATIONAL RETAIL PROPER...220.11%0.13%0.15%Q4 2021Q1 20222
MRVL MARVELL TECHNOLOGY INC220.11%0.13%0.15%Q4 2021Q1 20222
MO ALTRIA GROUP INC220.12%0.13%0.13%Q4 2021Q1 20222
BIP BROOKFIELD INFRAST PAR...220.11%0.12%0.14%Q4 2021Q1 20222
ES EVERSOURCE ENERGY220.11%0.12%0.14%Q4 2021Q1 20222
CELH CELSIUS HLDGS INC220.12%0.12%0.12%Q3 2022Q4 20222
DRAFTKINGS INC NEW220.09%0.10%0.11%Q2 2022Q3 20222
SCHWAB CHARLES FAMILY FD111.94%1.94%1.94%Q3 2023Q3 20231
DIMENSIONAL ETF TRUST110.45%0.45%0.45%Q3 2023Q3 20231
IWM ISHARES TR110.21%0.21%0.21%Q4 2021Q4 20211
MCD MCDONALDS CORP110.20%0.20%0.20%Q4 2021Q4 20211
FOCS FOCUS FINL PARTNERS INC110.18%0.18%0.18%Q4 2021Q4 20211
USRT ISHARES TR110.18%0.18%0.18%Q4 2021Q4 20211
SPDW SPDR INDEX SHS FDS110.18%0.18%0.18%Q4 2021Q4 20211
DIMENSIONAL ETF TRUST110.17%0.17%0.17%Q4 2022Q4 20221
MAA MID-AMER APT CMNTYS INC110.15%0.15%0.15%Q4 2021Q4 20211
KKR KKR & CO INC110.13%0.13%0.13%Q4 2021Q4 20211
FITB FIFTH THIRD BANCORP110.13%0.13%0.13%Q4 2021Q4 20211
FDX FEDEX CORP110.12%0.12%0.12%Q4 2021Q4 20211
DIMENSIONAL ETF TRUST110.11%0.11%0.11%Q3 2023Q3 20231
SGOV ISHARES TR110.09%0.09%0.09%Q4 2022Q4 20221
FB META PLATFORMS INC110.08%0.08%0.08%Q3 2023Q3 20231
USX U S XPRESS ENTERPRISES...110.05%0.05%0.05%Q4 2021Q4 20211
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, ISHARES TR, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of TRIAD FINANCIAL ADVISORS, INC..

The conviction is calculated by counting the number of quarters a security has been reported by TRIAD FINANCIAL ADVISORS, INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that TRIAD FINANCIAL ADVISORS, INC. owns currently or has owned in the past.