$187 Million is the total value of TRIAD FINANCIAL ADVISORS, INC.'s 111 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | DIMENSIONAL ETF TRUSTus high profitab | $562,000 | – | 21,355 | +100.0% | 0.30% | – | |
New | DIMENSIONAL ETF TRUSTnatl mun bd etf | $363,000 | – | 7,499 | +100.0% | 0.19% | – | |
New | AMERICAN CENTY ETF TRreal estate etf | $276,000 | – | 5,252 | +100.0% | 0.15% | – | |
ANTM | New | ANTHEM INC | $207,000 | – | 422 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 30.4% |
ISHARES TR | 8 | Q3 2023 | 16.2% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 14.8% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 7.5% |
APPLE INC | 8 | Q3 2023 | 6.6% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.8% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.6% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.1% |
DUKE ENERGY CORP NEW | 8 | Q3 2023 | 1.3% |
CATERPILLAR INC | 8 | Q3 2023 | 1.2% |
View TRIAD FINANCIAL ADVISORS, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-02 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-09 |
13F-HR | 2022-05-09 |
View TRIAD FINANCIAL ADVISORS, INC.'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.