$181 Million is the total value of TRIAD FINANCIAL ADVISORS, INC.'s 103 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTus mktwide value | $2,676,000 | – | 84,678 | +100.0% | 1.48% | – | |
| New | DIMENSIONAL ETF TRUSTintl core equity | $1,026,000 | – | 47,694 | +100.0% | 0.57% | – | |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $470,000 | – | 19,987 | +100.0% | 0.26% | – | |
| SHY | New | ISHARES TR1 3 yr treas bd | $317,000 | – | 3,833 | +100.0% | 0.18% | – |
| SHV | New | ISHARES TRshort treas bd | $308,000 | – | 2,793 | +100.0% | 0.17% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $293,000 | – | 3,198 | +100.0% | 0.16% | – |
| New | DRAFTKINGS INC NEW | $156,000 | – | 13,337 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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.