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Trinet shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Trinet (TNET) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Trinet

Tip: Access up to 7 years of quarterly data

All positions including Trinet held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinet by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $89k 671 132.64
2023-12-31 $68k 569 119.51
2023-09-30 $53k 463 114.47
2023-06-30 $33k 354 93.22
2023-03-31 $12k 191 62.83
2022-12-31 $8.0k 123 65.04
2022-09-30 $9.0k 123 73.17
2022-06-30 $5.0k 61 81.97

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Trinet

Atairos Group
Mawer Investment Management
Cantillon Capital Mgnt
Vanguard Group
BlackRock
Wellington Management Company
Massachusetts Financial Services
Dimensional Fund Advisors
Henderson Group
Earnest Partners
Geode Capital Management
Jane Street
Charles Schwab Investment Management
Hanna Zanoni
Mercer Global Advisors

View all funds holding Trinet