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Triune Financial Partners

Latest statistics and disclosures from Triune Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, DFUV, DFAT, VEU, and represent 91.25% of Triune Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFAX, DFAC, DFUV, DFAT, IWV, DFCF, CVX, DFNM, SHEL, CFFN.
Reduced shares in these 10 stocks: VTV, VOO, VBR, VEU, AVUS, AVUV, BRK.B, AMZN, XOM, IVV.
Triune Financial Partners was a net buyer of stock by $8.0M.
Triune Financial Partners has $319M in assets under management (AUM), dropping by 9.13%.
Central Index Key (CIK): 0002040393

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Portfolio Holdings for Triune Financial Partners

Triune Financial Partners holds 33 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	39.9	$127M		3.7M	34.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	29.7	$95M	+4%	3.5M	27.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	11.8	$38M	+3%	903k	41.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.7	$18M	+3%	325k	55.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	4.2	$13M		213k	63.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.9	$6.1M		19k	326.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$3.8M		6.6k	576.80	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$3.6M	-3%	21k	174.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$3.2M		34k	95.15	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.9M	-3%	9.6k	200.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M		2.5k	460.26	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$946k		22k	43.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$566k	-4%	5.9k	95.95	View chart
Eli Lilly & Co. (LLY)	0.2	$561k		633.00	885.62	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$548k		11k	48.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$513k		893.00	573.93	View chart
Exxon Mobil Corporation (XOM)	0.2	$488k	-3%	4.2k	117.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$476k		1.7k	283.08	View chart
Microsoft Corporation (MSFT)	0.1	$432k		1.0k	430.33	View chart
International Business Machines (IBM)	0.1	$381k		1.7k	221.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$356k		1.7k	210.86	View chart
Chevron Corporation (CVX)	0.1	$354k		2.4k	147.25	View chart
Southern Missouri Ban (SMBC)	0.1	$328k		5.8k	56.49	View chart
Danaher Corporation (DHR)	0.1	$325k		1.2k	277.92	View chart
Equity Bancshares Com Cl A (EQBK)	0.1	$268k		6.6k	40.88	View chart
Merck & Co (MRK)	0.1	$260k		2.3k	113.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$237k	-27%	450.00	527.66	View chart
Amazon (AMZN)	0.1	$234k	-7%	1.3k	186.33	View chart
Apple (AAPL)	0.1	$228k		980.00	232.92	View chart
Shell Spon Ads (SHEL)	0.1	$215k		3.3k	65.95	View chart
Capitol Federal Financial (CFFN)	0.0	$136k		23k	5.84	View chart
Compass Minerals International (CMP)	0.0	$123k		10k	12.02	View chart
Ammo (POWW)	0.0	$29k		20k	1.43	View chart

Past Filings by Triune Financial Partners

SEC 13F filings are viewable for Triune Financial Partners going back to 2024

Triune Financial Partners 2024 Q2 filed Nov. 5, 2024
Triune Financial Partners 2024 Q3 filed Nov. 1, 2024

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