13F HOLDINGS REPORT
Triune Financial Partners, LLC
Quarter ended Q3 2024 · Filed November 5, 2024 · Accession 0002040393-24-000009
Total Value
$291.9M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,631,616 | $117.1M | 40.11% |
| 2 | DIMENSIONAL ETF TRUST | 25434V880 | 3,351,325 | $85.2M | 29.18% |
| 3 | DIMENSIONAL ETF TRUST | 25434V724 | 871,123 | $34.2M | 11.72% |
| 4 | DIMENSIONAL ETF TRUST | 25434V609 | 315,238 | $16.4M | 5.60% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042775 | 213,418 | $12.5M | 4.29% |
| 6 | ISHARES TR | 464287689 | 18,716 | $5.8M | 1.98% |
| 7 | ISHARES TR | 464287200 | 6,576 | $3.6M | 1.23% |
| 8 | VANGUARD INDEX FDS | 922908744 | 21,505 | $3.4M | 1.18% |
| 9 | AMERICAN CENTY ETF TR | 025072885 | 34,360 | $3.1M | 1.06% |
| 10 | VANGUARD INDEX FDS | 922908611 | 9,946 | $1.8M | 0.62% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,578 | $1.0M | 0.36% |
| 12 | DIMENSIONAL ETF TRUST | 25434V872 | 21,752 | $903,569 | 0.31% |
| 13 | ELI LILLY & CO | LLY | 633 | $572,900 | 0.20% |
| 14 | AMERICAN CENTY ETF TR | 025072877 | 6,177 | $554,211 | 0.19% |
| 15 | DIMENSIONAL ETF TRUST | 25434V849 | 11,213 | $535,630 | 0.18% |
| 16 | EXXON MOBIL CORP | XOM | 4,329 | $498,403 | 0.17% |
| 17 | SPDR S&P 500 ETF TR | SPY | 890 | $484,576 | 0.17% |
| 18 | VANGUARD INDEX FDS | 922908769 | 1,676 | $448,292 | 0.15% |
| 19 | MICROSOFT CORP | MSFT | 1,001 | $447,547 | 0.15% |
| 20 | CHEVRON CORP NEW | CVX | 2,375 | $371,517 | 0.13% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 1,686 | $341,084 | 0.12% |
| 22 | VANGUARD INDEX FDS | 922908363 | 618 | $308,976 | 0.11% |
| 23 | INTERNATIONAL BUSINESS MACHS | INTR | 1,724 | $298,166 | 0.10% |
| 24 | DANAHER CORPORATION | 235851102 | 1,167 | $291,685 | 0.10% |
| 25 | MERCK & CO INC | MRK | 2,278 | $281,976 | 0.10% |
| 26 | AMAZON COM INC | AMZN | 1,365 | $263,786 | 0.09% |
| 27 | SOUTHERN MO BANCORP INC | SOMN | 5,798 | $260,968 | 0.09% |
| 28 | SHELL PLC | RYDAF | 3,226 | $232,866 | 0.08% |
| 29 | EQUITY BANCSHARES INC | EQBK | 6,535 | $230,034 | 0.08% |
| 30 | APPLE INC | AAPL | 979 | $206,111 | 0.07% |
| 31 | CAPITOL FED FINL INC | 14057J101 | 22,939 | $125,932 | 0.04% |
| 32 | COMPASS MINERALS INTL INC | COMP | 10,221 | $105,580 | 0.04% |
| 33 | AMMO INC | POWWP | 20,375 | $34,230 | 0.01% |