Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Triune Financial Partners, LLC

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0002040393-24-000010

Total Value
$288.1M
Positions
33
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (33)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7083,602,112$115.1M39.94%
2DIMENSIONAL ETF TRUST25434V8803,212,168$81.7M28.36%
3DIMENSIONAL ETF TRUST25434V724846,293$34.6M12.01%
4DIMENSIONAL ETF TRUST25434V609305,772$16.6M5.78%
5VANGUARD INTL EQUITY INDEX F922042775218,231$12.8M4.44%
6ISHARES TR46428768918,669$5.6M1.94%
7VANGUARD INDEX FDS92290874421,408$3.5M1.21%
8ISHARES TR4642872006,557$3.4M1.20%
9AMERICAN CENTY ETF TR02507288535,902$3.2M1.12%
10VANGUARD INDEX FDS92290861110,012$1.9M0.67%
11BERKSHIRE HATHAWAY INC DELBRK-A2,692$1.1M0.39%
12DIMENSIONAL ETF TRUST25434V87221,495$901,7230.31%
13BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.22%
14JPMORGAN CHASE & COVYLD3,084$617,6350.21%
15AMERICAN CENTY ETF TR0250728775,930$555,6940.19%
16DIMENSIONAL ETF TRUST25434V84911,139$535,6550.19%
17EXXON MOBIL CORPXOM4,510$524,2320.18%
18ELI LILLY & COLLY634$493,0500.17%
19SPDR S&P 500 ETF TRSPY888$464,2890.16%
20MICROSOFT CORPMSFT1,062$446,8650.16%
21CHEVRON CORP NEWCVX2,481$391,3330.14%
22MERCK & CO INCMRK2,665$351,7040.12%
23VANGUARD INDEX FDS9229087691,332$346,1340.12%
24INTERNATIONAL BUSINESS MACHSINTR1,724$329,2150.11%
25VANGUARD INDEX FDS922908363619$297,4530.10%
26DANAHER CORPORATION2358511021,151$287,4770.10%
27SOUTHERN MO BANCORP INCSOMN5,798$253,4310.09%
28AMAZON COM INCAMZN1,300$234,4940.08%
29EQUITY BANCSHARES INCEQBK6,510$223,7660.08%
30SHELL PLCRYDAF3,195$214,2200.07%
31COMPASS MINERALS INTL INCCOMP10,221$160,8740.06%
32CAPITOL FED FINL INC14057J10122,569$134,5110.05%
33AMMO INCPOWWP20,375$56,0310.02%