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 0002040393-24-000011

Total Value
$269.4M
Positions
34
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (34)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7083,631,857$106.2M39.40%
2DIMENSIONAL ETF TRUST25434V8803,184,861$77.8M28.87%
3DIMENSIONAL ETF TRUST25434V724844,900$31.4M11.67%
4DIMENSIONAL ETF TRUST25434V609305,929$16.0M5.94%
5VANGUARD INTL EQUITY INDEX F922042775221,273$12.4M4.61%
6ISHARES TR46428768918,622$5.1M1.89%
7ISHARES TR4642872007,132$3.4M1.26%
8VANGUARD INDEX FDS92290874421,386$3.2M1.19%
9AMERICAN CENTY ETF TR02507288535,797$2.9M1.08%
10VANGUARD INDEX FDS92290861110,590$1.9M0.71%
11BERKSHIRE HATHAWAY INC DELBRK-A2,692$960,1290.36%
12DIMENSIONAL ETF TRUST25434V87221,353$905,3490.34%
13BERKSHIRE HATHAWAY INC DELBRK-A1$542,6250.20%
14DIMENSIONAL ETF TRUST25434V84911,087$537,8270.20%
15AMERICAN CENTY ETF TR0250728775,910$530,7270.20%
16JPMORGAN CHASE & COVYLD3,108$528,6450.20%
17EXXON MOBIL CORPXOM4,471$447,0040.17%
18MICROSOFT CORPMSFT1,076$404,7000.15%
19SPDR S&P 500 ETF TRSPY818$388,9980.14%
20ELI LILLY & COLLY651$379,5600.14%
21CHEVRON CORP NEWCVX2,507$373,9790.14%
22VANGUARD INDEX FDS9229087691,376$326,4500.12%
23SOUTHERN MO BANCORP INCSOMN5,798$309,5550.11%
24MERCK & CO INCMRK2,648$288,7250.11%
25INTERNATIONAL BUSINESS MACHSINTR1,724$281,9600.10%
26VANGUARD INDEX FDS922908363643$280,7800.10%
27DANAHER CORPORATION2358511021,160$268,3540.10%
28BOEING COBA-PA1,024$267,0210.10%
29COMPASS MINERALS INTL INCCOMP10,139$256,7090.10%
30EQUITY BANCSHARES INCEQBK6,486$219,8800.08%
31AMAZON COM INCAMZN1,373$208,6140.08%
32SHELL PLCRYDAF3,163$208,1320.08%
33CAPITOL FED FINL INC14057J10122,248$143,4970.05%
34AMMO INCPOWWP20,375$42,7880.02%