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 Q4 2024 · Filed December 6, 2024 · Accession 0002040393-24-000013

Total Value
$245.1M
Positions
32
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (32)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7083,582,322$97.3M39.68%
2DIMENSIONAL ETF TRUST25434V8803,003,126$70.0M28.56%
3DIMENSIONAL ETF TRUST25434V724819,630$28.3M11.54%
4DIMENSIONAL ETF TRUST25434V609297,783$13.8M5.64%
5VANGUARD INTL EQUITY INDEX F922042775220,494$12.0M4.89%
6ISHARES TR46428768918,680$4.8M1.94%
7ISHARES TR4642872007,163$3.2M1.30%
8VANGUARD INDEX FDS92290874421,104$3.0M1.22%
9AMERICAN CENTY ETF TR02507288535,566$2.7M1.09%
10VANGUARD INDEX FDS92290861111,852$2.0M0.80%
11DIMENSIONAL ETF TRUST25434V87220,760$866,3000.35%
12BERKSHIRE HATHAWAY INC DELBRK-A1,958$667,5350.27%
13EXXON MOBIL CORPXOM4,874$522,7240.21%
14DIMENSIONAL ETF TRUST25434V84910,939$521,0360.21%
15BERKSHIRE HATHAWAY INC DELBRK-A1$517,8100.21%
16AMERICAN CENTY ETF TR0250728775,908$458,5440.19%
17JPMORGAN CHASE & COVYLD3,023$439,6180.18%
18LILLY ELI & COLLY888$416,6530.17%
19COMPASS MINERALS INTL INCCOMP11,237$382,0720.16%
20CHEVRON CORP NEWCVX2,411$379,3450.15%
21SPDR S&P 500 ETF TRSPY812$360,1320.15%
22MICROSOFT CORPMSFT1,021$347,5210.14%
23PFIZER INCPFE9,420$345,5090.14%
24MERCK & CO INCMRK2,613$301,4580.12%
25VANGUARD INDEX FDS9229087691,355$298,5500.12%
26DANAHER CORPORATION2358511021,149$275,8240.11%
27VANGUARD INDEX FDS922908363610$248,2640.10%
28INTERNATIONAL BUSINESS MACHSINTR1,724$230,6880.09%
29SOUTHERN MO BANCORP INCSOMN5,798$222,9330.09%
30BOEING COBA-PA1,024$216,3130.09%
31CAPITOL FED FINL INC14057J10121,598$133,2620.05%
32AMMO INCPOWWP20,375$43,3990.02%