13F HOLDINGS REPORT
Triune Financial Partners, LLC
Quarter ended Q4 2024 · Filed December 6, 2024 · Accession 0002040393-24-000022
Total Value
$122.5M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,966,250 | $80.0M | 65.33% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 264,640 | $11.9M | 9.68% |
| 3 | VANGUARD INTL EQUITY INDEX F | 922042775 | 179,996 | $11.4M | 9.31% |
| 4 | ISHARES TR | 464287689 | 21,711 | $5.6M | 4.54% |
| 5 | ISHARES TR | 464287200 | 7,645 | $3.3M | 2.68% |
| 6 | VANGUARD INDEX FDS | 922908744 | 21,293 | $2.9M | 2.39% |
| 7 | VANGUARD INDEX FDS | 922908611 | 13,887 | $2.4M | 1.97% |
| 8 | COMPASS MINERALS INTL INC | COMP | 15,578 | $923,152 | 0.75% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,872 | $520,266 | 0.42% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $418,601 | 0.34% |
| 11 | IDEXX LABS INC | 45168D104 | 628 | $396,812 | 0.32% |
| 12 | SPDR S&P 500 ETF TR | SPY | 789 | $337,770 | 0.28% |
| 13 | DANAHER CORPORATION | 235851102 | 1,141 | $306,231 | 0.25% |
| 14 | VANGUARD INDEX FDS | 922908769 | 1,314 | $292,879 | 0.24% |
| 15 | JPMORGAN CHASE & CO | VYLD | 1,673 | $260,211 | 0.21% |
| 16 | INTERNATIONAL BUSINESS MACHS | INTR | 1,724 | $252,721 | 0.21% |
| 17 | EQUITY BANCSHARES INC | EQBK | 7,637 | $232,864 | 0.19% |
| 18 | MICROSOFT CORP | MSFT | 845 | $228,924 | 0.19% |
| 19 | CAPITOL FED FINL INC | 14057J101 | 19,199 | $226,162 | 0.18% |
| 20 | CHEVRON CORP NEW | CVX | 2,099 | $219,833 | 0.18% |
| 21 | PFIZER INC | PFE | 5,271 | $206,409 | 0.17% |
| 22 | OPPENHEIMER HLDGS INC | OPY | 4,000 | $203,368 | 0.17% |