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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 February 14, 2025 · Accession 0002040393-25-000001

Total Value
$317.7M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7083,714,327$128.5M40.45%
2DIMENSIONAL ETF TRUST25434V8803,691,185$91.8M28.89%
3DIMENSIONAL ETF TRUST25434V724921,028$37.7M11.86%
4DIMENSIONAL ETF TRUST25434V609329,400$18.3M5.77%
5VANGUARD INTL EQUITY INDEX F922042775215,807$12.4M3.90%
6ISHARES TR46428768918,131$6.1M1.91%
7ISHARES TR4642872006,543$3.9M1.21%
8VANGUARD INDEX FDS92290874420,786$3.5M1.11%
9AMERICAN CENTY ETF TR02507288533,808$3.3M1.03%
10VANGUARD INDEX FDS9229086119,505$1.9M0.59%
11BERKSHIRE HATHAWAY INC DELBRK-A2,840$1.3M0.41%
12VANGUARD INDEX FDS9229087693,023$876,1280.28%
13DIMENSIONAL ETF TRUST25434V87218,671$770,5350.24%
14AMERICAN CENTY ETF TR0250728775,900$569,5010.18%
15DIMENSIONAL ETF TRUST25434V6178,624$538,6460.17%
16SPDR S&P 500 ETF TRSPY896$525,1130.17%
17ELI LILLY & COLLY633$488,5010.15%
18MICROSOFT CORPMSFT970$408,7760.13%
19JPMORGAN CHASE & CO.VYLD1,692$405,5170.13%
20DIMENSIONAL ETF TRUST25434V8498,391$400,8370.13%
21EXXON MOBIL CORPXOM3,592$386,3960.12%
22INTERNATIONAL BUSINESS MACHSINTR1,724$378,9870.12%
23VANGUARD SCOTTSDALE FDS92206C4094,783$373,1220.12%
24CHEVRON CORP NEWCVX2,425$351,2880.11%
25AMAZON COM INCAMZN1,276$279,9420.09%
26EQUITY BANCSHARES INCEQBK6,579$279,0680.09%
27DANAHER CORPORATION2358511021,170$268,5350.08%
28VANGUARD INDEX FDS922908363466$251,0130.08%
29APPLE INCAAPL981$245,6040.08%
30MERCK & CO INCMRK2,302$228,9730.07%
31CBRE GROUP INCCBRE1,585$208,1000.07%
32SHELL PLCRYDAF3,295$206,4350.06%
33PNC FINL SVCS GROUP INC6934751051,069$206,0670.06%
34VANGUARD INDEX FDS922908637748$201,7940.06%
35CAPITOL FED FINL INC14057J10123,557$139,2240.04%
36COMPASS MINERALS INTL INCCOMP10,221$114,9830.04%
37AMMO INCPOWWP20,375$22,4130.01%