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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 Q2 2025 · Filed August 12, 2025 · Accession 0002040393-25-000003

Total Value
$363.3M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7083,587,028$128.6M35.38%
2DIMENSIONAL ETF TRUST25434V8803,631,152$106.6M29.35%
3DIMENSIONAL ETF TRUST25434V724909,915$38.5M10.59%
4DIMENSIONAL ETF TRUST25434V609337,188$18.2M5.01%
5VANGUARD INTL EQUITY INDEX F922042775209,735$14.1M3.88%
6DIMENSIONAL ETF TRUST25434V716279,197$11.0M3.02%
7DIMENSIONAL ETF TRUST25434V617146,493$9.8M2.70%
8ISHARES TR46428768918,223$6.4M1.76%
9DIMENSIONAL ETF TRUST25434V690113,442$4.5M1.23%
10ISHARES TR4642872006,717$4.2M1.15%
11VANGUARD INDEX FDS92290874420,856$3.7M1.01%
12AMERICAN CENTY ETF TR02507288534,020$3.4M0.94%
13DIMENSIONAL ETF TRUST25434V68247,098$1.8M0.49%
14VANGUARD INDEX FDS9229086119,103$1.8M0.49%
15BERKSHIRE HATHAWAY INC DELBRK-A2,873$1.4M0.38%
16VANGUARD INDEX FDS9229087692,462$748,2650.21%
17SPDR S&P 500 ETF TRSPY1,204$743,8920.20%
18DIMENSIONAL ETF TRUST25434V87215,516$655,7230.18%
19MICROSOFT CORPMSFT1,156$575,1080.16%
20AMERICAN CENTY ETF TR0250728775,951$542,1160.15%
21INTERNATIONAL BUSINESS MACHSINTR1,730$509,9690.14%
22DIMENSIONAL ETF TRUST25434V10411,616$492,0540.14%
23JPMORGAN CHASE & CO.VYLD1,611$467,0260.13%
24ELI LILLY & COLLY508$395,8250.11%
25APPLE INCAAPL1,903$390,3520.11%
26CHEVRON CORP NEWCVX2,595$371,5200.10%
27EXXON MOBIL CORPXOM3,405$367,0260.10%
28DIMENSIONAL ETF TRUST25434V8495,984$283,8150.08%
29EQUITY BANCSHARES INCEQBK6,629$270,4590.07%
30CAPITAL GROUP CONSERVATIVE E14020U1009,028$258,2010.07%
31DIMENSIONAL ETF TRUST25434V8158,045$236,7640.07%
32SHELL PLCRYDAF3,361$236,6790.07%
33AMAZON COM INCAMZN1,072$235,1860.06%
34DANAHER CORPORATION2358511021,173$231,7450.06%
35CBRE GROUP INCCBRE1,589$222,6570.06%
36NVIDIA CORPORATIONNVDA1,373$216,9450.06%
37VANGUARD INDEX FDS922908637751$214,2180.06%
38TESLA INCTSLA657$208,7550.06%
39COMPASS MINERALS INTL INCCOMP10,221$205,3350.06%
40PNC FINL SVCS GROUP INC6934751051,088$202,7430.06%
41CAPITOL FED FINL INC14057J10124,247$147,9050.04%
42OUTDOOR HOLDING COPOWWP20,375$26,0800.01%