Instuitional Investor - Trinity Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trinity Financial Advisors Llc |
| Portfolio Value | $346,277,377 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 63,073 | $42,133,490 | 12.17% | |
| 2. | Dimensional Etf Trust | 652,048 | $30,072,467 | 8.68% | |
| 3. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 464,035 | $27,804,996 | 8.03% | |
| 4. | BRK.A | 41,553 | $20,890,355 | 6.03% | |
| 5. | Dimensional Etf Trust | 245,830 | $17,807,921 | 5.14% |
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