Instuitional Investor - Trinity Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trinity Financial Advisors Llc |
| Portfolio Value | $357,568,454 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 61,007 | $41,723,226 | 11.67% | |
| 2. | Dimensional Etf Trust | 661,650 | $33,016,349 | 9.23% | |
| 3. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 487,192 | $30,434,873 | 8.51% | |
| 4. | BRK.A | 41,367 | $20,793,123 | 5.82% | |
| 5. | Dimensional Etf Trust | 267,506 | $19,840,894 | 5.55% |
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