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Home > Institutional Investor > Trinity Financial Advisors Llc > Profile

Instuitional Investor - Trinity Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Trinity Financial Advisors Llc
Portfolio Value $204,946,576
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 89,278 $42,434,622 20.7%
2.
Dimensional Etf Trust
 567,365 $19,494,663 9.51%
3.
Vanguard Index Fds
 100,397 $15,009,346 7.32%
4.
Berkshire Hathaway Inc
 BRK.A 36,857 $13,145,418 6.41%
5.
Blue Owl Capital Corp
 OBDC 839,806 $12,395,536 6.04%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)