Fund HoldingsTrinity Financial Advisors LLC

Total Portfolio Value
$188.14M
Total Bought
$15.70M
Total Sold
$13.48M
Net Transaction
+$2.22M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
OAKTREE SPECIALTY LENDING CO(OCSL)0235,176+235,17604,7322.51%+4,732
VANGUARD INDEX FDS15,18732,297+17,1103,3456,8603.65%+3,515
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
323,997391,818+67,82110,64312,7816.79%+2,138
BERKSHIRE HATHAWAY INC DEL33,74735,878+2,13111,50812,5686.68%+1,060
SCHWAB STRATEGIC TR175,312189,672+14,36012,73113,4217.13%+690
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
57,14269,351+12,2093,1313,6401.93%+509
VANGUARD MUN BD FDS34,95745,436+10,4791,7562,1851.16%+430
EXXON MOBIL CORP13,25514,532+1,2771,4221,7090.91%+287
WELLTOWER INC(WELL)03,428+3,42802810.15%+281
INVESCO QQQ TR0691+69102480.13%+248
ASML HOLDING N V
N Y REGISTRY SHS
0402+40202370.13%+237
SPLUNK INC01,369+1,36902000.11%+200
VANGUARD SPECIALIZED FUNDS2,2643,580+1,3163685560.30%+188
VANGUARD INDEX FDS8,6929,462+7703,5403,7161.97%+176
JPMORGAN CHASE & CO(JPM)21,19322,465+1,2723,0823,2581.73%+176
HUNTINGTON BANCSHARES INC(HBAN)37,63055,655+18,0254065790.31%+173
VANGUARD INDEX FDS2,5203,165+6457138620.46%+149
DIMENSIONAL ETF TRUST
US LARG VALU ETF
55,66362,934+7,2711,4141,5610.83%+148
ROOT INC(ROOT)010,108+10,1080960.05%+96
ALPHABET INC(GOOG)5,6545,65406847450.40%+62
CATERPILLAR INC(CAT)1,7001,70004184640.25%+46
HUMANA INC(HUM)1,0001,00004474870.26%+39
ALPHABET INC(GOOG)3,3273,32703984350.23%+37
INTEL CORP(INTC)15,54915,580+315205540.29%+34
BOOKING HOLDINGS INC(BKNG)113106-73053270.17%+22
CHEVRON CORP NEW(CVX)1,6261,634+82562760.15%+20
COSTCO WHSL CORP NEW(COST)1,0291,014-155545730.30%+19
MERCADOLIBRE INC(MELI)20720702452620.14%+17
EMERSON ELEC CO(EMR)3,6313,523-1083283400.18%+12
GALLAGHER ARTHUR J & CO(AJG)1,0001,00002202280.12%+8
GOLDMAN SACHS GROUP INC(GS)741762+212392470.13%+8
GENERAL DYNAMICS CORP(GD)1,2001,20002582650.14%+7
MASTERCARD INCORPORATED(MA)57357302252270.12%+2
US BANCORP DEL(USB)8,7708,804+342902910.15%+1
WALMART INC(WMT)3,2333,183-505085090.27%+1
SCHWAB CHARLES CORP(SCHW)7,8998,162+2634484480.24%0
UNITEDHEALTH GROUP INC(UNH)580551-292792780.15%-1
UNION PAC CORP(UNP)2,2492,24904604580.24%-2
ISHARES TR19,03019,895+8654,9764,9612.64%-15
COCA COLA CO(KO)3,8373,841+42312150.11%-16
SALESFORCE INC(CRM)1,0391,002-372192030.11%-16
HOME DEPOT INC(HD)2,3892,390+17427220.38%-20
BRISTOL-MYERS SQUIBB CO(BMY)3,7103,71002372150.11%-22
PROCTER AND GAMBLE CO(PG)3,5953,555-405455190.28%-27
SCHWAB STRATEGIC TR11,79311,453-3404203890.21%-31
CORNING INC(GLW)7,5007,50002632290.12%-34
META PLATFORMS INC(META)1,3151,141-1743773430.18%-35
ILLINOIS TOOL WKS INC(ITW)1,8161,81604544180.22%-36
PFIZER INC(PFE)10,45610,465+93843470.18%-36
PALO ALTO NETWORKS INC(PANW)2,3342,33405965470.29%-49
PEPSICO INC(PEP)2,6762,620-564964440.24%-52
ABBVIE INC(ABBV)4,1413,387-7545585050.27%-53
MICROSOFT CORP(MSFT)3,6593,770+1111,2461,1900.63%-56
NORFOLK SOUTHN CORP(NSC)1,2041,105-992732180.12%-56
AMAZON COM INC(AMZN)4,2503,856-3945544900.26%-64
TOAST INC(TOST)20,38821,135+7474603960.21%-64
JOHNSON & JOHNSON(JNJ)4,4514,153-2987376470.34%-90
SOUTHERN CO(SO)8,7887,906-8826175120.27%-106
RTX CORPORATION(RTX)4,5684,56804473290.17%-119
ISHARES TR21,37320,498-8751,5501,4130.75%-137
VANGUARD INDEX FDS12,99712,804-1932,5852,4211.29%-164
VERIZON COMMUNICATIONS INC(VZ)16,56713,776-2,7916164460.24%-170
KIMBERLY-CLARK CORP(KMB)1,4750-1,4752040-204
TESLA INC(TSLA)8310-8312180-218
ABBOTT LABS2,0130-2,0132200-220
EQUINIX INC(EQIX)2870-2872250-225
WELLS FARGO CO NEW(WFC)36,47232,480-3,9921,5571,3270.71%-230
NEXTERA ENERGY INC(NEE)3,3510-3,3512490-249
ISHARES TR2,5460-2,5462720-272
AMERICAN ELEC PWR CO INC3,6010-3,6013030-303
FISERV INC(FISV)22,57422,498-762,8482,5411.35%-306
ISHARES TR1,374674-7006122900.15%-323
UNITED PARCEL SERVICE INC(UPS)3,1911,507-1,6845722350.12%-337
NVIDIA CORPORATION(NVDA)2,4001,401-9991,0156090.32%-406
3M CO(MMM)4,1590-4,1594160-416
BLACKROCK INC(BLK)6920-6924780-478
VANGUARD TAX-MANAGED INTL FD156,881154,193-2,6887,2456,7413.58%-503
APPLE INC(AAPL)32,08031,413-6676,2235,3782.86%-844
SPDR S&P 500 ETF TR(SPY)92,41491,999-41540,96539,32820.90%-1,638
BLUE OWL CAPITAL CORPORATION(OBDC)1,663,3521,472,887-190,46522,32220,39910.84%-1,923
VANGUARD INDEX FDS137,961117,967-19,99419,60416,2718.65%-3,333
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