Triune Financial Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ONEOK INC NEW(OKE) | 14,539 | 38,028 | +23,489 | 1,151,327 | 3,437,384 | 0.82% | +2,286,057 |
| DIMENSIONAL ETF TRUST CORE FIXE IN ETF | 94,104 | 121,840 | +27,736 | 4,011,656 | 5,144,077 | 1.22% | +1,132,421 |
| ONE GAS INC(OGS) | 2,936 | 6,319 | +3,383 | 233,550 | 544,214 | 0.13% | +310,664 |
| DIMENSIONAL ETF TRUST NATL MUN BD ETF | 18,061 | 23,237 | +5,176 | 876,320 | 1,113,768 | 0.26% | +237,448 |
| EXXON MOBIL CORP | 3,613 | 3,619 | +6 | 510,844 | 613,953 | 0.15% | +103,109 |
| CHEVRON CORPORATION(CVX) | 2,664 | 2,688 | +24 | 471,220 | 556,246 | 0.13% | +85,026 |
| SHELL PLC(SHEL) | 3,429 | 3,456 | +27 | 264,103 | 321,387 | 0.08% | +57,284 |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 947,622 | 956,405 | +8,783 | 46,310,306 | 46,347,401 | 11.02% | +37,095 |
| MERCK & CO INC(MRK) | 2,484 | 2,484 | 0 | 273,862 | 298,747 | 0.07% | +24,885 |
| JOHNSON & JOHNSON(JNJ) | 965 | 969 | +4 | 219,184 | 236,916 | 0.06% | +17,732 |
| AMERICAN CENTY ETF TR | 5,989 | 6,005 | +16 | 654,403 | 663,328 | 0.16% | +8,925 |
| OUTDOOR HOLDING CO | 20,375 | 20,375 | 0 | 33,211 | 40,954 | 0.01% | +7,743 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 8,045 | 8,045 | 0 | 282,621 | 281,897 | 0.07% | -724 |
| BERKSHIRE HATHAWAY INC DEL | 2,755 | 2,759 | +4 | 1,323,860 | 1,322,113 | 0.31% | -1,747 |
| CAPITOL FED FINL INC(CFFN) | 26,324 | 26,603 | +279 | 191,642 | 189,678 | 0.05% | -1,964 |
| APPLE INC(AAPL) | 1,771 | 1,772 | +1 | 459,490 | 449,818 | 0.11% | -9,672 |
| EQUITY BANCSHARES INC(EQBK) | 6,707 | 6,707 | 0 | 309,316 | 297,848 | 0.07% | -11,468 |
| CAPITAL GROUP CONSERVATIVE E SHS | 9,096 | 9,096 | 0 | 282,783 | 271,140 | 0.06% | -11,643 |
| VANGUARD INDEX FDS | 339 | 341 | +2 | 215,979 | 203,497 | 0.05% | -12,482 |
| VANGUARD INDEX FDS | 757 | 759 | +2 | 241,078 | 226,930 | 0.05% | -14,148 |
| PNC FINL SVCS GROUP INC(PNC) | 1,048 | 1,055 | +7 | 234,017 | 219,625 | 0.05% | -14,392 |
| NVIDIA CORPORATION(NVDA) | 1,433 | 1,433 | 0 | 273,846 | 249,876 | 0.06% | -23,970 |
| AMAZON COM INC(AMZN) | 947 | 961 | +14 | 226,649 | 200,175 | 0.05% | -26,474 |
| DIMENSIONAL ETF TRUST US CORE EQT MKT | 11,616 | 11,616 | 0 | 553,967 | 524,114 | 0.12% | -29,853 |
| DANAHER CORP DEL(DHR) | 1,178 | 1,178 | 0 | 257,952 | 223,435 | 0.05% | -34,517 |
| TESLA INC(TSLA) | 657 | 657 | 0 | 282,850 | 244,301 | 0.06% | -38,549 |
| ALPHABET INC(GOOG) | 899 | 900 | +1 | 304,443 | 258,147 | 0.06% | -46,296 |
| JPMORGAN CHASE & CO(JPM) | 1,515 | 1,415 | -100 | 463,541 | 416,371 | 0.10% | -47,170 |
| VANGUARD INDEX FDS | 2,548 | 2,556 | +8 | 867,642 | 819,870 | 0.19% | -47,772 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 1,214 | 1,214 | 0 | 840,088 | 789,547 | 0.19% | -50,541 |
| ALPHABET INC(GOOG) | 1,139 | 1,140 | +1 | 385,125 | 327,857 | 0.08% | -57,268 |
| ELI LILLY & CO(LLY) | 508 | 508 | 0 | 526,637 | 467,035 | 0.11% | -59,602 |
| VANGUARD INDEX FDS | 8,701 | 8,607 | -94 | 1,941,202 | 1,869,845 | 0.44% | -71,357 |
| DIMENSIONAL ETF TRUST EMER MARK SU ETF | 45,151 | 45,307 | +156 | 2,002,910 | 1,919,664 | 0.46% | -83,246 |
| VANGUARD INDEX FDS | 20,529 | 20,437 | -92 | 4,100,632 | 4,009,740 | 0.95% | -90,892 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,740 | 1,751 | +11 | 533,748 | 424,364 | 0.10% | -109,384 |
| DIMENSIONAL ETF TRUST US TARGETED VLU | 352,005 | 355,699 | +3,694 | 22,324,158 | 22,213,414 | 5.28% | -110,744 |
| MICROSOFT CORP(MSFT) | 1,352 | 1,264 | -88 | 581,616 | 467,946 | 0.11% | -113,670 |
| AMERICAN CENTY ETF TR | 32,534 | 32,605 | +71 | 3,763,246 | 3,625,026 | 0.86% | -138,220 |
| DIMENSIONAL ETF TRUST INTERNATIONAL | 109,734 | 110,286 | +552 | 4,906,225 | 4,676,126 | 1.11% | -230,099 |
| CBRE GROUP INC(CBRE) | 1,398 | 0 | -1,398 | 238,129 | 0 | — | -238,129 |
| COMPASS MINERALS INTL INC(CMP) | 10,221 | 0 | -10,221 | 255,314 | 0 | — | -255,314 |
| DIMENSIONAL ETF TRUST WORLD EQUITY ETF | 143,137 | 144,467 | +1,330 | 10,955,707 | 10,658,799 | 2.53% | -296,908 |
| ISHARES TR | 6,620 | 6,460 | -160 | 4,601,334 | 4,219,786 | 1.00% | -381,548 |
| DIMENSIONAL ETF TRUST US SUSTAINABILTY | 272,715 | 281,713 | +8,998 | 12,013,095 | 11,575,606 | 2.75% | -437,489 |
| ISHARES TR | 17,714 | 17,370 | -344 | 6,955,931 | 6,438,868 | 1.53% | -517,063 |
| VANGUARD INTL EQUITY INDEX F | 203,294 | 194,556 | -8,738 | 15,802,045 | 14,611,159 | 3.47% | -1,190,886 |
| DIMENSIONAL ETF TRUST WORLD EX US CORE | 3,620,714 | 3,630,000 | +9,286 | 125,638,772 | 123,311,093 | 29.32% | -2,327,679 |
| DIMENSIONAL ETF TRUST US COR EQU 2 ETF | 3,630,425 | 3,684,951 | +54,526 | 147,685,702 | 143,197,181 | 34.05% | -4,488,521 |