Portfolio (Quarterly)
Guide ↗
Triune Financial Partners, LLC
· CIK 0002040393| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | — | 193,062.0 | $16.2M | 3.38% | -1K | -0.8% | $83.75 | +2.4% |
| 2 | IVV | ISHARES TR | — | 6,421.0 | $4.8M | 1.00% | -39.0 | -0.6% | $748.90 | +2.7% |
| 3 | AVUS | AMERICAN CENTY ETF TR | — | 31,971.0 | $4.1M | 0.85% | -634.0 | -1.9% | $128.08 | +1.7% |
| 4 | DFSE | DIMENSIONAL ETF TRUST | — | 44,576.0 | $2.2M | 0.46% | -731.0 | -1.6% | $48.88 | -0.9% |
| 5 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,633.0 | $1.3M | 0.28% | -126.0 | -4.6% | $500.39 | — |
| 6 | AVUV | AMERICAN CENTY ETF TR | — | 5,916.0 | $738K | 0.15% | -89.0 | -1.5% | $124.76 | +0.4% |
| 7 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,400.0 | $458K | 0.10% | -15.0 | -1.1% | $327.22 | +8.5% |
| 8 | VOO | VANGUARD INDEX FDS | — | 330.0 | $227K | 0.05% | -11.0 | -3.2% | $687.84 | +2.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
26.3%
Technology
25.4%
Healthcare
17.1%
Energy
14.7%
Consumer Cyclical
8.0%
Communication Services
5.3%
Industrials
3.2%