Holdings of Triune Financial Partners, LLC
40 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94.6 % of the equity sleeve
Sector breakdown
- Funds 1.7 %
- Energy 1.6 %
- Financials 0.7 %
- Technology 0.6 %
- Health care 0.5 %
- Communication 0.2 %
- Consumer discretionary 0.2 %
- Unattributed 94.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 39 | 267.3M $ | 99.88 % |
| 2 | GB | 1 | 321.4K $ | 0.12 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Dimensional ETF Trust | 3,684,951 | 143.2M $ | |
| 2 | DFA Dimensional US Marketwide Value ETF | 956,405 | 46.3M $ | |
| 3 | Dimensional U S Targeted Value ETF | 355,699 | 22.2M $ | |
| 4 | Vanguard FTSE All-World ex-US ETF | 194,556 | 14.6M $ | |
| 5 | iShares Russell 3000 ETF | 17,370 | 6.4M $ | |
| 6 | Dimensional ETF Trust | 121,840 | 5.1M $ | |
| 7 | iShares Core S&P 500 ETF | 6,460 | 4.2M $ | |
| 8 | Vanguard Value ETF | 20,437 | 4M $ | |
| 9 | Avantis US Equity ETF | 32,605 | 3.6M $ | |
| 10 | ONEOK Inc | 38,028 | 3.4M $ | |
| 11 | Vanguard Index Funds | 8,607 | 1.9M $ | |
| 12 | Berkshire Hathaway Inc | 2,759 | 1.3M $ | |
| 13 | DFA Dimensional National Municipal Bond ETF | 23,237 | 1.1M $ | |
| 14 | Vanguard Total Stock Market ETF | 2,556 | 819.9K $ | |
| 15 | State Street SPDR S&P 500 ETF Trust | 1,214 | 789.5K $ | |
| 16 | American Century ETF Trust | 6,005 | 663.3K $ | |
| 17 | Exxon Mobil Corp | 3,619 | 614K $ | |
| 18 | Chevron Corp | 2,688 | 556.2K $ | |
| 19 | ONE Gas Inc | 6,319 | 544.2K $ | |
| 20 | Microsoft Corp | 1,264 | 467.9K $ | |
| 21 | Eli Lilly & Co | 508 | 467K $ | |
| 22 | Apple Inc | 1,772 | 449.8K $ | |
| 23 | International Business Machines Corp. | 1,751 | 424.4K $ | |
| 24 | JPMorgan Chase & Co | 1,415 | 416.4K $ | |
| 25 | Alphabet Inc | 1,140 | 327.9K $ | |
| 26 | Shell PLC | 3,456 | 321.4K $ | |
| 27 | Merck & Co Inc | 2,484 | 298.7K $ | |
| 28 | Equity Bancshares Inc | 6,707 | 297.8K $ | |
| 29 | CAPITAL GROUP CONSERVATIVE EQUITY ETF | 9,096 | 271.1K $ | |
| 30 | Alphabet Inc | 900 | 258.1K $ | |
| 31 | NVIDIA Corp | 1,433 | 249.9K $ | |
| 32 | Tesla Inc | 657 | 244.3K $ | |
| 33 | Johnson & Johnson | 969 | 236.9K $ | |
| 34 | Vanguard Large-Cap ETF | 759 | 226.9K $ | |
| 35 | Danaher Corp | 1,178 | 223.4K $ | |
| 36 | PNC Financial Services Group Inc/The | 1,055 | 219.6K $ | |
| 37 | Vanguard S&P 500 ETF | 341 | 203.5K $ | |
| 38 | Amazon.com Inc | 961 | 200.2K $ | |
| 39 | Capitol Federal Financial Inc | 26,603 | 189.7K $ | |
| 40 | Outdoor Holding Co. | 20,375 | 41K $ | |