Trinity Financial Advisors LLC
CIK Number: 0001809574
223.39M
Market Value
80
# of Holdings
9 months
Avg. Holding Period
67.05%
Win Rate
24.92%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 Et... | 604.63 | -0.47% | 77.17K | -9.13% | 46.37M | 402.31 | 20.76% | |
| 2 | Dimensional Etf... | 36.60 | -0.85% | 618.91K | +2.79% | 21.64M | 32.78 | 9.69% | |
| 3 | Berkshire Hatha... | 458.90 | -0.54% | 39.35K | +1.09% | 15.84M | 274.62 | 7.09% | |
| 4 | Vanguard Index ... | 300.18 | -0.54% | 49.28K | -11.65% | 14.97M | 229.68 | 6.70% | |
| 5 | Blue Owl Capita... | 15.21 | -1.04% | 883.27K | +32.32% | 12.47M | 13.29 | 5.58% |
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