Instuitional Investor - Triad Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Triad Financial Advisors, Inc. |
| Portfolio Value | $283,920,964 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,735,187 | $45,461,905 | 16.01% | |
| 2. | IEF | 552,859 | $37,826,618 | 13.32% | |
| 3. | Dimensional Etf Trust | 616,393 | $28,588,320 | 10.06% | |
| 4. | Dimensional Etf Trust | 529,012 | $21,356,246 | 7.52% | |
| 5. | Dimensional Etf Trust | 634,025 | $16,554,393 | 5.83% |
