Triad Financial Advisors, Inc. Incresed Positions in Q3 2023

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
230K
+ 77.04%
$40.3 - $42.05 $9.28M - $9.68M
529K $21.4M
DFAI
Dimensional ETF Tr

ETFs
267K
+ 72.69%
$26.0 - $28.17 $6.94M - $7.52M
634K $16.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
125K
+ 25.4%
$46.24 - $46.65 $5.77M - $5.82M
616K $28.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
164K
+ 47.35%
$25.64 - $27.32 $4.21M - $4.49M
511K $13.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
134K
+ 94.82%
$23.16 - $25.43 $3.09M - $3.4M
275K $6.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
115K
+ 53.0%
$23.25 - $25.17 $2.68M - $2.9M
333K $7.77M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
93.9K
+ 5.72%
$26.05 - $28.22 $2.44M - $2.65M
1.74M $45.5M
CAT
Caterpillar Inc

Industrials
54
+ 0.58%
$240.58 - $288.65 $13K - $15.6K
9.3K $2.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.01K
+ 2.55%
$74.97 - $75.93 $300K - $304K
161K $12.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.95K
+ 11.32%
$45.07 - $49.71 $223K - $246K
48.7K $2.22M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.73K
+ 27.51%
$23.53 - $25.86 $182K - $200K
35.8K $847K
LLY
Eli Lilly & CO

Healthcare
73
+ 6.5%
$434.7 - $599.3 $31.7K - $43.7K
1.2K $642K
UNH
Unitedhealth Group Inc

Healthcare
136
+ 8.24%
$447.75 - $510.93 $60.9K - $69.5K
1.79K $900K
DFAU
Dimensional ETF Tr

ETFs
4.37K
+ 14.12%
$29.79 - $32.13 $130K - $140K
35.3K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
846
+ 24.22%
$125.98 - $144.85 $107K - $123K
4.34K $551K
MSFT
Microsoft Corp

Technology
744
+ 12.87%
$312.14 - $359.49 $232K - $267K
6.53K $2.06M
CVX
Chevron Corp

Energy
210
+ 4.42%
$152.88 - $171.04 $32.1K - $35.9K
4.96K $837K
BAC
Bank Of America Corp

Financial Services
3.46K
+ 37.36%
$27.17 - $32.65 $94K - $113K
12.7K $348K
GOOGL
Alphabet Inc.

Communication Services
336
+ 10.46%
$116.45 - $138.21 $39.1K - $46.4K
3.55K $464K
GOOG
Alphabet Inc.

Communication Services
285
+ 11.62%
$116.87 - $138.99 $33.3K - $39.6K
2.74K $360K
AVRE
American Centy ETF Tr Avantis
5.22K
+ 13.04%
$37.14 - $42.66 $194K - $222K
45.2K $1.7M
ABBV
Abb Vie Inc.

Healthcare
213
+ 11.09%
$133.59 - $154.65 $28.5K - $32.9K
2.13K $318K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 3.88%
$525.05 - $568.63 $21K - $22.7K
1.07K $604K
ADBE
Adobe Inc.

Technology
52
+ 5.95%
$481.29 - $564.88 $25K - $29.4K
926 $472K
IBM
International Business Machines Corp

Technology
179
+ 9.18%
$132.08 - $149.83 $23.6K - $26.8K
2.13K $298K
AFL
Aflac Inc

Financial Services
5
+ 0.1%
$69.57 - $77.95 $348 - $390
5.23K $401K
NVDA
Nvidia Corp

Technology
61
+ 7.72%
$408.55 - $493.55 $24.9K - $30.1K
851 $370K
CSCO
Cisco Systems, Inc.

Technology
421
+ 7.43%
$50.38 - $57.84 $21.2K - $24.4K
6.09K $327K
CMCSA
Comcast Corp

Communication Services
454
+ 9.16%
$41.21 - $47.12 $18.7K - $21.4K
5.41K $239K
WMT
Walmart Inc.

Consumer Defensive
160
+ 9.99%
$153.49 - $165.25 $24.6K - $26.4K
1.76K $281K
TSLA
Tesla, Inc.

Consumer Cyclical
139
+ 14.32%
$215.49 - $293.34 $30K - $40.8K
1.11K $277K
MRK
Merck & Co., Inc.

Healthcare
545
+ 19.49%
$102.95 - $114.33 $56.1K - $62.3K
3.34K $344K
KO
Coca Cola CO

Consumer Defensive
871
+ 13.9%
$55.81 - $63.05 $48.6K - $54.9K
7.14K $399K
V
Visa Inc.

Financial Services
126
+ 11.97%
$229.5 - $248.11 $28.9K - $31.3K
1.18K $271K
JPM
Jpmorgan Chase & CO

Financial Services
152
+ 1.82%
$143.21 - $158.0 $21.8K - $24K
8.53K $1.24M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
298
+ 3.94%
$246.27 - $261.87 $73.4K - $78K
7.85K $1.94M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.04K
+ 5.25%
$22.36 - $23.02 $23.2K - $23.8K
20.8K $465K
MA
Mastercard Inc

Financial Services
1
+ 0.13%
$388.68 - $417.13 $389 - $417
801 $317K
HD
Home Depot, Inc.

Consumer Cyclical
96
+ 3.05%
$301.82 - $333.84 $29K - $32K
3.25K $981K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24
+ 0.83%
$80.71 - $81.38 $1.94K - $1.95K
2.93K $236K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
43
+ 0.87%
$49.74 - $50.37 $2.14K - $2.17K
5K $249K
Dimensional ETF Trust
218K
+ 122.11%
N/A
396K $0
DFAE
Dimensional ETF Tr

ETFs
34
+ 0.26%
$22.43 - $24.83 $763 - $844
13.2K $298K
AVUS
American Centy ETF Tr Avantis

ETFs
5
+ 0.08%
$72.72 - $78.49 $364 - $392
6.23K $456K
QCOM
Qualcomm Inc

Technology
150
+ 3.85%
$106.14 - $132.17 $15.9K - $19.8K
4.04K $449K
IWR
Ishares Russell Mid Cap ETF

ETFs
68
+ 1.36%
$68.54 - $75.91 $4.66K - $5.16K
5.07K $351K
VEU
Vanguard Ftse All World Ex Us

ETFs
180
+ 1.66%
$51.66 - $56.47 $9.3K - $10.2K
11K $570K
PLD
Prologis, Inc.

Real Estate
4
+ 0.19%
$111.25 - $129.28 $445 - $517
2.08K $233K
KMB
Kimberly Clark Corp

Consumer Defensive
55
+ 3.31%
$120.85 - $137.87 $6.65K - $7.58K
1.72K $207K
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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