Trinity Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Columbus, OH
CIK
0001809574
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 75 204,946 SPY, DFIV, VTV, BRK-B 13F-HR 2/5/2024 000180957424000002
Q3 2023 72 188,141 SPY, ORCC, VTV, SCHD 13F-HR 10/18/2023 000180957423000005
Q2 2023 75 186,273 SPY, ORCC, VTV, SCHD 13F-HR 7/20/2023 000180957423000004
Q1 2023 69 163,606 SPY, VTV, ORCC, SCHD 13F-HR 4/10/2023 000180957423000003
Q4 2022 63 152,137 SPY, VTV, ORCC, SCHD 13F-HR 1/23/2023 000180957423000001
Q3 2022 68 137,995 SPY, VTV, ORCC, BRK-B 13F-HR 10/24/2022 000180957422000005
Q2 2022 25 135,738 SPY, VTV, MUB, ORCC 13F-HR 7/22/2022 000180957422000004
Q1 2022 63 159,779 VTI, SPY, VEA, ORCC 13F-HR 4/27/2022 000180957422000003
Q4 2021 61 169,245 SPY, VTI, VEA, ORCC 13F-HR 1/18/2022 000180957422000001
Q3 2021 55 149,479 VB, SPY, VEA, EFA 13F-HR 10/21/2021 000180957421000005
Q2 2021 61 142,791 VB, SPY, VEA, EFA 13F-HR 10/19/2021 000180957421000004
Q1 2021 57 129,251 VB, SPY, VEA, VWO 13F-HR 10/19/2021 000180957421000003
Q4 2020 59 110,295 VTI, SPY, VEA, VWO 13F-HR 10/19/2021 000180957421000002