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| Name: |
TRIAD FINANCIAL ADVISORS INC. |
| City: |
GREENSBORO |
| State: |
NC |
| Zip: |
27455 |
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data |
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| Holdings
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5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCTXX |
Schwab AMT Tax-Free Money F... |
|
New |
$0.00 |
$5,509,000 |
5,509,288 |
1.94% |
5,509,000 |
5,509,288 |
0.612 |
N/A |
|
|
DFGR |
Dfa Dimensional Global Real... |
23 |
New |
$0.00 |
$1,277,000 |
57,002 |
0.45% |
1,277,000 |
57,002 |
0.393 |
N/A |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
71 |
New |
$0.00 |
$315,000 |
12,431 |
0.11% |
315,000 |
12,431 |
0.014 |
N/A |
|
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DIS |
Walt Disney Co |
72 |
New |
$103.91 |
$314,000 |
3,880 |
0.11% |
314,000 |
3,880 |
0 |
Entertainment - Diver... |
|
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FB |
Meta Platforms Inc |
92 |
New |
$466.83 |
$228,000 |
761 |
0.08% |
228,000 |
761 |
0 |
Internet Service Prov... |
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