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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
Found :
23 |
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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 |
|
IVW |
ishares tr S&P 500 BARRA GR |
2 |
- |
$89.01 |
$37,827,000 |
552,859 |
13.32% |
-1,565,000 |
-6,058 |
0.108 |
Closed - End Fund - E... |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
11 |
- |
$39.54 |
$7,019,000 |
206,326 |
2.47% |
-199,000 |
-2,881 |
0.023 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
13 |
- |
$534.66 |
$4,753,000 |
11,118 |
1.67% |
-354,000 |
-403 |
0 |
Closed - End Fund - E... |
|
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BND |
Vanguard Total Bond Market ETF |
14 |
- |
$72.30 |
$4,352,000 |
62,369 |
1.53% |
-707,000 |
-7,230 |
0.008 |
Closed - End Fund - E... |
|
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DFUS |
Dimensional U S Equity Etf |
16 |
- |
$57.95 |
$2,405,000 |
51,655 |
0.85% |
-109,000 |
-556 |
0.054 |
N/A |
|
|
DUK |
Duke Energy Corp |
20 |
- |
$102.86 |
$1,852,000 |
20,983 |
0.65% |
-41,000 |
-107 |
0.003 |
Electric Utilities |
|
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VEA |
Vanguard Europe Pacific ETF |
25 |
- |
$49.56 |
$1,212,000 |
27,723 |
0.43% |
-169,000 |
-2,192 |
0.001 |
Closed - End Fund - F... |
|
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DFNM |
Dfa Dimensional National Mu... |
26 |
- |
$0.00 |
$1,158,000 |
24,918 |
0.41% |
-137,000 |
-2,266 |
0.178 |
N/A |
|
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PG |
Procter & Gamble Co |
27 |
- |
$168.47 |
$1,090,000 |
7,471 |
0.38% |
-851,000 |
-5,324 |
0 |
Cleaning Products |
|
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IJH |
iShares S&P MidCap 400 Index |
28 |
- |
$58.87 |
$1,071,000 |
4,296 |
0.38% |
-55,000 |
-12 |
0.002 |
Closed - End Fund - E... |
|
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GVI |
iShares Barclays Interm Gov... |
30 |
- |
$0.00 |
$1,026,000 |
10,130 |
0.36% |
-249,000 |
-2,258 |
0.011 |
Closed - End Fund - E... |
|
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IWB |
ishares trust Russell 1000 |
33 |
- |
$292.59 |
$957,000 |
4,076 |
0.34% |
-41,000 |
-18 |
0.003 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
37 |
- |
$181.51 |
$807,000 |
5,193 |
0.28% |
-39,000 |
-13 |
0.001 |
Closed - End Fund - Debt |
|
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VUG |
Vanguard Growth VIPERS |
38 |
- |
$361.50 |
$798,000 |
2,931 |
0.28% |
-56,000 |
-88 |
0.001 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
41 |
- |
$411.08 |
$659,000 |
1,881 |
0.23% |
15,000 |
-8 |
0 |
Property & Casualty I... |
|
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IVV |
iShares Core S&P 500 Etf |
43 |
- |
$537.41 |
$632,000 |
1,471 |
0.22% |
-69,000 |
-101 |
0 |
Closed - End Fund - E... |
|
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AVEM |
Avantis Emerging Markets Eq... |
56 |
- |
$0.00 |
$433,000 |
8,200 |
0.15% |
-23,000 |
-283 |
0.007 |
N/A |
|
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VTV |
Vanguard Value VIPERS |
73 |
- |
$160.64 |
$313,000 |
2,267 |
0.11% |
-35,000 |
-182 |
0 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
74 |
- |
$219.80 |
$309,000 |
1,635 |
0.11% |
-23,000 |
-35 |
0.001 |
Closed - End Fund - E... |
|
|
BBT |
Truist Financial Corp |
78 |
- |
$35.64 |
$292,000 |
10,207 |
0.1% |
-21,000 |
-110 |
0.001 |
Domestic Regional Banks |
|
|
T |
AT&T Corp |
85 |
- |
$18.28 |
$262,000 |
17,448 |
0.09% |
-41,000 |
-1,522 |
0 |
Long Distance Carriers |
|
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PFE |
Pfizer Inc |
89 |
- |
$28.80 |
$235,000 |
7,087 |
0.08% |
-26,000 |
-21 |
0 |
Drug Manufacturers - ... |
|
|
PNC |
PNC Financial Services Grou... |
97 |
- |
$154.97 |
$205,000 |
1,667 |
0.07% |
-17,000 |
-98 |
0 |
Domestic Money Center... |
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