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  Name: Trinity Financial Advisors LLC
  City: COLUMBUS
  State: OH
  Zip: 43214
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $222,232,000
  Total Value Change : $17,283,000
  Securities Held Change : -2
   
All Securities Held : 73
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 21
  Unchanged Positions : 24
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 70 New $324.82 $211,000 627 0.09% 211,000 627 0.001    Research Services
   (NEE)1 Year Chart         NEE NextEra Energy 71 New $80.02 $208,000 3,252 0.09% 208,000 3,252 0    Electric Utilities
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 73 New $0.00 $203,000 8,225 0.09% 203,000 8,225 0.001    N/A

      3 Records Found
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