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| Name: |
TRIAD FINANCIAL ADVISORS INC. |
| City: |
GREENSBORO |
| State: |
NC |
| Zip: |
27455 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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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 |
|
AVDE |
Avantis International Equit... |
40 |
- |
$64.86 |
$690,000 |
12,404 |
0.24% |
-22,000 |
0 |
0.014 |
N/A |
|
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IJR |
iShares Core S&P Small-Cap |
48 |
- |
$110.41 |
$546,000 |
5,786 |
0.19% |
-31,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
60 |
- |
$189.97 |
$363,000 |
2,279 |
0.13% |
-14,000 |
0 |
0.002 |
Closed - End Fund - E... |
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DFAS |
Dimensional U S Small Cap Etf |
67 |
- |
$61.94 |
$323,000 |
6,158 |
0.11% |
-14,000 |
0 |
0.007 |
N/A |
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BSVO |
Ea Bridgeway Omni Small Cap... |
81 |
- |
$0.00 |
$285,000 |
15,619 |
0.1% |
7,000 |
0 |
0 |
N/A |
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VO |
Vanguard Mid Cap VIPERS |
80 |
- |
$248.23 |
$285,000 |
1,367 |
0.1% |
-16,000 |
0 |
0.036 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
91 |
- |
$451.98 |
$230,000 |
642 |
0.08% |
-7,000 |
0 |
0 |
Closed - End Fund - Debt |
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SCHB |
Schwab Strategic Trust |
93 |
- |
$61.53 |
$225,000 |
4,510 |
0.08% |
-8,000 |
0 |
0.002 |
Closed - End Fund - Debt |
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RSP |
Guggenheim ETF Trust - Gugg... |
95 |
- |
$167.79 |
$213,000 |
1,500 |
0.08% |
-11,000 |
0 |
0.001 |
Closed - End Fund - E... |
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