StockDriftsStockDriftsTop 50 Trinity Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 10.97% | 59.1K | $38.5M | -3.20%(-1.96K) | $396.73(+82.43%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 9.95% | 662.2K | $34.9M | +0.08%(+518) | $32.48(+68.45%) | 2026-03-31 | |
| DFAI | DIMENSIONAL INTERN CORE EQT MKT ETF | 9.16% | 825.5K | $32.2M | +586.34%(+705.26K) | $37.85(+8.01%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.11% | 302.8K | $21.5M | +13.20%(+35.31K) | $63.95(+23.34%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.72% | 41.9K | $20.1M | +1.35%(+558) | $283.32(+64.31%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.7% | 462.5K | $16.5M | +6.98%(+30.17K) | $32.99(+15.12%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.88% | 22.8K | $13.6M | +6.73%(+1.44K) | $470.63(+41.36%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.64% | 179.5K | $12.8M | +3.32%(+5.76K) | $58.02(+34.05%) | 2026-03-31 | |
| OBDC | BLUE OWL CAPITAL CORPORATION | 3.43% | 1.06M | $12.1M | -29.27%(-436.74K) | $13.64(-12.69%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.15% | 34.5K | $11.1M | -17.89%(-7.52K) | $234.24(+52.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.53% | +46.33% |
| Top 20 Holdings Unweighted | +12.86% | +43.74% |
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