News + Filings Holdings
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Trinity Financial Advisors LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 175,641 | 175,641 | 18,681,000 | 18,681,000 | 13.76 | |
Hist
| 06/30/2022 |
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Schwab US Dividend Equity ETF
| SCHD | common | 61,240 | 61,240 | 4,387,000 | 4,387,000 | 3.23 | |
Hist
| 06/30/2022 |
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SELECT SECTOR SPDR TR RL EST SEL SEC
| XLRE | STOCK | 50,125 | 50,125 | 2,048,000 | 2,048,000 | 1.51 | |
Hist
| 06/30/2022 |
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XPO, Inc.
| XPO | Common | 15,919 | 15,919 | 767,000 | 767,000 | 0.57 | 0.01 |
Hist
| 06/30/2022 |
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