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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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 187,811 | -103,425 | 7,663,000 | -6,325,000 | 5.65 | |
Hist
| 06/30/2022 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 12,083 | -2,607 | 4,191,000 | -1,908,000 | 3.09 | |
Hist
| 06/30/2022 |
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VANGUARD INDEX FUNDS
| VB | ETF | 14,921 | -3,716 | 2,628,000 | -1,333,000 | 1.94 | |
Hist
| 06/30/2022 |
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iSHARES TRUST
| IJH | Common | 18,353 | -1,659 | 4,152,000 | -1,218,000 | 3.06 | |
Hist
| 06/30/2022 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 23,164 | -5,320 | 1,447,000 | -649,000 | 1.07 | |
Hist
| 06/30/2022 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 10,526 | -4,634 | 410,000 | -308,000 | 0.30 | |
Hist
| 06/30/2022 |
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HUNTINGTON BANCSHARES INC /MD/
| HBAN | Common | 17,965 | -4,500 | 216,000 | -112,000 | 0.16 | 0.00 |
Hist
| 06/30/2022 |
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