TRIAD FINANCIAL ADVISORS, INC.

GREENSBORO, NC · CIK 1925074 · 13F filing filed 2023-11-02

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGreensboro, NC

$283.9m reported value +16.6% vs Q2 2023

98positions

71.0%in top 10

5 new 61 added 23 reduced 1 sold out vs Q2 2023

Holdings, Q3 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,735,187	$45.5m16.01%	16.01%	Added +93.9k	+93,854 5.7%
2	ISHARES TR S&P 500 GRWT ETF IVW	IVW	552,859	$37.8m13.32%	13.32%	Reduced -6.1k	-6,058 -1.1%
3	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	616,393	$28.6m10.07%	10.07%	Added +124.8k	+124,839 25.4%
4	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	529,012	$21.4m7.52%	7.52%	Added +230.2k	+230,200 77.0%
5	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	634,025	$16.6m5.83%	5.83%	Added +266.9k	+266,874 72.7%
6	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		511,060	$13.1m4.62%	4.62%	Added +164.2k	+164,225 47.4%
7	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	161,076	$12.1m4.26%	4.26%	Added +4.0k	+4,005 2.5%
8	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	396,447	$9.8m3.46%	3.46%	Added +218.0k	+217,958 122.1%
9	APPLE INC COM AAPL	AAPL	52,092	$8.9m3.14%	3.14%	Added +1.3k	+1,292 2.5%
10	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	332,715	$7.8m2.74%	2.74%	Added +115.3k	+115,255 53.0%
11	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	206,326	$7.0m2.47%	2.47%	Reduced -2.9k	-2,881 -1.4%
12	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	274,503	$6.4m2.25%	2.25%	Added +133.6k	+133,605 94.8%
13	SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY SCTXX	SCTXX	5,509,288	$5.5m1.94%	1.94%	New
14	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,118	$4.8m1.67%	1.67%	Reduced -403	-403 -3.5%
15	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	62,369	$4.4m1.53%	1.53%	Reduced -7.2k	-7,230 -10.4%
16	CATERPILLAR INC COM CAT	CAT	9,298	$2.5m0.89%	0.89%	Added +54	+54 0.6%
17	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	51,655	$2.4m0.85%	0.85%	Reduced -556	-556 -1.1%
18	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	48,681	$2.2m0.78%	0.78%	Added +5.0k	+4,950 11.3%
19	MICROSOFT CORP COM MSFT	MSFT	6,527	$2.1m0.73%	0.73%	Added +744	+744 12.9%
20	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	7,853	$1.9m0.68%	0.68%	Added +298	+298 3.9%
21	DUKE ENERGY CORP NEW COM NEW DUK	DUK	20,983	$1.9m0.65%	0.65%	Reduced -107	-107 -0.5%
22	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	45,217	$1.7m0.60%	0.60%	Added +5.2k	+5,215 13.0%
23	EXXON MOBIL CORP COM XOM	XOM	12,616	$1.5m0.52%	0.52%	Added +585	+585 4.9%
24	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	57,002	$1.3m0.45%	0.45%	New
25	JPMORGAN CHASE & CO COM JPM	JPM	8,526	$1.2m0.44%	0.44%	Added +152	+152 1.8%
26	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	27,723	$1.2m0.43%	0.43%	Reduced -2.2k	-2,192 -7.3%
27	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	24,918	$1.2m0.41%	0.41%	Reduced -2.3k	-2,266 -8.3%
28	PROCTER AND GAMBLE CO COM PG	PG	7,471	$1.1m0.38%	0.38%	Reduced -5.3k	-5,324 -41.6%
29	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,296	$1.1m0.38%	0.38%	Reduced -12	-12 -0.3%
30	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	35,283	$1.1m0.37%	0.37%	Added +4.4k	+4,366 14.1%
31	ISHARES TR INTRM GOV CR ETF GVI	GVI	10,130	$1.0m0.36%	0.36%	Reduced -2.3k	-2,258 -18.2%
32	PEPSICO INC COM PEP	PEP	5,920	$1.0m0.35%	0.35%	Added +178	+178 3.1%
33	HOME DEPOT INC COM HD	HD	3,248	$981.6k0.35%	0.35%	Added +96	+96 3.0%
34	ISHARES TR RUS 1000 ETF IWB	IWB	4,076	$957.5k0.34%	0.34%	Reduced -18	-18 -0.4%
35	UNITEDHEALTH GROUP INC COM UNH	UNH	1,786	$900.6k0.32%	0.32%	Added +136	+136 8.2%
36	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	35,824	$848.0k0.30%	0.30%	Added +7.7k	+7,729 27.5%
37	CHEVRON CORP NEW COM CVX	CVX	4,964	$837.1k0.29%	0.29%	Added +210	+210 4.4%
38	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,193	$807.0k0.28%	0.28%	Reduced -13	-13 -0.2%
39	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,931	$798.1k0.28%	0.28%	Reduced -88	-88 -2.9%
40	JOHNSON & JOHNSON COM JNJ	JNJ	4,810	$749.3k0.26%	0.26%	Added +86	+86 1.8%
41	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	12,404	$690.3k0.24%	0.24%	Unchanged
42	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,881	$658.9k0.23%	0.23%	Reduced -8	-8 -0.4%
43	ELI LILLY & CO COM LLY	LLY	1,196	$642.4k0.23%	0.23%	Added +73	+73 6.5%
44	ISHARES TR CORE S&P500 ETF IVV	IVV	1,471	$631.7k0.22%	0.22%	Reduced -101	-101 -6.4%
45	COSTCO WHSL CORP NEW COM COST	COST	1,070	$604.5k0.21%	0.21%	Added +40	+40 3.9%
46	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	11,000	$570.6k0.20%	0.20%	Added +180	+180 1.7%
47	STARBUCKS CORP COM SBUX	SBUX	6,240	$569.5k0.20%	0.20%	Added +27	+27 0.4%
48	AMAZON COM INC COM AMZN	AMZN	4,339	$551.6k0.19%	0.19%	Added +846	+846 24.2%
49	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,786	$545.8k0.19%	0.19%	Unchanged
50	MCCORMICK & CO INC COM NON VTG MKC	MKC	6,518	$493.0k0.17%	0.17%	Added +35	+35 0.5%
51	ADOBE INC COM ADBE	ADBE	926	$472.2k0.17%	0.17%	Added +52	+52 6.0%
52	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	20,751	$465.2k0.16%	0.16%	Added +1.0k	+1,036 5.2%
53	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,549	$464.4k0.16%	0.16%	Added +336	+336 10.5%
54	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	6,227	$456.2k0.16%	0.16%	Added +5	+5 0.1%
55	QUALCOMM INC COM QCOM	QCOM	4,044	$449.1k0.16%	0.16%	Added +150	+150 3.9%
56	CSX CORP COM CSX	CSX	14,156	$435.3k0.15%	0.15%	Added +310	+310 2.2%
57	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	8,200	$432.9k0.15%	0.15%	Reduced -283	-283 -3.3%
58	AFLAC INC COM AFL	AFL	5,232	$401.6k0.14%	0.14%	Added +5	+5 0.1%
59	COCA COLA CO COM KO	KO	7,139	$399.7k0.14%	0.14%	Added +871	+871 13.9%
60	NVIDIA CORPORATION COM NVDA	NVDA	851	$370.2k0.13%	0.13%	Added +61	+61 7.7%
61	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,279	$363.5k0.13%	0.13%	Unchanged
62	ALPHABET INC CAP STK CL C GOOG	GOOG	2,737	$360.9k0.13%	0.13%	Added +285	+285 11.6%
63	ISHARES TR RUS MID CAP ETF IWR	IWR	5,073	$351.3k0.12%	0.12%	Added +68	+68 1.4%
64	BANK AMERICA CORP COM BAC	BAC	12,714	$348.1k0.12%	0.12%	Added +3.5k	+3,458 37.4%
65	MERCK & CO INC COM MRK	MRK	3,342	$344.1k0.12%	0.12%	Added +545	+545 19.5%
66	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	5,825	$338.1k0.12%	0.12%	Added +115	+115 2.0%
67	CISCO SYS INC COM CSCO	CSCO	6,087	$327.3k0.12%	0.12%	Added +421	+421 7.4%
68	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	6,158	$323.2k0.11%	0.11%	Unchanged
69	LOWES COS INC COM LOW	LOW	1,541	$320.5k0.11%	0.11%	Added +16	+16 1.1%
70	ABBVIE INC COM ABBV	ABBV	2,134	$318.2k0.11%	0.11%	Added +213	+213 11.1%
71	MASTERCARD INCORPORATED CL A MA	MA	801	$317.1k0.11%	0.11%	Added +1	+1 0.1%
72	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		12,431	$315.0k0.11%	0.11%	New
73	DISNEY WALT CO COM DIS	DIS	3,880	$314.5k0.11%	0.11%	New
74	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,267	$312.7k0.11%	0.11%	Reduced -182	-182 -7.4%
75	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,635	$309.1k0.11%	0.11%	Reduced -35	-35 -2.1%
76	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	13,242	$298.9k0.11%	0.11%	Added +34	+34 0.3%
77	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,129	$298.7k0.11%	0.11%	Added +179	+179 9.2%
78	SOUTHERN CO COM SO	SO	4,555	$294.8k0.10%	0.10%	Added +28	+28 0.6%
79	TRUIST FINL CORP COM TFC	TFC	10,207	$292.0k0.10%	0.10%	Reduced -110	-110 -1.1%
80	VERIZON COMMUNICATIONS INC COM VZ	VZ	8,964	$290.5k0.10%	0.10%	Added +311	+311 3.6%
81	EA SERIES TRUST EA BRIDGEWAY OMN BSVO	BSVO	15,619	$285.4k0.10%	0.10%	Unchanged
82	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,367	$284.7k0.10%	0.10%	Unchanged
83	WALMART INC COM WMT	WMT	1,761	$281.8k0.10%	0.10%	Added +160	+160 10.0%
84	TESLA INC COM TSLA	TSLA	1,110	$277.7k0.10%	0.10%	Added +139	+139 14.3%
85	VISA INC COM CL A V	V	1,179	$271.2k0.10%	0.10%	Added +126	+126 12.0%
86	AT&T INC COM T	T	17,448	$262.1k0.09%	0.09%	Reduced -1.5k	-1,522 -8.0%
87	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	5,004	$249.3k0.09%	0.09%	Added +43	+43 0.9%
88	COMCAST CORP NEW CL A CMCSA	CMCSA	5,412	$240.0k0.08%	0.08%	Added +454	+454 9.2%
89	ISHARES TR 1 3 YR TREAS BD SHY	SHY	2,926	$236.9k0.08%	0.08%	Added +24	+24 0.8%
90	PFIZER INC COM PFE	PFE	7,087	$235.1k0.08%	0.08%	Reduced -21	-21 -0.3%
91	PROLOGIS INC. COM PLD	PLD	2,083	$233.7k0.08%	0.08%	Added +4	+4 0.2%
92	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	642	$230.0k0.08%	0.08%	Unchanged
93	META PLATFORMS INC CL A META	META	761	$228.5k0.08%	0.08%	New
94	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	4,510	$224.8k0.08%	0.08%	Unchanged
95	NEXTERA ENERGY INC COM NEE	NEE	3,819	$218.8k0.08%	0.08%	Added +480	+480 14.4%
96	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,500	$212.5k0.07%	0.07%	Unchanged
97	KIMBERLY-CLARK CORP COM KMB	KMB	1,716	$207.5k0.07%	0.07%	Added +55	+55 3.3%
98	PNC FINL SVCS GROUP INC COM PNC	PNC	1,667	$204.8k0.07%	0.07%	Reduced -98	-98 -5.5%

Sold out since Q2 2023

Security	Ticker	Shares held before	Value then
DOMINION ENERGY INC D	D	4,667	$241.7k4.7k shares