Triune Financial Partners LLC Portfolio

Invests via Triune Financial Partners LLC | Managed by Jefferey Robert Jaworski

Invests via Triune Financial Partners LLC

Managed by Jefferey Robert Jaworski

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 07:45 PM

Company Profile

Deploys tailored wealth and investment solutions for family offices, private clients and small institutions, integrating tax-aware financial planning, outsourced CIO services and concentrated-asset oversight. Triune Financial Partners LLC emphasizes direct equity allocation, portfolio construction around liquidity needs, and risk controls suited to multi-generational capital stewardship. Revenue sources include advisory fees and delegated portfolio management; capital orientation is toward customized discretionary mandates rather than commoditized products. Market relevance lies in serving clients requiring integration of tax planning and active private-market exposure while coordinating with external CPAs and estate counsel.

Investment Philosophy & Strategy

Adopts a client-centric, tax-aware investment philosophy that prioritizes capital preservation and intergenerational wealth transfer through customized discretionary mandates. Portfolios blend concentrated direct equity positions and selective private-market exposure with liquid sleeves sized to meet cash-flow needs. Investment decisions are driven by outsourced-CIO coordination, close alignment with tax and estate counsel, and rigorous risk controls that limit downside while allowing opportunistic, concentrated allocations. Revenue models center on advisory and delegated management fees, emphasizing bespoke stewardship over commoditized products.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

0.27%

Gain

Monthly

0.03%

Yearly

0.35%

Drawdown

56.9%

$467.61M

Equity

Holdings

$467.61M

Investment

$311.99M

$158.48M

Profit -$2.52M

Realized

$2.85M

Unrealized

$155.62M

Dividends

$25.56M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$2.52M

Win %

88%

This Week

Compared To Last Week

Gain

-0.02%

Profit

-$75,294.08

Win %

88%

This Month

Compared to last month

Gain

0.01%

Profit

$50,064.84

Win %

88%

This Year

Compared to last year

Gain

13.19%

Profit

$54.43M

Win %

87%

Gainers
Losers

EQBK Equity Bancshares Inc.

+4.71%

+$15,526.7

IBM International Business Machines Corporation

+3.28%

+$12,116.94

MRK Merck & Co., Inc.

+3.07%

+$9,414.36

OKE ONEOK, Inc.

+2.33%

+$80,619.36

OGS One Gas Inc.

+2.04%

+$10,047.21

CFFN Capitol Federal Financial, Inc.

+1.68%

+$3,857.43

AAPL Apple Inc.

+1.46%

+$8,461.3

LLY Eli Lilly and Company

+1.4%

+$8,204.22

DHR Danaher Corporation

+1.37%

+$3,239.5

DFAT Dimensional US Targeted Value ETF

+1.34%

+$334,357.06

DFSV Dimensional US Small Cap Value ETF

+1.33%

+$4,183.4

MSFT Microsoft Corp.

+1.15%

+$5,738.57

JNJ Johnson & Johnson

+1.12%

+$2,674.44

CVX Chevron Corporation

+1.11%

+$5,429.76

VBR VANGUARD SMALL-CAP VALUE ETF

+1.07%

+$22,378.2

XOM Exxon Mobil Corporation

+1.02%

+$5,319.93

AVUV Avantis U.S. Small Cap Value ETF

+0.97%

+$7,302.08

BRK-B Berkshire Hathaway Inc.

+0.54%

+$7,228.58

SHEL Shell plc

+0.47%

+$1,382.4

PNC The PNC Financial Services Group, Inc.

+0.39%

+$1,033.9

VTV Vanguard Value ETF

+0.38%

+$16,766.51

CGCV Capital Group Conservative Equity ETF

+0.36%

+$1,091.52

GOOGL Alphabet Inc

-4.78%

-$20,189.4

GOOG Alphabet Inc

-4.7%

-$15,669

NVDA NVIDIA Corporation

-2.98%

-$9,085.22

POWW Ammo Inc.

-1.9%

-$916.87

AMZN Amazon.com Inc

-1.85%

-$4,531.11

DFSE Dimensional Emerging Markets Sustainability Core 1 ETF

-1.76%

-$37,659.18

JPM JPMorgan Chase & Co.

-1.42%

-$6,961.93

DFAX Dimensional World ex U.S. Core Equity 2 ETF

-1.39%

-$1.85M

VEU Vanguard FTSE All-World ex-US ETF

-1.27%

-$206,229.36

TSLA Tesla, Inc.

-1.24%

-$3,219.3

VV Vanguard Large-Cap Index Fund ETF Shares

-0.92%

-$2,428.8

SPY SPDR S&P 500 ETF Trust

-0.84%

-$7,684.62

VOO Vanguard S&P 500 ETF

-0.84%

-$1,984.62

IVV iShares Core S&P 500 ETF

-0.83%

-$40,891.8

IWV ISHARES RUSSELL 3000 ETF

-0.79%

-$59,144.85

VTI VANGUARD TOTAL STOCK MKT ETF

-0.78%

-$7,463.52

DFSI Dimensional International Sustainability Core 1 ETF

-0.78%

-$39,151.53

DFAU Dimensional US Core Equity Market ETF

-0.62%

-$3,775.2

DFAW Dimensional World Equity ETF

-0.56%

-$67,899.49

AVUS Avantis U.S. Equity ETF

-0.56%

-$23,475.6

DFSU Dimensional US Sustainability Core 1 ETF

-0.39%

-$52,116.9

DFAC Dimensional U.S. Core Equity 2 ETF

-0.37%

-$608,016.92

DFNM Dimensional National Municipal Bond ETF

-0.14%

-$1,626.59

DFCF Dimensional Core Fixed Income ETF

-0.04%

-$1,827.6

DFUV Dimensional US Marketwide Value ETF

-0.03%

-$14,346.08

Events

Dividends

Dividend Analysis

No Data

Trades 536	Longs Won 430/536 80%	Profit Factor 102.23
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.46M
Average Win $372,189.99	Best Trade (Jul 15) $49.09M	Sharpe Ratio -13.67
Average Loss -$14,768.4	Worst Trade (Mar 30) -$393,862.24	Z-Score 26.93 (100%)
Commissions $0	Avg. Trade Length 2y 1m 1w 5d	Expectancy $295,664.63

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	0.83%
Consecutive Losing Trades	31,250	28,125	25,000	21,875	18,750	15,625	12,500	9,375	6,250	3,125