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
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.
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.
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:
153.63%
Gain +6.26%
Monthly
1.47%
Yearly
19.16%
Drawdown
27.97%
$490.97M
Equity
Holdings
$490.97M
Investment
$322.19M
$171.94M
Profit +$13.62M
Realized
$3.16M
Unrealized
$168.78M
Dividends
$25.6M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
6.26%
Profit
$13.62M
Win %
84%
This Week
Compared To Last Week
Gain
2.95%
Profit
$14.08M
Win %
84%
This Month
Compared to last month
Gain
3.16%
Profit
$15.03M
Win %
84%
This Year
Compared to last year
Gain
4.34%
Profit
$19.37M
Win %
84%
HONA Honeywell Aerospace Inc.
+7.84%
+$11,742.4 
TSLA Tesla, Inc.
+2.83%
+$7,316.43 
DHR Danaher Corporation
+2.42%
+$5,723.55 
NVDA NVIDIA Corporation
+2.28%
+$9,336.27 
IBM International Business Machines Corporation
+1.59%
+$6,576.96 
IWM iShares Russell 2000 ETF
+1.09%
+$2,466.75 
VEU Vanguard FTSE All-World ex-US ETF
+1.02%
+$166,033.32 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.01%
+$1.4M 
JNJ Johnson & Johnson
+0.88%
+$2,245.5 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.83%
+$17,652.1 
AMZN Amazon.com Inc
+0.8%
+$2,988.77 
DFSU Dimensional US Sustainability Core 1 ETF
+0.78%
+$107,081.72 
IWV ISHARES RUSSELL 3000 ETF
+0.75%
+$57,279.07 
DFSI Dimensional International Sustainability Core 1 ETF
+0.72%
+$37,799.16 
DFAW Dimensional World Equity ETF
+0.72%
+$90,234.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$6,991.78 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$1.13M 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.65%
+$1,742.67 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$3,949.44 
DFUV Dimensional US Marketwide Value ETF
+0.64%
+$353,498.04 
IVV iShares Core S&P 500 ETF
+0.6%
+$29,921.73 
VOO Vanguard S&P 500 ETF
+0.59%
+$1,385.99 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$5,549.52 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$12,174.4 
DFSV Dimensional US Small Cap Value ETF
+0.44%
+$1,432.01 
VTV Vanguard Value ETF
+0.43%
+$19,530.71 
AVUS Avantis U.S. Equity ETF
+0.41%
+$16,944.31 
CGCV Capital Group Conservative Equity ETF
+0.39%
+$1,187.68 
AVUV Avantis U.S. Small Cap Value ETF
+0.37%
+$2,799.45 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$95,338.1 
JPM JPMorgan Chase & Co.
+0.33%
+$1,638.01 
AAPL Apple Inc.
+0.29%
+$2,314.72 
DFCF Dimensional Core Fixed Income ETF
+0.17%
+$13,679.96 
MRK Merck & Co., Inc.
+0.16%
+$505.23 
DFNM Dimensional National Municipal Bond ETF
+0.14%
+$2,224.76 
MSFT Microsoft Corp.
+0.01%
+$41.31 
HONIV Honeywell International Inc.
0%
$0 
CAT Caterpillar Inc.
-1.72%
-$3,063.85 
CVX Chevron Corporation
-1.42%
-$7,319.08 
CFFN Capitol Federal Financial, Inc.
-1.39%
-$3,360.75 
POWW Ammo Inc.
-1.39%
-$611.25 
SHEL Shell plc
-1.23%
-$3,840.1 
XOM Exxon Mobil Corporation
-1.22%
-$6,937.56 
GOOGL Alphabet Inc
-0.98%
-$4,347 
GOOG Alphabet Inc
-0.91%
-$4,425.09 
LLY Eli Lilly and Company
-0.58%
-$3,532.89 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$7,398.73 
EQBK Equity Bancshares Inc.
-0.41%
-$1,413.94 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$342.39 Events
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Dividends
Dividend Analysis
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| Trades 582 | Longs Won 460/582 79% | Profit Factor 90.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.54M |
| Average Win $377,942.23 | Best Trade (Aug 13) $52.82M | Sharpe Ratio -13.95 |
| Average Loss -$15,669.9 | Worst Trade (Mar 30) -$393,862.24 | Z-Score 26.77 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w | Expectancy $295,432.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.88% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,516 | $629,404.91 | $788,338.28 | - | $158,933.37 | 25.25% | +0.294% |
| AMZN Amazon.com Inc | 1,371 | $260,055.92 | $376,257.24 | - | $116,201.32 | 44.68% | +0.801% |
| AVUS Avantis U.S. Equity ETF | 31,971 | $2.19M | $4.19M | - | $2M | 91.26% | +0.406% |
| AVUV Avantis U.S. Small Cap Value ETF | 5,916 | $447,649 | $750,700.17 | - | $303,051.17 | 67.7% | +0.374% |
| BRK-B Berkshire Hathaway Inc. | 2,633 | $864,628.92 | $1.37M | - | $509,270.48 | 58.9% | -0.536% |
| CAT Caterpillar Inc. | 208 | $221,456 | $175,183.84 | - | -$46,272.16 | -20.89% | -1.719% |
| CFFN Capitol Federal Financial, Inc. | 26,886 | $281,765.32 | $238,344.39 | - | -$43,420.93 | -15.41% | -1.39% |
| CGCV Capital Group Conservative Equity ETF | 9,136 | $261,627.79 | $309,253.6 | - | $47,625.81 | 18.2% | +0.386% |
| CVX Chevron Corporation | 2,731 | $327,555.45 | $509,468.05 | - | $181,912.6 | 55.54% | -1.416% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 3.78M | $104.99M | $173.36M | - | $68.37M | 65.13% | +0.658% |
| DFAT Dimensional US Targeted Value ETF | 366,685 | $17.27M | $26.37M | - | $9.1M | 52.72% | +0.363% |
| DFAU Dimensional US Core Equity Market ETF | 11,616 | $492,054 | $621,804.48 | - | $129,750.48 | 26.37% | +0.639% |
| DFAW Dimensional World Equity ETF | 147,925 | $9.92M | $12.66M | - | $2.74M | 27.58% | +0.718% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 3.69M | $93.8M | $139.81M | - | $46M | 49.04% | +1.014% |
| DFCF Dimensional Core Fixed Income ETF | 195,428 | $8.28M | $8.16M | - | -$116,067.48 | -1.4% | +0.168% |
| DFNM Dimensional National Municipal Bond ETF | 34,227 | $1.65M | $1.64M | - | -$11,577.62 | -0.7% | +0.136% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 44,576 | $1.7M | $2.14M | - | $439,294.51 | 25.88% | +0.833% |
| DFSI Dimensional International Sustainability Core 1 ETF | 111,174 | $4.39M | $5.25M | - | $863,796.19 | 19.69% | +0.725% |
| DFSU Dimensional US Sustainability Core 1 ETF | 281,794 | $11.08M | $13.77M | - | $2.69M | 24.29% | +0.784% |
| DFSV Dimensional US Small Cap Value ETF | 8,045 | $236,764 | $324,116.96 | - | $87,352.96 | 36.89% | +0.444% |
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FAQ
Which stocks have generated the highest profits for Triune Financial Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $11.74M, Dimensional U.S. Core Equity 2 ETF - $7.89M, Dimensional US Marketwide Value ETF - $2.44M, Vanguard FTSE All-World ex-US ETF - $1.8M, and Dimensional US Targeted Value ETF - $1.18M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Compass Minerals International Inc - $475,694.07, IDEXX Laboratories, Inc - $140,485, Boeing Company - $89,431.92, Netflix, Inc - $24,368.8, and Oppenheimer Holdings Inc - $12,688. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Triune Financial Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.6M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $11.12M, Dimensional U.S. Core Equity 2 ETF - $6.43M, Dimensional US Marketwide Value ETF - $2.33M, Vanguard FTSE All-World ex-US ETF - $1.88M, and Dimensional US Targeted Value ETF - $1.17M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Triune Financial Partners LLC's monthly returns?
Triune Financial Partners LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Triune Financial Partners LLC's strategy be considered aggressive or moderate?
Triune Financial Partners LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Triune Financial Partners LLC's strategy?
Triune Financial Partners LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
