0001725547-22-000145.txt : 20220811 0001725547-22-000145.hdr.sgml : 20220811 20220811104634 ACCESSION NUMBER: 0001725547-22-000145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TRIAD FINANCIAL ADVISORS, INC. CENTRAL INDEX KEY: 0001925074 IRS NUMBER: 561599758 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22465 FILM NUMBER: 221154278 BUSINESS ADDRESS: STREET 1: 3623 N. ELM STREET STREET 2: SUITE 102 CITY: GREENSBORO STATE: NC ZIP: 27455 BUSINESS PHONE: 336-230-0071 MAIL ADDRESS: STREET 1: 3623 N. ELM STREET STREET 2: SUITE 102 CITY: GREENSBORO STATE: NC ZIP: 27455 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001925074 XXXXXXXX 06-30-2022 06-30-2022 false TRIAD FINANCIAL ADVISORS, INC.

3623 N. ELM STREET SUITE 102 GREENSBORO NC 27455

13F HOLDINGS REPORT 028-22465 N Nathaniel Carswell 336-230-0071 /s/ Nathaniel Carswell Greensboro NC 08-11-2022 0 103 180504 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 286 5168 SH SOLE 0 0 5168 AT&T INC COM 00206R102 408 19486 SH SOLE 0 0 19486 ABBOTT LABS COM 002824100 235 2162 SH SOLE 0 0 2161 ABBVIE INC COM 00287Y109 386 2520 SH SOLE 0 0 2519 ALPHABET INC CAP STK CL C 02079K107 256 117 SH SOLE 0 0 117 ALPHABET INC CAP STK CL A 02079K305 336 154 SH SOLE 0 0 154 AMAZON COM INC COM 023135106 542 5104 SH SOLE 0 0 5104 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 566 12746 SH SOLE 0 0 12745 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 779 14974 SH SOLE 0 0 14974 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1528 29991 SH SOLE 0 0 29990 AMERICAN CENTY ETF TR US SML CP VALU 025072877 451 6597 SH SOLE 0 0 6597 AMERICAN TOWER CORP NEW COM 03027X100 259 1014 SH SOLE 0 0 1014 ELEVANCE HEALTH INC COM 036752103 208 430 SH SOLE 0 0 430 APPLE INC COM 037833100 7223 52830 SH SOLE 0 0 52829 BK OF AMERICA CORP COM 060505104 575 18460 SH SOLE 0 0 18459 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 929 3404 SH SOLE 0 0 3404 BIOGEN INC COM 09062X103 209 1025 SH SOLE 0 0 1025 BRISTOL-MYERS SQUIBB CO COM 110122108 467 6067 SH SOLE 0 0 6067 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 257 2531 SH SOLE 0 0 2531 CSX CORP COM 126408103 409 14084 SH SOLE 0 0 14084 CATERPILLAR INC COM 149123101 1654 9252 SH SOLE 0 0 9252 CHEVRON CORP NEW COM 166764100 677 4678 SH SOLE 0 0 4677 CISCO SYS INC COM 17275R102 252 5906 SH SOLE 0 0 5906 COCA COLA CO COM 191216100 438 6956 SH SOLE 0 0 6955 COMCAST CORP NEW CL A 20030N101 210 5357 SH SOLE 0 0 5356 COSTCO WHSL CORP NEW COM 22160K105 989 2064 SH SOLE 0 0 2064 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 856 32397 SH SOLE 0 0 32396 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 4085 169210 SH SOLE 0 0 169209 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 351 15172 SH SOLE 0 0 15172 DIMENSIONAL ETF TRUST US EQUITY 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13337 DUKE ENERGY CORP NEW COM NEW 26441C204 2299 21440 SH SOLE 0 0 21440 EXXON MOBIL CORP COM 30231G102 1790 20897 SH SOLE 0 0 20896 GILEAD SCIENCES INC COM 375558103 224 3624 SH SOLE 0 0 3624 HOME DEPOT INC COM 437076102 1019 3715 SH SOLE 0 0 3714 INTERNATIONAL BUSINESS MACHS COM 459200101 297 2101 SH SOLE 0 0 2101 INVESCO QQQ TR UNIT SER 1 46090E103 378 1350 SH SOLE 0 0 1350 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 201 1500 SH SOLE 0 0 1500 ISHARES GOLD TR ISHARES NEW 464285204 214 6247 SH SOLE 0 0 6247 ISHARES INC MSCI AUST ETF 464286103 224 10534 SH SOLE 0 0 10534 ISHARES TR CORE S&P500 ETF 464287200 464 1224 SH SOLE 0 0 1224 ISHARES TR S&P 500 GRWT ETF 464287309 25019 414562 SH SOLE 0 0 414561 ISHARES TR 1 3 YR TREAS BD 464287457 317 3833 SH SOLE 0 0 3833 ISHARES TR RUS MID CAP ETF 464287499 390 6039 SH SOLE 0 0 6039 ISHARES TR CORE S&P MCP ETF 464287507 1033 4565 SH SOLE 0 0 4564 ISHARES TR RUS 1000 ETF 464287622 879 4232 SH SOLE 0 0 4232 ISHARES TR CORE S&P US VLU 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0 0 2855 MICROSOFT CORP COM 594918104 1832 7135 SH SOLE 0 0 7135 MODERNA INC COM 60770K107 217 1521 SH SOLE 0 0 1521 NEXTERA ENERGY INC COM 65339F101 257 3315 SH SOLE 0 0 3315 PNC FINL SVCS GROUP INC COM 693475105 399 2530 SH SOLE 0 0 2529 PEPSICO INC COM 713448108 1182 7092 SH SOLE 0 0 7091 PFIZER INC COM 717081103 379 7231 SH SOLE 0 0 7231 PROCTER AND GAMBLE CO COM 742718109 1903 13234 SH SOLE 0 0 13233 PROLOGIS INC. COM 74340W103 300 2551 SH SOLE 0 0 2551 QUALCOMM INC COM 747525103 517 4044 SH SOLE 0 0 4044 SPDR S&P 500 ETF TR TR UNIT 78462F103 4717 12503 SH SOLE 0 0 12503 SPDR SER TR PORTFOLI S&P1500 78464A805 401 8617 SH SOLE 0 0 8617 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 293 3198 SH SOLE 0 0 3198 SCHLUMBERGER LTD COM STK 806857108 366 10231 SH SOLE 0 0 10231 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 362 5050 SH SOLE 0 0 5050 SOUTHERN CO COM 842587107 341 4782 SH SOLE 0 0 4782 STARBUCKS CORP COM 855244109 705 9232 SH SOLE 0 0 9232 TESLA INC COM 88160R101 371 551 SH SOLE 0 0 551 TRUIST FINL CORP COM 89832Q109 488 10288 SH SOLE 0 0 10287 UNITEDHEALTH GROUP INC COM 91324P102 314 612 SH SOLE 0 0 612 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 804 5606 SH SOLE 0 0 5605 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 873 21400 SH SOLE 0 0 21400 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 269 6464 SH SOLE 0 0 6464 VANGUARD INDEX FDS SM CP VAL ETF 922908611 347 2318 SH SOLE 0 0 2318 VANGUARD INDEX FDS GROWTH ETF 922908736 776 3480 SH SOLE 0 0 3480 VANGUARD INDEX FDS VALUE ETF 922908744 283 2143 SH SOLE 0 0 2143 VANGUARD INDEX FDS SMALL CP ETF 922908751 335 1902 SH SOLE 0 0 1902 VERIZON COMMUNICATIONS INC COM 92343V104 505 9946 SH SOLE 0 0 9945 WALMART INC COM 931142103 210 1731 SH SOLE 0 0 1731