0001725547-22-000185.txt : 20221104 0001725547-22-000185.hdr.sgml : 20221104 20221104162458 ACCESSION NUMBER: 0001725547-22-000185 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221104 DATE AS OF CHANGE: 20221104 EFFECTIVENESS DATE: 20221104 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: 221362640 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 09-30-2022 09-30-2022 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 11-04-2022 0 101 183881 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 292 5196 SH SOLE 0 0 5196 AT&T INC COM 00206R102 302 19659 SH SOLE 0 0 19658 ABBOTT LABS COM 002824100 211 2182 SH SOLE 0 0 2181 ABBVIE INC COM 00287Y109 341 2540 SH SOLE 0 0 2540 ALPHABET INC CAP STK CL C 02079K107 230 2388 SH SOLE 0 0 2388 ALPHABET INC CAP STK CL A 02079K305 298 3111 SH SOLE 0 0 3111 AMAZON COM INC COM 023135106 511 4525 SH SOLE 0 0 4525 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 876 22454 SH SOLE 0 0 22454 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 509 11086 SH SOLE 0 0 11086 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 841 18428 SH SOLE 0 0 18427 AMERICAN CENTY ETF TR US SML CP VALU 025072877 436 6597 SH SOLE 0 0 6597 AMERICAN TOWER CORP NEW COM 03027X100 218 1014 SH SOLE 0 0 1014 APPLE INC COM 037833100 7338 53097 SH SOLE 0 0 53096 BK OF AMERICA CORP COM 060505104 563 18651 SH SOLE 0 0 18650 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 900 3371 SH SOLE 0 0 3371 BIOGEN INC COM 09062X103 276 1035 SH SOLE 0 0 1035 BRISTOL-MYERS SQUIBB CO COM 110122108 435 6118 SH SOLE 0 0 6118 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 244 2536 SH SOLE 0 0 2536 CSX CORP COM 126408103 376 14118 SH SOLE 0 0 14118 CATERPILLAR INC COM 149123101 1515 9232 SH SOLE 0 0 9231 CELSIUS HLDGS INC COM NEW 15118V207 227 2500 SH SOLE 0 0 2500 CHEVRON CORP NEW COM 166764100 678 4720 SH SOLE 0 0 4720 CISCO SYS INC COM 17275R102 237 5917 SH SOLE 0 0 5916 COCA COLA CO COM 191216100 394 7039 SH SOLE 0 0 7038 COSTCO WHSL CORP NEW COM 22160K105 980 2076 SH SOLE 0 0 2076 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 817 32486 SH SOLE 0 0 32485 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 4804 222695 SH SOLE 0 0 222695 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 261 12988 SH SOLE 0 0 12988 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5292 136334 SH SOLE 0 0 136333 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 286 6158 SH SOLE 0 0 6158 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1513 38816 SH SOLE 0 0 38815 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 37888 1703593 SH SOLE 0 0 1703593 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 3781 127696 SH SOLE 0 0 127696 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1096 53638 SH SOLE 0 0 53637 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 541 26344 SH SOLE 0 0 26343 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3067 160072 SH SOLE 0 0 160072 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 3184 149192 SH SOLE 0 0 149191 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1004 21515 SH SOLE 0 0 21515 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 26429 574538 SH SOLE 0 0 574537 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 10880 265747 SH SOLE 0 0 265746 DISNEY WALT CO COM 254687106 225 2382 SH SOLE 0 0 2382 DOMINION ENERGY INC COM 25746U109 369 5340 SH SOLE 0 0 5339 DRAFTKINGS INC NEW COM CL A 26142V105 202 13337 SH SOLE 0 0 13337 DUKE ENERGY CORP NEW COM NEW 26441C204 2301 24731 SH SOLE 0 0 24731 EXXON MOBIL CORP COM 30231G102 1754 20095 SH SOLE 0 0 20094 GILEAD SCIENCES INC COM 375558103 226 3668 SH SOLE 0 0 3668 HOME DEPOT INC COM 437076102 951 3445 SH SOLE 0 0 3444 INTERNATIONAL BUSINESS MACHS COM 459200101 243 2045 SH SOLE 0 0 2045 INVESCO QQQ TR UNIT SER 1 46090E103 224 840 SH SOLE 0 0 840 ISHARES INC MSCI AUST ETF 464286103 207 10532 SH SOLE 0 0 10532 ISHARES TR CORE S&P500 ETF 464287200 439 1224 SH SOLE 0 0 1224 ISHARES TR S&P 500 GRWT ETF 464287309 26965 466125 SH SOLE 0 0 466125 ISHARES TR 1 3 YR TREAS BD 464287457 308 3797 SH SOLE 0 0 3797 ISHARES TR RUS MID CAP ETF 464287499 375 6030 SH SOLE 0 0 6030 ISHARES TR CORE S&P MCP ETF 464287507 1001 4564 SH SOLE 0 0 4563 ISHARES TR RUS 1000 ETF 464287622 834 4227 SH SOLE 0 0 4227 ISHARES TR CORE S&P US VLU 464287663 312 4990 SH SOLE 0 0 4990 ISHARES TR CORE S&P US GWT 464287671 387 4826 SH SOLE 0 0 4826 ISHARES TR CORE S&P SCP ETF 464287804 504 5786 SH SOLE 0 0 5786 ISHARES TR INTRM GOV CR ETF 464288612 1598 15716 SH SOLE 0 0 15716 ISHARES TR ISHS 1-5YR INVS 464288646 296 6004 SH SOLE 0 0 6004 ISHARES TR SHORT TREAS BD 464288679 307 2793 SH SOLE 0 0 2793 JPMORGAN CHASE & CO COM 46625H100 890 8521 SH SOLE 0 0 8520 JOHNSON & JOHNSON COM 478160104 774 4740 SH SOLE 0 0 4740 LILLY ELI & CO COM 532457108 379 1172 SH SOLE 0 0 1172 LINCOLN NATL CORP IND COM 534187109 202 4589 SH SOLE 0 0 4589 LOCKHEED MARTIN CORP COM 539830109 344 890 SH SOLE 0 0 890 LOWES COS INC COM 548661107 484 2576 SH SOLE 0 0 2575 MASTERCARD INCORPORATED CL A 57636Q104 222 781 SH SOLE 0 0 781 MCCORMICK & CO INC COM NON VTG 579780206 505 7088 SH SOLE 0 0 7088 MERCK & CO INC COM 58933Y105 249 2895 SH SOLE 0 0 2894 MICROSOFT CORP COM 594918104 1666 7151 SH SOLE 0 0 7151 NEXTERA ENERGY INC COM 65339F101 260 3321 SH SOLE 0 0 3321 PNC FINL SVCS GROUP INC COM 693475105 378 2530 SH SOLE 0 0 2529 PEPSICO INC COM 713448108 1166 7140 SH SOLE 0 0 7139 PFIZER INC COM 717081103 314 7170 SH SOLE 0 0 7169 PINNACLE FINL PARTNERS INC COM 72346Q104 222 2742 SH SOLE 0 0 2742 PROCTER AND GAMBLE CO COM 742718109 1658 13131 SH SOLE 0 0 13131 PROLOGIS INC. COM 74340W103 239 2351 SH SOLE 0 0 2351 QUALCOMM INC COM 747525103 446 3952 SH SOLE 0 0 3952 ROBLOX CORP CL A 771049103 210 5865 SH SOLE 0 0 5865 SPDR S&P 500 ETF TR TR UNIT 78462F103 4385 12278 SH SOLE 0 0 12278 SPDR SER TR PORTFOLI S&P1500 78464A805 386 8760 SH SOLE 0 0 8760 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 293 3198 SH SOLE 0 0 3198 SCHLUMBERGER LTD COM STK 806857108 367 10224 SH SOLE 0 0 10224 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 335 5038 SH SOLE 0 0 5038 SOUTHERN CO COM 842587107 323 4753 SH SOLE 0 0 4753 STARBUCKS CORP COM 855244109 779 9250 SH SOLE 0 0 9250 TESLA INC COM 88160R101 447 1687 SH SOLE 0 0 1687 TRUIST FINL CORP COM 89832Q109 454 10430 SH SOLE 0 0 10429 UNITEDHEALTH GROUP INC COM 91324P102 322 638 SH SOLE 0 0 638 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 758 5610 SH SOLE 0 0 5610 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 360 1725 SH SOLE 0 0 1725 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 879 11747 SH SOLE 0 0 11747 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 769 21155 SH SOLE 0 0 21155 VANGUARD INDEX FDS SM CP VAL ETF 922908611 332 2318 SH SOLE 0 0 2318 VANGUARD INDEX FDS GROWTH ETF 922908736 707 3303 SH SOLE 0 0 3303 VANGUARD INDEX FDS VALUE ETF 922908744 375 3033 SH SOLE 0 0 3033 VANGUARD INDEX FDS SMALL CP ETF 922908751 323 1888 SH SOLE 0 0 1888 VERIZON COMMUNICATIONS INC COM 92343V104 351 9249 SH SOLE 0 0 9248 WALMART INC COM 931142103 229 1768 SH SOLE 0 0 1767