0001725547-22-000085.txt : 20220509 0001725547-22-000085.hdr.sgml : 20220509 20220509101618 ACCESSION NUMBER: 0001725547-22-000085 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 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: 22903616 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 12-31-2021 12-31-2021 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 05-09-2022 0 117 168486 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 297 5093 SH SOLE 0 0 5093 AT&T INC COM 00206R102 485 19713 SH SOLE 0 0 19712 ABBOTT LABS COM 002824100 290 2064 SH SOLE 0 0 2063 ABBVIE INC COM 00287Y109 289 2133 SH SOLE 0 0 2133 ALPHABET INC CAP STK CL C 02079K107 370 128 SH SOLE 0 0 128 ALPHABET INC CAP STK CL A 02079K305 756 261 SH SOLE 0 0 261 ALTRIA GROUP INC COM 02209S103 210 4440 SH SOLE 0 0 4440 AMAZON COM INC COM 023135106 1757 527 SH SOLE 0 0 527 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 313 4943 SH SOLE 0 0 4943 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 919 14490 SH SOLE 0 0 14490 AMERICAN CENTY ETF TR US SML CP VALU 025072877 526 6597 SH SOLE 0 0 6597 AMERICAN TOWER CORP NEW COM 03027X100 297 1014 SH SOLE 0 0 1014 APPLE INC COM 037833100 11166 62880 SH SOLE 0 0 62879 BK OF AMERICA CORP COM 060505104 962 21629 SH SOLE 0 0 21628 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1006 3365 SH SOLE 0 0 3365 BIOGEN INC COM 09062X103 288 1200 SH SOLE 0 0 1200 BRISTOL-MYERS SQUIBB CO COM 110122108 522 8373 SH SOLE 0 0 8372 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 269 2500 SH SOLE 0 0 2500 CSX CORP COM 126408103 522 13878 SH SOLE 0 0 13878 CARLYLE GROUP INC COM 14316J108 306 5580 SH SOLE 0 0 5580 CATERPILLAR INC COM 149123101 2022 9779 SH SOLE 0 0 9779 CHEVRON CORP NEW COM 166764100 612 5219 SH SOLE 0 0 5219 CISCO SYS INC COM 17275R102 483 7617 SH SOLE 0 0 7617 COCA COLA CO COM 191216100 541 9130 SH SOLE 0 0 9130 COMCAST CORP NEW CL A 20030N101 310 6164 SH SOLE 0 0 6163 COSTCO WHSL CORP NEW COM 22160K105 1294 2280 SH SOLE 0 0 2280 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 384 11628 SH SOLE 0 0 11628 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1157 39137 SH SOLE 0 0 39137 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 222 8124 SH SOLE 0 0 8124 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 6831 132130 SH SOLE 0 0 132130 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 313 5212 SH SOLE 0 0 5212 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 872 18343 SH SOLE 0 0 18343 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 51142 1765330 SH SOLE 0 0 1765330 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 7083 141653 SH SOLE 0 0 141652 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 11745 234337 SH SOLE 0 0 234336 DISNEY WALT CO COM 254687106 492 3175 SH SOLE 0 0 3175 DOMINION ENERGY INC COM 25746U109 454 5783 SH SOLE 0 0 5783 DRAFTKINGS INC COM CL A 26142R104 231 8394 SH SOLE 0 0 8394 DUKE ENERGY CORP NEW COM NEW 26441C204 2221 21177 SH SOLE 0 0 21177 EVERSOURCE ENERGY COM 30040W108 236 2591 SH SOLE 0 0 2591 EXXON MOBIL CORP COM 30231G102 1331 21751 SH SOLE 0 0 21750 FEDEX CORP COM 31428X106 207 800 SH SOLE 0 0 800 FIFTH THIRD BANCORP COM 316773100 212 4866 SH SOLE 0 0 4866 FOCUS FINL PARTNERS INC COM CL A 34417P100 308 5150 SH SOLE 0 0 5150 GILEAD SCIENCES INC COM 375558103 281 3874 SH SOLE 0 0 3874 HOME DEPOT INC COM 437076102 1670 4024 SH SOLE 0 0 4023 INTEL CORP COM 458140100 275 5338 SH SOLE 0 0 5338 INTERNATIONAL BUSINESS MACHS COM 459200101 286 2139 SH SOLE 0 0 2139 INVESCO QQQ TR UNIT SER 1 46090E103 324 814 SH SOLE 0 0 814 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 244 1500 SH SOLE 0 0 1500 ISHARES GOLD TR ISHARES NEW 464285204 231 6635 SH SOLE 0 0 6635 ISHARES INC MSCI AUST ETF 464286103 263 10592 SH SOLE 0 0 10592 ISHARES TR CORE S&P500 ETF 464287200 584 1224 SH SOLE 0 0 1224 ISHARES TR S&P 500 GRWT ETF 464287309 6343 75807 SH SOLE 0 0 75807 ISHARES TR RUS MID CAP ETF 464287499 507 6111 SH SOLE 0 0 6111 ISHARES TR CORE S&P MCP ETF 464287507 1257 4439 SH SOLE 0 0 4439 ISHARES TR RUS 1000 ETF 464287622 1134 4287 SH SOLE 0 0 4287 ISHARES TR RUSSELL 2000 ETF 464287655 352 1584 SH SOLE 0 0 1584 ISHARES TR CORE S&P US VLU 464287663 493 6455 SH SOLE 0 0 6455 ISHARES TR CORE S&P US GWT 464287671 610 5273 SH SOLE 0 0 5273 ISHARES TR CORE S&P SCP ETF 464287804 721 6300 SH SOLE 0 0 6300 ISHARES TR CRE U S REIT ETF 464288521 307 4537 SH SOLE 0 0 4537 ISHARES TR INTRM GOV CR ETF 464288612 1932 16982 SH SOLE 0 0 16982 ISHARES TR ISHS 1-5YR INVS 464288646 323 6004 SH SOLE 0 0 6004 ISHARES TR CORE MSCI EAFE 46432F842 706 9454 SH SOLE 0 0 9454 JPMORGAN CHASE & CO COM 46625H100 1503 9492 SH SOLE 0 0 9492 JOHNSON & JOHNSON COM 478160104 937 5474 SH SOLE 0 0 5474 KKR & CO INC COM 48251W104 216 2900 SH SOLE 0 0 2900 KIMBERLY-CLARK CORP COM 494368103 253 1768 SH SOLE 0 0 1767 LABORATORY CORP AMER HLDGS COM NEW 50540R409 392 1249 SH SOLE 0 0 1249 LENNAR CORP CL A 526057104 290 2500 SH SOLE 0 0 2500 LILLY ELI & CO COM 532457108 293 1061 SH SOLE 0 0 1061 LINCOLN NATL CORP IND COM 534187109 310 4548 SH SOLE 0 0 4548 LOCKHEED MARTIN CORP COM 539830109 370 1040 SH SOLE 0 0 1040 LOWES COS INC COM 548661107 646 2500 SH SOLE 0 0 2500 MARVELL TECHNOLOGY INC COM 573874104 248 2829 SH SOLE 0 0 2829 MASTERCARD INCORPORATED CL A 57636Q104 289 803 SH SOLE 0 0 803 MCCORMICK & CO INC COM NON VTG 579780206 681 7054 SH SOLE 0 0 7054 MCDONALDS CORP COM 580135101 328 1223 SH SOLE 0 0 1223 MERCK & CO INC COM 58933Y105 244 3188 SH SOLE 0 0 3188 MICROSOFT CORP COM 594918104 2468 7337 SH SOLE 0 0 7337 MID-AMER APT CMNTYS INC COM 59522J103 246 1070 SH SOLE 0 0 1070 MODERNA INC COM 60770K107 381 1500 SH SOLE 0 0 1500 NATIONAL RETAIL PROPERTIES I COM 637417106 254 5285 SH SOLE 0 0 5285 NEXTERA ENERGY INC COM 65339F101 373 3999 SH SOLE 0 0 3999 PNC FINL SVCS GROUP INC COM 693475105 502 2503 SH SOLE 0 0 2502 PEPSICO INC COM 713448108 1254 7216 SH SOLE 0 0 7216 PFIZER INC COM 717081103 505 8557 SH SOLE 0 0 8557 PINNACLE FINL PARTNERS INC COM 72346Q104 289 3022 SH SOLE 0 0 3022 PROCTER AND GAMBLE CO COM 742718109 2389 14603 SH SOLE 0 0 14603 PROLOGIS INC. COM 74340W103 568 3371 SH SOLE 0 0 3371 QUALCOMM INC COM 747525103 786 4296 SH SOLE 0 0 4296 ROBLOX CORP CL A 771049103 552 5350 SH SOLE 0 0 5350 SPDR S&P 500 ETF TR TR UNIT 78462F103 6012 12658 SH SOLE 0 0 12658 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 297 8142 SH SOLE 0 0 8142 SPDR SER TR PORTFOLI S&P1500 78464A805 1548 26489 SH SOLE 0 0 26489 SCHLUMBERGER LTD COM STK 806857108 300 10000 SH SOLE 0 0 10000 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 255 2255 SH SOLE 0 0 2255 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 414 5121 SH SOLE 0 0 5121 SOUTHERN CO COM 842587107 323 4710 SH SOLE 0 0 4710 STARBUCKS CORP COM 855244109 1472 12583 SH SOLE 0 0 12583 TESLA INC COM 88160R101 550 520 SH SOLE 0 0 520 TRUIST FINL CORP COM 89832Q109 641 10950 SH SOLE 0 0 10949 U S XPRESS ENTERPRISES INC COM CL A 90338N202 90 15286 SH SOLE 0 0 15286 UNITEDHEALTH GROUP INC COM 91324P102 378 752 SH SOLE 0 0 752 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 989 5761 SH SOLE 0 0 5760 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1093 21399 SH SOLE 0 0 21399 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 361 7308 SH SOLE 0 0 7308 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 290 1930 SH SOLE 0 0 1930 VANGUARD INDEX FDS SM CP VAL ETF 922908611 759 4244 SH SOLE 0 0 4244 VANGUARD INDEX FDS GROWTH ETF 922908736 1489 4641 SH SOLE 0 0 4641 VANGUARD INDEX FDS VALUE ETF 922908744 592 4025 SH SOLE 0 0 4025 VANGUARD INDEX FDS SMALL CP ETF 922908751 432 1912 SH SOLE 0 0 1912 VERIZON COMMUNICATIONS INC COM 92343V104 598 11509 SH SOLE 0 0 11509 VISA INC COM CL A 92826C839 277 1276 SH SOLE 0 0 1276 WALMART INC COM 931142103 425 2937 SH SOLE 0 0 2936 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 238 3921 SH SOLE 0 0 3921