0001725547-22-000086.txt : 20220509 0001725547-22-000086.hdr.sgml : 20220509 20220509101850 ACCESSION NUMBER: 0001725547-22-000086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 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: 22903620 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 03-31-2022 03-31-2022 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 05-09-2022 0 111 186975 false INFORMATION TABLE 2 Form13fInfoTable.xml AFLAC INC COM 001055102 331 5147 SH SOLE 0 0 5147 AT&T INC COM 00206R102 458 19373 SH SOLE 0 0 19373 ABBOTT LABS COM 002824100 253 2134 SH SOLE 0 0 2133 ABBVIE INC COM 00287Y109 375 2311 SH SOLE 0 0 2310 ALPHABET INC CAP STK CL C 02079K107 377 135 SH SOLE 0 0 135 ALPHABET INC CAP STK CL A 02079K305 464 167 SH SOLE 0 0 167 ALTRIA GROUP INC COM 02209S103 235 4489 SH SOLE 0 0 4489 AMAZON COM INC COM 023135106 805 247 SH SOLE 0 0 247 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 276 5252 SH SOLE 0 0 5252 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 931 15704 SH SOLE 0 0 15704 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1993 33032 SH SOLE 0 0 33032 AMERICAN CENTY ETF TR US SML CP VALU 025072877 527 6597 SH SOLE 0 0 6597 AMERICAN TOWER CORP NEW COM 03027X100 255 1014 SH SOLE 0 0 1014 ANTHEM INC COM 036752103 207 422 SH SOLE 0 0 421 APPLE INC COM 037833100 9270 53092 SH SOLE 0 0 53091 BK OF AMERICA CORP COM 060505104 744 18056 SH SOLE 0 0 18055 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1200 3400 SH SOLE 0 0 3400 BIOGEN INC COM 09062X103 214 1017 SH SOLE 0 0 1017 BRISTOL-MYERS SQUIBB CO COM 110122108 443 6060 SH SOLE 0 0 6059 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 271 2519 SH SOLE 0 0 2519 CSX CORP COM 126408103 526 14038 SH SOLE 0 0 14038 CARLYLE GROUP INC COM 14316J108 273 5580 SH SOLE 0 0 5580 CATERPILLAR INC COM 149123101 2047 9187 SH SOLE 0 0 9187 CHEVRON CORP NEW COM 166764100 774 4751 SH SOLE 0 0 4750 CISCO SYS INC COM 17275R102 381 6833 SH SOLE 0 0 6832 COCA COLA CO COM 191216100 447 7208 SH SOLE 0 0 7208 COMCAST CORP NEW CL A 20030N101 275 5868 SH SOLE 0 0 5867 COSTCO WHSL CORP NEW COM 22160K105 1255 2179 SH SOLE 0 0 2179 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 673 21359 SH SOLE 0 0 21359 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2183 77555 SH SOLE 0 0 77555 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 416 15853 SH SOLE 0 0 15853 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 6542 133447 SH SOLE 0 0 133447 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 278 4957 SH SOLE 0 0 4957 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 971 20839 SH SOLE 0 0 20838 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 49352 1789399 SH SOLE 0 0 1789399 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 562 21355 SH SOLE 0 0 21355 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 363 7499 SH SOLE 0 0 7499 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 21130 441220 SH SOLE 0 0 441219 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 11006 237199 SH SOLE 0 0 237199 DISNEY WALT CO COM 254687106 375 2736 SH SOLE 0 0 2736 DOMINION ENERGY INC COM 25746U109 464 5464 SH SOLE 0 0 5464 DRAFTKINGS INC COM CL A 26142R104 261 13394 SH SOLE 0 0 13394 DUKE ENERGY CORP NEW COM NEW 26441C204 2393 21435 SH SOLE 0 0 21435 EVERSOURCE ENERGY COM 30040W108 201 2276 SH SOLE 0 0 2276 EXXON MOBIL CORP COM 30231G102 1704 20630 SH SOLE 0 0 20629 PNC FINL SVCS GROUP INC COM 693475105 466 2527 SH SOLE 0 0 2526 PEPSICO INC COM 713448108 1210 7227 SH SOLE 0 0 7227 PFIZER INC COM 717081103 396 7648 SH SOLE 0 0 7648 PINNACLE FINL PARTNERS INC COM 72346Q104 278 3022 SH SOLE 0 0 3022 PROCTER AND GAMBLE CO COM 742718109 2079 13604 SH SOLE 0 0 13604 PROLOGIS INC. 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