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Form 13F-HR TRIAD FINANCIAL ADVISORS For: Jun 30

August 11, 2022 10:47 AM EDT

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: TRIAD FINANCIAL ADVISORS, INC.
Address: 3623 N. ELM STREET
SUITE 102
GREENSBORO , NC27455
Form 13F File Number: 028-22465

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Nathaniel Carswell
Title: Chief Compliance Officer
Phone: 336-230-0071
Signature, Place, and Date of Signing:
/s/ Nathaniel Carswell Greensboro , NC 08-11-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 103
Form 13F Information Table Value Total: 180,504
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFLAC INC COM 001055102 286 5,168 SH SOLE 0 0 5,168
AT&T INC COM 00206R102 408 19,486 SH SOLE 0 0 19,486
ABBOTT LABS COM 002824100 235 2,162 SH SOLE 0 0 2,161
ABBVIE INC COM 00287Y109 386 2,520 SH SOLE 0 0 2,519
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 5,104 SH SOLE 0 0 5,104
AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 566 12,746 SH SOLE 0 0 12,745
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 779 14,974 SH SOLE 0 0 14,974
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1,528 29,991 SH SOLE 0 0 29,990
AMERICAN CENTY ETF TR US SML CP VALU 025072877 451 6,597 SH SOLE 0 0 6,597
AMERICAN TOWER CORP NEW COM 03027X100 259 1,014 SH SOLE 0 0 1,014
ELEVANCE HEALTH INC COM 036752103 208 430 SH SOLE 0 0 430
APPLE INC COM 037833100 7,223 52,830 SH SOLE 0 0 52,829
BK OF AMERICA CORP COM 060505104 575 18,460 SH SOLE 0 0 18,459
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 929 3,404 SH SOLE 0 0 3,404
BIOGEN INC COM 09062X103 209 1,025 SH SOLE 0 0 1,025
BRISTOL-MYERS SQUIBB CO COM 110122108 467 6,067 SH SOLE 0 0 6,067
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 257 2,531 SH SOLE 0 0 2,531
CSX CORP COM 126408103 409 14,084 SH SOLE 0 0 14,084
CATERPILLAR INC COM 149123101 1,654 9,252 SH SOLE 0 0 9,252
CHEVRON CORP NEW COM 166764100 677 4,678 SH SOLE 0 0 4,677
CISCO SYS INC COM 17275R102 252 5,906 SH SOLE 0 0 5,906
COCA COLA CO COM 191216100 438 6,956 SH SOLE 0 0 6,955
COMCAST CORP NEW CL A 20030N101 210 5,357 SH SOLE 0 0 5,356
COSTCO WHSL CORP NEW COM 22160K105 989 2,064 SH SOLE 0 0 2,064
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 856 32,397 SH SOLE 0 0 32,396
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 4,085 169,210 SH SOLE 0 0 169,209
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 351 15,172 SH SOLE 0 0 15,172
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5,372 131,820 SH SOLE 0 0 131,820
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 310 6,458 SH SOLE 0 0 6,458
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1,015 25,237 SH SOLE 0 0 25,236
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 40,378 1,732,959 SH SOLE 0 0 1,732,959
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 2,676 84,678 SH SOLE 0 0 84,678
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 470 19,987 SH SOLE 0 0 19,987
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1,026 47,694 SH SOLE 0 0 47,694
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 2,220 98,648 SH SOLE 0 0 98,647
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 267 5,554 SH SOLE 0 0 5,554
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 26,794 571,542 SH SOLE 0 0 571,541
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 9,943 227,950 SH SOLE 0 0 227,950
DISNEY WALT CO COM 254687106 233 2,466 SH SOLE 0 0 2,466
DOMINION ENERGY INC COM 25746U109 435 5,451 SH SOLE 0 0 5,451
DRAFTKINGS INC NEW COM CL A 26142V105 156 13,337 SH SOLE 0 0 13,337
DUKE ENERGY CORP NEW COM NEW 26441C204 2,299 21,440 SH SOLE 0 0 21,440
EXXON MOBIL CORP COM 30231G102 1,790 20,897 SH SOLE 0 0 20,896
GILEAD SCIENCES INC COM 375558103 224 3,624 SH SOLE 0 0 3,624
HOME DEPOT INC COM 437076102 1,019 3,715 SH SOLE 0 0 3,714
INTERNATIONAL BUSINESS MACHS COM 459200101 297 2,101 SH SOLE 0 0 2,101
INVESCO QQQ TR UNIT SER 1 46090E103 378 1,350 SH SOLE 0 0 1,350
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 201 1,500 SH SOLE 0 0 1,500
ISHARES GOLD TR ISHARES NEW 464285204 214 6,247 SH SOLE 0 0 6,247
ISHARES INC MSCI AUST ETF 464286103 224 10,534 SH SOLE 0 0 10,534
ISHARES TR CORE S&P500 ETF 464287200 464 1,224 SH SOLE 0 0 1,224
ISHARES TR S&P 500 GRWT ETF 464287309 25,019 414,562 SH SOLE 0 0 414,561
ISHARES TR 1 3 YR TREAS BD 464287457 317 3,833 SH SOLE 0 0 3,833
ISHARES TR RUS MID CAP ETF 464287499 390 6,039 SH SOLE 0 0 6,039
ISHARES TR CORE S&P MCP ETF 464287507 1,033 4,565 SH SOLE 0 0 4,564
ISHARES TR RUS 1000 ETF 464287622 879 4,232 SH SOLE 0 0 4,232
ISHARES TR CORE S&P US VLU 464287663 334 4,990 SH SOLE 0 0 4,990
ISHARES TR CORE S&P US GWT 464287671 404 4,826 SH SOLE 0 0 4,826
ISHARES TR CORE S&P SCP ETF 464287804 571 6,178 SH SOLE 0 0 6,178
ISHARES TR INTRM GOV CR ETF 464288612 1,829 17,327 SH SOLE 0 0 17,327
ISHARES TR ISHS 1-5YR INVS 464288646 304 6,004 SH SOLE 0 0 6,004
ISHARES TR SHORT TREAS BD 464288679 308 2,793 SH SOLE 0 0 2,793
ISHARES TR CORE MSCI EAFE 46432F842 563 9,566 SH SOLE 0 0 9,566
JPMORGAN CHASE & CO COM 46625H100 977 8,675 SH SOLE 0 0 8,674
JOHNSON & JOHNSON COM 478160104 865 4,874 SH SOLE 0 0 4,873
KIMBERLY-CLARK CORP COM 494368103 233 1,725 SH SOLE 0 0 1,724
LILLY ELI & CO COM 532457108 371 1,145 SH SOLE 0 0 1,145
LINCOLN NATL CORP IND COM 534187109 214 4,577 SH SOLE 0 0 4,577
LOCKHEED MARTIN CORP COM 539830109 382 888 SH SOLE 0 0 888
LOWES COS INC COM 548661107 446 2,553 SH SOLE 0 0 2,553
MASTERCARD INCORPORATED CL A 57636Q104 243 770 SH SOLE 0 0 770
MCCORMICK & CO INC COM NON VTG 579780206 590 7,087 SH SOLE 0 0 7,087
MERCK & CO INC COM 58933Y105 260 2,855 SH SOLE 0 0 2,855
MICROSOFT CORP COM 594918104 1,832 7,135 SH SOLE 0 0 7,135
MODERNA INC COM 60770K107 217 1,521 SH SOLE 0 0 1,521
NEXTERA ENERGY INC COM 65339F101 257 3,315 SH SOLE 0 0 3,315
PNC FINL SVCS GROUP INC COM 693475105 399 2,530 SH SOLE 0 0 2,529
PEPSICO INC COM 713448108 1,182 7,092 SH SOLE 0 0 7,091
PFIZER INC COM 717081103 379 7,231 SH SOLE 0 0 7,231
PROCTER AND GAMBLE CO COM 742718109 1,903 13,234 SH SOLE 0 0 13,233
PROLOGIS INC. COM 74340W103 300 2,551 SH SOLE 0 0 2,551
QUALCOMM INC COM 747525103 517 4,044 SH SOLE 0 0 4,044
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,717 12,503 SH SOLE 0 0 12,503
SPDR SER TR PORTFOLI S&P1500 78464A805 401 8,617 SH SOLE 0 0 8,617
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 293 3,198 SH SOLE 0 0 3,198
SCHLUMBERGER LTD COM STK 806857108 366 10,231 SH SOLE 0 0 10,231
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 362 5,050 SH SOLE 0 0 5,050
SOUTHERN CO COM 842587107 341 4,782 SH SOLE 0 0 4,782
STARBUCKS CORP COM 855244109 705 9,232 SH SOLE 0 0 9,232
TESLA INC COM 88160R101 371 551 SH SOLE 0 0 551
TRUIST FINL CORP COM 89832Q109 488 10,288 SH SOLE 0 0 10,287
UNITEDHEALTH GROUP INC COM 91324P102 314 612 SH SOLE 0 0 612
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 804 5,606 SH SOLE 0 0 5,605
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 873 21,400 SH SOLE 0 0 21,400
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 269 6,464 SH SOLE 0 0 6,464
VANGUARD INDEX FDS SM CP VAL ETF 922908611 347 2,318 SH SOLE 0 0 2,318
VANGUARD INDEX FDS GROWTH ETF 922908736 776 3,480 SH SOLE 0 0 3,480
VANGUARD INDEX FDS VALUE ETF 922908744 283 2,143 SH SOLE 0 0 2,143
VANGUARD INDEX FDS SMALL CP ETF 922908751 335 1,902 SH SOLE 0 0 1,902
VERIZON COMMUNICATIONS INC COM 92343V104 505 9,946 SH SOLE 0 0 9,945
WALMART INC COM 931142103 210 1,731 SH SOLE 0 0 1,731


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