tru Independence LLC

Est. AUM

$202.2M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$20.5M	528063	10.15%	SOLE
2	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.0M	394207	8.89%	SOLE
3	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$17.6M	257442	8.69%	SOLE
4	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$17.2M	185321	8.50%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15.0M	385357	7.42%	SOLE
6	WISDOMTREE TR	US QUALITY GROW	$10.6M	199034	5.26%	SOLE
7	APPLE INC	COM	$9.0M	35352	4.44%	SOLE
8	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.6M	214628	4.27%	SOLE
9	HARBOR ETF TRUST	HARBOR COMMODITY	$7.2M	231524	3.55%	SOLE
10	WISDOMTREE TR	TRUE EMERGING MK	$6.4M	205292	3.17%	SOLE
11	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.7M	51836	2.84%	SOLE
12	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$5.0M	131354	2.47%	SOLE
13	COLUMBIA ETF TR II	INDIA CONSMR ETF	$4.7M	85265	2.32%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$3.1M	70968	1.56%	SOLE
15	MICROSOFT CORP	COM	$2.7M	7376	1.35%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$2.7M	4091	1.32%	SOLE
17	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.7M	52951	1.32%	SOLE
18	VANGUARD WORLD FD	INF TECH ETF	$2.4M	3368	1.16%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4784	1.13%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	SHS	$1.3M	27989	0.65%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	17000	0.64%	SOLE
22	JPMORGAN CHASE & CO	COM	$1.2M	4200	0.61%	SOLE
23	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.1M	29137	0.57%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3419	0.54%	SOLE
25	MCDONALDS CORP	COM	$1.1M	3490	0.54%	SOLE
26	NVIDIA CORPORATION	COM	$1.0M	5803	0.50%	SOLE
27	BANK AMERICA CORP	COM	$935K	19175	0.46%	SOLE
28	AMAZON COM INC	COM	$930K	4466	0.46%	SOLE
29	VANGUARD INDEX FDS	VALUE ETF	$912K	4647	0.45%	SOLE
30	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$894K	18457	0.44%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	SHS	$869K	17111	0.43%	SOLE
32	CAPITAL GROUP CORE BALANCED	SHS	$834K	24227	0.41%	SOLE
33	ISHARES INC	CORE MSCI EMKT	$790K	11325	0.39%	SOLE
34	ISHARES TR	CORE MSCI EAFE	$743K	8210	0.37%	SOLE
35	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$731K	19894	0.36%	SOLE
36	ISHARES TR	S&P 500 GRWT ETF	$727K	6431	0.36%	SOLE
37	ISHARES TR	MSCI EAFE ETF	$710K	7305	0.35%	SOLE
38	ALPHABET INC	CAP STK CL A	$652K	2267	0.32%	SOLE
39	META PLATFORMS INC	CL A	$627K	1096	0.31%	SOLE
40	CAPITAL ONE FINL CORP	COM	$581K	3187	0.29%	SOLE
41	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$571K	14869	0.28%	SOLE
42	LOCKHEED MARTIN CORP	COM	$538K	890	0.27%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET HEA	$537K	3660	0.27%	SOLE
44	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$531K	18014	0.26%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET CON	$531K	4875	0.26%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$525K	878	0.26%	SOLE
47	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$520K	15348	0.26%	SOLE
48	PROSHARES TR	S&P MDCP 400 DIV	$498K	5769	0.25%	SOLE
49	EXXON MOBIL CORP	COM	$488K	2876	0.24%	SOLE
50	VANGUARD WORLD FD	INDUSTRIAL ETF	$484K	1549	0.24%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.