TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Est. AUM

$162.6M

13F long equity, this entity only

Positions

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	$17.6M	453945	10.85%	SOLE
2	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.3M	151987	4.48%	SOLE
3	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$6.7M	124897	4.15%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$6.5M	10014	4.02%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$6.5M	11205	3.98%	SOLE
6	VANGUARD MALVERN FDS	STRM INFPROIDX	$6.3M	126491	3.89%	SOLE
7	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$6.0M	141458	3.67%	SOLE
8	AMAZON COM INC	COM	$5.7M	27143	3.48%	SOLE
9	ALPHABET INC	CAP STK CL A	$5.6M	19419	3.44%	SOLE
10	ISHARES TR	3 7 YR TREAS BD	$5.5M	46197	3.37%	SOLE
11	ISHARES TR	7-10 YR TRSY BD	$5.4M	56911	3.34%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.8M	9951	2.93%	SOLE
13	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$4.8M	90590	2.92%	SOLE
14	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.2M	117224	2.56%	SOLE
15	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$4.1M	111011	2.51%	SOLE
16	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.2M	91394	1.97%	SOLE
17	GOLDMAN SACHS ETF TR	ACCES TREASURY	$3.1M	30831	1.90%	SOLE
18	NVIDIA CORPORATION	COM	$3.0M	17227	1.85%	SOLE
19	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$2.9M	53826	1.79%	SOLE
20	MICROSOFT CORP	COM	$2.6M	7017	1.60%	SOLE
21	ISHARES TR	CORE MSCI EURO	$2.5M	36142	1.56%	SOLE
22	ISHARES TR	20 YR TR BD ETF	$2.3M	26551	1.42%	SOLE
23	ISHARES TR	CORE S&P MCP ETF	$2.3M	33517	1.39%	SOLE
24	ISHARES INC	CORE MSCI EMKT	$2.2M	30962	1.33%	SOLE
25	APPLE INC	COM	$2.2M	8479	1.32%	SOLE
26	ISHARES TR	1 3 YR TREAS BD	$1.9M	23208	1.18%	SOLE
27	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	23682	0.91%	SOLE
28	META PLATFORMS INC	CL A	$1.4M	2490	0.88%	SOLE
29	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.4M	39131	0.86%	SOLE
30	ISHARES TR	CORE S&P SCP ETF	$1.4M	10882	0.83%	SOLE
31	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.3M	34158	0.83%	SOLE
32	ISHARES TR	TRUST ISHARE 0-1	$1.3M	12077	0.82%	SOLE
33	FIDELITY WISE ORIGIN BITCOIN	SHS	$1.3M	22010	0.80%	SOLE
34	ISHARES INC	MSCI PAC JP ETF	$1.3M	23935	0.78%	SOLE
35	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.3M	36614	0.78%	SOLE
36	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.2M	35656	0.74%	SOLE
37	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.2M	24511	0.73%	SOLE
38	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.2M	36552	0.72%	SOLE
39	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.2M	44133	0.72%	SOLE
40	ISHARES INC	MSCI JAPAN ETF	$1.1M	13297	0.69%	SOLE
41	LOCKHEED MARTIN CORP	COM	$1.1M	1796	0.67%	SOLE
42	ENTERPRISE PRODS PARTNERS L	COM	$1.1M	28402	0.66%	SOLE
43	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.0M	19740	0.64%	SOLE
44	AMERICAN CENTY ETF TR	INTL SMCP VLU	$976K	9771	0.60%	SOLE
45	GRAYSCALE ETHEREUM STAKING E	SHS	$869K	50917	0.53%	SOLE
46	SPDR INDEX SHS FDS	STATE STREET SPD	$839K	18385	0.52%	SOLE
47	STATE STR SPDR S&P 500 ETF T	TR UNIT	$738K	1131	0.45%	SOLE
48	ETFS GOLD TR	PHYSCL GOLD SHS	$713K	15987	0.44%	SOLE
49	ISHARES TR	CALIF MUN BD ETF	$671K	11807	0.41%	SOLE
50	ISHARES INC	MSCI CDA ETF	$661K	12059	0.41%	SOLE

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