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Portfolio (Quarterly) Guide ↗

tru Independence LLC

· CIK 0001785445
13F Portfolio $202M AUM 102 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 46 Reduced 37 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLV SELECT SECTOR SPDR TR 3,660.0 $537K 0.27% -463.0 -11.2% $146.62 +1.5%
22 XLY SELECT SECTOR SPDR TR 4,875.0 $531K 0.26% -827.0 -14.5% $108.97 +11.5%
23 CGXU CAPITAL GROUP INTL FOCUS EQT 18,014.0 $531K 0.26% -94.0 -0.5% $29.49 +16.7%
24 VOO VANGUARD INDEX FDS 878.0 $525K 0.26% -33.0 -3.6% $597.78 +15.4%
25 DFAE DIMENSIONAL ETF TRUST 15,348.0 $520K 0.26% -2K -13.1% $33.86 +19.2%
26 REGL PROSHARES TR 5,769.0 $498K 0.25% -77.0 -1.3% $86.41 +3.0%
27 XOM EXXON MOBIL CORP Energy 2,876.0 $488K 0.24% -104.0 -3.5% $169.65 -11.7%
28 VIS VANGUARD WORLD FD 1,549.0 $484K 0.24% -548.0 -26.1% $312.30 +9.6%
29 GOOG ALPHABET INC Communication Services 1,566.0 $449K 0.22% -2K -54.4% $286.77 +34.2%
30 FTGC FIRST TR EXCHANGE TRAD FD VI 14,625.0 $420K 0.21% -1K -6.8% $28.71 +0.6%
31 VIG VANGUARD SPECIALIZED FUNDS 1,928.0 $415K 0.20% -395.0 -17.0% $215.11 +8.3%
32 XLI SELECT SECTOR SPDR TR 2,486.0 $402K 0.20% -16.0 -0.6% $161.71 +7.8%
33 XLF SELECT SECTOR SPDR TR 7,991.0 $395K 0.20% -2K -20.7% $49.37 +4.1%
34 FDN FIRST TR EXCHANGE-TRADED FD 1,546.0 $362K 0.18% -228.0 -12.8% $234.03 +17.3%
35 EQT EQT CORP Energy 5,458.0 $347K 0.17% -39.0 -0.7% $63.64 -13.3%
36 ABBV ABBVIE INC Healthcare 1,589.0 $346K 0.17% -18K -91.8% $217.54 -1.0%
37 JNJ JOHNSON & JOHNSON Healthcare 1,387.0 $339K 0.17% -24K -94.5% $244.49 -5.4%
38 CGDV CAPITAL GROUP DIVIDEND VALUE 7,622.0 $324K 0.16% -1K -14.1% $42.54 +13.4%
39 VIGI VANGUARD WHITEHALL FDS 3,544.0 $313K 0.15% -89.0 -2.5% $88.45 +6.0%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 478.0 $311K 0.15% -12.0 -2.5% $650.41 +15.4%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.1%
Financial Services 16.8%
Consumer Cyclical 8.3%
Industrials 6.6%
Communication Services 6.1%
Healthcare 5.2%
Energy 3.8%
Consumer Defensive 3.4%
Utilities 1.7%