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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYM SPDR SERIES TRUST 17,000.0 $1.3M 0.64% +2K +15.2% $76.54 +15.3%
22 JPM JPMORGAN CHASE & CO Financial Services 4,200.0 $1.2M 0.61% -23K -84.8% $294.13 +1.1%
23 SDVY FIRST TR EXCHANGE TRADED FD 29,137.0 $1.1M 0.57% -746.0 -2.5% $39.43 +6.4%
24 VTI VANGUARD INDEX FDS 3,419.0 $1.1M 0.54% +157.0 +4.8% $320.82 +15.1%
25 MCD MCDONALDS CORP Consumer Cyclical 3,490.0 $1.1M 0.54% $310.82 -9.1%
26 NVDA NVIDIA CORPORATION Technology 5,803.0 $1.0M 0.50% +751.0 +14.9% $174.41 +20.3%
27 BAC BANK AMERICA CORP Financial Services 19,175.0 $935K 0.46% -151K -88.7% $48.75 +4.3%
28 AMZN AMAZON COM INC Consumer Cyclical 4,466.0 $930K 0.46% -144.0 -3.1% $208.27 +30.2%
29 VTV VANGUARD INDEX FDS 4,647.0 $912K 0.45% -26.0 -0.6% $196.18 +7.9%
30 DFUV DIMENSIONAL ETF TRUST 18,457.0 $894K 0.44% $48.46 +10.6%
31 FDL FIRST TR EXCHANGE-TRADED FD 17,111.0 $869K 0.43% $50.80 -0.5%
32 CGBL CAPITAL GROUP CORE BALANCED 24,227.0 $834K 0.41% +13K +116.2% $34.41 +9.1%
33 IEMG ISHARES INC 11,325.0 $790K 0.39% -2K -15.2% $69.75 +19.4%
34 IEFA ISHARES TR 8,210.0 $743K 0.37% -2K -21.4% $90.53 +8.4%
35 DUHP DIMENSIONAL ETF TRUST 19,894.0 $731K 0.36% -6K -24.4% $36.76 +11.5%
36 IVW ISHARES TR 6,431.0 $727K 0.36% $113.12 +21.9%
37 EFA ISHARES TR 7,305.0 $710K 0.35% -374.0 -4.9% $97.13 +8.0%
38 GOOGL ALPHABET INC Communication Services 2,267.0 $652K 0.32% +215.0 +10.5% $287.59 +36.3%
39 META META PLATFORMS INC Communication Services 1,096.0 $627K 0.31% -2K -57.8% $572.07 +7.2%
40 COF CAPITAL ONE FINL CORP Financial Services 3,187.0 $581K 0.29% -30.0 -0.9% $182.40 +4.1%
Page 2 of 6  ·  102 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%