StockDriftsStockDriftsTop 50 Tru Independence Asset Management 2, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.85% | 453.9K | $17.6M | +1.52%(+6.80K) | $33.89(+27.55%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.48% | 152.0K | $7.3M | +4.12%(+6.01K) | $47.44(+0.94%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.15% | 124.9K | $6.7M | +4.90%(+5.84K) | $53.97(+0.72%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.02% | 10.0K | $6.5M | +12.28%(+1.09K) | $598.40(+24.62%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.98% | 11.2K | $6.5M | +14.85%(+1.45K) | $513.43(+39.20%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.89% | 126.5K | $6.3M | +4.93%(+5.94K) | $50.11(+0.71%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.67% | 141.5K | $6.0M | +3.57%(+4.88K) | $42.37(-0.32%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.48% | 27.1K | $5.7M | +20.74%(+4.66K) | $204.49(+32.10%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.44% | 19.4K | $5.6M | +0.80%(+154) | $168.98(+138.26%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.37% | 46.2K | $5.5M | -0.14%(-64) | $117.22(+0.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.36% | -1.06% |
| Top 20 Holdings Unweighted | +0.03% | +0.08% |
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