Top 50 tru Independence LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.15% | 528.1K | $20.5M | +3.94%(+20.03K) | $31.65(+36.55%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.89% | 394.2K | $18.0M | +4.91%(+18.47K) | $45.68(-0.37%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 8.69% | 257.4K | $17.6M | +4.12%(+10.20K) | $54.46(+35.69%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 8.5% | 185.3K | $17.2M | +4.37%(+7.75K) | $81.55(+13.11%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.42% | 385.4K | $15.0M | -0.99%(-3.86K) | $28.46(+46.31%) | 2026-03-31 | |
| QGRW | WISDOMTREE TR | 5.26% | 199.0K | $10.6M | +8.53%(+15.64K) | $42.41(+54.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.44% | 35.4K | $9.0M | -7.47%(-2.85K) | $113.41(+163.54%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.27% | 214.6K | $8.6M | +9.86%(+19.27K) | $38.02(+21.86%) | 2026-03-31 | |
| HGER | HARBOR ETF TRUST | 3.55% | 231.5K | $7.2M | -11.95%(-31.43K) | $23.71(+40.18%) | 2026-03-31 | |
| XC | WISDOMTREE TR | 3.17% | 205.3K | $6.4M | +15.37%(+27.34K) | $31.05(+1.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.07% |
| Top 20 Holdings Unweighted | +10.79% | +35.97% |
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