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tru Independence LLC

Portfolio Manager
tru Independence LLC
Performance
-0.21% (2026 Q1)
AUM (13F)
$202.20M
# of Holdings
102
Performance Rank
Allocation (Top 20)
80.46%

tru Independence LLC Holdings Map

Top 50 tru Independence LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
10.15%528.1K$20.5M
+3.94%(+20.03K)
2025-Q1: 451.9K shares2025-Q2: 460.8K shares2025-Q3: 480.3K shares2025-Q4: 508.0K shares2026-Q1: 528.1K shares
$31.65(+36.55%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
8.89%394.2K$18.0M
+4.91%(+18.47K)
2025-Q1: 304.2K shares2025-Q2: 317.7K shares2025-Q3: 339.1K shares2025-Q4: 375.7K shares2026-Q1: 394.2K shares
$45.68(-0.37%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
8.69%257.4K$17.6M
+4.12%(+10.20K)
2025-Q1: 212.6K shares2025-Q2: 222.0K shares2025-Q3: 233.6K shares2025-Q4: 247.2K shares2026-Q1: 257.4K shares
$54.46(+35.69%)
2026-03-31
FTCS
FIRST TR EXCHANGE-TRADED FD
8.5%185.3K$17.2M
+4.37%(+7.75K)
2025-Q1: 150.4K shares2025-Q2: 153.8K shares2025-Q3: 163.9K shares2025-Q4: 177.6K shares2026-Q1: 185.3K shares
$81.55(+13.11%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
7.42%385.4K$15.0M
-0.99%(-3.86K)
2025-Q1: 359.2K shares2025-Q2: 362.1K shares2025-Q3: 376.4K shares2025-Q4: 389.2K shares2026-Q1: 385.4K shares
$28.46(+46.31%)
2026-03-31
QGRW
WISDOMTREE TR
5.26%199.0K$10.6M
+8.53%(+15.64K)
2025-Q1: 177.1K shares2025-Q2: 176.1K shares2025-Q3: 179.1K shares2025-Q4: 183.4K shares2026-Q1: 199.0K shares
$42.41(+54.50%)
2026-03-31
AAPL
APPLE INC
4.44%35.4K$9.0M
-7.47%(-2.85K)
2025-Q1: 35.0K shares2025-Q2: 38.0K shares2025-Q3: 38.3K shares2025-Q4: 38.2K shares2026-Q1: 35.4K shares
$113.41(+163.54%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
4.27%214.6K$8.6M
+9.86%(+19.27K)
2025-Q1: 100.8K shares2025-Q2: 162.0K shares2025-Q3: 173.9K shares2025-Q4: 195.4K shares2026-Q1: 214.6K shares
$38.02(+21.86%)
2026-03-31
HGER
HARBOR ETF TRUST
3.55%231.5K$7.2M
-11.95%(-31.43K)
2025-Q1: 166.7K shares2025-Q2: 201.7K shares2025-Q3: 221.5K shares2025-Q4: 263.0K shares2026-Q1: 231.5K shares
$23.71(+40.18%)
2026-03-31
XC
WISDOMTREE TR
3.17%205.3K$6.4M
+15.37%(+27.34K)
2025-Q1: 141.2K shares2025-Q2: 145.7K shares2025-Q3: 155.6K shares2025-Q4: 177.9K shares2026-Q1: 205.3K shares
$31.05(+1.86%)
2026-03-31

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