tru Independence LLC

CIK 0001785445 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $322.2M110 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$4.0M	1.2%	19,107 SH
ALASKA AIR GROUP INC	COM	$4.9M	1.5%	99,650 SH
ALBERTSONS COS INC	COMMON STOCK	$2.8M	0.9%	129,355 SH
ALLSTATE CORP	COM	$6.5M	2.0%	31,512 SH
ALPHABET INC	CAP STK CL A	$260K	0.1%	1,680 SH
ALPHABET INC	CAP STK CL C	$428K	0.1%	2,737 SH
AMAZON COM INC	COM	$656K	0.2%	3,447 SH
APPLE INC	COM	$7.8M	2.4%	34,982 SH
AT&T INC	COM	$7.2M	2.2%	255,802 SH
BALL CORP	COM	$205K	0.1%	3,938 SH
BANK AMERICA CORP	COM	$7.6M	2.4%	182,756 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.6%	3,544 SH
BOEING CO	COM	$5.5M	1.7%	32,253 SH
BP PLC	SPONSORED ADR	$3.7M	1.1%	109,432 SH
BRIXMOR PPTY GROUP INC	COM	$3.3M	1.0%	125,644 SH
CAPITAL GROUP CORE BALANCED	SHS	$240K	0.1%	7,761 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$430K	0.1%	12,863 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$314K	0.1%	8,810 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.5M	1.1%	100,843 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$480K	0.1%	19,614 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$374K	0.1%	16,662 SH
CAPITAL ONE FINL CORP	COM	$564K	0.2%	3,147 SH
CHEVRON CORP NEW	COM	$5.3M	1.7%	31,928 SH
CISCO SYS INC	COM	$4.9M	1.5%	79,659 SH
COLUMBIA ETF TR II	INDIA CONSMR ETF	$3.4M	1.1%	57,068 SH
COMERICA INC	COM	$5.0M	1.6%	85,075 SH
CORNING INC	COM	$6.6M	2.0%	143,352 SH
CVS HEALTH CORP	COM	$4.8M	1.5%	70,742 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$795K	0.2%	30,721 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$11.2M	3.5%	359,175 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$381K	0.1%	9,924 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$14.9M	4.6%	451,863 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$955K	0.3%	28,823 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$754K	0.2%	18,300 SH
DOW INC	COM	$2.8M	0.9%	81,595 SH
DUKE ENERGY CORP NEW	COM NEW	$238K	0.1%	1,952 SH
ELI LILLY & CO	COM	$290K	0.1%	351 SH
ENERGIZER HLDGS INC NEW	COM	$4.7M	1.5%	157,735 SH
ENOVIX CORPORATION	COM	$2.2M	0.7%	294,535 SH
EXXON MOBIL CORP	COM	$246K	0.1%	2,072 SH
FEDEX CORP	COM	$5.2M	1.6%	21,213 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$13.9M	4.3%	304,190 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.2M	0.4%	46,419 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$228K	0.1%	3,625 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$3.5M	1.1%	51,827 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$12.4M	3.9%	212,635 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$13.5M	4.2%	150,353 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$403K	0.1%	1,814 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$2.4M	0.8%	55,303 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.0M	0.3%	30,573 SH
FIRST TR EXCHNG TRADED FD VI	TCW UNCONSTRAI	$394K	0.1%	15,921 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$826K	0.3%	19,020 SH
FIRST TR NAS100 EQ WEIGHTED	SHS	$411K	0.1%	3,398 SH
FIRST TR VALUE LINE DIVID IN	SHS	$1.5M	0.5%	32,601 SH
FMC CORP	COM NEW	$4.6M	1.4%	109,375 SH
FORD MTR CO	COM	$4.6M	1.4%	459,949 SH
GENERAL MTRS CO	COM	$7.5M	2.3%	159,643 SH
GRAPHIC PACKAGING HLDG CO	COM	$4.3M	1.3%	167,449 SH
HARBOR ETF TRUST	HARBOR COMMODITY	$4.0M	1.2%	166,663 SH
INGERSOLL RAND INC	COM	$358K	0.1%	4,474 SH
ISHARES INC	CORE MSCI EMKT	$752K	0.2%	13,939 SH
ISHARES TR	CORE MSCI EAFE	$721K	0.2%	9,531 SH
ISHARES TR	CORE S&P500 ETF	$2.0M	0.6%	3,491 SH
ISHARES TR	MSCI EAFE ETF	$737K	0.2%	9,012 SH
ISHARES TR	S&P 500 GRWT ETF	$568K	0.2%	6,116 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.1M	0.6%	40,710 SH
JOHNSON & JOHNSON	COM	$4.0M	1.2%	24,206 SH
JPMORGAN CHASE & CO.	COM	$7.1M	2.2%	28,990 SH
KIMCO RLTY CORP	COM	$5.4M	1.7%	256,027 SH
LOCKHEED MARTIN CORP	COM	$384K	0.1%	860 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$5.4M	1.7%	76,180 SH
MCDONALDS CORP	COM	$752K	0.2%	2,408 SH
MERCK & CO INC	COM	$4.6M	1.4%	50,977 SH
META PLATFORMS INC	CL A	$1.5M	0.5%	2,603 SH
MICROSOFT CORP	COM	$3.9M	1.2%	10,438 SH
NVIDIA CORPORATION	COM	$427K	0.1%	3,938 SH
O-I GLASS INC	COM	$4.1M	1.3%	353,823 SH
PROSHARES TR	S&P MDCP 400 DIV	$549K	0.2%	6,811 SH
SELECT SECTOR SPDR TR	FINANCIAL	$598K	0.2%	12,011 SH
SELECT SECTOR SPDR TR	INDL	$326K	0.1%	2,487 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$595K	0.2%	3,012 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$653K	0.2%	4,470 SH
SHELL PLC	SPON ADS	$5.7M	1.8%	78,231 SH
SIMON PPTY GROUP INC NEW	COM	$4.4M	1.4%	26,300 SH
SPDR S&P 500 ETF TR	TR UNIT	$442K	0.1%	791 SH
SPDR SER TR	PORTFOLIO S&P500	$647K	0.2%	9,838 SH
TESLA INC	COM	$210K	0.1%	809 SH
TRANE TECHNOLOGIES PLC	SHS	$292K	0.1%	867 SH
TRAVELERS COMPANIES INC	COM	$5.3M	1.7%	20,153 SH
TRUIST FINL CORP	COM	$303K	0.1%	7,358 SH
TYSON FOODS INC	CL A	$4.7M	1.4%	73,075 SH
UNILEVER PLC	SPON ADR NEW	$5.6M	1.7%	94,117 SH
UNITED AIRLS HLDGS INC	COM	$4.0M	1.2%	57,730 SH
VANGUARD INDEX FDS	GROWTH ETF	$342K	0.1%	923 SH
VANGUARD INDEX FDS	MID CAP ETF	$264K	0.1%	1,022 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$503K	0.2%	979 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$372K	0.1%	1,353 SH
VANGUARD INDEX FDS	VALUE ETF	$728K	0.2%	4,213 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$357K	0.1%	1,840 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.6M	1.4%	36,030 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$279K	0.1%	3,358 SH
VANGUARD WORLD FD	CONSUM STP ETF	$288K	0.1%	1,316 SH
VANGUARD WORLD FD	FINANCIALS ETF	$437K	0.1%	3,657 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$560K	0.2%	2,260 SH
VANGUARD WORLD FD	INF TECH ETF	$2.1M	0.6%	3,808 SH
VERIZON COMMUNICATIONS INC	COM	$5.6M	1.7%	123,535 SH
VISA INC	COM CL A	$231K	0.1%	660 SH
WELLS FARGO CO NEW	COM	$306K	0.1%	4,259 SH
WISDOMTREE TR	EMERGING MKT EXC	$4.2M	1.3%	141,150 SH
WISDOMTREE TR	US QUALITY GROW	$7.8M	2.4%	177,138 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001785445-26-000005	—	View
Jan 22, 2026	Q4 2025	13F-HR	0001785445-26-000001	$396.6M	View
Oct 23, 2025	Q3 2025