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: $345.8M118 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$3.6M	1.0%Prev: 0.2%	19,314 SH	Increased+17,725 SH
ALASKA AIR GROUP INC	COM	$4.9M	1.4%	98,535 SH	New
ALLSTATE CORP	COM	$6.2M	1.8%	30,600 SH	New
ALPHABET INC	CAP STK CL A	$312K	0.1%Prev: 0.3%	1,770 SH	Decreased-497 SH
ALPHABET INC	CAP STK CL C	$540K	0.2%Prev: 0.2%	3,043 SH	Increased+1,477 SH
AMAZON COM INC	COM	$752K	0.2%Prev: 0.5%	3,428 SH	Decreased-1,038 SH
APPLE INC	COM	$7.8M	2.3%Prev: 4.4%	38,021 SH	Decreased+2,669 SH
AT&T INC	COM	$6.8M	2.0%	236,319 SH	New
BALL CORP	COM	$221K	0.1%	3,938 SH	New
BANK AMERICA CORP	COM	$8.5M	2.5%Prev: 0.5%	179,262 SH	Increased+160,087 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.5%Prev: 1.1%	3,558 SH	Decreased-1,226 SH
BOEING CO	COM	$6.6M	1.9%	31,697 SH	New
BP PLC	SPONSORED ADR	$3.4M	1.0%	112,490 SH	New
BRIXMOR PPTY GROUP INC	COM	$3.3M	1.0%	126,560 SH	New
BROADCOM INC	COM	$274K	0.1%Prev: 0.2%	996 SH	Decreased-530 SH
CAPITAL GROUP CORE BALANCED	SHS	$280K	0.1%Prev: 0.4%	8,370 SH	Decreased-15,857 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$483K	0.1%Prev: 0.3%	13,068 SH	Decreased-1,801 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$348K	0.1%Prev: 0.2%	8,822 SH	Increased+1,200 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.6M	1.9%Prev: 4.3%	161,996 SH	Decreased-52,632 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$475K	0.1%Prev: 0.3%	17,503 SH	Decreased-511 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$376K	0.1%Prev: 0.2%	16,726 SH	Decreased-311 SH
CAPITAL ONE FINL CORP	COM	$681K	0.2%Prev: 0.3%	3,202 SH	Increased+15 SH
CHEVRON CORP NEW	COM	$4.7M	1.3%	32,543 SH	New
CISCO SYS INC	COM	$5.3M	1.5%	76,615 SH	New
CITIGROUP INC	COM NEW	$5.3M	1.5%	62,295 SH	New
COLUMBIA ETF TR II	INDIA CONSMR ETF	$3.7M	1.1%Prev: 2.3%	56,975 SH	Decreased-28,290 SH
COMERICA INC	COM	$5.2M	1.5%	87,065 SH	New
CORNING INC	COM	$7.4M	2.1%	140,912 SH	New
CVS HEALTH CORP	COM	$4.9M	1.4%	70,632 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$727K	0.2%Prev: 0.3%	25,116 SH	Increased+9,768 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$12.5M	3.6%Prev: 7.4%	362,105 SH	Decreased-23,252 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$422K	0.1%Prev: 0.2%	9,952 SH	Decreased-76 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$16.5M	4.8%Prev: 10.1%	460,781 SH	Decreased-67,282 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$996K	0.3%Prev: 0.4%	28,013 SH	Increased+8,119 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$776K	0.2%Prev: 0.4%	18,345 SH	Decreased-112 SH
DOW INC	COM	$2.1M	0.6%	80,900 SH	New
DUKE ENERGY CORP NEW	COM NEW	$239K	0.1%Prev: 0.1%	2,023 SH	Decreased+95 SH
ELI LILLY & CO	COM	$278K	0.1%Prev: 0.2%	357 SH	Decreased-36 SH
ENERGIZER HLDGS INC NEW	COM	$3.0M	0.9%	150,700 SH	New
ENOVIX CORPORATION	COM	$3.1M	0.9%	295,690 SH	New
EXXON MOBIL CORP	COM	$333K	0.1%Prev: 0.2%	3,094 SH	Decreased+218 SH
FEDEX CORP	COM	$4.8M	1.4%	21,082 SH	New
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$523K	0.2%Prev: 2.5%	16,362 SH	Decreased-114,992 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$14.5M	4.2%Prev: 8.9%	317,663 SH	Decreased-76,544 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$598K	0.2%Prev: 0.2%	24,229 SH	Increased+9,604 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$232K	0.1%Prev: 0.1%	2,572 SH	Decreased+43 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$274K	0.1%	3,629 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$4.3M	1.3%Prev: 2.8%	53,398 SH	Decreased+1,562 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$13.9M	4.0%Prev: 8.7%	221,996 SH	Decreased-35,446 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$14.0M	4.0%Prev: 8.5%	153,760 SH	Decreased-31,561 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$489K	0.1%Prev: 0.2%	1,814 SH	Increased+268 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$205K	0.1%Prev: 0.1%	6,005 SH	Increased-4 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$2.6M	0.8%Prev: 1.6%	58,583 SH	Decreased-12,385 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.6M	0.8%Prev: 1.1%	52,278 SH	Increased+7,178 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.1M	0.3%	30,776 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$206K	0.1%Prev: 0.1%	1,424 SH	Decreased-60 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$343K	0.1%	13,765 SH	New
FMC CORP	COM NEW	$4.7M	1.4%	112,585 SH	New
FORD MTR CO	COM	$4.9M	1.4%	451,674 SH	New
GENERAL MTRS CO	COM	$7.7M	2.2%	157,055 SH	New
GRANITE CONSTR INC	COM	$303K	0.1%	3,237 SH	New
GRAPHIC PACKAGING HLDG CO	COM	$4.9M	1.4%	232,979 SH	New
HARBOR ETF TRUST	HARBOR COMMODITY	$4.9M	1.4%Prev: 3.6%	201,657 SH	Decreased-29,867 SH
INGERSOLL RAND INC	COM	$372K	0.1%Prev: 0.1%	4,468 SH	Increased+1,828 SH
INVESCO QQQ TR	UNIT SER 1	$202K	0.1%Prev: 0.2%	367 SH	Decreased-283 SH
ISHARES INC	CORE MSCI EMKT	$803K	0.2%Prev: 0.4%	13,370 SH	Increased+2,045 SH
ISHARES TR	CORE 80/20 AGGRE	$244K	0.1%Prev: 0.1%	2,925 SH	Increased+199 SH
ISHARES TR	CORE MSCI EAFE	$792K	0.2%Prev: 0.4%	9,491 SH	Increased+1,281 SH
ISHARES TR	CORE S&P500 ETF	$2.1M	0.6%Prev: 1.3%	3,424 SH	Decreased-667 SH
ISHARES TR	MSCI EAFE ETF	$745K	0.2%Prev: 0.4%	8,332 SH	Increased+1,027 SH
ISHARES TR	S&P 500 GRWT ETF	$674K	0.2%Prev: 0.4%	6,120 SH	Decreased-311 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.1M	0.6%Prev: 1.3%	42,219 SH	Decreased-10,732 SH
JOHNSON & JOHNSON	COM	$3.7M	1.1%Prev: 0.2%	23,936 SH	Increased+22,549 SH
JPMORGAN CHASE & CO.	COM	$8.2M	2.4%	28,417 SH	New
KIMCO RLTY CORP	COM	$5.3M	1.5%	253,987 SH	New
LOCKHEED MARTIN CORP	COM	$403K	0.1%Prev: 0.3%	870 SH	Decreased-20 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$4.6M	1.3%	78,821 SH	New
MCDONALDS CORP	COM	$705K	0.2%Prev: 0.5%	2,414 SH	Decreased-1,076 SH
MERCK & CO INC	COM	$4.0M	1.2%Prev: 0.1%	50,671 SH	Increased+48,788 SH
META PLATFORMS INC	CL A	$1.8M	0.5%Prev: 0.3%	2,463 SH	Increased+1,367 SH
MICROSOFT CORP	COM	$5.8M	1.7%Prev: 1.4%	11,618 SH	Increased+4,242 SH
NVIDIA CORPORATION	COM	$663K	0.2%Prev: 0.5%	4,196 SH	Decreased-1,607 SH
O-I GLASS INC	COM	$5.2M	1.5%	352,198 SH	New
ORACLE CORP	COM	$260K	0.1%Prev: 0.1%	1,188 SH	Increased-205 SH
PROSHARES TR	S&P MDCP 400 DIV	$548K	0.2%Prev: 0.2%	6,719 SH	Increased+950 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$215K	0.1%	1,980 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$623K	0.2%	11,895 SH	New
SELECT SECTOR SPDR TR	INDL	$361K	0.1%	2,448 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$656K	0.2%	3,018 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$605K	0.2%	4,490 SH	New
SHELL PLC	SPON ADS	$5.5M	1.6%	78,301 SH	New
SIMON PPTY GROUP INC NEW	COM	$4.2M	1.2%	26,305 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$326K	0.1%	527 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$909K	0.3%	12,502 SH	New
TESLA INC	COM	$264K	0.1%Prev: 0.2%	831 SH	Decreased-109 SH
TRANE TECHNOLOGIES PLC	SHS	$380K	0.1%Prev: 0.2%	868 SH	Increased+4 SH
TRAVELERS COMPANIES INC	COM	$5.3M	1.5%	19,832 SH	New
TRUIST FINL CORP	COM	$321K	0.1%Prev: 0.2%	7,459 SH	Decreased-386 SH
TYSON FOODS INC	CL A	$4.2M	1.2%	75,665 SH	New
UNILEVER PLC	SPON ADR NEW	$5.7M	1.7%	93,607 SH	New
UNITED AIRLS HLDGS INC	COM	$4.7M	1.4%	59,100 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$422K	0.1%Prev: 0.2%	963 SH	Decreased-18 SH
VANGUARD INDEX FDS	MID CAP ETF	$286K	0.1%Prev: 0.1%	1,022 SH	Decreased-17 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$517K	0.1%Prev: 0.3%	910 SH	Decreased+32 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$907K	0.3%Prev: 0.5%	2,984 SH	Decreased-435 SH
VANGUARD INDEX FDS	VALUE ETF	$816K	0.2%Prev: 0.5%	4,616 SH	Decreased-31 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$390K	0.1%Prev: 0.2%	1,906 SH	Decreased-22 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.9M	1.4%	36,515 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$304K	0.1%Prev: 0.2%	3,371 SH	Decreased-173 SH
VANGUARD WORLD FD	CONSUM STP ETF	$286K	0.1%Prev: 0.1%	1,304 SH	Increased+306 SH
VANGUARD WORLD FD	FINANCIALS ETF	$467K	0.1%Prev: 0.2%	3,670 SH	Increased
VANGUARD WORLD FD	INDUSTRIAL ETF	$635K	0.2%Prev: 0.2%	2,266 SH	Increased+717 SH
VANGUARD WORLD FD	INF TECH ETF	$2.5M	0.7%Prev: 1.2%	3,812 SH	Increased+444 SH
VERIZON COMMUNICATIONS INC	COM	$5.1M	1.5%	118,911 SH	New
VISA INC	COM CL A	$244K	0.1%Prev: 0.1%	687 SH	Decreased-218 SH
WELLS FARGO CO NEW	COM	$321K	0.1%	4,009 SH	New
WISDOMTREE TR	EMERGING MKT EXC	$5.0M	1.5%	145,724 SH	New
WISDOMTREE TR	US QUALITY GROW	$9.3M	2.7%Prev: 5.3%	176,087 SH	Decreased-22,947 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $227K
AMERICAN ELEC PWR CO INC — $236K
BITWISE 10 CRYPTO INDEX ETF — $217K
BLUE OWL TECHNOLOGY FIN CORP — $164K
CATERPILLAR INC — $300K
CELESTICA INC — $282K
CHEVRON CORPORATION — $251K
COSTCO WHOLESALE CORPORATION — $241K
DIMENSIONAL ETF TRUST — $368K
EQT CORP — $347K
FIRST TR EXCHANGE TRADED FD — $1.1M
FIRST TR EXCHANGE-TRADED FD — $228K
FIRST TR EXCHANGE-TRADED FD — $412K
INVESCO EXCHANGE TRADED FD T — $423K
ISHARES TR — $245K
JPMORGAN CHASE & CO — $1.2M
PEPSICO INC — $232K
PFIZER INC — $201K
RTX CORPORATION — $262K
SELECT SECTOR SPDR TR — $531K
… and 9 more

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