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: $385.0M123 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$4.5M	1.2%Prev: 0.2%	19,469 SH	Increased+17,821 SH
ALASKA AIR GROUP INC	COM	$4.9M	1.3%	97,711 SH	New
ALLSTATE CORP	COM	$6.6M	1.7%	30,605 SH	New
ALPHABET INC	CAP STK CL A	$476K	0.1%Prev: 0.4%	1,956 SH	Decreased-368 SH
ALPHABET INC	CAP STK CL C	$765K	0.2%Prev: 0.2%	3,142 SH	Increased+1,576 SH
ALTRIA GROUP INC	COM	$205K	0.1%Prev: 0.1%	3,110 SH	Decreased-538 SH
AMAZON COM INC	COM	$887K	0.2%Prev: 0.5%	4,039 SH	Decreased-475 SH
APPLE INC	COM	$9.8M	2.5%Prev: 4.5%	38,322 SH	Decreased+2,898 SH
AT&T INC	COM	$6.5M	1.7%	230,821 SH	New
BANK AMERICA CORP	COM	$9.1M	2.4%	177,096 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.5%Prev: 1.0%	3,740 SH	Decreased-996 SH
BOEING CO	COM	$6.8M	1.8%	31,659 SH	New
BP PLC	SPONSORED ADR	$3.9M	1.0%	113,750 SH	New
BRIXMOR PPTY GROUP INC	COM	$3.6M	0.9%	128,392 SH	New
BROADCOM INC	COM	$375K	0.1%Prev: 0.3%	1,136 SH	Decreased-402 SH
CANADIAN PACIFIC KANSAS CITY	COM	$295K	0.1%	3,962 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$385K	0.1%Prev: 0.4%	11,091 SH	Decreased-14,071 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$525K	0.1%	13,286 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$371K	0.1%	8,838 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$7.6M	2.0%	173,932 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$522K	0.1%	17,617 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$400K	0.1%Prev: 0.2%	17,604 SH	Increased+682 SH
CAPITAL ONE FINL CORP	COM	$685K	0.2%Prev: 0.3%	3,220 SH	Increased+21 SH
CATERPILLAR INC	COM	$202K	0.1%Prev: 0.2%	423 SH	Decreased+84 SH
CHEVRON CORP NEW	COM	$5.1M	1.3%	32,646 SH	New
CISCO SYS INC	COM	$5.2M	1.3%Prev: 0.1%	75,545 SH	Increased+73,392 SH
CITIGROUP INC	COM NEW	$6.3M	1.6%	61,890 SH	New
COLUMBIA ETF TR II	INDIA CONSMR ETF	$4.0M	1.0%Prev: 2.4%	62,365 SH	Decreased-28,870 SH
COMERICA INC	COM	$4.7M	1.2%	69,145 SH	New
CORNING INC	COM	$8.8M	2.3%	107,352 SH	New
CVS HEALTH CORP	COM	$5.3M	1.4%	70,437 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$739K	0.2%Prev: 0.3%	23,434 SH	Increased+8,770 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$13.7M	3.6%Prev: 7.0%	376,356 SH	Decreased-11,437 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$457K	0.1%Prev: 0.2%	9,978 SH	Decreased-50 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$18.5M	4.8%	480,264 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.1M	0.3%	27,988 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$822K	0.2%Prev: 0.4%	18,388 SH	Decreased-102 SH
DOW INC	COM	$1.6M	0.4%	70,482 SH	New
DUKE ENERGY CORP NEW	COM NEW	$273K	0.1%Prev: 0.1%	2,207 SH	Increased+262 SH
ELI LILLY & CO	COM	$268K	0.1%Prev: 0.2%	351 SH	Decreased-47 SH
ENERGIZER HLDGS INC NEW	COM	$3.4M	0.9%	136,931 SH	New
ENOVIX CORPORATION	COM	$3.0M	0.8%	304,190 SH	New
EXXON MOBIL CORP	COM	$317K	0.1%Prev: 0.2%	2,812 SH	Decreased-211 SH
FEDEX CORP	COM	$5.0M	1.3%	21,267 SH	New
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$3.5M	0.9%	94,425 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$15.7M	4.1%Prev: 8.7%	339,126 SH	Decreased-96,601 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$520K	0.1%Prev: 0.2%	20,075 SH	Increased+5,664 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$251K	0.1%Prev: 0.1%	2,551 SH	Decreased+42 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$279K	0.1%	3,668 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.2M	1.3%Prev: 3.0%	53,681 SH	Decreased+1,817 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$15.7M	4.1%Prev: 9.2%	233,631 SH	Decreased-26,937 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$15.3M	4.0%Prev: 8.2%	163,905 SH	Decreased-35,265 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$496K	0.1%Prev: 0.2%	1,774 SH	Increased+228 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$223K	0.1%Prev: 0.1%	6,212 SH	Increased+203 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$2.7M	0.7%Prev: 1.5%	60,023 SH	Decreased-16,057 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.7M	0.7%Prev: 0.9%	52,022 SH	Increased+8,908 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.2M	0.3%	30,572 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$237K	0.1%Prev: 0.1%	1,428 SH	Decreased-166 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$345K	0.1%	13,694 SH	New
FMC CORP	COM NEW	$5.1M	1.3%	152,855 SH	New
FORD MTR CO	COM	$5.4M	1.4%	451,316 SH	New
GENERAL MLS INC	COM	$4.6M	1.2%	91,125 SH	New
GENERAL MTRS CO	COM	$9.4M	2.4%	153,803 SH	New
GRAPHIC PACKAGING HLDG CO	COM	$4.6M	1.2%	237,525 SH	New
HARBOR ETF TRUST	HARBOR COMMODITY	$5.7M	1.5%	221,520 SH	New
INGERSOLL RAND INC	COM	$220K	0.1%Prev: 0.1%	2,664 SH	Increased+32 SH
INVESCO QQQ TR	UNIT SER 1	$220K	0.1%Prev: 0.2%	367 SH	Decreased-263 SH
ISHARES INC	CORE MSCI EMKT	$1000K	0.3%Prev: 0.4%	15,166 SH	Increased+4,414 SH
ISHARES TR	CORE 80/20 AGGRE	$258K	0.1%	2,925 SH	New
ISHARES TR	CORE MSCI EAFE	$923K	0.2%Prev: 0.3%	10,571 SH	Increased+2,934 SH
ISHARES TR	CORE S&P TTL STK	$348K	0.1%Prev: 0.1%	2,389 SH	Increased+671 SH
ISHARES TR	CORE S&P500 ETF	$2.7M	0.7%Prev: 1.3%	4,003 SH	Decreased-14 SH
ISHARES TR	MSCI EAFE ETF	$718K	0.2%Prev: 0.3%	7,691 SH	Decreased+414 SH
ISHARES TR	S&P 500 GRWT ETF	$773K	0.2%Prev: 0.4%	6,401 SH	Decreased+120 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.2M	0.6%Prev: 1.2%	42,524 SH	Decreased-13,874 SH
JOHNSON & JOHNSON	COM	$4.7M	1.2%Prev: 0.1%	25,256 SH	Increased+24,007 SH
JPMORGAN CHASE & CO.	COM	$8.9M	2.3%	28,253 SH	New
KIMCO RLTY CORP	COM	$5.6M	1.5%	257,399 SH	New
LOCKHEED MARTIN CORP	COM	$435K	0.1%Prev: 0.2%	872 SH	Decreased-16 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$4.5M	1.2%	92,213 SH	New
MCDONALDS CORP	COM	$742K	0.2%Prev: 0.4%	2,440 SH	Decreased-1,096 SH
MERCK & CO INC	COM	$4.4M	1.1%Prev: 0.1%	51,886 SH	Increased+50,057 SH
META PLATFORMS INC	CL A	$1.8M	0.5%Prev: 0.3%	2,498 SH	Increased+1,392 SH
MICROSOFT CORP	COM	$7.0M	1.8%Prev: 1.2%	13,470 SH	Increased+6,132 SH
NVIDIA CORPORATION	COM	$861K	0.2%Prev: 0.5%	4,617 SH	Decreased-1,358 SH
O-I GLASS INC	COM	$4.6M	1.2%	353,443 SH	New
ORACLE CORP	COM	$352K	0.1%Prev: 0.1%	1,251 SH	Increased-158 SH
PROSHARES TR	S&P MDCP 400 DIV	$541K	0.1%Prev: 0.2%	6,336 SH	Increased+1,672 SH
RTX CORPORATION	COM	$214K	0.1%Prev: 0.1%	1,280 SH	Decreased-90 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$235K	0.1%	1,987 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$595K	0.2%	11,042 SH	New
SELECT SECTOR SPDR TR	INDL	$379K	0.1%	2,457 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$687K	0.2%	2,868 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$603K	0.2%	4,334 SH	New
SHELL PLC	SPON ADS	$5.6M	1.5%	78,045 SH	New
SIMON PPTY GROUP INC NEW	COM	$5.0M	1.3%	26,440 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$371K	0.1%	556 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$1.2M	0.3%	15,625 SH	New
TESLA INC	COM	$386K	0.1%Prev: 0.2%	869 SH	Decreased-85 SH
TRANE TECHNOLOGIES PLC	SHS	$367K	0.1%Prev: 0.2%	870 SH	Decreased+6 SH
TRAVELERS COMPANIES INC	COM	$5.5M	1.4%	19,837 SH	New
TRUIST FINL CORP	COM	$355K	0.1%Prev: 0.2%	7,757 SH	Decreased+480 SH
TYSON FOODS INC	CL A	$4.3M	1.1%	78,370 SH	New
UNILEVER PLC	SPON ADR NEW	$5.6M	1.5%	94,188 SH	New
UNITED AIRLS HLDGS INC	COM	$5.7M	1.5%	59,095 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$461K	0.1%Prev: 0.2%	961 SH	Decreased-4,930 SH
VANGUARD INDEX FDS	MID CAP ETF	$325K	0.1%Prev: 0.1%	1,106 SH	Decreased-3,057 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$558K	0.1%Prev: 0.3%	911 SH	Decreased+26 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.3%Prev: 0.6%	3,250 SH	Decreased-176 SH
VANGUARD INDEX FDS	VALUE ETF	$864K	0.2%Prev: 0.4%	4,635 SH	Decreased-27 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$499K	0.1%Prev: 0.2%	2,312 SH	Increased+378 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.1M	1.3%	36,190 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$324K	0.1%Prev: 0.1%	3,620 SH	Decreased+75 SH
VANGUARD WORLD FD	CONSUM STP ETF	$280K	0.1%Prev: 0.1%	1,310 SH	Increased+307 SH
VANGUARD WORLD FD	FINANCIALS ETF	$482K	0.1%Prev: 0.2%	3,670 SH	Decreased-19 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$650K	0.2%Prev: 0.2%	2,193 SH	Increased+652 SH
VANGUARD WORLD FD	INF TECH ETF	$2.8M	0.7%Prev: 1.4%	3,802 SH	Decreased-22,194 SH
VERIZON COMMUNICATIONS INC	COM	$5.2M	1.4%	119,254 SH	New
VISA INC	COM CL A	$243K	0.1%Prev: 0.1%	713 SH	Decreased-213 SH
WALMART INC	COM	$215K	0.1%Prev: 0.1%	2,081 SH	Decreased-69 SH
WELLS FARGO CO NEW	COM	$339K	0.1%	4,050 SH	New
WISDOMTREE TR	TRUE EMERGING MK	$5.4M	1.4%Prev: 3.0%	155,649 SH	Decreased-62,999 SH
WISDOMTREE TR	US QUALITY GROW	$10.3M	2.7%Prev: 5.7%	179,080 SH	Decreased-16,935 SH

Sold (vs prior filing)

AMERICAN ELEC PWR CO INC — $237K
BANK OF AMER CORP — $1.1M
BLUE OWL TECHNOLOGY FIN CORP — $211K
CAPITAL GROUP CORE EQUITY ET — $636K
CAPITAL GROUP DIVIDEND VALUE — $376K
CAPITAL GROUP GROWTH ETF — $10.6M
CAPITAL GROUP INTL FOCUS EQT — $624K
CELESTICA INC — $366K
CHEVRON CORPORATION — $200K
COSTCO WHOLESALE CORPORATION — $223K
DIMENSIONAL ETF TRUST — $23.7M
DIMENSIONAL ETF TRUST — $731K
DIMENSIONAL ETF TRUST — $408K
DIMENSIONAL ETF TRUST — $202K
EQT CORP — $289K
FIDELITY COVINGTON TRUST — $5.9M
FIRST TR EXCHANGE TRADED FD — $1.2M
FIRST TR EXCHANGE-TRADED FD — $327K
FIRST TR EXCHANGE-TRADED FD — $515K
FIRST TR EXCHNG TRADED FD VI — $216K
… and 18 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