tru Independence LLC

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

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Filer information

Filed by: tru Independence LLC, SR. COMPLIANCE OFFICER
Address: 15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, 97224
Phone: 971-371-3446
AUM: $396.6M

AUM over time

$233.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $396.6M131 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$4.4M	1.1%Prev: 0.2%	19,437 SH	Increased+17,871 SH
ALASKA AIR GROUP INC	COM	$5.1M	1.3%	102,001 SH	New
ALLSTATE CORP	COM	$6.3M	1.6%	30,034 SH	New
ALPHABET INC	CAP STK CL A	$642K	0.2%Prev: 0.3%	2,052 SH	Decreased-307 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.3%	3,437 SH	Increased+1,568 SH
AMAZON COM INC	COM	$1.1M	0.3%Prev: 0.5%	4,610 SH	Decreased-266 SH
AMERICAN ELEC PWR CO INC	COM	$214K	0.1%	1,852 SH	New
APPLE INC	COM	$10.4M	2.6%Prev: 5.1%	38,206 SH	Decreased+2,606 SH
AT&T INC	COM	$5.8M	1.5%	234,715 SH	New
BANK AMERICA CORP	COM	$9.3M	2.4%	169,859 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	0.6%Prev: 1.0%	4,962 SH	Increased+197 SH
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$222K	0.1%Prev: 0.1%	3,784 SH	Decreased-1,086 SH
BOEING CO	COM	$6.7M	1.7%	31,079 SH	New
BP PLC	SPONSORED ADR	$3.9M	1.0%	113,240 SH	New
BRIXMOR PPTY GROUP INC	COM	$3.4M	0.9%	130,257 SH	New
BROADCOM INC	COM	$477K	0.1%Prev: 0.2%	1,377 SH	Decreased-266 SH
CAPITAL GROUP CORE BALANCED	SHS	$396K	0.1%Prev: 0.4%	11,204 SH	Decreased-13,200 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$542K	0.1%	13,478 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$387K	0.1%	8,874 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.7M	2.2%	195,358 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$535K	0.1%	18,108 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$387K	0.1%Prev: 0.2%	17,110 SH	Increased+186 SH
CAPITAL ONE FINL CORP	COM	$780K	0.2%Prev: 0.2%	3,217 SH	Increased+236 SH
CATERPILLAR INC	COM	$243K	0.1%Prev: 0.1%	423 SH	Decreased+83 SH
CELESTICA INC	COM	$297K	0.1%Prev: 0.2%	1,005 SH	Decreased+2 SH
CHEVRON CORP NEW	COM	$5.1M	1.3%	33,164 SH	New
CISCO SYS INC	COM	$5.6M	1.4%Prev: 0.1%	72,955 SH	Increased+70,802 SH
CITIGROUP INC	COM NEW	$7.1M	1.8%	60,565 SH	New
COLUMBIA ETF TR II	INDIA CONSMR ETF	$4.6M	1.1%Prev: 2.4%	70,265 SH	Decreased-25,059 SH
CORNING INC	COM	$9.0M	2.3%	103,141 SH	New
CVS HEALTH CORP	COM	$5.4M	1.4%	68,479 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$575K	0.1%Prev: 0.2%	17,661 SH	Increased+3,094 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$14.8M	3.7%Prev: 7.0%	389,220 SH	Decreased-7,780 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$468K	0.1%Prev: 0.2%	10,004 SH	Decreased-47 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$20.1M	5.1%	508,034 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.0M	0.3%	26,299 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$858K	0.2%Prev: 0.4%	18,422 SH	Decreased+422 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$346K	0.1%	10,514 SH	New
DUKE ENERGY CORP NEW	COM NEW	$227K	0.1%Prev: 0.2%	1,940 SH	Decreased-1,799 SH
ELI LILLY & CO	COM	$404K	0.1%Prev: 0.2%	376 SH	Decreased-51 SH
ENERGIZER HLDGS INC NEW	COM	$773K	0.2%	38,865 SH	New
ENOVIX CORPORATION	COM	$2.2M	0.5%	295,935 SH	New
EQT CORP	COM	$295K	0.1%Prev: 0.1%	5,497 SH	Increased+59 SH
EXXON MOBIL CORP	COM	$359K	0.1%	2,980 SH	New
FEDEX CORP	COM	$6.1M	1.5%	20,956 SH	New
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$4.7M	1.2%	125,563 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.3M	4.4%Prev: 8.4%	375,741 SH	Decreased-79,562 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$365K	0.1%Prev: 0.2%	15,697 SH	Decreased+1,611 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$246K	0.1%Prev: 0.1%	2,541 SH	Decreased+33 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$260K	0.1%	3,637 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.4M	1.4%Prev: 2.6%	54,527 SH	Decreased-4,347 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$17.2M	4.3%Prev: 8.7%	247,244 SH	Decreased-11,222 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$16.4M	4.1%Prev: 8.2%	177,567 SH	Decreased-26,724 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$478K	0.1%Prev: 0.2%	1,774 SH	Increased+228 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$212K	0.1%Prev: 0.1%	6,009 SH	Decreased-1 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$3.0M	0.7%Prev: 1.4%	65,472 SH	Decreased-12,719 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$462K	0.1%Prev: 0.2%	3,248 SH	Decreased+23 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.2M	0.5%Prev: 0.9%	47,730 SH	Increased+5,797 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.1M	0.3%	29,883 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$234K	0.1%Prev: 0.1%	1,430 SH	Decreased-164 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$201K	0.1%Prev: 0.1%	3,546 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$280K	0.1%	11,111 SH	New
FORD MTR CO	COM	$5.8M	1.5%	439,191 SH	New
GENERAL MLS INC	COM	$4.6M	1.2%	99,635 SH	New
GENERAL MTRS CO	COM	$11.7M	3.0%	144,393 SH	New
GRAPHIC PACKAGING HLDG CO	COM	$3.6M	0.9%	235,875 SH	New
HARBOR ETF TRUST	HARBOR COMMODITY	$6.5M	1.6%	262,957 SH	New
INGERSOLL RAND INC	COM	$209K	0.1%	2,643 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$204K	0.1%	690 SH	New
INVESCO QQQ TR	UNIT SER 1	$226K	0.1%Prev: 0.2%	368 SH	Decreased-290 SH
ISHARES INC	CORE MSCI EMKT	$898K	0.2%Prev: 0.4%	13,352 SH	Increased+2,636 SH
ISHARES TR	CORE 80/20 AGGRE	$263K	0.1%	2,934 SH	New
ISHARES TR	CORE MSCI EAFE	$935K	0.2%Prev: 0.3%	10,449 SH	Increased+2,835 SH
ISHARES TR	CORE S&P SCP ETF	$300K	0.1%	2,494 SH	New
ISHARES TR	CORE S&P TTL STK	$255K	0.1%Prev: 0.1%	1,716 SH	Decreased-4 SH
ISHARES TR	CORE S&P500 ETF	$2.9M	0.7%Prev: 1.3%	4,237 SH	Decreased+292 SH
ISHARES TR	MSCI EAFE ETF	$737K	0.2%Prev: 0.3%	7,679 SH	Decreased+461 SH
ISHARES TR	S&P 500 GRWT ETF	$789K	0.2%Prev: 0.4%	6,403 SH	Decreased+119 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.2M	0.6%Prev: 1.2%	43,936 SH	Decreased-12,036 SH
JBS N.V.	CL A SHS	$4.9M	1.2%	339,095 SH	New
JOHNSON & JOHNSON	COM	$5.2M	1.3%Prev: 0.1%	24,980 SH	Increased+23,718 SH
JPMORGAN CHASE & CO.	COM	$8.9M	2.2%	27,606 SH	New
KIMCO RLTY CORP	COM	$5.1M	1.3%	253,874 SH	New
LOCKHEED MARTIN CORP	COM	$423K	0.1%Prev: 0.2%	875 SH	Decreased-30 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$3.7M	0.9%	85,353 SH	New
MAGNUM ICE CREAM CO NV	ORD SHS	$293K	0.1%	18,469 SH	New
MCDONALDS CORP	COM	$1.1M	0.3%Prev: 0.3%	3,478 SH	Increased
MERCK & CO INC	COM	$5.3M	1.3%Prev: 0.1%	50,544 SH	Increased+48,852 SH
META PLATFORMS INC	CL A	$1.7M	0.4%Prev: 0.4%	2,597 SH	Increased+1,440 SH
MICROSOFT CORP	COM	$7.4M	1.9%Prev: 1.6%	15,392 SH	Increased+7,888 SH
NVIDIA CORPORATION	COM	$942K	0.2%Prev: 0.7%	5,052 SH	Decreased-1,791 SH
O-I GLASS INC	COM	$5.2M	1.3%	350,968 SH	New
ORACLE CORP	COM	$266K	0.1%Prev: 0.1%	1,364 SH	Increased-141 SH
PROSHARES TR	S&P MDCP 400 DIV	$492K	0.1%Prev: 0.2%	5,846 SH	Increased+1,206 SH
RTX CORPORATION	COM	$248K	0.1%Prev: 0.1%	1,355 SH	Decreased-75 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$217K	0.1%	1,846 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$681K	0.2%	5,702 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$552K	0.1%	10,082 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$638K	0.2%	4,123 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$388K	0.1%	2,502 SH	New
SHELL PLC	SPON ADS	$5.6M	1.4%	76,445 SH	New
SIMON PPTY GROUP INC NEW	COM	$4.9M	1.2%	26,237 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$334K	0.1%	490 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.2M	0.3%	14,751 SH	New
SPIRE GLOBAL INC	COM CL A NEW	$79K	0.0%	10,575 SH	New
TESLA INC	COM	$390K	0.1%Prev: 0.1%	868 SH	Increased-112 SH
TRANE TECHNOLOGIES PLC	SHS	$337K	0.1%	865 SH	New
TRAVELERS COMPANIES INC	COM	$5.7M	1.4%	19,652 SH	New
TRUIST FINL CORP	COM	$384K	0.1%Prev: 0.1%	7,804 SH	Increased+440 SH
TUTOR PERINI CORP	COM	$359K	0.1%Prev: 0.2%	5,360 SH	Decreased
TYSON FOODS INC	CL A	$4.7M	1.2%	79,771 SH	New
UNILEVER PLC	SPON ADR NEW	$5.4M	1.4%	82,266 SH	New
UNITED AIRLS HLDGS INC	COM	$6.5M	1.6%	57,932 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$469K	0.1%	960 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$301K	0.1%	1,036 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$571K	0.1%Prev: 0.3%	911 SH	Decreased+46 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.3%	3,262 SH	New
VANGUARD INDEX FDS	VALUE ETF	$892K	0.2%	4,673 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$511K	0.1%Prev: 0.2%	2,323 SH	Increased+383 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.1M	1.3%	35,440 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$332K	0.1%Prev: 0.1%	3,633 SH	Decreased+77 SH
VANGUARD WORLD FD	CONSUM STP ETF	$264K	0.1%Prev: 0.1%	1,248 SH	Increased+240 SH
VANGUARD WORLD FD	FINANCIALS ETF	$492K	0.1%Prev: 0.2%	3,685 SH	Increased-15 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$626K	0.2%Prev: 0.2%	2,097 SH	Increased+553 SH
VANGUARD WORLD FD	INF TECH ETF	$2.8M	0.7%Prev: 1.4%	3,660 SH	Decreased-22,358 SH
VERIZON COMMUNICATIONS INC	COM	$4.9M	1.2%	119,633 SH	New
VISA INC	COM CL A	$309K	0.1%Prev: 0.1%	882 SH	Decreased-40 SH
WALMART INC	COM	$237K	0.1%Prev: 0.1%	2,130 SH	Decreased-1,039 SH
WELLS FARGO CO NEW	COM	$451K	0.1%	4,851 SH	New
WISDOMTREE TR	TRUE EMERGING MK	$5.8M	1.5%Prev: 3.0%	177,948 SH	Decreased-54,491 SH
WISDOMTREE TR	US QUALITY GROW	$10.8M	2.7%Prev: 5.8%	183,393 SH	Decreased-14,640 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $212K
ALTRIA GROUP INC — $201K
BANK OF AMER CORP — $1.2M
BLUE OWL TECHNOLOGY FIN CORP — $206K
CAPITAL GROUP CORE EQUITY ET — $628K
CAPITAL GROUP DIVIDEND VALUE — $373K
CAPITAL GROUP GROWTH ETF — $11.0M
CAPITAL GROUP INTL FOCUS EQT — $622K
CHEVRON CORPORATION — $213K
COSTCO WHOLESALE CORPORATION — $216K
DIMENSIONAL ETF TRUST — $24.1M
EXXONMOBIL HOLDINGS CORP — $444K
FIDELITY COVINGTON TRUST — $5.6M
FIRST TR EXCHANGE TRADED FD — $1.2M
FIRST TR EXCHANGE-TRADED FD — $376K
FREEPORT MCMORAN INC — $208K
HARBOR ETF TRUST — $8.4M
INTEL CORP — $397K
INVESCO EXCHANGE TRADED FD T — $467K
ISHARES TR — $336K
… and 21 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001785445-26-000001	$396.6M	View
Oct 20, 2026	Q3 2026	13F-HR	0001785445-26-000005	$233.9M	View
Oct 23, 2025	Q3 2025