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: $202.2M101 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$346K	0.2%Prev: 1.2%	1,589 SH	Decreased-17,518 SH
ALPHABET INC	CAP STK CL A	$652K	0.3%Prev: 0.1%	2,267 SH	Increased+587 SH
ALPHABET INC	CAP STK CL C	$449K	0.2%Prev: 0.1%	1,566 SH	Increased-1,171 SH
ALTRIA GROUP INC	COM	$227K	0.1%	3,434 SH	New
AMAZON COM INC	COM	$930K	0.5%Prev: 0.2%	4,466 SH	Increased+1,019 SH
AMERICAN ELEC PWR CO INC	COM	$236K	0.1%	1,799 SH	New
APPLE INC	COM	$9.0M	4.4%Prev: 2.4%	35,352 SH	Increased+370 SH
BANK AMERICA CORP	COM	$935K	0.5%Prev: 2.4%	19,175 SH	Decreased-163,581 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	1.1%Prev: 0.6%	4,784 SH	Increased+1,240 SH
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$217K	0.1%	4,870 SH	New
BLUE OWL TECHNOLOGY FIN CORP	COMMON STOCK	$164K	0.1%	13,224 SH	New
BROADCOM INC	COM	$472K	0.2%	1,526 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$834K	0.4%Prev: 0.1%	24,227 SH	Increased+16,466 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$571K	0.3%Prev: 0.1%	14,869 SH	Increased+2,006 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$324K	0.2%Prev: 0.1%	7,622 SH	Increased-1,188 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.6M	4.3%Prev: 1.1%	214,628 SH	Increased+113,785 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$531K	0.3%Prev: 0.1%	18,014 SH	Increased-1,600 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$381K	0.2%Prev: 0.1%	17,037 SH	Increased+375 SH
CAPITAL ONE FINL CORP	COM	$581K	0.3%Prev: 0.2%	3,187 SH	Increased+40 SH
CATERPILLAR INC	COM	$300K	0.1%	423 SH	New
CELESTICA INC	COM	$282K	0.1%	1,000 SH	New
CHEVRON CORPORATION	COM	$251K	0.1%	1,211 SH	New
COLUMBIA ETF TR II	INDIA CONSMR ETF	$4.7M	2.3%Prev: 1.1%	85,265 SH	Increased+28,197 SH
COSTCO WHOLESALE CORPORATION	COM	$241K	0.1%	242 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$520K	0.3%Prev: 0.2%	15,348 SH	Decreased-15,373 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15.0M	7.4%Prev: 3.5%	385,357 SH	Increased+26,182 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$452K	0.2%Prev: 0.1%	10,028 SH	Increased+104 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$20.5M	10.1%Prev: 4.6%	528,063 SH	Increased+76,200 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$731K	0.4%Prev: 0.3%	19,894 SH	Decreased-8,929 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$894K	0.4%Prev: 0.2%	18,457 SH	Increased+157 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$368K	0.2%	10,514 SH	New
DUKE ENERGY CORP NEW	COM NEW	$252K	0.1%Prev: 0.1%	1,928 SH	Increased-24 SH
ELI LILLY & CO	COM	$362K	0.2%Prev: 0.1%	393 SH	Increased+42 SH
EQT CORP	COM	$347K	0.2%	5,458 SH	New
EXXON MOBIL CORP	COM	$488K	0.2%Prev: 0.1%	2,876 SH	Increased+804 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$5.0M	2.5%	131,354 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.0M	8.9%Prev: 4.3%	394,207 SH	Increased+90,017 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$420K	0.2%Prev: 0.4%	14,625 SH	Decreased-31,794 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$237K	0.1%	2,529 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.7M	2.8%Prev: 1.1%	51,836 SH	Increased+9 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$17.6M	8.7%Prev: 3.9%	257,442 SH	Increased+44,807 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.1M	0.6%	29,137 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$17.2M	8.5%Prev: 4.2%	185,321 SH	Increased+34,968 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$362K	0.2%Prev: 0.1%	1,546 SH	Decreased-268 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$205K	0.1%	6,009 SH	New
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$3.1M	1.6%Prev: 0.8%	70,968 SH	Increased+15,665 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$228K	0.1%	3,642 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$412K	0.2%	3,248 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$2.2M	1.1%	45,100 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$236K	0.1%	1,484 SH	New
HARBOR ETF TRUST	HARBOR COMMODITY	$7.2M	3.6%Prev: 1.2%	231,524 SH	Increased+64,861 SH
INGERSOLL RAND INC	COM	$212K	0.1%Prev: 0.1%	2,640 SH	Decreased-1,834 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$423K	0.2%	2,203 SH	New
INVESCO QQQ TR	UNIT SER 1	$375K	0.2%	650 SH	New
ISHARES INC	CORE MSCI EMKT	$790K	0.4%Prev: 0.2%	11,325 SH	Increased-2,614 SH
ISHARES TR	CORE 80/20 AGGRE	$241K	0.1%	2,726 SH	New
ISHARES TR	CORE MSCI EAFE	$743K	0.4%Prev: 0.2%	8,210 SH	Increased-1,321 SH
ISHARES TR	CORE S&P TTL STK	$245K	0.1%	1,717 SH	New
ISHARES TR	CORE S&P500 ETF	$2.7M	1.3%Prev: 0.6%	4,091 SH	Increased+600 SH
ISHARES TR	MSCI EAFE ETF	$710K	0.4%Prev: 0.2%	7,305 SH	Decreased-1,707 SH
ISHARES TR	S&P 500 GRWT ETF	$727K	0.4%Prev: 0.2%	6,431 SH	Increased+315 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.7M	1.3%Prev: 0.6%	52,951 SH	Increased+12,241 SH
JOHNSON & JOHNSON	COM	$339K	0.2%Prev: 1.2%	1,387 SH	Decreased-22,819 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.6%	4,200 SH	New
LOCKHEED MARTIN CORP	COM	$538K	0.3%Prev: 0.1%	890 SH	Increased+30 SH
MCDONALDS CORP	COM	$1.1M	0.5%Prev: 0.2%	3,490 SH	Increased+1,082 SH
MERCK & CO INC	COM	$227K	0.1%Prev: 1.4%	1,883 SH	Decreased-49,094 SH
META PLATFORMS INC	CL A	$627K	0.3%Prev: 0.5%	1,096 SH	Decreased-1,507 SH
MICROSOFT CORP	COM	$2.7M	1.4%Prev: 1.2%	7,376 SH	Decreased-3,062 SH
NVIDIA CORPORATION	COM	$1.0M	0.5%Prev: 0.1%	5,803 SH	Increased+1,865 SH
ORACLE CORP	COM	$205K	0.1%	1,393 SH	New
PEPSICO INC	COM	$232K	0.1%	1,492 SH	New
PFIZER INC	COM	$201K	0.1%	7,163 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$498K	0.2%Prev: 0.2%	5,769 SH	Decreased-1,042 SH
RTX CORPORATION	COM	$262K	0.1%	1,357 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$531K	0.3%	4,875 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$395K	0.2%	7,991 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$537K	0.3%	3,660 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$402K	0.2%	2,486 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.3M	0.6%	17,000 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$311K	0.2%	478 SH	New
TESLA INC	COM	$349K	0.2%Prev: 0.1%	940 SH	Increased+131 SH
TRANE TECHNOLOGIES PLC	SHS	$360K	0.2%Prev: 0.1%	864 SH	Increased-3 SH
TRUIST FINL CORP	COM	$361K	0.2%Prev: 0.1%	7,845 SH	Increased+487 SH
TUTOR PERINI CORP	COM	$414K	0.2%	5,360 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$429K	0.2%Prev: 0.1%	981 SH	Increased+58 SH
VANGUARD INDEX FDS	MID CAP ETF	$298K	0.1%Prev: 0.1%	1,039 SH	Increased+17 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$525K	0.3%Prev: 0.2%	878 SH	Increased-101 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%Prev: 0.1%	3,419 SH	Increased+2,066 SH
VANGUARD INDEX FDS	VALUE ETF	$912K	0.5%Prev: 0.2%	4,647 SH	Increased+434 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$415K	0.2%Prev: 0.1%	1,928 SH	Increased+88 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$313K	0.2%Prev: 0.1%	3,544 SH	Increased+186 SH
VANGUARD WORLD FD	CONSUM STP ETF	$224K	0.1%Prev: 0.1%	998 SH	Decreased-318 SH
VANGUARD WORLD FD	FINANCIALS ETF	$443K	0.2%Prev: 0.1%	3,670 SH	Increased+13 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$484K	0.2%Prev: 0.2%	1,549 SH	Decreased-711 SH
VANGUARD WORLD FD	INF TECH ETF	$2.4M	1.2%Prev: 0.6%	3,368 SH	Increased-440 SH
VISA INC	COM CL A	$274K	0.1%Prev: 0.1%	905 SH	Increased+245 SH
WALMART INC	COM	$269K	0.1%	2,165 SH	New
WELLS FARGO & CO	COM	$480K	0.2%	6,041 SH	New
WISDOMTREE TR	TRUE EMERGING MK	$6.4M	3.2%	205,292 SH	New
WISDOMTREE TR	US QUALITY GROW	$10.6M	5.3%Prev: 2.4%	199,034 SH	Increased+21,896 SH

Sold (vs prior filing)

ALASKA AIR GROUP INC — $4.9M
ALBERTSONS COS INC — $2.8M
ALLSTATE CORP — $6.5M
AT&T INC — $7.2M
BALL CORP — $205K
BOEING CO — $5.5M
BP PLC — $3.7M
BRIXMOR PPTY GROUP INC — $3.3M
CHEVRON CORP NEW — $5.3M
CISCO SYS INC — $4.9M
COMERICA INC — $5.0M
CORNING INC — $6.6M
CVS HEALTH CORP — $4.8M
DOW INC — $2.8M
ENERGIZER HLDGS INC NEW — $4.7M
ENOVIX CORPORATION — $2.2M
FEDEX CORP — $5.2M
FIRST TR EXCHANGE TRADED FD — $228K
FIRST TR EXCHANGE-TRADED FD — $1.0M
FIRST TR EXCHNG TRADED FD VI — $394K
… and 27 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