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: $228.7M107 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$415K	0.2%Prev: 1.0%	1,648 SH	Decreased-17,666 SH
ALPHABET INC	CAP STK CL A	$830K	0.4%Prev: 0.1%	2,324 SH	Increased+554 SH
ALPHABET INC	CAP STK CL C	$553K	0.2%Prev: 0.2%	1,566 SH	Increased-1,477 SH
ALTRIA GROUP INC	COM	$262K	0.1%	3,648 SH	New
AMAZON COM INC	COM	$1.1M	0.5%Prev: 0.2%	4,514 SH	Increased+1,086 SH
AMERICAN ELEC PWR CO INC	COM	$237K	0.1%	1,735 SH	New
APPLE INC	COM	$10.3M	4.5%Prev: 2.3%	35,424 SH	Increased-2,597 SH
BANK OF AMER CORP	COM	$1.1M	0.5%	18,645 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	1.0%Prev: 0.5%	4,736 SH	Increased+1,178 SH
BLUE OWL TECHNOLOGY FIN CORP	COMMON STOCK	$211K	0.1%	20,365 SH	New
BROADCOM INC	COM	$581K	0.3%Prev: 0.1%	1,538 SH	Increased+542 SH
CAPITAL GROUP CORE BALANCED	SHS	$955K	0.4%Prev: 0.1%	25,162 SH	Increased+16,792 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$636K	0.3%	14,301 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$376K	0.2%	7,631 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$10.6M	4.6%	223,661 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$624K	0.3%	18,014 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$377K	0.2%Prev: 0.1%	16,922 SH	Increased+196 SH
CAPITAL ONE FINL CORP	COM	$642K	0.3%Prev: 0.2%	3,199 SH	Decreased-3 SH
CATERPILLAR INC	COM	$361K	0.2%	339 SH	New
CELESTICA INC	COM	$366K	0.2%	1,003 SH	New
CHEVRON CORPORATION	COM	$200K	0.1%	1,207 SH	New
CISCO SYS INC	COM	$253K	0.1%Prev: 1.5%	2,153 SH	Decreased-74,462 SH
COLUMBIA ETF TR II	INDIA CONSMR ETF	$5.4M	2.4%Prev: 1.1%	91,235 SH	Increased+34,260 SH
COSTCO WHOLESALE CORPORATION	COM	$223K	0.1%	238 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$590K	0.3%Prev: 0.2%	14,664 SH	Decreased-10,452 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$16.0M	7.0%Prev: 3.6%	387,793 SH	Increased+25,688 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$23.7M	10.4%	534,791 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$518K	0.2%Prev: 0.1%	10,028 SH	Increased+76 SH
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$731K	0.3%	17,507 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.0M	0.4%Prev: 0.2%	18,490 SH	Increased+145 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$408K	0.2%	10,514 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$202K	0.1%	2,896 SH	New
DUKE ENERGY CORP NEW	COM NEW	$246K	0.1%Prev: 0.1%	1,945 SH	Increased-78 SH
ELI LILLY & CO	COM	$477K	0.2%Prev: 0.1%	398 SH	Increased+41 SH
EQT CORP	COM	$289K	0.1%	5,443 SH	New
EXXON MOBIL CORP	COM	$413K	0.2%Prev: 0.1%	3,023 SH	Increased-71 SH
FIDELITY COVINGTON TRUST	ENHANCED SML CAP	$5.9M	2.6%	122,579 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$19.8M	8.7%Prev: 4.2%	435,727 SH	Increased+118,064 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$390K	0.2%Prev: 0.2%	14,411 SH	Decreased-9,818 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$288K	0.1%Prev: 0.1%	2,509 SH	Increased-63 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$6.9M	3.0%Prev: 1.3%	51,864 SH	Increased-1,534 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$21.1M	9.2%Prev: 4.0%	260,568 SH	Increased+38,572 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.2M	0.5%	28,915 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$18.7M	8.2%Prev: 4.0%	199,170 SH	Increased+45,410 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$409K	0.2%Prev: 0.1%	1,546 SH	Decreased-268 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$222K	0.1%Prev: 0.1%	6,009 SH	Increased+4 SH
FIRST TR EXCHANGE-TRADED FD	HIGH INCM STRGC	$3.4M	1.5%Prev: 0.8%	76,080 SH	Increased+17,497 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$327K	0.1%	3,644 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$515K	0.2%	3,225 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$2.1M	0.9%Prev: 0.8%	43,114 SH	Decreased-9,164 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$329K	0.1%Prev: 0.1%	1,594 SH	Increased+170 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$216K	0.1%	3,546 SH	New
HARBOR ETF TRUST	COMM ALL WEA ETF	$7.2M	3.2%	246,510 SH	New
INGERSOLL RAND INC	COM	$216K	0.1%Prev: 0.1%	2,632 SH	Decreased-1,836 SH
INTEL CORP	COM	$402K	0.2%	2,881 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$469K	0.2%	2,206 SH	New
INVESCO QQQ TR	UNIT SER 1	$464K	0.2%Prev: 0.1%	630 SH	Increased+263 SH
ISHARES INC	CORE MSCI EMKT	$891K	0.4%Prev: 0.2%	10,752 SH	Increased-2,618 SH
ISHARES TR	CORE 80 20 ETF	$284K	0.1%	2,909 SH	New
ISHARES TR	CORE MSCI EAFE	$738K	0.3%Prev: 0.2%	7,637 SH	Decreased-1,854 SH
ISHARES TR	CORE S&P TTL STK	$282K	0.1%	1,718 SH	New
ISHARES TR	CORE S&P500 ETF	$3.0M	1.3%Prev: 0.6%	4,017 SH	Increased+593 SH
ISHARES TR	MSCI EAFE ETF	$756K	0.3%Prev: 0.2%	7,277 SH	Increased-1,055 SH
ISHARES TR	MSCI USA MIN ETF	$202K	0.1%	2,090 SH	New
ISHARES TR	S&P 500 GRWT ETF	$864K	0.4%Prev: 0.2%	6,281 SH	Increased+161 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.8M	1.2%Prev: 0.6%	56,398 SH	Increased+14,179 SH
JOHNSON & JOHNSON	COM	$317K	0.1%Prev: 1.1%	1,249 SH	Decreased-22,687 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.5%	3,562 SH	New
LINDE PLC	SHS	$206K	0.1%	398 SH	New
LOCKHEED MARTIN CORP	COM	$452K	0.2%Prev: 0.1%	888 SH	Increased+18 SH
MCDONALDS CORP	COM	$956K	0.4%Prev: 0.2%	3,536 SH	Increased+1,122 SH
MERCK & CO INC	COM	$235K	0.1%Prev: 1.2%	1,829 SH	Decreased-48,842 SH
META PLATFORMS INC	CL A	$623K	0.3%Prev: 0.5%	1,106 SH	Decreased-1,357 SH
MICROSOFT CORP	COM	$2.7M	1.2%Prev: 1.7%	7,338 SH	Decreased-4,280 SH
NVIDIA CORPORATION	COM	$1.2M	0.5%Prev: 0.2%	5,975 SH	Increased+1,779 SH
ORACLE CORP	COM	$206K	0.1%Prev: 0.1%	1,409 SH	Decreased+221 SH
PEPSICO INC	COM	$204K	0.1%	1,507 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$427K	0.2%Prev: 0.2%	4,664 SH	Decreased-2,055 SH
RTX CORPORATION	COM	$260K	0.1%	1,370 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$220K	0.1%	5,971 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$520K	0.2%	3,277 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$534K	0.2%	4,554 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$430K	0.2%	8,013 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$461K	0.2%	2,491 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$1.5M	0.6%	16,834 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$332K	0.1%	444 SH	New
TESLA INC	COM	$401K	0.2%Prev: 0.1%	954 SH	Increased+123 SH
TRANE TECHNOLOGIES PLC	SHS	$424K	0.2%Prev: 0.1%	864 SH	Increased-4 SH
TRUIST FINL CORP	COM	$363K	0.2%Prev: 0.1%	7,277 SH	Increased-182 SH
TUTOR PERINI CORP	COM	$445K	0.2%	5,360 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$507K	0.2%Prev: 0.1%	5,891 SH	Increased+4,928 SH
VANGUARD INDEX FDS	MID CAP ETF	$335K	0.1%Prev: 0.1%	4,163 SH	Increased+3,141 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$608K	0.3%Prev: 0.1%	885 SH	Increased-25 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.6%Prev: 0.3%	3,426 SH	Increased+442 SH
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.4%Prev: 0.2%	4,662 SH	Increased+46 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$458K	0.2%Prev: 0.1%	1,934 SH	Increased+28 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$331K	0.1%Prev: 0.1%	3,545 SH	Increased+174 SH
VANGUARD WORLD FD	CONSUM STP ETF	$226K	0.1%Prev: 0.1%	1,003 SH	Decreased-301 SH
VANGUARD WORLD FD	FINANCIALS ETF	$486K	0.2%Prev: 0.1%	3,689 SH	Increased+19 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$555K	0.2%Prev: 0.2%	1,541 SH	Decreased-725 SH
VANGUARD WORLD FD	INF TECH ETF	$3.1M	1.4%Prev: 0.7%	25,996 SH	Increased+22,184 SH
VISA INC	COM CL A	$318K	0.1%Prev: 0.1%	926 SH	Increased+239 SH
WALMART INC	COM	$244K	0.1%	2,150 SH	New
WELLS FARGO & CO	COM	$490K	0.2%	5,946 SH	New
WEST PHARMACEUTICAL SVSC INC	COM	$233K	0.1%	650 SH	New
WISDOMTREE TR	TRUE EMERGING MK	$6.9M	3.0%	218,648 SH	New
WISDOMTREE TR	US QUALITY GROW	$12.9M	5.7%Prev: 2.7%	196,015 SH	Increased+19,928 SH

Sold (vs prior filing)

ALASKA AIR GROUP INC — $4.9M
ALLSTATE CORP — $6.2M
AT&T INC — $6.8M
BALL CORP — $221K
BANK AMERICA CORP — $8.5M
BOEING CO — $6.6M
BP PLC — $3.4M
BRIXMOR PPTY GROUP INC — $3.3M
CAPITAL GROUP CORE EQUITY ET — $483K
CAPITAL GROUP DIVIDEND VALUE — $348K
CAPITAL GROUP GROWTH ETF — $6.6M
CAPITAL GROUP INTL FOCUS EQT — $475K
CHEVRON CORP NEW — $4.7M
CITIGROUP INC — $5.3M
COMERICA INC — $5.2M
CORNING INC — $7.4M
CVS HEALTH CORP — $4.9M
DIMENSIONAL ETF TRUST — $16.5M
DIMENSIONAL ETF TRUST — $996K
DOW INC — $2.1M
… and 35 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