Portfolio (Quarterly) Guide ↗

tru Independence LLC

· CIK 0001785445

13F Portfolio $229M AUM 108 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 37 Added 34 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BITW	BITWISE 10 CRYPTO INDEX ETF	Financial Services	4,870	$217K	0.11%	SOLD
2	PFE	PFIZER INC	Healthcare	7,163	$201K	0.10%	SOLD

Sector Allocation

Technology 51.8%

Financial Services 15.7%

Consumer Cyclical 7.9%

Industrials 6.3%

Healthcare 5.4%

Communication Services 4.7%

Consumer Defensive 3.0%

Energy 2.9%

Utilities 1.6%

Basic Materials 0.7%