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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
Page 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGXU CAPITAL GROUP INTL FOCUS EQT 18,014.0 $624K 0.27% $34.62 +1.9%
42 META META PLATFORMS INC Communication Services 1,106.0 $623K 0.27% +10.0 +0.9% $563.08 +9.5%
43 VOO VANGUARD INDEX FDS 885.0 $608K 0.27% +7.0 +0.8% $687.16 +3.0%
44 DFAE DIMENSIONAL ETF TRUST 14,664.0 $590K 0.26% -684.0 -4.5% $40.21 +0.9%
45 AVGO BROADCOM INC Technology 1,538.0 $581K 0.25% +12.0 +0.8% $377.63 -5.2%
46 VIS VANGUARD WORLD FD 1,541.0 $555K 0.24% -8.0 -0.5% $360.37 -6.6%
47 GOOG ALPHABET INC 1,566.0 $553K 0.24% $353.30
48 XLY SELECT SECTOR SPDR TR 4,554.0 $534K 0.23% -321.0 -6.6% $117.28 -2.0%
49 XLV SELECT SECTOR SPDR TR 3,277.0 $520K 0.23% -383.0 -10.5% $158.67 +8.1%
50 DFAU DIMENSIONAL ETF TRUST 10,028.0 $518K 0.23% $51.69 +3.1%
51 QQEW FIRST TR EXCHANGE-TRADED FD 3,225.0 $515K 0.23% -23.0 -0.7% $159.61 +1.1%
52 VUG VANGUARD INDEX FDS 5,891.0 $507K 0.22% +5K +500.5% $86.14 +2.7%
53 WFC WELLS FARGO & CO Financial Services 5,946.0 $490K 0.21% -95.0 -1.6% $82.44 +9.1%
54 VFH VANGUARD WORLD FD 3,689.0 $486K 0.21% +19.0 +0.5% $131.62 +7.9%
55 LLY ELI LILLY & CO Healthcare 398.0 $477K 0.21% +5.0 +1.3% $1197.97 -4.2%
56 RSP INVESCO EXCHANGE TRADED FD T 2,206.0 $469K 0.20% $212.74 +3.0%
57 QQQ INVESCO QQQ TR Financial Services 630.0 $464K 0.20% -20.0 -3.1% $736.21 -2.3%
58 XLI SELECT SECTOR SPDR TR 2,491.0 $461K 0.20% $185.26 -5.4%
59 VIG VANGUARD SPECIALIZED FUNDS 1,934.0 $458K 0.20% $236.66 +2.3%
60 LMT LOCKHEED MARTIN CORP Industrials 888.0 $452K 0.20% $509.44 +3.1%
Page 3 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%