tru Independence LLC
CIK: 0001785445SEC EDGAR →
Portfolio Value
$396.6M
Holdings
132
As of
Q4 2025
New Positions
132
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 508,034 | $20.1M | 5.07% |
| 2 | FIDELITY MERRIMACK STR TR | 375,741 | $17.3M | 4.36% |
| 3 | FIRST TR EXCHANGE TRADED FD | 247,244 | $17.2M | 4.33% |
| 4 | FIRST TR EXCHANGE-TRADED FD | 177,567 | $16.4M | 4.14% |
| 5 | DIMENSIONAL ETF TRUST | 389,220 | $14.8M | 3.74% |
| 6 | GENERAL MTRS CO | 144,393 | $11.7M | 2.96% |
| 7 | WISDOMTREE TR | 183,393 | $10.8M | 2.71% |
| 8 | APPLE INC | 38,206 | $10.4M | 2.62% |
| 9 | BANK AMERICA CORP | 169,859 | $9.3M | 2.36% |
| 10 | CORNING INC | 103,141 | $9.0M | 2.28% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (132)
$20.1M · 508K shares
$17.3M · 376K shares
$17.2M · 247K shares
$16.4M · 178K shares
$14.8M · 389K shares
$11.7M · 144K shares
$10.8M · 183K shares
$10.4M · 38K shares
$9.3M · 170K shares
$9.0M · 103K shares
$8.9M · 28K shares
$8.7M · 195K shares
$7.4M · 15K shares
$7.1M · 61K shares
$6.7M · 31K shares
$6.5M · 263K shares
$6.5M · 58K shares
$6.3M · 30K shares
$6.1M · 21K shares
$5.8M · 235K shares
$5.8M · 178K shares
$5.8M · 439K shares
$5.7M · 20K shares
$5.6M · 73K shares
$5.6M · 76K shares
$5.4M · 68K shares
$5.4M · 82K shares
$5.4M · 55K shares
$5.3M · 51K shares
$5.2M · 351K shares
$5.2M · 25K shares
$5.1M · 254K shares
$5.1M · 102K shares
$5.1M · 35K shares
$5.1M · 33K shares
$4.9M · 339K shares
$4.9M · 120K shares
$4.9M · 26K shares
$4.7M · 126K shares
$4.7M · 80K shares
$4.6M · 100K shares
$4.6M · 70K shares
$4.4M · 19K shares
$3.9M · 113K shares
$3.7M · 85K shares
$3.6M · 236K shares
$3.4M · 130K shares
$3.0M · 65K shares
$2.9M · 4K shares
$2.8M · 4K shares
$2.5M · 5K shares
$2.2M · 44K shares
$2.2M · 296K shares
$1.7M · 3K shares
$1.4M · 31K shares
$1.2M · 15K shares
$1.1M · 30K shares
$1.1M · 3K shares
$1.1M · 3K shares
$1.1M · 5K shares
$1.1M · 3K shares
$1.0M · 26K shares
$942K · 5K shares
$934K · 10K shares
$897K · 13K shares
$892K · 5K shares
$858K · 18K shares
$789K · 6K shares
$779K · 3K shares
$773K · 39K shares
$758K · 17K shares
$737K · 8K shares
$680K · 6K shares
$642K · 2K shares
$638K · 4K shares
$625K · 2K shares
$575K · 18K shares
$571K · 911 shares
$552K · 10K shares
$542K · 13K shares
$535K · 18K shares
$510K · 2K shares
$492K · 6K shares
$491K · 4K shares
$477K · 2K shares
$476K · 1K shares
$468K · 10K shares
$468K · 960 shares
$461K · 3K shares
$450K · 5K shares
$423K · 875 shares
$404K · 376 shares
$395K · 11K shares
$390K · 868 shares
$388K · 3K shares
$387K · 17K shares
$387K · 9K shares
$384K · 8K shares
$364K · 16K shares
$359K · 5K shares
$358K · 3K shares
$345K · 11K shares
$336K · 865 shares
$334K · 490 shares
$332K · 4K shares
$309K · 882 shares
$300K · 1K shares
$299K · 2K shares
$297K · 1K shares
$294K · 5K shares
$293K · 18K shares
$279K · 11K shares
$265K · 1K shares
$263K · 1K shares
$262K · 3K shares
$259K · 4K shares
$255K · 2K shares
$248K · 1K shares
$246K · 3K shares
$242K · 423 shares
$237K · 2K shares
$233K · 1K shares
$227K · 2K shares
$225K · 368 shares
$222K · 4K shares
$217K · 2K shares
$213K · 2K shares
$212K · 6K shares
$209K · 3K shares
$204K · 690 shares
$200K · 4K shares
$79K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $203.9M | 51.4% |
| Technology | 10 | $34.9M | 8.8% |
| Industrials | 13 | $29.2M | 7.4% |
| Consumer Cyclical | 6 | $23.6M | 5.9% |
| Unknown | 5 | $21.9M | 5.5% |
| Healthcare | 5 | $20.8M | 5.2% |
| Consumer Defensive | 6 | $20.1M | 5.1% |
| Energy | 5 | $15.3M | 3.8% |
| Real Estate | 3 | $13.4M | 3.4% |
| Communication Services | 4 | $9.3M | 2.3% |
| Basic Materials | 1 | $3.7M | 0.9% |
| Utilities | 2 | $440K | 0.1% |