tru Independence LLC
103 holdingsFiling period: 2026-03-31Current AUM: $224.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 528.1K | $20.5M | $23.5M | 10.46% | +20.0K | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 394.2K | $18.0M | $17.6M | 7.85% | +18.5K | 2026-03-31 |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | 257.4K | $17.6M | $20.9M | 9.29% | +10.2K | 2026-03-31 |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 185.3K | $17.2M | $18.3M | 8.15% | +7.8K | 2026-03-31 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 385.4K | $15.0M | $16.2M | 7.22% | -3,863 | 2026-03-31 |
| 6 | QGRW | WISDOMTREE TR | 199.0K | $10.6M | $13.0M | 5.76% | +15.6K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 35.4K | $9.0M | $10.9M | 4.86% | -2,854 | 2026-03-31 |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 214.6K | $8.6M | $9.6M | 4.28% | +19.3K | 2026-03-31 |
| 9 | HGER | HARBOR ETF TRUST | 231.5K | $7.2M | $7.4M | 3.31% | -31,433 | 2026-03-31 |
| 10 | XC | WISDOMTREE TR | 205.3K | $6.4M | $6.6M | 2.94% | +27.3K | 2026-03-31 |
| 11 | AIRR | FIRST TR EXCHANGE TRADED FD | 51.8K | $5.7M | $6.1M | 2.70% | -2,691 | 2026-03-31 |
| 12 | FESM | FIDELITY COVINGTON TRUST | 131.4K | $5.0M | $6.1M | 2.73% | +5.8K | 2026-03-31 |
| 13 | INCO | COLUMBIA ETF TR II | 85.3K | $4.7M | $5.2M | 2.34% | +15.0K | 2026-03-31 |
| 14 | HISF | FIRST TR EXCHANGE-TRADED FD | 71.0K | $3.1M | $3.1M | 1.38% | +5.5K | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 7.4K | $2.7M | $3.4M | 1.53% | -8,016 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 4.1K | $2.7M | $3.1M | 1.37% | -146 | 2026-03-31 |
| 17 | JAAA | JANUS DETROIT STR TR | 53.0K | $2.7M | $2.7M | 1.19% | +9.0K | 2026-03-31 |
| 18 | VGT | VANGUARD WORLD FD | 3.4K | $2.4M | $3.0M | 1.36% | -292 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.8K | $2.3M | $2.3M | 1.02% | -178 | 2026-03-31 |
| 20 | FVD | FIRST TR EXCHANGE-TRADED FD | 28.0K | $1.3M | $1.4M | 0.62% | -2,639 | 2026-03-31 |
| 21 | SPYM | SPDR SERIES TRUST | 17.0K | $1.3M | $1.5M | 0.67% | +2.2K | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 4.2K | $1.2M | $1.5M | 0.66% | -23,406 | 2026-03-31 |
| 23 | SDVY | FIRST TR EXCHANGE TRADED FD | 29.1K | $1.1M | $1.3M | 0.57% | -746 | 2026-03-31 |
| 24 | VTI | VANGUARD INDEX FDS | 3.4K | $1.1M | $1.3M | 0.56% | +157 | 2026-03-31 |
| 25 | MCD | MCDONALDS CORP | 3.5K | $1.1M | $944K | 0.42% | +12 | 2026-03-31 |
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