TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
82 holdingsFiling period: 2026-03-31Current AUM: $174.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 453.9K | $17.6M | $20.2M | 11.56% | +6.8K | 2026-03-31 |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 152.0K | $7.3M | $7.2M | 4.12% | +6.0K | 2026-03-31 |
| 3 | DFGP | DIMENSIONAL ETF TRUST | 124.9K | $6.7M | $6.7M | 3.81% | +5.8K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 10.0K | $6.5M | $7.5M | 4.30% | +1.1K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 11.2K | $6.5M | $7.7M | 4.41% | +1.4K | 2026-03-31 |
| 6 | VTIP | VANGUARD MALVERN FDS | 126.5K | $6.3M | $6.3M | 3.59% | +5.9K | 2026-03-31 |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 141.5K | $6.0M | $5.9M | 3.36% | +4.9K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 27.1K | $5.7M | $7.4M | 4.22% | +4.7K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 19.4K | $5.6M | $6.9M | 3.96% | +154 | 2026-03-31 |
| 10 | IEI | ISHARES TR | 46.2K | $5.5M | $5.4M | 3.08% | -64 | 2026-03-31 |
| 11 | IEF | ISHARES TR | 56.9K | $5.4M | $5.3M | 3.03% | +129 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.0K | $4.8M | $4.8M | 2.73% | -- | 2026-03-31 |
| 13 | DFGX | DIMENSIONAL ETF TRUST | 90.6K | $4.8M | $4.7M | 2.71% | +10.1K | 2026-03-31 |
| 14 | DFIC | DIMENSIONAL ETF TRUST | 117.2K | $4.2M | $4.5M | 2.55% | +1.6K | 2026-03-31 |
| 15 | DUHP | DIMENSIONAL ETF TRUST | 111.0K | $4.1M | $4.6M | 2.62% | +4.1K | 2026-03-31 |
| 16 | DFSV | DIMENSIONAL ETF TRUST | 91.4K | $3.2M | $3.6M | 2.07% | +117 | 2026-03-31 |
| 17 | GBIL | GOLDMAN SACHS ETF TR | 30.8K | $3.1M | $3.1M | 1.77% | -- | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 17.2K | $3.0M | $3.5M | 1.98% | +7.3K | 2026-03-31 |
| 19 | DGCB | DIMENSIONAL ETF TRUST | 53.8K | $2.9M | $2.9M | 1.64% | +3.2K | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 7.0K | $2.6M | $3.3M | 1.87% | +3.3K | 2026-03-31 |
| 21 | IEUR | ISHARES TR | 36.1K | $2.5M | $2.8M | 1.59% | +1.1K | 2026-03-31 |
| 22 | TLT | ISHARES TR | 26.6K | $2.3M | $2.2M | 1.25% | +241 | 2026-03-31 |
| 23 | IJH | ISHARES TR | 33.5K | $2.3M | $2.5M | 1.44% | +1.2K | 2026-03-31 |
| 24 | IEMG | ISHARES INC | 31.0K | $2.2M | $2.4M | 1.37% | +986 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 8.5K | $2.2M | $2.6M | 1.50% | +237 | 2026-03-31 |
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