True Freedom Investing, LLC
98 holdingsFiling period: 2026-06-30Current AUM: $1.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJS | iShares TR | 1.91M | $225.8M | $215.0M | 16.68% | -34,055 | 2026-06-30 |
| 2 | IWM | iShares TR | 904.5K | $224.3M | $205.9M | 15.97% | -16,207 | 2026-06-30 |
| 3 | IJK | iShares TR | 2.22M | $223.1M | $207.5M | 16.09% | -38,698 | 2026-06-30 |
| 4 | GLD | Spdr Gold TR | 215.5K | $92.7M | $95.1M | 7.37% | -3,258 | 2026-06-30 |
| 5 | BIV | Vanguard BD Index Fds | 496.3K | $38.3M | $36.7M | 2.84% | -13,068 | 2026-06-30 |
| 6 | XLE | Select Sector Spdr TR | 575.1K | $35.2M | $45.1M | 3.50% | -21,822 | 2026-06-30 |
| 7 | SCHX | Schwab Strategic TR | 1.31M | $33.6M | $34.5M | 2.67% | -56,267 | 2026-06-30 |
| 8 | BND | Vanguard BD Index Fds | 422.9K | $31.1M | $30.0M | 2.33% | -22,550 | 2026-06-30 |
| 9 | SCHF | Schwab Strategic TR | 1.14M | $28.2M | $27.5M | 2.13% | -48,821 | 2026-06-30 |
| 10 | SPY | State Str Spdr S&P 500 ETF T | 31.9K | $20.7M | $21.3M | 1.66% | -377 | 2026-06-30 |
| 11 | IEF | iShares TR | 147.6K | $14.1M | $13.4M | 1.04% | -11,051 | 2026-06-30 |
| 12 | COP | Conocophillips | 79.8K | $10.5M | $14.8M | 1.15% | -851 | 2026-06-30 |
| 13 | XOM | Exxon Mobil Corp | 58.9K | $10.0M | $13.0M | 1.01% | -233 | 2026-06-30 |
| 14 | XOM | Exxon Mobil Corp | 58.9K | $10.0M | $13.0M | 1.01% | -233 | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 21.7K | $8.0M | $11.5M | 0.89% | -248 | 2026-06-30 |
| 16 | PSX | Phillips 66 | 40.4K | $7.4M | $12.7M | 0.98% | -201 | 2026-06-30 |
| 17 | QCOM | Qualcomm Inc | 54.4K | $7.0M | $6.7M | 0.52% | -659 | 2026-06-30 |
| 18 | CVX | Chevron Corporation | 33.0K | $6.8M | $9.3M | 0.72% | -178 | 2026-06-30 |
| 19 | MRK | Merck & Co Inc | 56.7K | $6.8M | $7.9M | 0.61% | -328 | 2026-06-30 |
| 20 | VZ | Verizon Communications Inc | 130.6K | $6.6M | $6.9M | 0.53% | -754 | 2026-06-30 |
| 21 | — | Astrazeneca PLC | 33.2K | $6.5M | $6.5M | 0.51% | -170 | 2026-06-30 |
| 22 | SCHD | Schwab Strategic TR | 207.7K | $6.4M | $7.0M | 0.54% | -4,518 | 2026-06-30 |
| 23 | AAPL | Apple Inc | 24.3K | $6.2M | $7.2M | 0.56% | -- | 2026-06-30 |
| 24 | C | Citigroup Inc | 54.2K | $6.1M | $5.4M | 0.42% | -288 | 2026-06-30 |
| 25 | AMGN | Amgen Inc | 17.2K | $6.1M | $7.4M | 0.57% | -97 | 2026-06-30 |
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