True Freedom Investing, LLC
98 holdingsFiling period: 2026-06-30Current AUM: $1.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJS | ISHARES TR | 1.91M | $225.8M | $220.0M | 16.96% | -34,055 | 2026-06-30 |
| 2 | IWM | ISHARES TR | 904.5K | $224.3M | $212.9M | 16.41% | -16,207 | 2026-06-30 |
| 3 | IJK | ISHARES TR | 2.22M | $223.1M | $207.6M | 16.00% | -38,698 | 2026-06-30 |
| 4 | GLD | SPDR GOLD TR | 215.5K | $92.7M | $99.2M | 7.65% | -3,258 | 2026-06-30 |
| 5 | BIV | VANGUARD BD INDEX FDS | 496.3K | $38.3M | $36.9M | 2.85% | -13,068 | 2026-06-30 |
| 6 | XLE | SELECT SECTOR SPDR TR | 575.1K | $35.2M | $43.7M | 3.37% | -21,822 | 2026-06-30 |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.31M | $33.6M | $34.1M | 2.62% | -56,267 | 2026-06-30 |
| 8 | BND | VANGUARD BD INDEX FDS | 422.9K | $31.1M | $30.2M | 2.33% | -22,550 | 2026-06-30 |
| 9 | SCHF | SCHWAB STRATEGIC TR | 1.14M | $28.2M | $28.2M | 2.17% | -48,821 | 2026-06-30 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 31.9K | $20.7M | $21.0M | 1.62% | -377 | 2026-06-30 |
| 11 | IEF | ISHARES TR | 147.6K | $14.1M | $13.5M | 1.04% | -11,051 | 2026-06-30 |
| 12 | COP | CONOCOPHILLIPS | 79.8K | $10.5M | $14.3M | 1.10% | -851 | 2026-06-30 |
| 13 | XOM | EXXON MOBIL CORP | 58.9K | $10.0M | $12.4M | 0.95% | -233 | 2026-06-30 |
| 14 | XOM | EXXON MOBIL CORP | 58.9K | $10.0M | $12.4M | 0.95% | -233 | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP | 21.7K | $8.0M | $10.7M | 0.83% | -248 | 2026-06-30 |
| 16 | PSX | PHILLIPS 66 | 40.4K | $7.4M | $11.5M | 0.89% | -201 | 2026-06-30 |
| 17 | QCOM | QUALCOMM INC | 54.4K | $7.0M | $7.1M | 0.55% | -659 | 2026-06-30 |
| 18 | CVX | CHEVRON CORPORATION | 33.0K | $6.8M | $9.0M | 0.69% | -178 | 2026-06-30 |
| 19 | MRK | MERCK & CO INC | 56.7K | $6.8M | $7.6M | 0.59% | -328 | 2026-06-30 |
| 20 | VZ | VERIZON COMMUNICATIONS INC | 130.6K | $6.6M | $8.0M | 0.61% | -754 | 2026-06-30 |
| 21 | — | ASTRAZENECA PLC | 33.2K | $6.5M | $6.5M | 0.50% | -170 | 2026-06-30 |
| 22 | SCHD | SCHWAB STRATEGIC TR | 207.7K | $6.4M | $6.9M | 0.53% | -4,518 | 2026-06-30 |
| 23 | AAPL | APPLE INC | 24.3K | $6.2M | $7.1M | 0.54% | -- | 2026-06-30 |
| 24 | C | CITIGROUP INC | 54.2K | $6.1M | $6.0M | 0.46% | -288 | 2026-06-30 |
| 25 | AMGN | AMGEN INC | 17.2K | $6.1M | $6.3M | 0.49% | -97 | 2026-06-30 |
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