Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Tru Independence Asset Management 2

Latest statistics and disclosures from Tru Independence Asset Management 2's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFSD, DFGP, IVV, GOOGL, and represent 27.09% of Tru Independence Asset Management 2's stock portfolio.
Added to shares of these 10 stocks: AMZN, IVV, VTIP, ASTS, DFAC, IEUR, IJH, DUHP, QQQ, DFGP.
Started 9 new stock positions in NFLX, ASTS, MIST, FCX, UL, GDX, TSLA, NU, Strive.
Reduced shares in these 10 stocks: MELI, IREN, , WULF, CIFR, CORZ, Unilever, META, DGCB, DFAE.
Sold out of its positions in CIFR, CORZ, MELI, RIOT, PHYS, WULF, Unilever, SPOT, IREN.
Tru Independence Asset Management 2 was a net buyer of stock by $5.8M.
Tru Independence Asset Management 2 has $160M in assets under management (AUM), dropping by 5.04%.
Central Index Key (CIK): 0001849497

Tip: Access up to 7 years of quarterly data

Positions held by Tru Independence Asset Management 2 consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Tru Independence Asset Management 2

Tru Independence Asset Management 2 holds 86 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	11.1	$18M	+4%	447k	39.59	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.4	$7.0M	+4%	146k	47.95	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	4.0	$6.4M	+7%	119k	54.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$6.1M	+23%	8.9k	684.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.8	$6.0M		19k	313.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$6.0M	+10%	9.8k	614.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.7	$6.0M	+14%	121k	49.46	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.6	$5.8M		137k	42.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.5	$5.5M	-3%	46k	119.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.4	$5.5M		57k	96.16	View chart
Amazon (AMZN)	3.2	$5.2M	+47%	23k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.1	$5.0M		10k	502.65	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.7	$4.2M	+5%	80k	52.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.5	$4.1M	+16%	107k	38.03	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.5	$4.0M	+11%	116k	34.46	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.9	$3.1M		31k	100.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.9	$3.0M	+6%	91k	32.89	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.7	$2.7M	-9%	51k	54.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.6	$2.6M	-5%	31k	82.82	View chart
Ishares Tr Core Msci Euro (IEUR)	1.6	$2.5M	+34%	35k	70.98	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.5	$2.4M	-7%	22k	110.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$2.3M	-7%	26k	87.16	View chart
Apple (AAPL)	1.4	$2.2M		8.2k	271.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$2.1M	+38%	32k	66.00	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$2.0M	+26%	30k	67.22	View chart
NVIDIA Corporation (NVDA)	1.2	$1.8M		9.9k	186.50	View chart
Microsoft Corporation (MSFT)	1.1	$1.8M		3.7k	483.62	View chart
Meta Platforms Cl A (META)	0.9	$1.5M	-18%	2.3k	660.09	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$1.4M	-6%	24k	59.54	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$1.3M	-14%	35k	38.00	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$1.3M	+9%	38k	33.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.3M	+46%	11k	120.18	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.8	$1.2M	+52%	16k	76.23	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.8	$1.2M	+44%	51k	24.37	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.2M	+8%	37k	33.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$1.2M	-17%	37k	32.57	View chart
Ishares Msci Pac Jp Etf (EPP)	0.7	$1.2M	+26%	23k	50.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$1.1M	-9%	25k	46.59	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.1M	+9%	36k	31.66	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$1.1M	+12%	42k	26.42	View chart
Ishares Msci Japan Etf (EWJ)	0.7	$1.1M	+39%	13k	80.74	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$985k	-13%	20k	49.90	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$941k	+9%	10k	93.97	View chart
Enterprise Products Partners (EPD)	0.6	$911k		28k	32.06	View chart
Lockheed Martin Corporation (LMT)	0.5	$869k		1.8k	483.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$817k		18k	44.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$774k		1.1k	683.91	View chart
Ast Spacemobile Com Cl A (ASTS)	0.5	$726k	NEW	10k	72.63	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$678k		12k	57.46	View chart
Ishares Msci Cda Etf (EWC)	0.4	$637k	+14%	12k	53.93	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$575k		14k	41.08	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$554k	-13%	15k	38.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$533k		1.7k	314.80	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$506k	-12%	12k	41.56	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.3	$503k		16k	30.90	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.3	$480k		9.5k	50.68	View chart
Wal-Mart Stores (WMT)	0.3	$476k	-5%	4.3k	111.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$468k		4.4k	106.70	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.3	$461k		9.1k	50.46	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$455k		7.9k	57.91	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$416k	-5%	18k	23.30	View chart
Zoom Communications Cl A (ZM)	0.2	$390k		4.5k	86.29	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$390k		12k	32.75	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$345k		5.1k	68.36	View chart
Unilever Spon Adr New (UL)	0.2	$342k	NEW	5.2k	65.40	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$339k	-37%	6.7k	50.65	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$335k	NEW	20k	16.74	View chart
Qualcomm (QCOM)	0.2	$334k		2.0k	171.05	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$332k		6.6k	50.70	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$311k		3.1k	100.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$291k		3.6k	81.17	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$264k		3.3k	80.22	View chart
Freeport-mcmoran CL B (FCX)	0.2	$254k	NEW	5.0k	50.79	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$250k		1.0k	241.24	View chart
Roku Com Cl A (ROKU)	0.2	$249k	-14%	2.3k	108.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$245k		619.00	396.31	View chart
Agnico (AEM)	0.2	$242k		1.4k	169.53	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$242k		1.5k	160.97	View chart
Walt Disney Company (DIS)	0.1	$230k		2.0k	114.52	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$220k	NEW	2.6k	85.77	View chart
Netflix (NFLX)	0.1	$218k	NEW	2.3k	93.76	View chart
Milestone Pharmaceuticals (MIST)	0.1	$202k	NEW	100k	2.02	View chart
Tesla Motors (TSLA)	0.1	$201k	NEW	447.00	449.72	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$192k		16k	12.02	View chart
Strive Cl A Com	0.0	$63k	NEW	85k	0.74	View chart
Ensysce Biosciences Com New (ENSC)	0.0	$11k	+14%	12k	0.92	View chart

Past Filings by Tru Independence Asset Management 2

SEC 13F filings are viewable for Tru Independence Asset Management 2 going back to 2020

Tru Independence Asset Management 2 2025 Q4 filed Feb. 24, 2026
Tru Independence Asset Management 2 2025 Q3 filed Oct. 22, 2025
Tru Independence Asset Management 2 2025 Q2 filed July 16, 2025
Tru Independence Asset Management 2 2025 Q1 filed April 30, 2025
Tru Independence Asset Management 2 2024 Q4 filed Jan. 22, 2025
Tru Independence Asset Management 2 2024 Q3 filed Nov. 4, 2024
Tru Independence Asset Management 2 2023 Q1 filed April 26, 2023
Tru Independence Asset Management 2 2022 Q3 filed Oct. 31, 2022
Tru Independence Asset Management 2 2022 Q2 filed Aug. 2, 2022
Tru Independence Asset Management 2 2022 Q1 filed April 27, 2022
Tru Independence Asset Management 2 2021 Q4 filed Jan. 20, 2022
Tru Independence Asset Management 2 2021 Q3 filed Nov. 5, 2021
Tru Independence Asset Management 2 2021 Q2 filed July 21, 2021
Tru Independence Asset Management 2 2021 Q1 filed May 19, 2021
Tru Independence Asset Management 2 2020 Q4 filed March 9, 2021

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z