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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 DFSD, DFAC, DFCF, SHV, GBIL, and represent 35.91% of Tru Independence Asset Management 2's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$10M), DFAC (+$10M), DFCF (+$9.9M), SHV (+$6.5M), GBIL (+$5.9M), DFSV, DFIP, DISV, DFAE, DFIV.
Started 47 new stock positions in DUHP, TLH, DFEV, DFIV, DIHP, ETHE, DFAR, RIOT, SHV, DISV.
Reduced shares in these 10 stocks: MSFT (-$9.8M), NVDA (-$7.3M), AMZN (-$6.2M), AAPL, TMO, GOOG, LRCX, , TFX, .
Sold out of its positions in ABBV, GOOG, AMAT, BIIB, BLK, AVGO, CVX, CLX, CPRT, COST.
Tru Independence Asset Management 2 was a net buyer of stock by $5.0M.
Tru Independence Asset Management 2 has $119M in assets under management (AUM), dropping by 19.29%.
Central Index Key (CIK): 0001849497

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Portfolio Holdings for Tru Independence Asset Management 2

Tru Independence Asset Management 2 holds 82 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Short Duration F (DFSD)	8.7	$10M	NEW	217k	47.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.4	$10M	NEW	292k	34.29	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.3	$9.9M	NEW	228k	43.19	View chart
Ishares Tr Short Treas Bd (SHV)	5.5	$6.5M	NEW	59k	110.63	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	4.9	$5.9M	NEW	58k	100.29	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.1	$4.9M	NEW	158k	30.80	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	3.9	$4.6M	NEW	109k	42.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.8	$4.5M	+12%	9.8k	460.26	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.5	$4.2M	NEW	143k	29.06	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.8	$3.3M	+107%	34k	98.12	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.7	$3.2M	NEW	115k	27.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.5	$2.9M	+13%	35k	83.15	View chart
Amazon (AMZN)	2.4	$2.9M	-68%	15k	186.33	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.4	$2.9M	NEW	75k	38.08	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.0	$2.4M	NEW	20k	119.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$2.3M	+37%	3.9k	576.82	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.7	$2.0M	NEW	48k	41.69	View chart
Apple (AAPL)	1.7	$2.0M	-63%	8.5k	233.00	View chart
Microsoft Corporation (MSFT)	1.6	$1.9M	-83%	4.4k	430.30	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$1.7M	NEW	54k	31.78	View chart
Meta Platforms Cl A (META)	1.4	$1.7M	-11%	2.9k	572.44	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$1.6M	NEW	29k	55.63	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.2	$1.5M	NEW	27k	54.84	View chart
Lockheed Martin Corporation (LMT)	0.8	$993k	+66%	1.7k	584.56	View chart
Enterprise Products Partners (EPD)	0.8	$914k	+80%	31k	29.11	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$891k	NEW	35k	25.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$872k	-39%	1.8k	488.07	View chart
Walt Disney Company (DIS)	0.7	$857k	+42%	8.9k	96.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$826k	+507%	13k	62.32	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.7	$822k	NEW	15k	55.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$820k	-63%	4.9k	165.85	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.7	$803k	NEW	15k	54.11	View chart
Grayscale Ethereum Tr Eth SHS (ETHE)	0.6	$764k	NEW	35k	21.89	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.6	$759k	+8%	13k	58.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$754k	-8%	1.3k	575.51	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$594k	NEW	17k	34.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$592k	+70%	6.0k	98.10	View chart
Ishares Tr Core Msci Euro (IEUR)	0.5	$589k	+60%	9.7k	60.93	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$543k	NEW	19k	28.14	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$519k	+93%	9.0k	57.41	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$517k	NEW	9.3k	55.53	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.4	$479k	NEW	9.5k	50.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$466k	-52%	4.4k	106.19	View chart
Blackrock Etf Trust Ii Short Term Calif (CALY)	0.4	$461k	NEW	9.1k	50.50	View chart
Coinbase Global Com Cl A (COIN)	0.4	$447k	NEW	2.5k	178.17	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$442k	-4%	4.0k	110.47	View chart
Ishares Msci Jpn Etf New (EWJ)	0.4	$438k	+42%	6.1k	71.54	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.4	$436k	+11%	17k	25.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$431k	+21%	3.7k	116.96	View chart
Wal-Mart Stores (WMT)	0.3	$413k	NEW	5.1k	80.75	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$412k	NEW	19k	22.09	View chart
Unilever Spon Adr New (UL)	0.3	$395k	+10%	6.1k	64.96	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$385k	NEW	3.5k	109.33	View chart
The Trade Desk Com Cl A (TTD)	0.3	$353k	NEW	3.2k	109.65	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$352k		14k	25.13	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.3	$344k		6.8k	50.43	View chart
Qualcomm (QCOM)	0.3	$341k	NEW	2.0k	170.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$339k		3.3k	101.27	View chart
Ishares Msci Pac Jp Etf (EPP)	0.3	$335k	NEW	6.9k	48.84	View chart
Zoom Video Communications In Cl A (ZM)	0.3	$329k	+9%	4.7k	69.74	View chart
Shopify Cl A (SHOP)	0.3	$321k	NEW	4.0k	80.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$311k	-38%	3.1k	100.69	View chart
Global X Fds Fintech Etf (FINX)	0.3	$301k	+6%	11k	28.02	View chart
Chipotle Mexican Grill (CMG)	0.2	$280k	NEW	4.9k	57.62	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$276k	NEW	9.9k	27.70	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$268k	NEW	9.5k	28.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$256k	NEW	6.8k	37.56	View chart
Freeport-mcmoran CL B (FCX)	0.2	$250k		5.0k	49.92	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.2	$240k	NEW	6.4k	37.52	View chart
Nike CL B (NKE)	0.2	$238k	NEW	2.7k	88.77	View chart
Terawulf (WULF)	0.2	$234k	NEW	50k	4.68	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$232k	NEW	8.6k	27.01	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$222k	NEW	3.3k	67.51	View chart
Roku Com Cl A (ROKU)	0.2	$212k	NEW	2.8k	74.66	View chart
Marathon Digital Holdings In (MARA)	0.2	$211k	NEW	13k	16.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$207k		3.5k	59.02	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$203k	NEW	7.1k	28.46	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$199k		16k	12.46	View chart
Cipher Mining (CIFR)	0.1	$132k	NEW	34k	3.87	View chart
Riot Blockchain (RIOT)	0.1	$109k	NEW	15k	7.42	View chart
Grayscale Ethereum Mini Tr E Com Unit	0.1	$66k	NEW	27k	2.44	View chart
Brainstorm Cell Therapeutics Com New (BCLI)	0.0	$10k		44k	0.23	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 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

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