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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 DFAC, DFSD, DFGP, DFCF, IEI, and represent 26.93% of Tru Independence Asset Management 2's stock portfolio.
Added to shares of these 10 stocks: VTIP, DUSB, DFGP, CORZ, DFGX, DFCF, AEM, DFSD, DFIC, SHOP.
Started 6 new stock positions in DUSB, CORZ, SHOP, ENSC, AEM, GLD.
Reduced shares in these 10 stocks: COIN, DISV, DIS, IVV, DFSV, SCHF, CMG, DFAR, DFAE, SPDW.
Sold out of its positions in CMG, COIN, DFAR, DFAX, FCX, NKE, SCHF, TSLA, MSTX, GDX.
Tru Independence Asset Management 2 was a net seller of stock by $-3.3M.
Tru Independence Asset Management 2 has $152M in assets under management (AUM), dropping by 4.09%.
Central Index Key (CIK): 0001849497

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Portfolio Holdings for Tru Independence Asset Management 2

Tru Independence Asset Management 2 holds 86 positions in its portfolio as reported in the September 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)	10.9	$17M		429k	38.57	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.4	$6.7M	+3%	139k	48.19	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	4.1	$6.2M	+9%	111k	55.57	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.8	$5.8M	+4%	135k	42.76	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.8	$5.7M		48k	119.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.6	$5.4M		56k	96.46	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.5	$5.3M	+22%	106k	50.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$5.3M		8.9k	601.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$5.0M		10k	502.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$4.8M	-12%	7.2k	669.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$4.7M		19k	243.10	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.7	$4.1M	+10%	76k	53.96	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.3	$3.5M	+5%	92k	37.77	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.2	$3.4M	+7%	104k	32.79	View chart
Amazon (AMZN)	2.2	$3.3M		15k	219.57	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	2.0	$3.1M	-5%	56k	55.45	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	2.0	$3.1M		31k	100.23	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.8	$2.7M	-11%	86k	31.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.8	$2.7M		33k	82.96	View chart
Ishares Tr Short Treas Bd (SHV)	1.7	$2.7M	-2%	24k	110.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.7	$2.5M		28k	89.37	View chart
Apple (AAPL)	1.4	$2.1M	-2%	8.2k	254.63	View chart
Meta Platforms Cl A (META)	1.3	$2.0M		2.8k	734.38	View chart
Microsoft Corporation (MSFT)	1.3	$1.9M		3.7k	517.95	View chart
NVIDIA Corporation (NVDA)	1.2	$1.8M		9.9k	186.59	View chart
Ishares Tr Core Msci Euro (IEUR)	1.2	$1.8M		26k	68.12	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.6M		24k	65.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$1.5M		23k	65.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$1.5M		26k	58.21	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$1.5M	-32%	41k	35.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$1.4M	-15%	44k	31.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$1.2M	-3%	27k	44.69	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.8	$1.2M		35k	34.27	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.7	$1.1M	+4%	35k	31.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.7	$1.1M	+5%	34k	32.07	View chart
MercadoLibre (MELI)	0.7	$1.1M		457.00	2336.94	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.7	$1.1M	-7%	11k	99.81	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.1M	-13%	23k	46.12	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$1.0M	+8%	37k	27.31	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$998k	+7%	33k	30.39	View chart
Iren Ordinary Shares (IREN)	0.6	$950k		20k	46.93	View chart
Ishares Msci Pac Jp Etf (EPP)	0.6	$943k		18k	51.56	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.6	$928k		31k	29.62	View chart
Lockheed Martin Corporation (LMT)	0.6	$905k		1.8k	499.27	View chart
Enterprise Products Partners (EPD)	0.6	$888k		28k	31.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$853k		7.2k	118.83	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$817k	+9%	9.2k	89.03	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$787k	-25%	18k	42.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$756k		1.1k	668.01	View chart
Ishares Msci Jpn Etf New (EWJ)	0.5	$750k		9.4k	80.21	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$674k	-8%	12k	57.04	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$613k	-24%	17k	36.35	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$590k	-30%	14k	42.23	View chart
Terawulf (WULF)	0.4	$571k		50k	11.42	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.4	$541k	NEW	11k	50.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$522k		1.7k	308.68	View chart
Ishares Msci Cda Etf (EWC)	0.3	$520k		10k	50.55	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$515k		14k	36.81	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.3	$490k		16k	30.07	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.3	$480k		9.5k	50.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$468k		4.4k	106.78	View chart
Wal-Mart Stores (WMT)	0.3	$464k		4.5k	103.06	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.3	$463k	-4%	9.1k	50.67	View chart
Cipher Mining (CIFR)	0.3	$463k		37k	12.59	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$453k		5.1k	89.77	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$450k	-24%	7.9k	57.19	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$429k	+2%	19k	22.65	View chart
Core Scientific (CORZ)	0.3	$409k	NEW	23k	17.94	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$397k		12k	33.37	View chart
Zoom Communications Cl A (ZM)	0.2	$373k		4.5k	82.50	View chart
Unilever Spon Adr New (UL)	0.2	$349k		5.9k	59.28	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$333k		6.6k	50.83	View chart
Qualcomm (QCOM)	0.2	$324k		2.0k	166.36	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$311k		3.1k	100.69	View chart
Roku Com Cl A (ROKU)	0.2	$267k		2.7k	100.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$260k		3.6k	72.77	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$257k	-50%	3.3k	78.34	View chart
Spdr Series Trust Aerospace Def (XAR)	0.2	$244k		1.0k	234.96	View chart
Agnico (AEM)	0.2	$241k	NEW	1.4k	168.56	View chart
Riot Blockchain (RIOT)	0.2	$238k	-33%	13k	19.03	View chart
Walt Disney Company (DIS)	0.2	$230k	-74%	2.0k	114.50	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$223k	NEW	1.5k	148.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$220k	NEW	619.00	355.47	View chart
Spotify Technology S A SHS (SPOT)	0.1	$209k		300.00	698.00	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$188k		16k	11.76	View chart
Ensysce Biosciences Com New (ENSC)	0.0	$25k	NEW	11k	2.37	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 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

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