Tru Independence Asset Management 2

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

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

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Portfolio Holdings for Tru Independence Asset Management 2

Companies in the Tru Independence Asset Management 2 portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 6.7 $8.5M +1573% 65k 131.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $6.3M -19% 17k 364.31
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.3 $5.4M +19% 99k 54.68
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.2 $5.2M +3425% 103k 50.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.8 $4.8M +22% 58k 82.20
Direxion Shs Etf Tr 20yr Tres Bear (TMV) 3.6 $4.6M NEW 57k 81.47
Ishares Tr Msci Emg Mkt Etf (EEM) 3.4 $4.3M +69% 81k 53.34
Apple (AAPL) 3.1 $3.9M 32k 122.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $3.7M +74% 9.3k 396.30
Unity Software (U) 2.9 $3.7M NEW 37k 100.32
Microsoft Corporation (MSFT) 2.9 $3.6M +19% 15k 235.75
Amazon (AMZN) 2.8 $3.5M 1.1k 3094.31
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.7 $3.4M -21% 11k 296.51
Vanguard Index Fds Small Cp Etf (VB) 2.4 $3.1M +29% 14k 214.11

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J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 2.3 $2.9M +1398% 58k 50.75
Select Sector Spdr Tr Sbi Int-inds (XLI) 2.3 $2.9M +19% 30k 98.45
Paychex (PAYX) 2.2 $2.7M 28k 98.02
Ishares Tr Us Regnl Bks Etf (IAT) 1.7 $2.1M NEW 37k 56.67
Select Sector Spdr Tr Sbi Materials (XLB) 1.4 $1.8M NEW 23k 78.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.4 $1.8M +14% 6.4k 274.71
Renaissance Cap Greenwich Intntl Ipo Etf (IPOS) 1.2 $1.5M NEW 42k 34.75
Jacobs Engineering (J) 1.1 $1.4M +15% 11k 129.28
Broadcom (AVGO) 1.1 $1.3M +7% 2.9k 463.55
Blackrock Science & Tech Tr Shs Ben Int (BSTZ) 1.0 $1.2M +6% 35k 35.68
Medtronic SHS (MDT) 1.0 $1.2M +25% 10k 118.12
Goldman Sachs (GS) 1.0 $1.2M +5% 3.7k 326.97
Blackrock Health Sciencs Tr Com Shs (BMEZ) 0.9 $1.2M NEW 45k 26.30
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.2M -2% 563.00 2069.27
Walt Disney Company (DIS) 0.9 $1.1M +12% 6.1k 184.52
Ishares Tr Intl Sel Div Etf (IDV) 0.9 $1.1M +24% 35k 31.49
Thermo Fisher Scientific (TMO) 0.8 $999k +3% 2.2k 456.58
Ishares Tr Core S&p500 Etf (IVV) 0.8 $960k -14% 2.4k 397.85
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $926k -58% 5.5k 168.12
Oracle Corporation (ORCL) 0.7 $922k 13k 70.14
Invesco Currencyshares Brit Brit Poun Strl (FXB) 0.7 $858k NEW 6.5k 133.02
Applied Materials (AMAT) 0.6 $803k +8% 6.0k 133.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $774k 2.4k 318.91
General Electric Company (GE) 0.6 $760k +12% 58k 13.12
D.R. Horton (DHI) 0.6 $745k +12% 8.4k 89.15
Synchrony Financial (SYF) 0.6 $719k NEW 18k 40.68
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $713k -27% 2.0k 358.65
Bj's Wholesale Club Holdings (BJ) 0.6 $710k +12% 16k 44.87
Workday Cl A (WDAY) 0.6 $697k 2.8k 248.40
BlackRock (BLK) 0.5 $693k +4% 919.00 754.08
Radiant Logistics (RLGT) 0.5 $682k NEW 98k 6.95
Visa Com Cl A (V) 0.5 $681k +10% 3.2k 211.75
Linde SHS (LIN) 0.5 $675k NEW 2.4k 280.08
Jd.com Spon Adr Cl A (JD) 0.5 $667k +18% 7.9k 84.38
Ishares Tr New York Mun Etf (NYF) 0.5 $663k 12k 57.73
Johnson Ctls Intl SHS (JCI) 0.5 $651k -43% 11k 59.68
Insmed Com Par $.01 (INSM) 0.5 $641k NEW 19k 34.08
NCR Corporation (NCR) 0.5 $632k NEW 17k 37.96
3M Company (MMM) 0.5 $616k +4% 3.2k 192.62
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.5 $614k 12k 51.23
Invesco Exchange Traded Fd T Dynmc Software (PSJ) 0.5 $611k -77% 3.9k 155.71
Anthem (ANTM) 0.5 $587k +11% 1.6k 358.80
Pennymac Financial Services (PFSI) 0.5 $584k NEW 8.7k 66.90
Constellation Brands Cl A (STZ) 0.5 $583k +1088% 2.6k 228.09
Ark Etf Tr Innovation Etf (ARKK) 0.5 $577k -76% 4.8k 120.03
Alphabet Cap Stk Cl A (GOOGL) 0.5 $569k +6% 276.00 2061.59
Cigna Corp (CI) 0.4 $563k NEW 2.3k 241.53
Ishares Tr Mbs Etf (MBB) 0.4 $552k +2% 5.1k 108.43
Pepsi (PEP) 0.4 $549k 3.9k 141.57
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $542k 20k 26.74
General Motors Company (GM) 0.4 $533k NEW 9.3k 57.45
Laboratory Corp Amer Hldgs Com New (LH) 0.4 $479k +8% 1.9k 255.19
Te Connectivity Reg Shs (TEL) 0.4 $455k +10% 3.5k 129.04
Emerson Electric (EMR) 0.3 $440k +7% 4.9k 90.24
eBay (EBAY) 0.3 $432k +9% 7.1k 61.21
Facebook Cl A (FB) 0.3 $429k +21% 1.5k 294.44
Quest Diagnostics Incorporated (DGX) 0.3 $404k 3.1k 128.42
Nextera Energy (NEE) 0.3 $404k -5% 5.3k 75.66
Metropcs Communications (TMUS) 0.3 $397k +16% 3.2k 125.43
Verizon Communications (VZ) 0.3 $361k -4% 6.2k 58.12
Paypal Holdings (PYPL) 0.3 $353k +3% 1.5k 242.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $351k -85% 3.0k 116.84
Skyworks Solutions (SWKS) 0.3 $341k +20% 1.9k 183.73
Wix SHS (WIX) 0.3 $325k +18% 1.2k 278.97
Honeywell International (HON) 0.3 $319k 1.5k 216.86
Astrazeneca Sponsored Adr (AZN) 0.3 $317k -10% 6.4k 49.67
Vanguard World Mega Cap Index (MGC) 0.2 $312k -5% 2.2k 140.41
salesforce (CRM) 0.2 $306k +19% 1.4k 211.62
Invesco Exch Traded Fd Tr Ii Treas Colaterl (CLTL) 0.2 $284k +2% 2.7k 105.85
Nxp Semiconductors N V (NXPI) 0.2 $282k 1.4k 201.57
Boeing Company (BA) 0.2 $279k +21% 1.1k 254.79
Exxon Mobil Corporation (XOM) 0.2 $278k -6% 5.0k 55.74
Comcast Corp Cl A (CMCSA) 0.2 $277k 5.1k 54.07
Prudential Financial (PRU) 0.2 $276k -69% 3.0k 91.24
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $276k -93% 3.1k 88.69
Home Depot (HD) 0.2 $274k -42% 899.00 304.78
Qualcomm (QCOM) 0.2 $269k 2.0k 132.51
Eastman Chemical Company (EMN) 0.2 $259k -7% 2.4k 109.93
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $259k -94% 4.4k 59.12
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $256k -66% 2.8k 91.46
Johnson & Johnson (JNJ) 0.2 $241k +15% 1.5k 164.51
At&t (T) 0.2 $239k -9% 7.9k 30.33
JPMorgan Chase & Co. (JPM) 0.2 $234k +2% 1.5k 151.95
Ishares Tr Rus 1000 Etf (IWB) 0.2 $231k +13% 1.0k 224.05
Roku Com Cl A (ROKU) 0.2 $230k +9% 705.00 326.24
Netflix (NFLX) 0.2 $228k 438.00 520.55
Adobe Systems Incorporated (ADBE) 0.2 $207k -72% 436.00 474.77
Vanguard Index Fds Growth Etf (VUG) 0.2 $206k 800.00 257.50
Global X Fds Reit Etf (SRET) 0.1 $102k NEW 11k 9.50
TCW Strategic Income Fund (TSI) 0.1 $77k 14k 5.69

Past Filings by Tru Independence Asset Management 2

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