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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, IVV, QQQ, and represent 27.48% of Tru Independence Asset Management 2's stock portfolio.
Added to shares of these 10 stocks: NVDA, MSFT, AMZN, QQQ, IVV, DFGX, FBTC, DFGP, VTIP, DFSD.
Started 1 new stock position in OPTX.
Reduced shares in these 10 stocks: SHV, SHY, ASTS, , SHOP, DIS, GDX, Strive, DFAE, BSVO.
Sold out of its positions in DIS, FCX, SHOP, Strive, GDX.
Tru Independence Asset Management 2 was a net buyer of stock by $5.5M.
Tru Independence Asset Management 2 has $163M in assets under management (AUM), dropping by 1.75%.
Central Index Key (CIK): 0001849497

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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

Tru Independence Asset Management 2 holds 82 positions in its portfolio as reported in the March 2026 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	$18M		454k	38.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.5	$7.3M	+4%	152k	47.88	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	4.1	$6.7M	+4%	125k	53.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$6.5M	+12%	10k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$6.5M	+14%	11k	577.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.9	$6.3M	+4%	127k	49.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.7	$6.0M	+3%	142k	42.22	View chart
Amazon (AMZN)	3.5	$5.7M	+20%	27k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.4	$5.6M		19k	287.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.4	$5.5M		46k	118.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.3	$5.4M		57k	95.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.9	$4.8M		10k	479.20	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	2.9	$4.8M	+12%	91k	52.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$4.2M		117k	35.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.5	$4.1M	+3%	111k	36.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.0	$3.2M		91k	35.04	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.9	$3.1M		31k	100.19	View chart
NVIDIA Corporation (NVDA)	1.8	$3.0M	+73%	17k	174.41	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.8	$2.9M	+6%	54k	54.13	View chart
Microsoft Corporation (MSFT)	1.6	$2.6M	+87%	7.0k	370.17	View chart
Ishares Tr Core Msci Euro (IEUR)	1.6	$2.5M	+3%	36k	70.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$2.3M		27k	86.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$2.3M	+3%	34k	67.53	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$2.2M	+3%	31k	69.75	View chart
Apple (AAPL)	1.3	$2.2M	+2%	8.5k	253.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.2	$1.9M	-25%	23k	82.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$1.5M		24k	62.45	View chart
Meta Platforms Cl A (META)	0.9	$1.4M	+10%	2.5k	572.13	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.9	$1.4M	+2%	39k	35.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.4M	+3%	11k	124.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$1.3M		34k	39.44	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.8	$1.3M	-45%	12k	110.39	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.8	$1.3M	+34%	22k	59.03	View chart
Ishares Msci Pac Jp Etf (EPP)	0.8	$1.3M	+3%	24k	53.14	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.3M		37k	34.55	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$1.2M	-2%	36k	33.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$1.2M		25k	48.46	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.2M		37k	32.22	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$1.2M	+5%	44k	26.58	View chart
Ishares Msci Japan Etf (EWJ)	0.7	$1.1M		13k	84.44	View chart
Lockheed Martin Corporation (LMT)	0.7	$1.1M		1.8k	604.39	View chart
Enterprise Products Partners (EPD)	0.7	$1.1M		28k	37.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.0M		20k	52.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$976k	-2%	9.8k	99.86	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.5	$869k		51k	17.07	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$839k		18k	45.65	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$738k		1.1k	652.14	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$713k	+14%	16k	44.62	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$671k		12k	56.86	View chart
Ishares Msci Cda Etf (EWC)	0.4	$661k	+2%	12k	54.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$567k		15k	38.96	View chart
Wal-Mart Stores (WMT)	0.3	$531k		4.3k	124.53	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$508k		12k	41.72	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$506k		1.7k	298.85	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.3	$493k		16k	30.26	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.3	$478k		9.5k	50.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$467k		4.4k	106.50	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$466k		7.9k	59.22	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.3	$461k		9.1k	50.43	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$426k	-48%	5.1k	82.87	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$425k	-6%	17k	25.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$392k		12k	32.95	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$365k	+7%	7.2k	50.71	View chart
Zoom Communications Cl A (ZM)	0.2	$364k		4.5k	80.39	View chart
Tesla Motors (TSLA)	0.2	$364k	+118%	978.00	371.75	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$331k		6.6k	50.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$316k		3.6k	88.16	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$311k		3.1k	100.57	View chart
Unilever Spon Adr New (UL)	0.2	$301k		5.2k	57.52	View chart
Agnico (AEM)	0.2	$290k		1.4k	202.98	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$289k		20k	14.37	View chart
Netflix (NFLX)	0.2	$288k	+29%	3.0k	96.15	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$266k		5.1k	52.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$266k		619.00	430.29	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$264k		1.0k	253.98	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$252k		3.3k	76.54	View chart
Qualcomm (QCOM)	0.2	$251k		2.0k	128.78	View chart
Roku Com Cl A (ROKU)	0.1	$217k		2.3k	94.62	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$185k		16k	11.57	View chart
Milestone Pharmaceuticals (MIST)	0.1	$119k		100k	1.19	View chart
Syntec Optics Hldgs Cl A (OPTX)	0.0	$70k	NEW	10k	7.03	View chart
Ensysce Biosciences Com New (ENSC)	0.0	$7.0k	+8%	13k	0.54	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 2026 Q1 filed April 22, 2026
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

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