tru Independence

Latest statistics and disclosures from tru Independence's latest quarterly 13F-HR filing:

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Positions held by tru Independence LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for tru Independence

Companies in the tru Independence portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.4 $12M +4371% 36k 336.06
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 2.2 $7.9M +11% 435k 18.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $7.6M NEW 94k 80.64
United Parcel Service CL B (UPS) 2.0 $7.0M -9% 42k 166.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.0 $7.0M NEW 223k 31.40
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $7.0M +3% 54k 128.65
Corning Incorporated (GLW) 1.9 $6.8M -2% 209k 32.41
Spdr Ser Tr Nuveen Brc Munic (TFI) 1.9 $6.7M NEW 129k 51.93
Microsoft Corporation (MSFT) 1.9 $6.7M -31% 32k 210.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $6.5M -89% 82k 79.63
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.8 $6.3M -3% 154k 40.90
General Motors Company (GM) 1.8 $6.3M +2% 212k 29.59
FedEx Corporation (FDX) 1.7 $5.9M -16% 24k 251.54
Westrock (WRK) 1.7 $5.9M -12% 170k 34.74

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Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.6 $5.8M NEW 98k 58.68
Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.6 $5.6M NEW 49k 114.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $5.6M NEW 209k 26.76
Boeing Company (BA) 1.6 $5.5M +35% 33k 165.28
Dow (DOW) 1.5 $5.3M -14% 114k 47.05
Kroger (KR) 1.5 $5.3M 157k 33.91
At&t (T) 1.5 $5.3M -2% 186k 28.51
CVS Caremark Corporation (CVS) 1.5 $5.3M -26% 90k 58.40
JPMorgan Chase & Co. (JPM) 1.5 $5.2M -13% 54k 96.26
Truist Financial Corp equities (TFC) 1.5 $5.2M -4% 136k 38.05
Pfizer (PFE) 1.4 $5.0M -37% 136k 36.70
Bank of America Corporation (BAC) 1.4 $5.0M -16% 207k 24.09
Comerica Incorporated (CMA) 1.4 $5.0M +61% 130k 38.25
Lyondellbasell Industries N Shs - A - (LYB) 1.4 $5.0M 71k 70.49
Energizer Holdings (ENR) 1.4 $4.9M +68% 125k 39.14
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 1.3 $4.7M NEW 92k 51.47
Intel Corporation (INTC) 1.3 $4.6M -6% 89k 51.79
Allstate Corporation (ALL) 1.3 $4.6M +33% 49k 94.15
Merck & Co (MRK) 1.3 $4.5M -17% 55k 82.95
Tyson Foods (TSN) 1.3 $4.5M +6% 76k 59.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $4.5M -46% 54k 83.05
FMC Corporation (FMC) 1.3 $4.4M 42k 105.92
Total (TOT) 1.2 $4.4M +805% 127k 34.30
Walgreen Boots Alliance (WBA) 1.2 $4.3M +2242% 120k 35.92
Norbord (OSB) 1.2 $4.3M -42% 145k 29.50
International Paper Company (IP) 1.0 $3.7M +9% 91k 40.54
Steel Dynamics (STLD) 1.0 $3.6M +5% 127k 28.63
Nucor Corporation (NUE) 1.0 $3.6M +3% 80k 44.87
Travelers Companies (TRV) 1.0 $3.6M -5% 33k 108.19
Kellogg Company (K) 1.0 $3.5M +12% 55k 64.59
Ishares Tr National Mun Etf (MUB) 1.0 $3.5M NEW 30k 115.92
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.0 $3.4M NEW 67k 50.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $3.3M NEW 37k 88.22
Vanguard Index Fds Value Etf (VTV) 0.9 $3.1M NEW 29k 104.52
Cisco Systems (CSCO) 0.8 $3.0M 76k 39.40
Apple (AAPL) 0.8 $3.0M +4% 26k 115.81
Johnson & Johnson (JNJ) 0.8 $2.9M -9% 20k 148.90
Umpqua Holdings Corporation (UMPQ) 0.8 $2.7M 254k 10.62
BP (BP) 0.8 $2.7M -9% 153k 17.46
Ford Motor Company (F) 0.7 $2.4M -7% 364k 6.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.4M 55k 43.24
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.3M NEW 77k 30.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $2.1M +743% 21k 103.76
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.5 $1.8M NEW 37k 49.88
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.8M NEW 16k 118.03
Amazon (AMZN) 0.5 $1.8M -53% 561.00 3147.95
Delta Air Lines Inc Del Com New (DAL) 0.5 $1.6M -21% 53k 30.59
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $1.5M NEW 16k 93.49
Nordstrom (JWN) 0.4 $1.4M -6% 113k 11.92
Thermo Fisher Scientific (TMO) 0.3 $1.2M -62% 2.8k 441.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.2M NEW 22k 55.48
PerkinElmer (PKI) 0.3 $1.2M -17% 9.3k 125.48
Clarivate Ord Shs (CCC) 0.3 $1.2M NEW 37k 30.99
Royal Dutch Shell (RDS.B) 0.3 $1.2M -49% 48k 24.21
Amphenol Corp Cl A (APH) 0.3 $1.1M +18% 11k 108.22
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.1M NEW 16k 70.26
Danaher Corporation (DHR) 0.3 $1.1M -33% 5.1k 215.46
Ceridian Hcm Hldg (CDAY) 0.3 $1.1M -16% 13k 82.64
Godaddy Cl A (GDDY) 0.3 $1.1M -3% 14k 76.00
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.0M -97% 13k 79.95
Ishares Core Msci Emkt (IEMG) 0.3 $1.0M -82% 19k 52.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.0M -60% 4.8k 213.02
Cincinnati Financial Corporation (CINF) 0.3 $996k -9% 13k 78.00
Accenture Plc Ireland Shs Class A (ACN) 0.3 $985k -2% 4.4k 225.97
Home Depot (HD) 0.3 $978k -75% 3.5k 277.60
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $971k NEW 18k 54.30
Costco Wholesale Corporation (COST) 0.3 $905k -4% 2.5k 355.04
Jacobs Engineering (J) 0.2 $873k -16% 9.4k 92.75
UnitedHealth (UNH) 0.2 $862k -77% 2.8k 311.98
Abbott Laboratories (ABT) 0.2 $855k -30% 7.9k 108.75
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.2 $833k NEW 28k 29.74
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $826k NEW 7.4k 112.38
Mccormick & Co Com Non Vtg (MKC) 0.2 $826k 4.3k 194.22
McDonald's Corporation (MCD) 0.2 $789k -58% 3.6k 219.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $786k -58% 2.3k 334.75
Fiserv (FISV) 0.2 $784k 7.6k 103.09
Amgen (AMGN) 0.2 $780k +2% 3.1k 254.07
Vanguard High Dividend Yield ETF (VYM) 0.2 $765k +17% 9.5k 80.95
Toro Company (TTC) 0.2 $760k -8% 9.1k 83.92
Becton, Dickinson and (BDX) 0.2 $748k 3.2k 232.66
Honeywell International (HON) 0.2 $736k -35% 4.5k 164.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $730k NEW 3.4k 214.96
Ishares Gold Trust Ishares (IAU) 0.2 $716k +6% 40k 17.99
Everbridge, Inc. Cmn (EVBG) 0.2 $710k -8% 5.6k 125.80
Paychex (PAYX) 0.2 $709k -10% 8.9k 79.85
Vanguard Index Fds Small Cp Etf (VB) 0.2 $694k NEW 4.5k 153.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $692k +2% 13k 54.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $689k NEW 6.2k 110.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $649k NEW 8.2k 78.98
Stryker Corporation (SYK) 0.2 $643k 3.1k 208.43
Select Sector Spdr Tr Technology (XLK) 0.2 $639k NEW 5.5k 116.78
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $631k -11% 1.9k 338.70
Northrop Grumman Corporation (NOC) 0.2 $600k +56% 1.9k 315.29
Ametek (AME) 0.2 $581k 5.8k 99.37
Baxter International (BAX) 0.2 $580k -9% 7.2k 80.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $573k NEW 10k 56.08
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $568k +39% 2.5k 224.15
Union Pacific Corporation (UNP) 0.2 $561k -5% 2.8k 196.91
Ishares Tr Core Total Usd (IUSB) 0.2 $560k NEW 10k 54.38
Rollins (ROL) 0.2 $538k -18% 9.9k 54.24
Lockheed Martin Corporation (LMT) 0.1 $529k +8% 1.4k 383.06
Entegris (ENTG) 0.1 $494k +69% 6.6k 74.34
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.1 $491k NEW 2.3k 210.55
Chevron Corporation (CVX) 0.1 $482k -47% 6.7k 71.99
Medtronic SHS (MDT) 0.1 $480k -26% 4.6k 103.81
Automatic Data Processing (ADP) 0.1 $471k -34% 3.4k 139.39
Disney Walt Com Disney (DIS) 0.1 $422k -61% 3.4k 123.97
CoStar (CSGP) 0.1 $380k -35% 448.00 848.21
Facebook Cl A (FB) 0.1 $379k -58% 1.4k 262.28
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $375k -95% 2.1k 176.30
Ishares Tr Russell 2000 Etf (IWM) 0.1 $375k NEW 2.5k 149.94
Expeditors International of Washington (EXPD) 0.1 $374k -20% 4.1k 90.71
Tractor Supply Company (TSCO) 0.1 $371k -8% 2.6k 143.41
Triumph (TGI) 0.1 $369k +55% 57k 6.52
Dollar General (DG) 0.1 $368k 1.8k 209.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $361k NEW 4.4k 82.80
Comcast Corp Cl A (CMCSA) 0.1 $357k -51% 7.7k 46.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $356k NEW 1.6k 216.94
Texas Instruments Incorporated (TXN) 0.1 $351k -31% 2.5k 142.80
Mastercard Incorporated Cl A (MA) 0.1 $347k -29% 1.0k 338.87
Williams-Sonoma (WSM) 0.1 $339k -8% 3.8k 90.35
Nike CL B (NKE) 0.1 $335k -69% 2.7k 125.42
Exxon Mobil Corporation (XOM) 0.1 $333k -82% 9.7k 34.33
Sherwin-Williams Company (SHW) 0.1 $319k -60% 458.00 696.51
EXACT Sciences Corporation (EXAS) 0.1 $312k 3.1k 101.96
Live Nation Entertainment (LYV) 0.1 $311k -10% 5.8k 53.93
Ishares Tr Rus 1000 Etf (IWB) 0.1 $309k NEW 1.6k 187.50
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $304k NEW 5.3k 57.32
Pool Corporation (POOL) 0.1 $284k NEW 849.00 334.51
Visa Com Cl A (V) 0.1 $280k -59% 1.4k 200.14
Raytheon Technologies Corp (RTX) 0.1 $279k NEW 4.9k 57.53
Alphabet Cap Stk Cl C (GOOG) 0.1 $279k NEW 200.00 1395.00
Procter & Gamble Company (PG) 0.1 $273k -76% 2.0k 138.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $258k NEW 4.7k 55.45
Verizon Communications (VZ) 0.1 $254k -47% 4.3k 59.60
Ishares Tr Msci Eafe Etf (EFA) 0.1 $245k NEW 3.9k 63.55
Lauder Estee Cos Cl A (EL) 0.1 $240k 1.1k 218.18
Carlisle Companies (CSL) 0.1 $226k +54% 1.8k 122.23
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $222k NEW 3.9k 57.42
Oracle Corporation (ORCL) 0.1 $216k -55% 3.6k 59.75
Southern Company (SO) 0.1 $212k -38% 3.9k 54.25
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $210k NEW 4.8k 43.41
Zimmer Holdings (ZBH) 0.1 $201k -30% 1.5k 136.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $194k NEW 838.00 231.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $187k +75% 1.4k 135.02
L3harris Technologies (LHX) 0.1 $187k 1.1k 169.85
HEICO Corporation (HEI) 0.1 $186k -8% 1.8k 104.73
Shake Shack Cl A (SHAK) 0.1 $180k +26% 2.8k 64.45
Starbucks Corporation (SBUX) 0.0 $174k -42% 2.0k 85.88
Advance Auto Parts (AAP) 0.0 $174k 1.1k 153.71
Duke Energy Corp Com New (DUK) 0.0 $173k -50% 2.0k 88.40
Ihs Markit SHS (INFO) 0.0 $171k -43% 2.2k 78.66
Progressive Corporation (PGR) 0.0 $170k +180% 1.8k 94.71
Tenable Hldgs (TENB) 0.0 $169k NEW 4.5k 37.77
Aon Shs Cl A (AON) 0.0 $169k NEW 818.00 206.60
Marsh & McLennan Companies (MMC) 0.0 $166k +252% 1.4k 114.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $160k NEW 521.00 307.10
Intercontinental Exchange (ICE) 0.0 $151k +1406% 1.5k 100.27
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $146k NEW 2.5k 59.01
Tesla Motors (TSLA) 0.0 $141k +80% 330.00 427.27
Novartis Sponsored Adr (NVS) 0.0 $141k -19% 1.6k 86.93
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $131k NEW 1.6k 79.54
Qualcomm (QCOM) 0.0 $126k -50% 1.1k 117.76
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $125k -71% 5.0k 25.14
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $121k -73% 411.00 294.40
Air Products & Chemicals (APD) 0.0 $118k -38% 396.00 297.98
Ishares Tr Core Div Grwth (DGRO) 0.0 $116k NEW 2.9k 39.82
Abbvie (ABBV) 0.0 $113k -88% 1.3k 87.26
Church & Dwight (CHD) 0.0 $109k -49% 1.2k 94.05
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $98k -97% 2.5k 39.26
Diageo Spon Adr New (DEO) 0.0 $91k -2% 660.00 137.88
Pepsi (PEP) 0.0 $90k -74% 644.00 139.75
Ishares Tr Cohen Steer Reit (ICF) 0.0 $90k NEW 885.00 101.69
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $87k +48% 1.6k 55.66
Mondelez Intl Cl A (MDLZ) 0.0 $87k -32% 1.5k 57.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $87k NEW 1.3k 68.77
General Dynamics Corporation (GD) 0.0 $85k +124% 614.00 138.44
Domino's Pizza (DPZ) 0.0 $84k 197.00 426.40
Wal-Mart Stores (WMT) 0.0 $84k -57% 597.00 140.70
Nextera Energy (NEE) 0.0 $77k -95% 274.00 281.02
Caterpillar (CAT) 0.0 $71k -83% 475.00 149.47
Wells Fargo & Company (WFC) 0.0 $69k -87% 2.9k 23.57
Kraft Heinz (KHC) 0.0 $67k -95% 2.2k 29.91
3M Company (MMM) 0.0 $66k -72% 407.00 162.16
Us Bancorp Del Com New (USB) 0.0 $64k -31% 1.8k 35.63
Seagate Technology SHS (STX) 0.0 $63k 1.3k 49.22
Altria (MO) 0.0 $63k -95% 1.6k 38.41
Philip Morris International (PM) 0.0 $62k -94% 826.00 75.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $60k -96% 352.00 170.45
Cognizant Technology Solutio Cl A (CTSH) 0.0 $58k 825.00 70.30
Coca-Cola Company (KO) 0.0 $56k -87% 1.1k 49.30
Equifax (EFX) 0.0 $55k 350.00 157.14
Kinder Morgan (KMI) 0.0 $54k -72% 4.4k 12.31
Intuit (INTU) 0.0 $54k -11% 167.00 323.35
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $54k -79% 2.3k 24.00
The Trade Desk Com Cl A (TTD) 0.0 $52k -50% 100.00 520.00
Cibc Cad (CM) 0.0 $50k -13% 665.00 75.19
Teleflex Incorporated (TFX) 0.0 $50k -75% 146.00 342.47
Nuance Communications (NUAN) 0.0 $50k 1.5k 33.33
Marathon Petroleum Corp (MPC) 0.0 $49k -50% 1.7k 29.45
Gilead Sciences (GILD) 0.0 $47k -99% 750.00 62.67
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $47k -4% 907.00 51.82
General Electric Company (GE) 0.0 $47k -88% 7.6k 6.18
Ishares Em Mkts Div Etf (DVYE) 0.0 $45k NEW 1.5k 30.20
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $44k NEW 471.00 93.42
Greenbrier Companies (GBX) 0.0 $44k 1.5k 29.33
Clorox Company (CLX) 0.0 $43k 205.00 209.76
Global X Fds Artificial Etf (AIQ) 0.0 $43k NEW 1.9k 23.24
Sanofi Sponsored Adr (SNY) 0.0 $42k +3% 842.00 49.88
PacWest Ban (PACW) 0.0 $38k 2.2k 17.12
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) 0.0 $37k +186% 504.00 73.41
Mag Silver Corp (MAG) 0.0 $36k +147% 2.2k 16.25
Constellation Brands Cl A (STZ) 0.0 $34k -52% 180.00 188.89
Citigroup Com New (C) 0.0 $34k -91% 780.00 43.59
Emerson Electric (EMR) 0.0 $33k -37% 510.00 64.71
Principal Financial (PFG) 0.0 $33k -29% 825.00 40.00
Lululemon Athletica (LULU) 0.0 $33k -80% 100.00 330.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $32k -99% 180.00 177.78
Silvercorp Metals (SVM) 0.0 $32k +145% 4.4k 7.30
Occidental Petroleum Corporation (OXY) 0.0 $31k -19% 3.1k 10.08
Silvercrest Metals (SILV) 0.0 $31k +23% 3.7k 8.47
American Express Company (AXP) 0.0 $27k -41% 266.00 101.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $27k -98% 165.00 163.64
Biogen Idec (BIIB) 0.0 $26k 90.00 288.89
Medical Properties Trust (MPW) 0.0 $26k -40% 1.5k 17.93
Vaneck Vectors Etf Tr Chinaamc China B (CBON) 0.0 $25k NEW 1.1k 22.73
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $25k NEW 492.00 50.81
Global Payments (GPN) 0.0 $24k 133.00 180.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $24k +7716% 469.00 51.17
Nlight (LASR) 0.0 $24k 1.0k 23.53
Sk Telecom Sponsored Adr (SKM) 0.0 $24k 1.1k 22.75
Nu Skin Enterprises Cl A (NUS) 0.0 $23k 455.00 50.55
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $23k -71% 890.00 25.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $23k -94% 210.00 109.52
China Mobile Sponsored Adr (CHL) 0.0 $23k -98% 705.00 32.62
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $22k NEW 276.00 79.71
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $22k NEW 1.2k 18.33
Fifth Third Ban (FITB) 0.0 $20k -41% 915.00 21.86
Rhythm Pharmaceuticals (RYTM) 0.0 $19k NEW 895.00 21.23
Enterprise Products Partners (EPD) 0.0 $19k -98% 1.2k 15.57
TJX Companies (TJX) 0.0 $19k -40% 336.00 56.55
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $18k NEW 1.2k 14.57
Universal Display Corporation (OLED) 0.0 $18k 100.00 180.00
Las Vegas Sands (LVS) 0.0 $18k -23% 395.00 45.57
Waste Management (WM) 0.0 $17k 151.00 112.58
BlackRock (BLK) 0.0 $17k -97% 30.00 566.67
Ishares Msci Chile Etf (ECH) 0.0 $17k NEW 716.00 23.74
Weingarten Rlty Invs Sh Ben Int (WRI) 0.0 $15k 909.00 16.50
Store Capital Corp reit (STOR) 0.0 $15k 540.00 27.78
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $15k NEW 133.00 112.78
Eversource Energy (ES) 0.0 $15k NEW 174.00 86.21
General Mills (GIS) 0.0 $14k -21% 231.00 60.61
Fortive (FTV) 0.0 $14k 190.00 73.68
Cnooc Sponsored Adr (CEO) 0.0 $14k 150.00 93.33
Welltower Inc Com reit (WELL) 0.0 $14k -52% 263.00 53.23
Wp Carey (WPC) 0.0 $13k 194.00 67.01
Ishares Tr Msci Indonia Etf (EIDO) 0.0 $12k NEW 700.00 17.14
Ark Etf Tr Innovation Etf (ARKK) 0.0 $12k -77% 125.00 96.00
PPL Corporation (PPL) 0.0 $11k 396.00 27.78
National Grid Sponsored Adr Ne (NGG) 0.0 $11k -76% 183.00 60.11
S&p Global (SPGI) 0.0 $11k 31.00 354.84
Analog Devices (ADI) 0.0 $11k NEW 92.00 119.57
Eli Lilly & Co. (LLY) 0.0 $10k -39% 65.00 153.85
Expedia Group Com New (EXPE) 0.0 $10k -96% 111.00 90.09
Ishares Msci Israel Etf (EIS) 0.0 $10k NEW 200.00 50.00
Phillips 66 (PSX) 0.0 $10k -91% 200.00 50.00
Ishares Tr Nasdaq Biotech (IBB) 0.0 $10k NEW 77.00 129.87
Msc Indl Direct Cl A (MSM) 0.0 $9.0k 135.00 66.67
Schlumberger (SLB) 0.0 $9.0k -98% 520.00 17.31
Lam Research Corporation (LRCX) 0.0 $9.0k 28.00 321.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $9.0k NEW 51.00 176.47
Cme (CME) 0.0 $8.0k -92% 45.00 177.78
Parker-Hannifin Corporation (PH) 0.0 $8.0k 40.00 200.00
F5 Networks (FFIV) 0.0 $8.0k -82% 65.00 123.08
Alaska Air (ALK) 0.0 $7.0k 200.00 35.00
NVIDIA Corporation (NVDA) 0.0 $7.0k -88% 13.00 538.46
Sempra Energy (SRE) 0.0 $7.0k 55.00 127.27
Chubb (CB) 0.0 $6.0k -98% 51.00 117.65
Bristol Myers Squibb (BMY) 0.0 $6.0k -99% 100.00 60.00
Goldman Sachs (GS) 0.0 $6.0k -93% 28.00 214.29
Wec Energy Group (WEC) 0.0 $6.0k -86% 59.00 101.69
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $6.0k -84% 420.00 14.29
Kb Finl Group Sponsored Adr (KB) 0.0 $6.0k 185.00 32.43
Eaton Corp SHS (ETN) 0.0 $5.0k -36% 48.00 104.17
Regeneron Pharmaceuticals (REGN) 0.0 $5.0k -62% 9.00 555.56
Yum! Brands (YUM) 0.0 $5.0k -50% 50.00 100.00
Cigna Corp (CI) 0.0 $4.0k -88% 24.00 166.67
Public Storage (PSA) 0.0 $4.0k -93% 20.00 200.00
Extra Space Storage (EXR) 0.0 $4.0k 40.00 100.00
Federated Hermes CL B (FHI) 0.0 $4.0k 165.00 24.24
Smucker J M Com New (SJM) 0.0 $3.0k -12% 29.00 103.45
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $3.0k NEW 32.00 93.75
Yum China Holdings (YUMC) 0.0 $3.0k -50% 50.00 60.00
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $1.0k NEW 31.00 32.26
Kimberly-Clark Corporation (KMB) 0.0 $1.0k -96% 10.00 100.00
Nio Spon Ads (NIO) 0.0 $999.999000 33.00 30.30
American Intl Group *w Exp 01/19/202 (AIG.WS) 0.0 $0 NEW 4.00 0.00
Tilray Com Cl 2 (TLRY) 0.0 $0 -97% 6.00 0.00

Past Filings by tru Independence

SEC 13F filings are viewable for tru Independence going back to 2020