Tru Independence Asset Management 2

Tru Independence Asset Management 2 as of Dec. 31, 2024

Portfolio Holdings for Tru Independence Asset Management 2

Tru Independence Asset Management 2 holds 80 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.7 $12M 338k 34.59
Dimensional Etf Trust Short Duration F (DFSD) 6.7 $8.1M 172k 46.88
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.0 $7.2M 174k 41.27
Ishares Tr Short Treas Bd (SHV) 5.4 $6.5M 59k 110.11
Goldman Sachs Etf Tr Acces Treasury (GBIL) 4.9 $5.9M 58k 100.32
Dimensional Etf Trust Global Cr Etf (DGCB) 4.1 $5.0M 95k 52.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $4.6M 10k 453.28
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.9 $3.5M 115k 30.78
Amazon (AMZN) 2.8 $3.4M 15k 219.39
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.7 $3.2M 34k 92.45
Dimensional Etf Trust Intl Small Cap V (DISV) 2.6 $3.1M 116k 26.57
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $3.0M 36k 81.98
Dimensional Etf Trust Global Ex Us Cor (DFGX) 2.4 $2.9M 55k 52.32
Dimensional Etf Trust Global Core Plus (DFGP) 2.1 $2.5M 48k 52.83
Ishares Tr Core S&p500 Etf (IVV) 2.0 $2.4M 4.1k 588.68
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.0 $2.3M 20k 115.55
Dimensional Etf Trust Inflation Prote (DFIP) 1.8 $2.2M 55k 40.49
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.8 $2.2M 86k 25.37
Apple (AAPL) 1.8 $2.1M 8.5k 250.42
Microsoft Corporation (MSFT) 1.6 $1.9M 4.6k 421.50
Dimensional Etf Trust Internatnal Val (DFIV) 1.4 $1.7M 49k 35.48
Dimensional Etf Trust Us High Profitab (DUHP) 1.4 $1.7M 51k 33.79
Meta Platforms Cl A (META) 1.4 $1.7M 2.9k 585.51
Dimensional Etf Trust Intl Core Equity (DFIC) 1.4 $1.7M 64k 25.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.3 $1.5M 37k 40.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.2 $1.5M 26k 55.66
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.2M 40k 29.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.2M 2.3k 511.23
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.1M 5.7k 189.30
Walt Disney Company (DIS) 0.8 $993k 8.9k 111.85
Grayscale Ethereum Trust Etf SHS (ETHE) 0.8 $992k 35k 28.02
Enterprise Products Partners (EPD) 0.8 $985k 31k 31.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $964k 16k 62.31
Lockheed Martin Corporation (LMT) 0.7 $881k 1.8k 485.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $770k 1.3k 588.05
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.6 $760k 9.3k 81.58
Ishares Tr Calif Mun Bd Etf (CMF) 0.6 $748k 13k 57.28
Dimensional Etf Trust Intl High Profit (DIHP) 0.6 $664k 26k 25.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $645k 7.4k 87.33
Coinbase Global Com Cl A (COIN) 0.5 $603k 2.4k 248.30
Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $597k 26k 23.27
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $580k 22k 26.21
Dimensional Etf Trust Global Real Est (DFGR) 0.5 $564k 22k 25.54
Ishares Tr Core Msci Euro (IEUR) 0.5 $560k 10k 53.98
Wal-Mart Stores (WMT) 0.4 $531k 5.9k 90.56
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $528k 20k 26.19
Ishares Core Msci Emkt (IEMG) 0.4 $487k 9.3k 52.22
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.4 $478k 9.5k 50.47
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $463k 4.4k 105.48
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $461k 4.0k 115.22
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.4 $458k 9.1k 50.16
Proshares Tr Short Qqq (PSQ) 0.4 $449k 12k 37.40
Shopify Cl A (SHOP) 0.4 $425k 4.0k 106.33
Ishares Msci Jpn Etf New (EWJ) 0.3 $418k 6.2k 67.10
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.3 $402k 19k 21.65
Kraneshares Trust Bosera Msci Chin (KBA) 0.3 $394k 17k 23.45
Zoom Communications Cl A (ZM) 0.3 $385k 4.7k 81.61
The Trade Desk Com Cl A (TTD) 0.3 $378k 3.2k 117.53
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $351k 14k 25.05
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $351k 3.5k 99.54
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.3 $340k 6.8k 49.74
Unilever Spon Adr New (UL) 0.3 $334k 5.9k 56.70
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $324k 3.3k 96.90
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $311k 3.1k 100.74
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $309k 4.2k 74.02
Qualcomm (QCOM) 0.3 $309k 2.0k 153.62
Ishares Msci Pac Jp Etf (EPP) 0.3 $308k 7.0k 43.81
Chipotle Mexican Grill (CMG) 0.2 $293k 4.9k 60.30
Terawulf (WULF) 0.2 $283k 50k 5.66
Cipher Mining (CIFR) 0.2 $263k 57k 4.64
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $240k 5.0k 47.77
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $228k 6.7k 34.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $227k 3.3k 68.94
Roku Com Cl A (ROKU) 0.2 $211k 2.8k 74.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $204k 3.5k 58.18
Nike CL B (NKE) 0.2 $204k 2.7k 76.07
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $203k 8.2k 24.86
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $186k 16k 11.66
Iren Ordinary Shares (IREN) 0.1 $163k 17k 9.82
Riot Blockchain (RIOT) 0.1 $128k 13k 10.21