Universe · entity
tru Independence LLC
Institutional manager (13F) · CIK 1785445
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $186M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $21M | 528,063 |
| 2 | FIDELITY MERRIMACK STR TR | $18M | 394,207 |
| 3 | FIRST TR EXCHANGE TRADED FD | $18M | 257,442 |
| 4 | FIRST TR EXCHANGE-TRADED FD | $17M | 185,321 |
| 5 | DIMENSIONAL ETF TRUST | $15M | 385,357 |
| 6 | WISDOMTREE TR | $11M | 199,034 |
| 7 | APPLE INC | $9M | 35,352 |
| 8 | CAPITAL GROUP GROWTH ETF | $9M | 214,628 |
| 9 | HARBOR ETF TRUST | $7M | 231,524 |
| 10 | WISDOMTREE TR | $6M | 205,292 |
| 11 | FIRST TR EXCHANGE TRADED FD | $6M | 51,836 |
| 12 | FIDELITY COVINGTON TRUST | $5M | 131,354 |
| 13 | COLUMBIA ETF TR II | $5M | 85,265 |
| 14 | FIRST TR EXCHANGE-TRADED FD | $3M | 70,968 |
| 15 | MICROSOFT CORP | $3M | 7,376 |
| 16 | ISHARES TR | $3M | 4,091 |
| 17 | JANUS DETROIT STR TR | $3M | 52,951 |
| 18 | VANGUARD WORLD FD | $2M | 3,368 |
| 19 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,784 |
| 20 | FIRST TR EXCHANGE-TRADED FD | $1M | 27,989 |
| 21 | SPDR SERIES TRUST | $1M | 17,000 |
| 22 | JPMORGAN CHASE & CO | $1M | 4,200 |
| 23 | FIRST TR EXCHANGE TRADED FD | $1M | 29,137 |
| 24 | VANGUARD INDEX FDS | $1M | 3,419 |
| 25 | MCDONALDS CORP | $1M | 3,490 |
| 26 | NVIDIA CORPORATION | $1M | 5,803 |
| 27 | BANK AMERICA CORP | $935k | 19,175 |
| 28 | AMAZON COM INC | $930k | 4,466 |
| 29 | VANGUARD INDEX FDS | $912k | 4,647 |
| 30 | DIMENSIONAL ETF TRUST | $894k | 18,457 |
| 31 | FIRST TR EXCHANGE-TRADED FD | $869k | 17,111 |
| 32 | CAPITAL GROUP CORE BALANCED | $834k | 24,227 |
| 33 | ISHARES INC | $790k | 11,325 |
| 34 | ISHARES TR | $743k | 8,210 |
| 35 | DIMENSIONAL ETF TRUST | $731k | 19,894 |
| 36 | ISHARES TR | $727k | 6,431 |
| 37 | ISHARES TR | $710k | 7,305 |
| 38 | ALPHABET INC | $652k | 2,267 |
| 39 | META PLATFORMS INC | $627k | 1,096 |
| 40 | CAPITAL ONE FINL CORP | $581k | 3,187 |
| 41 | CAPITAL GROUP CORE EQUITY ET | $571k | 14,869 |
| 42 | LOCKHEED MARTIN CORP | $538k | 890 |
| 43 | SELECT SECTOR SPDR TR | $537k | 3,660 |
| 44 | SELECT SECTOR SPDR TR | $531k | 4,875 |
| 45 | CAPITAL GROUP INTL FOCUS EQT | $531k | 18,014 |
| 46 | VANGUARD INDEX FDS | $525k | 878 |
| 47 | DIMENSIONAL ETF TRUST | $520k | 15,348 |
| 48 | PROSHARES TR | $498k | 5,769 |
| 49 | EXXON MOBIL CORP | $488k | 2,876 |
| 50 | VANGUARD WORLD FD | $484k | 1,549 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.