TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 13F Holdings
CIK 0001849497 · PORTLAND, OR
As of Sep 30, 2025, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported 86 positions worth
CIK 0001849497 · PORTLAND, OR
As of Sep 30, 2025, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported 86 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 429,390 | 6.6M | 10.89% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 139,419 | $6.7M | 4.42% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 110,958 | $6.2M | 4.05% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 135,091 | $5.8M | 3.80% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 47,944 | $5.7M | 3.77% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 56,256 | $5.4M | 3.57% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 105,479 | $5.3M | 3.51% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 8,858 | $5.3M | 3.50% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,951 | $5.0M | 3.29% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,244 | $4.8M | 3.19% |
| ALPHABET INC | GOOGL | Equity | 19,265 | $4.7M | 3.08% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 75,908 | $4.1M | 2.69% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 91,915 | $3.5M | 2.28% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 103,452 | $3.4M | 2.23% |
| AMAZON.COM INC | AMZN | Equity | 15,206 | $3.3M | 2.20% |
| DIMENSIONAL GLOBAL CREDIT ETF | DGCB | — | 56,099 | $3.1M | 2.05% |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | — | 30,831 | $3.1M | 2.03% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 85,603 | $2.7M | 1.79% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 32,843 | $2.7M | 1.79% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 24,028 | $2.7M | 1.75% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 28,430 | $2.5M | 1.67% |
| APPLE INC | AAPL | Technology | 8,242 | $2.1M | 1.38% |
| META PLATFORMS INC | META | Communication Services | 2,780 | $2.0M | 1.34% |
| MICROSOFT CORP | MSFT | Technology | 3,747 | .9M | 1.28% |
| NVIDIA CORP | NVDA | Technology | 9,909 | .8M | 1.22% |