tru Independence LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001785445 · PORTLAND, OR

As of Sep 30, 2025, tru Independence LLC reported 125 positions worth $385.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	480,264	8.5M	4.81%
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	RDVY	—	233,631	5.7M	4.08%
FIDELITY TOTAL BOND ETF	FBND	—	339,126	5.7M	4.07%
FIRST TRUST CAPITAL STRENGTH ETF	FTCS	—	163,905	5.3M	3.99%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	376,356	3.7M	3.55%
WISDOMTREE US QUALITY GROWTH FUND	QGRW	—	179,080	0.3M	2.67%
APPLE INC	AAPL	Technology	38,322	$9.8M	2.53%
GENERAL MOTORS CO	GM	Consumer Cyclical	153,803	$9.4M	2.44%
BANK OF AMERICA CORP	BAC	Financial Services	177,096	$9.1M	2.37%
JPMORGAN CHASE & CO	JPM	Financial Services	28,253	$8.9M	2.32%
CORNING INC	GLW	Technology	107,352	$8.8M	2.29%
CAPITAL GROUP GROWTH ETF	CGGR	—	173,932	$7.6M	1.98%
MICROSOFT CORP	MSFT	Technology	13,470	$7.0M	1.81%
BOEING CO	BA	Industrials	31,659	$6.8M	1.77%
ALLSTATE CORP	ALL	Financial Services	30,605	$6.6M	1.71%
AT&T INC	T	Communication Services	230,821	$6.5M	1.69%
CITIGROUP INC	C	Financial Services	61,890	$6.3M	1.63%
HARBOR ETF TRUST	—	—	221,520	$5.7M	1.48%
UNITED AIRLINES HOLDINGS INC	UAL	Industrials	59,095	$5.7M	1.48%
KIMCO REALTY CORP	KIM	Real Estate	257,399	$5.6M	1.46%
UNILEVER PLC	UL	Consumer Defensive	94,188	$5.6M	1.45%
SHELL PLC	SHEL	Energy	78,045	$5.6M	1.45%
TRAVELERS COMPANIES INC	TRV	Financial Services	19,837	$5.5M	1.44%
FORD MOTOR CO	F	Consumer Cyclical	451,316	$5.4M	1.40%
WISDOMTREE TRUE EMERGING MARKETS FUND	XC	—	155,649	$5.4M	1.40%