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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC13F | |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | |
| Last update 2025-05-01 | 90 Stocks (18 new) |
| Value $134.00 Mil | Turnover 22 % |
TRU INDEPENDENCE ASSET MANAGEM... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 368,783 | 12,166.1 | +9.28% | 9.100 | +0.77% | 0.040 | +22.33% | +5.26% | 35,119.7 | ||
DGCB | Dimensional Global Credit ETF | 137,066 | 7,287.8 | +45.07% | 5.450 | +1.69% | 1.280 | +2.99% | +3.53% | 611.7 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 150,307 | 7,142.6 | -12.56% | 5.340 | -0.84% | 0.160 | +2.39% | +3.66% | 4,782.4 | ||
DFCF | Dimensional Core Fixed Income ETF | 157,297 | 6,615.9 | -9.41% | 4.950 | -0.56% | 0.100 | +1.95% | +3.76% | 7,049.3 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 46,038 | 5,438.6 | +127.08% | 4.070 | +2.28% | 0.030 | +0.59% | +3.85% | 15,241.7 | ||
BRK.B | Berkshire Hathaway Inc | 9,991 | 5,321.0 | -0.47% | 3.980 | -0.02% | 0.000 | -2.52% | +5.46% | 1,031,246.8 | Insurance | |
IEF | iShares 7-10 Year Treasury Bond ETF | 53,576 | 5,109.5 | +55.58% | 3.820 | +1.36% | 0.010 | -0.03% | +4.13% | 34,554.8 | ||
IVV | iShares Core S&P 500 ETF | 8,009 | 4,544.2 | +96.44% | 3.400 | +1.67% | 0.000 | +23.58% | +6.63% | 619,462.7 | ||
QQQ | INVESCO QQQ Trust | 8,432 | 3,953.9 | +272.93% | 2.960 | +2.17% | 0.000 | +30.44% | +8.26% | 354,541.3 | ||
DFGX |
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
| 69,981 | 3,656.5 | +26.80% | 2.740 | +0.58% | 0.450 | +2.89% | +2.02% | 930.8 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Historical Top Holdings Breakdowns
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -3.21% | 110.11 ($110.29) 110.51 | $110.13 | -0.15% | Reduce -59.53% | 23,800 | -35,014 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2025-03-31 | Reduce Reduce | -2.30% | 99.85 ($100.02) 100.19 | $99.87 | -0.15% | Reduce -47.21% | 30,831 | -27,576 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Add Add | +2.28% | 114.57 ($116.45) 118.14 | $117.97 | 1.31% | Add 127.08% | 46,038 | 25,764 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +2.17% | 468.34 ($508.07) 539.52 | $552.03 | 8.65% | Add 272.93% | 8,432 | 6,171 | |
DGCB | Dimensional Global Credit ETF | 2025-03-31 | Add Add | +1.69% | 51.87 ($52.91) 53.64 | $54.13 | 2.31% | Add 45.07% | 137,066 | 42,585 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.67% | 554.06 ($590.51) 615.85 | $623.83 | 5.64% | Add 96.44% | 8,009 | 3,932 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Add Add | +1.36% | 91.17 ($93.56) 95.39 | $94.46 | 0.96% | Add 55.58% | 53,576 | 19,139 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +1.34% | 85.29 ($89.02) 92.57 | $86.13 | -3.25% | Add 265.99% | 27,036 | 19,649 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.84% | 46.74 ($47.22) 47.57 | $47.92 | 1.48% | Reduce -12.56% | 150,307 | -21,585 | |
DFGP |
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
| 2025-03-31 | Add Add | +0.81% | 52.15 ($53.16) 53.93 | $54.38 | 2.29% | Add 42.22% | 68,381 | 20,299 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Total Holding History ($B)
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Asset Allocation
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Hypothetical Growth since 2025-03-31
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Holdings Heat Map
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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Holdings Bubble Chart
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC News
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