tI
| |
tru Independence LLC13F | |
| tru Independence LLC | |
| Last update 2025-07-15 | 120 Stocks (11 new) |
| Value $346.00 Mil | Turnover 5 % |
tru Independence LLC Top Holdings of 2025-06-30
View Full List
| 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 | 460,781 | 16,514.4 | +1.97% | 4.780 | +0.09% | 0.050 | +15.92% | +7.47% | 36,008.4 | ||
FBND | Fidelity Total Bond ETF | 317,663 | 14,536.3 | +4.43% | 4.200 | +0.18% | 0.070 | +1.70% | +3.84% | 19,347.6 | ||
FTCS | First Trust Capital Strength ETF | 153,760 | 13,975.2 | +2.27% | 4.040 | +0.09% | 0.170 | +5.58% | +5.15% | 8,434.6 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 221,996 | 13,928.0 | +4.40% | 4.030 | +0.17% | 0.090 | +13.06% | +9.07% | 15,587.5 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 362,105 | 12,518.0 | +0.82% | 3.620 | +0.03% | 0.120 | +11.76% | +22.82% | 10,855.2 | ||
QGRW | WisdomTree U.S. Quality Growth Fund | 176,087 | 9,253.4 | -0.59% | 2.680 | -0.01% | 0.600 | +22.47% | +9.66% | 1,584.1 | ||
BAC | Bank of America Corp | 179,262 | 8,482.7 | -1.91% | 2.450 | -0.05% | 0.000 | +23.98% | +12.36% | 362,798.4 | Banks | |
JPM | JPMorgan Chase & Co | 28,417 | 8,238.1 | -1.98% | 2.380 | -0.04% | 0.000 | +22.69% | +26.63% | 821,327.9 | Banks | |
AAPL | Apple Inc | 38,021 | 7,800.7 | +8.69% | 2.260 | +0.18% | 0.000 | +3.20% | -14.04% | 3,207,468.6 | Hardware | |
GM | General Motors Co | 157,055 | 7,728.7 | -1.62% | 2.230 | -0.04% | 0.020 | +12.29% | -0.93% | 49,960.3 | Vehicles & Parts |
tru Independence LLC's Historical Top Holdings Breakdowns
tru Independence 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
C | Citigroup Inc | 2025-06-30 | New Buy New Buy | +1.53% | 58.13 ($72.26) 85.12 | $96.09 | 32.99% | New holding | 62,295 | 62,295 | |
ACI | Albertsons Companies Inc | 2025-06-30 | Sold Out Sold Out | -0.88% | 19.94 ($21.76) 22.91 | $20.61 | -5.31% | Sold Out | 0 | -129,355 | |
CGGR | Capital Group Growth ETF | 2025-06-30 | Add Add | +0.72% | 30.53 ($36.46) 40.65 | $41.47 | 13.74% | Add 60.64% | 161,996 | 61,153 | |
GPK | Graphic Packaging Holding Co | 2025-06-30 | Add Add | +0.40% | 21.02 ($23.16) 26.3 | $23.24 | 0.35% | Add 39.13% | 232,979 | 65,530 | |
HGER | HARBOR ETF TRUST | 2025-06-30 | Add Add | +0.25% | 22.13 ($23.95) 25.39 | $24.74 | 3.30% | Add 21% | 201,657 | 34,994 | |
FBND | Fidelity Total Bond ETF | 2025-06-30 | Add Add | +0.18% | 44.68 ($45.27) 45.96 | $45.55 | 0.61% | Add 4.43% | 317,663 | 13,473 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.18% | 172.42 ($202.27) 223.89 | $214.75 | 6.17% | Add 8.69% | 38,021 | 3,039 | |
FTGC | FIRST TR EXCH VII | 2025-06-30 | Reduce Reduce | -0.18% | 23.09 ($24.61) 25.91 | $25.45 | 3.41% | Reduce -47.8% | 24,229 | -22,190 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-06-30 | Add Add | +0.17% | 51.6 ($58.81) 62.74 | $64.08 | 8.96% | Add 4.4% | 221,996 | 9,361 | |
T | AT&T Inc | 2025-06-30 | Reduce Reduce | -0.17% | 26.33 ($27.57) 28.94 | $28.11 | 1.98% | Reduce -7.62% | 236,319 | -19,483 |
tru Independence LLC Total Holding History ($B)
tru Independence LLC's Asset Allocation
tru Independence 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 LLC's Hypothetical Growth since 2025-06-30
tru Independence LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
tru Independence LLC's Holdings Heat Map
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tru Independence LLC's Holdings Bubble Chart
tru Independence LLC News
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