- New Purchases: IEF, GBTC, SLV, DVY, BIL, SHY, SHV, USMV, TIP, ESGU, EFAV, DSI, XME, MMQ, GOOGL, ICLN, UVXY, CLOU, ESGD, BFST, GOVT, XLE, ESGE, NIB, SUSC, ABBRF, UHY0, AG, 0NFA, MTUM, MLLCF, MBB, SIL, FNV, ISVLF, 0HE, DNCVF, AMLP, VXRT, ORRCF, VLUE, GOLD, SWBI, RGR, ESKYF, DSVMF, STKXF, 9NNN, ELRRF, GTAGF, MRG1, M1D2, K1SN, AAG, HZNP, SZSMF, NEAR, LTBR, LOMLF, GGD, EQX, CORN, SCHO, NEM, WPM, SSVFF, CCWOF, NVCR, RVVTF, PAAS, ASM, TNK, CANWF, ZM5P, SHOP, CBGZF, PALL, UUUU, SBLRF, M9UA, DFPP, STNG, MON, NXE, LSYN, SE, ASAN, CMPS, SILJ, AU, RRC, SCCO, TGB, WRN, LRN, BGADF, EURN, WDOFF, URG, MAE, GQR, MMNGF, DOLLF, B4IF, TDOC, GTGDF, OKTA, ADYEY, DKNG, PLTR, GDRX, MP, IGIB, CPER, EWJ, UNG, AMD, DHT, EGO, FRO, MIND, NVAX, SGMO, SWN, FGOVF, AWI, MELI, KGFHF, MTA, BTG, KOOYF, CNRIF, GTBIF, ZVO, AMRS, T921, LGDTF, RGLSF, LPI, NULGF, CESSF, 3X21, GWPH, ESPR, ACB, EUS, MYOV, 1OC, MRNA, NCNO, 0LS, FROG, SNOW, U, CDE, EGLE, OBLG, KNRLF, DGLY, AFMJF, 32JP, N9S, E35C, SPAZF, ANXGF, QM01, 9BR2, OMM, MGMLF, NSRPF, FCUUF, SOUHY, GBT, TWLO, GENM, 2NZ, BIGC, 634, FSR, SEER, BNDX, IAG, UGDIF, SGSVF, ATUSF, MIDLF, DJIFF, NKOSF, AGCBF, TN7, LACB, TNXP, PROBF, MLXEF, ETHOF, KODK, FFMGF, EDIT, TMMFF, NTLA, CRSP, ITRG, XLY, BDN, KIM, NWL, WY, VBIV, PLM, ORAGF, SRS, PTNUF, HGEN, 1HB, EMLC, EPP, FVD, VGT, PLD, ATVI, ADBE, A, ALXN, LNT, ALNY, AEE, AEP, AIG, AMT, IVZ, ANSS, AMAT, ARW, AJG, ASB, AZN, ADSK, BCE, BOH, BBY, BSX, BTI, BRO, CMS, CSX, CDNS, COF, KMX, CE, CNC, FIS, SCHW, CPK, CHA, CHH, CL, COLM, COP, CPRT, INGR, CCI, CW, DTE, DRI, DE, DLR, WINT, DLTR, D, DD, EOG, EMN, ECL, EA, ENB, ENIA, ETR, EXC, FNB, FRT, FBNC, FHN, FCX, GPC, GSK, HSBC, HAL, PEAK, HPQ, HIW, HRC, HOLX, HRL, HUM, HBAN, MTCH, IBM, ITT, IDA, IDXX, ITW, ILMN, IMGN, TT, ISRG, IRM, JCI, KLAC, LH, LEN, LFUS, LOW, MTB, MRO, MKTX, MAR, MLM, MRVL, MCK, MCHP, MU, MAA, MCO, MS, MORN, MSI, NFLX, NI, NSC, NVO, ORLY, OGE, ORI, OMC, IX, PCG, PNC, PPG, PKG, PHG, PNFP, LIN, O, RELX, RF, RGEN, RMD, RCI, ROP, ROST, SBAC, CRM, SGEN, SCI, SPG, SON, LUV, STE, STKL, SNPS, SYY, TROW, TCF, TSM, TGT, AXON, TU, TKR, TD, CUBE, UAL, UGI, UL, UDR, URI, UNM, VFC, MTN, VLO, VAR, VRTX, VMC, WAB, ANTM, WST, WHR, WMB, XEL, XLNX, ZION, EBAY, NZF, NAD, NEA, QRTEA, DEI, ARAY, TMUS, DFS, TEL, VMW, FSM, AVGO, VRSK, CHTR, SSNC, FRC, HCA, FBHS, APTV, POST, 1JE1, ENPH, SPLK, NOW, PANW, WDAY, CONE, ZTS, VOYA, IQV, CDW, REXR, VEEV, TWTR, WIX, ALLE, HLT, FIVN, ZEN, WMS, CTLT, CFG, KEYS, LBRDK, PYPD, ETSY, BKI, PYPL, Z, SQ, TEAM, AA, CKPT, IR, JBGS, BHF, ROKU, SPOT, ZUO, DOCU, AVLR, REZI, DELL, PINS, ALC, ZM, UBER, FSLY, CTVA, CRWD, WORK, AMCR, DDOG, CARR, OTIS, IAC, AOUT, ABNB, OPEN, ECON, FAD, FDD, FEM, FFR, FPE, FXN, FYX, HYLB, PEY, PZA, QQEW, REGL, RODM, TDIV, VCIT,
- Added Positions: GLD, GDX, VTI, TLT, XLF, KMI, TSLA, IYR, SUSB, WFC, USB, SDY, SPY, VBR, AAPL, BIV, XOM, RDS.B, BABA, TTD, MMM, CB, ACN, APD, MO, AMZN, AXP, AMGN, AON, TFC, BDX, BIIB, BLK, CCL, CAT, CME, CI, CSCO, KO, CTSH, CMCSA, STZ, COST, DHR, DEO, DUK, ETN, LLY, EMR, ENTG, EFX, EL, EXPE, NEE, FISV, F, GIS, GILD, GPN, GS, WELL, HD, HON, INTC, ICE, INTU, JNJ, K, KMB, MDLZ, KR, LRCX, LMT, MSM, MMC, MCD, SPGI, MDT, MRK, MSFT, NVDA, NVS, NUE, ORCL, PH, PAYX, PEP, PFE, PG, PGR, QCOM, REGN, POOL, SNY, SLB, SHW, TRV, SBUX, TJX, TXN, TMO, TSCO, TGI, TSN, UNP, UNH, VZ, WMT, DIS, WSM, WEC, YUM, CEF, MA, LULU, ULTA, V, PM, DG, PSX, FB, ABBV, GOOG, EVBG, YUMC, CORP, IAU, JPST, VEA, VIG, VWO, VXUS, VYM,
- Reduced Positions: IVV, BA, T, BAC, BP, WRK, QUAL, ENR, IEMG, FDX, GLW, CDAY, CMA, UPS, ROL, DOW, CSGP, GM, CVX, DAL, INFO, PKI, TOT, EXPD, CVS, UMPQ, APH, LYB, WBA, FMC, BAX, MKC, J, HEI, CINF, C, MPC, CLVT, ZBH, RTX, SYK, NOC, BRK.B, MDY, BMY, TENB, ADI, GD, SHAK, PFG, GE, WM, VTRS, TTC, OXY,
- Sold Out: SCHX, SCHF, TFI, SCHB, SCHR, SCHE, ALL, BSV, OSB, MUB, SLYV, BND, VTV, SPYV, AGG, SHM, JWN, SCHM, IJR, IUSG, IUSV, ANGL, BOND, VBK, VB, VNQ, XLK, IUSB, SCHZ, RYT, VO, IWM, IWF, VCSH, IWB, IWR, EFA, SCHD, MDYG, IVW, LQD, VOO, SLYG, RDS.A, SCHA, DGRO, GDXJ, ICF, FITB, RSP, PGX, IWS, DVYE, VYMI, TFX, SVM, XLRE, ES, FFIV, TLRY, VNT, ECH, EIDO, EIS, IBB, IVE, IWP, IWN, ALK,
For the details of tru Independence LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tru+independence+llc/current-portfolio/portfolio
These are the top 5 holdings of tru Independence LLC- SPDR Gold Shares ETF (GLD) - 60,935 shares, 20.90% of the total portfolio. Shares added by 33752.78%
- VanEck Vectors Gold Miners ETF (GDX) - 139,120 shares, 9.69% of the total portfolio. Shares added by 5473.72%
- iShares 7-10 Year Treasury Bond ETF (IEF) - 39,200 shares, 9.09% of the total portfolio. New Position
- Grayscale Bitcoin Trust (GBTC) - 122,294 shares, 7.57% of the total portfolio. New Position
- Vanguard Total Stock Market ETF (VTI) - 19,350 shares, 7.28% of the total portfolio. Shares added by 5397.16%
tru Independence LLC initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $118.97 and $121.3, with an estimated average price of $119.99. The stock is now traded at around $114.510000. The impact to a portfolio due to this purchase was 9.09%. The holding were 39,200 shares as of 2020-12-31.
New Purchase: Grayscale Bitcoin Trust (GBTC)tru Independence LLC initiated holding in Grayscale Bitcoin Trust. The purchase prices were between $10.85 and $32.9, with an estimated average price of $19.56. The stock is now traded at around $49.120000. The impact to a portfolio due to this purchase was 7.57%. The holding were 122,294 shares as of 2020-12-31.
New Purchase: iShares Silver Trust (SLV)tru Independence LLC initiated holding in iShares Silver Trust. The purchase prices were between $21.05 and $24.76, with an estimated average price of $22.76. The stock is now traded at around $24.050000. The impact to a portfolio due to this purchase was 3.56%. The holding were 75,041 shares as of 2020-12-31.
New Purchase: iShares Select Dividend ETF (DVY)tru Independence LLC initiated holding in iShares Select Dividend ETF. The purchase prices were between $80.98 and $96.7, with an estimated average price of $90.3. The stock is now traded at around $111.420000. The impact to a portfolio due to this purchase was 3.36%. The holding were 18,092 shares as of 2020-12-31.
New Purchase: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)tru Independence LLC initiated holding in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF. The purchase prices were between $91.51 and $91.53, with an estimated average price of $91.52. The stock is now traded at around $91.500000. The impact to a portfolio due to this purchase was 2.65%. The holding were 15,000 shares as of 2020-12-31.
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)tru Independence LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $86.32 and $86.46, with an estimated average price of $86.39. The stock is now traded at around $86.230000. The impact to a portfolio due to this purchase was 2.22%. The holding were 13,280 shares as of 2020-12-31.
Added: SPDR Gold Shares ETF (GLD)tru Independence LLC added to a holding in SPDR Gold Shares ETF by 33752.78%. The purchase prices were between $166.67 and $183.19, with an estimated average price of $176.05. The stock is now traded at around $160.840000. The impact to a portfolio due to this purchase was 20.84%. The holding were 60,935 shares as of 2020-12-31.
Added: VanEck Vectors Gold Miners ETF (GDX)tru Independence LLC added to a holding in VanEck Vectors Gold Miners ETF by 5473.72%. The purchase prices were between $33.25 and $41.2, with an estimated average price of $37.14. The stock is now traded at around $32.300000. The impact to a portfolio due to this purchase was 9.52%. The holding were 139,120 shares as of 2020-12-31.
Added: Vanguard Total Stock Market ETF (VTI)tru Independence LLC added to a holding in Vanguard Total Stock Market ETF by 5397.16%. The purchase prices were between $166.99 and $194.64, with an estimated average price of $183.18. The stock is now traded at around $202.870000. The impact to a portfolio due to this purchase was 7.15%. The holding were 19,350 shares as of 2020-12-31.
Added: iShares 20+ Year Treasury Bond ETF (TLT)tru Independence LLC added to a holding in iShares 20+ Year Treasury Bond ETF by 2736.97%. The purchase prices were between $155.16 and $162.75, with an estimated average price of $158.68. The stock is now traded at around $139.740000. The impact to a portfolio due to this purchase was 1.38%. The holding were 4,681 shares as of 2020-12-31.
Added: Financial Select Sector SPDR (XLF)tru Independence LLC added to a holding in Financial Select Sector SPDR by 388.89%. The purchase prices were between $23.61 and $29.48, with an estimated average price of $26.86. The stock is now traded at around $33.830000. The impact to a portfolio due to this purchase was 0.5%. The holding were 11,000 shares as of 2020-12-31.
Added: Kinder Morgan Inc (KMI)tru Independence LLC added to a holding in Kinder Morgan Inc by 198.77%. The purchase prices were between $11.48 and $14.97, with an estimated average price of $13.4. The stock is now traded at around $15.670000. The impact to a portfolio due to this purchase was 0.21%. The holding were 13,107 shares as of 2020-12-31.
Sold Out: Schwab U.S. Large-Cap ETF (SCHX)tru Independence LLC sold out a holding in Schwab U.S. Large-Cap ETF. The sale prices were between $78.71 and $90.95, with an estimated average price of $86.03.
Sold Out: Schwab International Equity ETF (SCHF)tru Independence LLC sold out a holding in Schwab International Equity ETF. The sale prices were between $30.32 and $36.26, with an estimated average price of $33.81.
Sold Out: SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI)tru Independence LLC sold out a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond ETF. The sale prices were between $51.59 and $52.53, with an estimated average price of $52.08.
Sold Out: Schwab U.S. Broad Market ETF (SCHB)tru Independence LLC sold out a holding in Schwab U.S. Broad Market ETF. The sale prices were between $78.06 and $90.99, with an estimated average price of $85.64.
Sold Out: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)tru Independence LLC sold out a holding in Schwab Intermediate-Term U.S. Treasury ETF. The sale prices were between $57.98 and $58.59, with an estimated average price of $58.26.
Sold Out: Schwab Emerging Markets Equity ETF (SCHE)tru Independence LLC sold out a holding in Schwab Emerging Markets Equity ETF. The sale prices were between $26.72 and $30.68, with an estimated average price of $29.05.
Reduced: iShares Core S&P 500 ETF (IVV)tru Independence LLC reduced to a holding in iShares Core S&P 500 ETF by 95.87%. The sale prices were between $326.19 and $375.39, with an estimated average price of $355. The stock is now traded at around $388.590000. The impact to a portfolio due to this sale was -3.3%. tru Independence LLC still held 1,471 shares as of 2020-12-31.
Reduced: Boeing Co (BA)tru Independence LLC reduced to a holding in Boeing Co by 92.23%. The sale prices were between $144.39 and $238.17, with an estimated average price of $192.61. The stock is now traded at around $230.610000. The impact to a portfolio due to this sale was -1.46%. tru Independence LLC still held 2,583 shares as of 2020-12-31.
Reduced: AT&T Inc (T)tru Independence LLC reduced to a holding in AT&T Inc by 94.21%. The sale prices were between $26.5 and $31.46, with an estimated average price of $28.55. The stock is now traded at around $29.640000. The impact to a portfolio due to this sale was -1.44%. tru Independence LLC still held 10,766 shares as of 2020-12-31.
Reduced: Bank of America Corp (BAC)tru Independence LLC reduced to a holding in Bank of America Corp by 87.07%. The sale prices were between $23.47 and $30.31, with an estimated average price of $26.85. The stock is now traded at around $36.320000. The impact to a portfolio due to this sale was -1.25%. tru Independence LLC still held 26,751 shares as of 2020-12-31.
Reduced: BP PLC (BP)tru Independence LLC reduced to a holding in BP PLC by 99.54%. The sale prices were between $14.9 and $22.41, with an estimated average price of $18.88. The stock is now traded at around $26.110000. The impact to a portfolio due to this sale was -0.77%. tru Independence LLC still held 704 shares as of 2020-12-31.
Reduced: WestRock Co (WRK)tru Independence LLC reduced to a holding in WestRock Co by 35.26%. The sale prices were between $35.02 and $45.43, with an estimated average price of $41.38. The stock is now traded at around $52.950000. The impact to a portfolio due to this sale was -0.6%. tru Independence LLC still held 110,210 shares as of 2020-12-31.
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