tru Independence LLC Buys SPDR Gold Shares ETF, VanEck Vectors Gold Miners ETF, iShares 7-10 Year Treasury Bond ETF, Sells iShares Core S&P 500 ETF, Schwab U.S. Large-Cap ETF, Schwab International Equity ETF

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Investment company tru Independence LLC (Current Portfolio) buys SPDR Gold Shares ETF, VanEck Vectors Gold Miners ETF, iShares 7-10 Year Treasury Bond ETF, Grayscale Bitcoin Trust, Vanguard Total Stock Market ETF, sells iShares Core S&P 500 ETF, Schwab U.S. Large-Cap ETF, Schwab International Equity ETF, SPDR Nuveen Bloomberg Barclays Municipal Bond ETF, Schwab U.S. Broad Market ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, tru Independence LLC. As of 2020Q4, tru Independence LLC owns 727 stocks with a total value of $51.7 billion. These are the details of the buys and sells.

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
  1. SPDR Gold Shares ETF (GLD) - 60,935 shares, 20.90% of the total portfolio. Shares added by 33752.78%
  2. VanEck Vectors Gold Miners ETF (GDX) - 139,120 shares, 9.69% of the total portfolio. Shares added by 5473.72%
  3. iShares 7-10 Year Treasury Bond ETF (IEF) - 39,200 shares, 9.09% of the total portfolio. New Position
  4. Grayscale Bitcoin Trust (GBTC) - 122,294 shares, 7.57% of the total portfolio. New Position
  5. Vanguard Total Stock Market ETF (VTI) - 19,350 shares, 7.28% of the total portfolio. Shares added by 5397.16%
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

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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