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Tru Independence Asset Management 2

Latest statistics and disclosures from Tru Independence Asset Management 2's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DGCB, DFSD, DFCF, IEI, and represent 28.92% of Tru Independence Asset Management 2's stock portfolio.
Added to shares of these 10 stocks: IEI, QQQ, DGCB, IVV, IEF, TLT, DFGP, DFAC, NVDA, VUG.
Started 18 new stock positions in NVDA, VTV, PHYS, SPMD, IAU, VB, BND, EWC, VNQ, SCHE. VEA, IBM, VXUS, VUG, BKNG, VTI, VCSH, VV.
Reduced shares in these 10 stocks: SHV, GBIL, DFSD, DFCF, DFIP, DISV, DFIV, DFAE, PSQ, SHY.
Sold out of its positions in DFNM, AGG, TLH, NKE, PSQ, ROKU, TTD, VGSH.
Tru Independence Asset Management 2 was a net buyer of stock by $15M.
Tru Independence Asset Management 2 has $134M in assets under management (AUM), dropping by 11.31%.
Central Index Key (CIK): 0001849497

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Portfolio Holdings for Tru Independence Asset Management 2

Tru Independence Asset Management 2 holds 90 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.1	$12M	+9%	369k	32.99	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	5.5	$7.3M	+45%	137k	53.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.3	$7.1M	-12%	150k	47.52	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.0	$6.6M	-9%	157k	42.06	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	4.1	$5.4M	+127%	46k	118.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.0	$5.3M		10k	532.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.8	$5.1M	+55%	54k	95.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$4.5M	+96%	8.0k	567.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$4.0M	+272%	8.4k	468.92	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.7	$3.7M	+26%	70k	52.25	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	2.7	$3.7M	+42%	68k	53.43	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	2.3	$3.1M	-47%	31k	100.18	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.3	$3.0M	-6%	108k	28.15	View chart
Amazon (AMZN)	2.2	$2.9M		15k	190.26	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.1	$2.8M	-17%	97k	29.12	View chart
Ishares Tr Short Treas Bd (SHV)	2.0	$2.6M	-59%	24k	110.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.0	$2.6M	-12%	32k	82.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.8	$2.5M	+265%	27k	91.04	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.7	$2.3M	+33%	68k	33.14	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$2.2M	+25%	80k	27.77	View chart
Apple (AAPL)	1.4	$1.9M		8.4k	222.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$1.8M	-21%	68k	25.89	View chart
Meta Platforms Cl A (META)	1.3	$1.7M	+2%	3.0k	576.36	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.2	$1.7M	-27%	40k	42.11	View chart
Microsoft Corporation (MSFT)	1.2	$1.6M	-8%	4.2k	375.39	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$1.4M	-6%	34k	41.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$1.4M	+4%	28k	51.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$1.4M	-26%	36k	39.36	View chart
Ishares Tr Core Msci Euro (IEUR)	1.1	$1.4M	+125%	23k	60.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.2M	+34%	21k	58.48	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.1M	+126%	21k	53.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$1.1M	-12%	35k	31.23	View chart
Enterprise Products Partners (EPD)	0.8	$1.1M		31k	34.14	View chart
NVIDIA Corporation (NVDA)	0.8	$1.0M	NEW	9.3k	108.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$874k		5.7k	154.64	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$868k	+22%	32k	26.94	View chart
Walt Disney Company (DIS)	0.6	$858k	-2%	8.7k	98.70	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$808k	+35%	30k	27.05	View chart
Lockheed Martin Corporation (LMT)	0.6	$805k		1.8k	446.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$796k	NEW	1.9k	418.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$786k	+6%	1.4k	561.09	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$733k	+9%	10k	71.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$718k	+69%	6.8k	106.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$698k	+20%	27k	26.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$686k	+182%	19k	36.41	View chart
Ishares Msci Pac Jp Etf (EPP)	0.5	$682k	+120%	16k	44.10	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$665k	-9%	12k	56.28	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$631k	+18%	24k	26.46	View chart
Ishares Msci Jpn Etf New (EWJ)	0.4	$580k	+35%	8.5k	68.56	View chart
Wal-Mart Stores (WMT)	0.4	$537k	+3%	6.1k	88.27	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.4	$534k		35k	15.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$529k	NEW	2.0k	260.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$508k	NEW	1.8k	274.91	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.4	$478k		9.5k	50.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$463k		4.4k	105.60	View chart
Booking Holdings (BKNG)	0.3	$461k	NEW	100.00	4606.91	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.3	$460k		9.1k	50.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$435k	NEW	1.7k	257.03	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$434k	-28%	18k	23.77	View chart
Coinbase Global Com Cl A (COIN)	0.3	$429k	+2%	2.5k	172.23	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$418k		14k	29.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$417k	NEW	2.3k	178.94	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$402k	NEW	7.9k	51.18	View chart
Ishares Msci Cda Etf (EWC)	0.3	$385k	NEW	9.4k	40.75	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.3	$385k	-3%	16k	23.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$384k	NEW	14k	27.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$383k	NEW	7.6k	50.60	View chart
Shopify Cl A (SHOP)	0.3	$382k		4.0k	95.48	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$361k		19k	19.44	View chart
Qualcomm (QCOM)	0.3	$354k	+13%	2.3k	154.97	View chart
Unilever Spon Adr New (UL)	0.3	$351k		5.9k	59.55	View chart
Zoom Communications Cl A (ZM)	0.3	$342k		4.6k	73.77	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$329k	-4%	6.6k	50.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$311k		3.1k	100.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$299k	NEW	4.8k	62.10	View chart
International Business Machines (IBM)	0.2	$298k	NEW	1.2k	247.10	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$272k		4.2k	65.17	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$270k	NEW	11k	24.06	View chart
Chipotle Mexican Grill (CMG)	0.2	$244k		4.9k	50.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$221k	NEW	3.0k	73.45	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$216k		3.3k	65.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$214k		8.2k	26.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$211k	NEW	3.6k	58.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$211k	NEW	2.3k	90.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$203k	NEW	2.6k	78.94	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$185k		16k	11.60	View chart
Terawulf (WULF)	0.1	$137k		50k	2.73	View chart
Riot Blockchain (RIOT)	0.1	$134k	+50%	19k	7.12	View chart
Iren Ordinary Shares (IREN)	0.1	$123k	+22%	20k	6.09	View chart
Cipher Mining (CIFR)	0.1	$85k	-35%	37k	2.30	View chart

Past Filings by Tru Independence Asset Management 2

SEC 13F filings are viewable for Tru Independence Asset Management 2 going back to 2020

Tru Independence Asset Management 2 2025 Q1 filed April 30, 2025
Tru Independence Asset Management 2 2024 Q4 filed Jan. 22, 2025
Tru Independence Asset Management 2 2024 Q3 filed Nov. 4, 2024
Tru Independence Asset Management 2 2023 Q1 filed April 26, 2023
Tru Independence Asset Management 2 2022 Q3 filed Oct. 31, 2022
Tru Independence Asset Management 2 2022 Q2 filed Aug. 2, 2022
Tru Independence Asset Management 2 2022 Q1 filed April 27, 2022
Tru Independence Asset Management 2 2021 Q4 filed Jan. 20, 2022
Tru Independence Asset Management 2 2021 Q3 filed Nov. 5, 2021
Tru Independence Asset Management 2 2021 Q2 filed July 21, 2021
Tru Independence Asset Management 2 2021 Q1 filed May 19, 2021
Tru Independence Asset Management 2 2020 Q4 filed March 9, 2021

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