The Analysis of TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Holdings


Currently, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC holds 86 types of securities in its portfolio with a total value $159.8M. In the most recent quarter, they have increased their positions in AMZN (+7.3K shares, valued at $1.7M), IVV (+1.7K shares, valued at $1.1M), VTIP (+15.1K shares, valued at $745.3K); decreased their positions in META (-517 shares, valued at $341.3K), DGCB (-5.5K shares, valued at $299.1K), DFAE (-7.7K shares, valued at $251.2K); initiated new positions in ASTS (+10.0K shares, valued at $726.3K), N/A (+5.2K shares, valued at $341.8K), NU (+20.0K shares, valued at $334.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST447.1K shares4.13%2025-12-312026-02-24history
DFSD DIMENSIONAL ETF TRUST146.0K shares4.70%2025-12-312026-02-24history
DFGP DIMENSIONAL ETF TRUST119.1K shares7.30%2025-12-312026-02-24history
IVV ISHARES TR8.9K shares23.12%2025-12-312026-02-24history
ALPHABET INC ALPHABET INC19.3K shares0.00%2025-12-312026-02-24history
INVESCO QQQ TR INVESCO QQQ TR9.8K shares10.14%2025-12-312026-02-24history
VTIP VANGUARD MALVERN FDS120.5K shares14.29%2025-12-312026-02-24history
DFCF DIMENSIONAL ETF TRUST136.6K shares1.10%2025-12-312026-02-24history
Sponsored
IEI ISHARES TR46.3K shares-3.51%2025-12-312026-02-24history
IEF ISHARES TR56.8K shares0.94%2025-12-312026-02-24history
AMZN AMAZON COM INC22.5K shares47.84%2025-12-312026-02-24history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.0K shares0.00%2025-12-312026-02-24history
DFGX DIMENSIONAL ETF TRUST80.4K shares5.98%2025-12-312026-02-24history
DUHP DIMENSIONAL ETF TRUST107.0K shares16.36%2025-12-312026-02-24history
DFIC DIMENSIONAL ETF TRUST115.6K shares11.77%2025-12-312026-02-24history
GBIL GOLDMAN SACHS ETF TR30.8K shares0.00%2025-12-312026-02-24history
Sponsored
DFSV DIMENSIONAL ETF TRUST91.3K shares6.63%2025-12-312026-02-24history
DGCB DIMENSIONAL ETF TRUST50.6K shares-9.83%2025-12-312026-02-24history
SHY ISHARES TR31.1K shares-5.29%2025-12-312026-02-24history
IEUR ISHARES TR35.1K shares34.46%2025-12-312026-02-24history
SHV ISHARES TR22.1K shares-7.83%2025-12-312026-02-24history
TLT ISHARES TR26.3K shares-7.46%2025-12-312026-02-24history
AAPL APPLE INC8.2K shares0.00%2025-12-312026-02-24history
IJH ISHARES TR32.3K shares38.27%2025-12-312026-02-24history
Sponsored
IEMG ISHARES INC30.0K shares26.82%2025-12-312026-02-24history
NVDA NVIDIA CORPORATION9.9K shares0.00%2025-12-312026-02-24history
MSFT MICROSOFT CORP3.7K shares0.00%2025-12-312026-02-24history
META META PLATFORMS INC2.3K shares-18.60%2025-12-312026-02-24history
DFAT DIMENSIONAL ETF TRUST24.0K shares-6.42%2025-12-312026-02-24history
DISV DIMENSIONAL ETF TRUST34.8K shares-14.64%2025-12-312026-02-24history
DFEV DIMENSIONAL ETF TRUST38.3K shares9.32%2025-12-312026-02-24history
IJR ISHARES TR10.5K shares46.88%2025-12-312026-02-24history
Sponsored
FBTC FIDELITY WISE ORIGIN BITCOIN16.3K shares52.86%2025-12-312026-02-24history
ETHE GRAYSCALE ETHEREUM TRUST ETF50.9K shares44.44%2025-12-312026-02-24history
DFEM DIMENSIONAL ETF TRUST37.0K shares8.07%2025-12-312026-02-24history
DFAE DIMENSIONAL ETF TRUST36.7K shares-17.37%2025-12-312026-02-24history
EPP ISHARES INC23.1K shares26.45%2025-12-312026-02-24history
DFUV DIMENSIONAL ETF TRUST24.6K shares-9.93%2025-12-312026-02-24history
DIHP DIMENSIONAL ETF TRUST35.9K shares9.29%2025-12-312026-02-24history
DFGR DIMENSIONAL ETF TRUST41.7K shares12.16%2025-12-312026-02-24history
Sponsored
EWJ ISHARES INC13.1K shares39.93%2025-12-312026-02-24history
DFIV DIMENSIONAL ETF TRUST19.7K shares-14.00%2025-12-312026-02-24history
AVDV AMERICAN CENTY ETF TR10.0K shares9.06%2025-12-312026-02-24history
EPD ENTERPRISE PRODS PARTNERS L28.4K shares0.00%2025-12-312026-02-24history
LMT LOCKHEED MARTIN CORP1.8K shares-0.88%2025-12-312026-02-24history
SPDW SPDR INDEX SHS FDS18.4K shares0.00%2025-12-312026-02-24history
SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-12-312026-02-24history
ASTS AST SPACEMOBILE INC10.0K sharesnew addition2025-12-312026-02-24history
Sponsored
CMF ISHARES TR11.8K shares0.00%2025-12-312026-02-24history
EWC ISHARES INC11.8K shares14.73%2025-12-312026-02-24history
ETFS GOLD TR ETFS GOLD TR14.0K shares0.00%2025-12-312026-02-24history
DFAI DIMENSIONAL ETF TRUST14.5K shares-13.72%2025-12-312026-02-24history
VV VANGUARD INDEX FDS1.7K shares0.00%2025-12-312026-02-24history
DFIP DIMENSIONAL ETF TRUST12.2K shares-12.94%2025-12-312026-02-24history
KBA KRANESHARES TRUST16.3K shares0.00%2025-12-312026-02-24history
GSST GOLDMAN SACHS ETF TR9.5K shares0.00%2025-12-312026-02-24history
Sponsored
WMT WALMART INC4.3K shares-5.33%2025-12-312026-02-24history
SUB ISHARES TR4.4K shares0.00%2025-12-312026-02-24history
CALI BLACKROCK ETF TRUST II9.1K shares0.00%2025-12-312026-02-24history
SPMD SPDR SERIES TRUST7.9K shares0.00%2025-12-312026-02-24history
BSVO EA SERIES TRUST17.9K shares-5.68%2025-12-312026-02-24history
ZM ZOOM COMMUNICATIONS INC4.5K shares0.00%2025-12-312026-02-24history
SCHE SCHWAB STRATEGIC TR11.9K shares0.00%2025-12-312026-02-24history
GBTC GRAYSCALE BITCOIN TRUST ETF5.0K shares0.00%2025-12-312026-02-24history
Sponsored
UNILEVER PLC UNILEVER PLC5.2K sharesnew addition2025-12-312026-02-24history
DUSB DIMENSIONAL ETF TRUST6.7K shares-37.08%2025-12-312026-02-24history
NU NU HLDGS LTD20.0K sharesnew addition2025-12-312026-02-24history
QCOM QUALCOMM INC1.9K shares0.00%2025-12-312026-02-24history
SLQD ISHARES TR6.6K shares0.00%2025-12-312026-02-24history
MINT PIMCO ETF TR3.1K shares0.00%2025-12-312026-02-24history
ISHARES GOLD TR ISHARES GOLD TR3.6K shares0.00%2025-12-312026-02-24history
SPYM SPDR SERIES TRUST3.3K shares0.00%2025-12-312026-02-24history
Sponsored
FCX FREEPORT-MCMORAN INC5.0K sharesnew addition2025-12-312026-02-24history
XAR SPDR SERIES TRUST1.0K shares0.00%2025-12-312026-02-24history
ROKU ROKU INC2.3K shares-14.16%2025-12-312026-02-24history
GLD SPDR GOLD TR619 shares0.00%2025-12-312026-02-24history
AEM AGNICO EAGLE MINES LTD1.4K shares0.00%2025-12-312026-02-24history
SHOP SHOPIFY INC1.5K shares0.00%2025-12-312026-02-24history
DIS DISNEY WALT CO2.0K shares0.00%2025-12-312026-02-24history
GDX VANECK ETF TRUST2.6K sharesnew addition2025-12-312026-02-24history
Sponsored
NFLX NETFLIX INC2.3K sharesnew addition2025-12-312026-02-24history
MIST MILESTONE PHARMACEUTICALS IN100.0K sharesnew addition2025-12-312026-02-24history
TSLA TESLA INC447 sharesnew addition2025-12-312026-02-24history
NAD NUVEEN QUALITY MUNCP INCOME16.0K shares0.00%2025-12-312026-02-24history
STRIVE INC STRIVE INC85.0K sharesnew addition2025-12-312026-02-24history
ENSYSCE BIOSCIENCES INC ENSYSCE BIOSCIENCES INC12.0K shares14.29%2025-12-312026-02-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available