The Analysis of tru Independence LLC's Holdings

Currently, tru Independence LLC holds 132 types of securities in its portfolio with a total value $396.6M. In the most recent quarter, they have increased their positions in N/A (+82.3K shares, valued at $5.4M), JBS (+339.1K shares, valued at $4.9M), FBND (+36.6K shares, valued at $1.7M); decreased their positions in ENR (-98.1K shares, valued at $2.0M), GM (-9.4K shares, valued at $765.2K), BAC (-7.2K shares, valued at $398.0K); initiated new positions in N/A (+82.3K shares, valued at $5.4M), JBS (+339.1K shares, valued at $4.9M), TPC (+5.4K shares, valued at $359.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST508.0K shares5.78%2025-12-312026-01-22

FBND FIDELITY MERRIMACK STR TR375.7K shares10.80%2025-12-312026-01-22

RDVY FIRST TR EXCHANGE TRADED FD247.2K shares5.83%2025-12-312026-01-22

FTCS FIRST TR EXCHANGE-TRADED FD177.6K shares8.34%2025-12-312026-01-22

DFAI DIMENSIONAL ETF TRUST389.2K shares3.42%2025-12-312026-01-22

GM GENERAL MTRS CO144.4K shares-6.12%2025-12-312026-01-22

QGRW WISDOMTREE TR183.4K shares2.41%2025-12-312026-01-22

AAPL APPLE INC38.2K shares-0.30%2025-12-312026-01-22

Sponsored

BAC BANK AMERICA CORP169.9K shares-4.09%2025-12-312026-01-22

GLW CORNING INC103.1K shares-3.92%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.27.6K shares-2.29%2025-12-312026-01-22

CGGR CAPITAL GROUP GROWTH ETF195.4K shares12.32%2025-12-312026-01-22

MSFT MICROSOFT CORP15.4K shares14.27%2025-12-312026-01-22

CITIGROUP INC CITIGROUP INC60.6K shares-2.14%2025-12-312026-01-22

BA BOEING CO31.1K shares-1.83%2025-12-312026-01-22

HGER HARBOR ETF TRUST263.0K shares18.71%2025-12-312026-01-22

Sponsored

UAL UNITED AIRLS HLDGS INC57.9K shares-1.97%2025-12-312026-01-22

ALL ALLSTATE CORP30.0K shares-1.87%2025-12-312026-01-22

FDX FEDEX CORP21.0K shares-1.46%2025-12-312026-01-22

T AT&T INC234.7K shares1.69%2025-12-312026-01-22

XC WISDOMTREE TR177.9K shares14.33%2025-12-312026-01-22

F FORD MTR CO439.2K shares-2.69%2025-12-312026-01-22

TRV TRAVELERS COMPANIES INC19.7K shares-0.93%2025-12-312026-01-22

CSCO CISCO SYS INC73.0K shares-3.43%2025-12-312026-01-22

Sponsored

SHEL SHELL PLC76.4K shares-2.05%2025-12-312026-01-22

CVS CVS HEALTH CORP68.5K shares-2.78%2025-12-312026-01-22

UNILEVER PLC UNILEVER PLC82.3K sharesnew addition2025-12-312026-01-22

AIRR FIRST TR EXCHANGE TRADED FD54.5K shares1.58%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC50.5K shares-2.59%2025-12-312026-01-22

OI O-I GLASS INC351.0K shares-0.70%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON25.0K shares-1.09%2025-12-312026-01-22

KIM KIMCO RLTY CORP253.9K shares-1.37%2025-12-312026-01-22

Sponsored

ALK ALASKA AIR GROUP INC102.0K shares4.39%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS35.4K shares-2.07%2025-12-312026-01-22

CVX CHEVRON CORP NEW33.2K shares1.59%2025-12-312026-01-22

JBS JBS N.V.339.1K sharesnew addition2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC119.6K shares0.32%2025-12-312026-01-22

SPG SIMON PPTY GROUP INC NEW26.2K shares-0.77%2025-12-312026-01-22

FESM FIDELITY COVINGTON TRUST125.6K shares32.98%2025-12-312026-01-22

TSN TYSON FOODS INC79.8K shares1.79%2025-12-312026-01-22

Sponsored

GIS GENERAL MLS INC99.6K shares9.34%2025-12-312026-01-22

INCO COLUMBIA ETF TR II70.3K shares12.67%2025-12-312026-01-22

ABBV ABBVIE INC19.4K shares-0.16%2025-12-312026-01-22

BP BP PLC113.2K shares-0.45%2025-12-312026-01-22

LYB LYONDELLBASELL INDUSTRIES N85.4K shares-7.44%2025-12-312026-01-22

GPK GRAPHIC PACKAGING HLDG CO235.9K shares-0.69%2025-12-312026-01-22

BRX BRIXMOR PPTY GROUP INC130.3K shares1.45%2025-12-312026-01-22

HISF FIRST TR EXCHANGE-TRADED FD65.5K shares9.08%2025-12-312026-01-22

Sponsored

IVV ISHARES TR4.2K shares5.85%2025-12-312026-01-22

VGT VANGUARD WORLD FD3.7K shares-3.73%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares32.67%2025-12-312026-01-22

JAAA JANUS DETROIT STR TR43.9K shares3.32%2025-12-312026-01-22

ENVX ENOVIX CORPORATION295.9K shares-2.71%2025-12-312026-01-22

META META PLATFORMS INC2.6K shares3.96%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD30.6K shares-2.40%2025-12-312026-01-22

SPYM SPDR SERIES TRUST14.8K shares-5.59%2025-12-312026-01-22

Sponsored

SDVY FIRST TR EXCHANGE-TRADED FD29.9K shares-2.25%2025-12-312026-01-22

VTI VANGUARD INDEX FDS3.3K shares0.37%2025-12-312026-01-22

ALPHABET INC ALPHABET INC3.4K shares9.39%2025-12-312026-01-22

AMZN AMAZON COM INC4.6K shares14.14%2025-12-312026-01-22

MCD MCDONALDS CORP3.5K shares42.54%2025-12-312026-01-22

DUHP DIMENSIONAL ETF TRUST26.3K shares-6.03%2025-12-312026-01-22

NVDA NVIDIA CORPORATION5.1K shares9.42%2025-12-312026-01-22

IEFA ISHARES TR10.4K shares-1.15%2025-12-312026-01-22

Sponsored

IEMG ISHARES INC13.4K shares-11.96%2025-12-312026-01-22

VTV VANGUARD INDEX FDS4.7K shares0.82%2025-12-312026-01-22

DFUV DIMENSIONAL ETF TRUST18.4K shares0.18%2025-12-312026-01-22

IVW ISHARES TR6.4K shares0.03%2025-12-312026-01-22

COF CAPITAL ONE FINL CORP3.2K shares-0.09%2025-12-312026-01-22

ENR ENERGIZER HLDGS INC NEW38.9K shares-71.62%2025-12-312026-01-22

FDL FIRST TR EXCHANGE-TRADED FD17.1K shares-0.82%2025-12-312026-01-22

EFA ISHARES TR7.7K shares-0.16%2025-12-312026-01-22

Sponsored

XLY SELECT SECTOR SPDR TR5.7K shares98.81%2025-12-312026-01-22

ALPHABET INC ALPHABET INC2.1K shares4.91%2025-12-312026-01-22

XLV SELECT SECTOR SPDR TR4.1K shares-4.87%2025-12-312026-01-22

VIS VANGUARD WORLD FD2.1K shares-4.38%2025-12-312026-01-22

DFAE DIMENSIONAL ETF TRUST17.7K shares-24.64%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS911 shares0.00%2025-12-312026-01-22

XLF SELECT SECTOR SPDR TR10.1K shares-8.69%2025-12-312026-01-22

CGUS CAPITAL GROUP CORE EQUITY ET13.5K shares1.45%2025-12-312026-01-22

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT18.1K shares2.79%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.48%2025-12-312026-01-22

REGL PROSHARES TR5.8K shares-7.73%2025-12-312026-01-22

VFH VANGUARD WORLD FD3.7K shares0.41%2025-12-312026-01-22

FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2025-12-312026-01-22

BROADCOM INC BROADCOM INC1.4K shares21.21%2025-12-312026-01-22

VUG VANGUARD INDEX FDS960 shares-0.10%2025-12-312026-01-22

DFAU DIMENSIONAL ETF TRUST10.0K shares0.26%2025-12-312026-01-22

Sponsored

QQEW FIRST TR EXCHANGE-TRADED FD3.2K shares-4.39%2025-12-312026-01-22

WFC WELLS FARGO CO NEW4.9K shares19.78%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP875 shares0.34%2025-12-312026-01-22

LLY ELI LILLY & CO376 shares7.12%2025-12-312026-01-22

CGBL CAPITAL GROUP CORE BALANCED11.2K shares1.02%2025-12-312026-01-22

TSLA TESLA INC868 shares-0.12%2025-12-312026-01-22

XLI SELECT SECTOR SPDR TR2.5K shares1.83%2025-12-312026-01-22

CGCP CAPITAL GRP FIXED INCM ETF T17.1K shares-2.81%2025-12-312026-01-22

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE8.9K shares0.41%2025-12-312026-01-22

TFC TRUIST FINL CORP7.8K shares0.61%2025-12-312026-01-22

FTGC FIRST TR EXCHANGE TRAD FD VI15.7K shares-21.81%2025-12-312026-01-22

TPC TUTOR PERINI CORP5.4K sharesnew addition2025-12-312026-01-22

XOM EXXON MOBIL CORP3.0K shares5.97%2025-12-312026-01-22

DFSV DIMENSIONAL ETF TRUST10.5K sharesnew addition2025-12-312026-01-22

TT TRANE TECHNOLOGIES PLC865 shares-0.57%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR490 shares-11.87%2025-12-312026-01-22

Sponsored

VIGI VANGUARD WHITEHALL FDS3.6K shares0.36%2025-12-312026-01-22

V VISA INC882 shares23.70%2025-12-312026-01-22

VO VANGUARD INDEX FDS1.0K shares-6.33%2025-12-312026-01-22

IJR ISHARES TR2.5K sharesnew addition2025-12-312026-01-22

CELESTICA INC CELESTICA INC1.0K sharesnew addition2025-12-312026-01-22

EQT CORP EQT CORP5.5K sharesnew addition2025-12-312026-01-22

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV18.5K sharesnew addition2025-12-312026-01-22

UCON FIRST TR EXCHNG TRADED FD VI11.1K shares-18.86%2025-12-312026-01-22

Sponsored

ORCL ORACLE CORP1.4K shares9.03%2025-12-312026-01-22

VDC VANGUARD WORLD FD1.2K shares-4.73%2025-12-312026-01-22

AOA ISHARES TR2.9K shares0.31%2025-12-312026-01-22

CIBR FIRST TR EXCHANGE TRADED FD3.6K shares-0.85%2025-12-312026-01-22

ITOT ISHARES TR1.7K shares-28.17%2025-12-312026-01-22

RTX RTX CORPORATION1.4K shares5.86%2025-12-312026-01-22

TDIV FIRST TR EXCHANGE TRADED FD2.5K shares-0.39%2025-12-312026-01-22

CAT CATERPILLAR INC423 shares0.00%2025-12-312026-01-22

Sponsored

WMT WALMART INC2.1K shares2.35%2025-12-312026-01-22

FPX FIRST TR EXCHANGE-TRADED FD1.4K shares0.14%2025-12-312026-01-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares-12.10%2025-12-312026-01-22

QQA INVESCO QQQ TR368 sharesnew addition2025-12-312026-01-22

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF3.8K sharesnew addition2025-12-312026-01-22

XLC SELECT SECTOR SPDR TR1.8K shares-7.10%2025-12-312026-01-22

AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-12-312026-01-22

FTGS FIRST TR EXCHANGE-TRADED FD6.0K shares-3.27%2025-12-312026-01-22

Sponsored

IR INGERSOLL RAND INC2.6K shares-0.79%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS690 sharesnew addition2025-12-312026-01-22

FFEB FIRST TR EXCHNG TRADED FD VI3.5K sharesnew addition2025-12-312026-01-22

SPIRE GLOBAL INC SPIRE GLOBAL INC10.6K sharesnew addition2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available