§ 13F · FUND PROFILE
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152M (13F)Positions · 86Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$70K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 454K | $18M | 10.9% | +2% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 152K | $7M | 4.5% | +4% |
| 3 | DFGP | DIMENSIONAL ETF TRUST | 125K | $7M | 4.1% | +5% |
| 4 | IVV | ISHARES TR | 10K | $7M | 4.0% | +12% |
| 5 | QQQ | INVESCO QQQ TR | 11K | $6M | 4.0% | +15% |
| 6 | VTIP | VANGUARD MALVERN FDS | 126K | $6M | 3.9% | +5% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 141K | $6M | 3.7% | +4% |
| 8 | AMZN | AMAZON COM INC | 27K | $6M | 3.5% | +21% |
| 9 | GOOGL | ALPHABET INC | 19K | $6M | 3.4% | +1% |
| 10 | IEI | ISHARES TR | 46K | $5M | 3.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRU SIGNAL
AC read
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is a Other fund managing $152 million in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed