§ 13F · FUND PROFILE
tru Independence LLC.
AUM · $229M (13F)Positions · 108Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 535K | $24M | 10.4% | +1% |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | 261K | $21M | 9.2% | +1% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 436K | $20M | 8.7% | +11% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 199K | $19M | 8.2% | +7% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 388K | $16M | 7.0% | +1% |
| 6 | QGRW | WISDOMTREE TR | 196K | $13M | 5.7% | −2% |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | 224K | $11M | 4.6% | +4% |
| 8 | AAPL | APPLE INC | 35K | $10M | 4.5% | ±0% |
| 9 | HGER | HARBOR ETF TRUST | 247K | $7M | 3.2% | +6% |
| 10 | XC | WISDOMTREE TR | 219K | $7M | 3.0% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRU SIGNAL
AC read
tru Independence LLC is a Other fund managing $229 million in assets. The fund runs a portfolio of 108 positions.
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