§ 13F · FUND PROFILE
tru Independence LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $385M (13F)Positions · 125Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M 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 | 528K | $21M | 10.1% | +4% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 394K | $18M | 8.9% | +5% |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | 257K | $18M | 8.7% | +4% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 185K | $17M | 8.5% | +4% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 385K | $15M | 7.4% | −1% |
| 6 | QGRW | WISDOMTREE TR | 199K | $11M | 5.3% | +9% |
| 7 | AAPL | APPLE INC | 35K | $9M | 4.4% | −7% |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 215K | $9M | 4.3% | +10% |
| 9 | HGER | HARBOR ETF TRUST | 232K | $7M | 3.6% | −12% |
| 10 | XC | WISDOMTREE TR | 205K | $6M | 3.2% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRU SIGNAL
AC read
tru Independence LLC is a Other fund managing $385 million in assets. The fund runs a portfolio of 125 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