tru Independence LLC
CIK 0001785445 · PORTLAND, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$228.7M
2026 Q2
Positions
108
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
10.4%
RDVY
FIRST TR EXCHANGE TRADED FD
9.2%
FBND
FIDELITY MERRIMACK STR TR
8.7%
FTCS
FIRST TR EXCHANGE-TRADED FD
8.2%
DFAI
DIMENSIONAL ETF TRUST
7.0%
QGRW
WISDOMTREE TR
5.7%
CGGR
CAPITAL GROUP GROWTH ETF
4.6%
AAPL
APPLE INC
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.