tI

tru Independence LLC

13F
tru Independence LLC
Last update 2024-08-06 104 Stocks (5 new)
Value $331.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAI(3.73%)FTCS(3.17%)FBND(2.92%)DFAC(2.66%)GM(2.48%)
Portfolio Report
Summary Stock Picks Current Portfolio
tru Independence LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAI 		Dimensional International Core Equity Market ETF
416,056
12344.370
+4.33%
3.730
+0.15%
-
+1.66%
+6.63%
7134.138
 
FTCS 		First Trust Capital Strength ETF
124,798
10488.030
+1.50%
3.170
+0.05%
-
+6.33%
+13.28%
8953.663
 
FBND 		Fidelity Total Bond ETF
214,983
9659.180
+15.25%
2.920
+0.39%
-
+1.01%
-0.54%
12347.850
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
273,353
8812.890
+8.79%
2.660
+0.21%
-
+6.02%
+18.13%
31763.764
 
GM 		General Motors Co
176,449
8197.820
-3.08%
2.480
-0.07%
0.020
+13.54%
+47.78%
57970.693
Vehicles & Parts
BAC 		Bank of America Corp
204,224
8121.940
-1.70%
2.450
-0.04%
0.000
+1.67%
+29.07%
327925.946
Banks
JPM 		JPMorgan Chase & Co
37,453
7575.080
-0.64%
2.290
-0.01%
0.000
+8.47%
+35.36%
633386.195
Banks
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
136,579
7477.690
+4.45%
2.260
+0.10%
-
+5.39%
+15.13%
12219.248
 
AAPL 		Apple Inc
35,274
7429.400
+0.61%
2.240
+0.01%
0.000
+5.63%
+20.21%
3505617.866
Hardware
GLW 		Corning Inc
185,098
7191.040
-1.64%
2.170
-0.03%
0.020
+7.26%
+57.35%
40055.355
Hardware

tru Independence LLC's Historical Top Holdings Breakdowns

tru Independence LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABBV 		AbbVie Inc2024-06-30New Buy
+1.83%
●
154.79 ($165.65) 180.76
$189.65
14.49%
New holding
35,391
35,391
TTE 		TotalEnergies SE2024-06-30Sold Out
-1.34%
●
65.76 ($71.11) 74.56
$64.89
-8.75%
Sold Out
0
-66,131
BERY 		Berry Global Group Inc2024-06-30Sold Out
-1.23%
●
55.94 ($59.13) 61.62
$68.49
15.83%
Sold Out
0
-69,185
MAXN 		Maxeon Solar Technologies Ltd2024-06-30Sold Out
-0.40%
●
85.3 ($211.63) 368
$5.26
-97.51%
Sold Out
0
-404,780
FBND 		Fidelity Total Bond ETF2024-06-30Add
+0.39%
●
44.06 ($44.79) 45.49
$45.79
2.23%
Add 15.25%
214,983
28,443
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-06-30Add
+0.21%
●
30.09 ($31.54) 32.37
$34.53
9.48%
Add 8.79%
273,353
22,078
DFAI 		Dimensional International Core Equity Market ETF2024-06-30Add
+0.15%
●
28.93 ($30.01) 30.91
$30.54
1.77%
Add 4.33%
416,056
17,278
WFC 		Wells Fargo & Co2024-06-30Reduce
-0.13%
●
56.41 ($59.04) 62.34
$65.43
10.82%
Reduce -6.17%
118,670
-7,800
DUHP 		Dimensional US High Profitability ETF2024-06-30Add
+0.13%
●
29.72 ($31.09) 32.4
$34.26
10.20%
Add 15.34%
101,907
13,553
QGRW 		WisdomTree U.S. Quality Growth Fund2024-06-30Add
+0.12%
●
38.36 ($41.79) 45.27
$46.49
11.25%
Add 6.79%
138,898
8,834

tru Independence LLC Total Holding History ($B)

To

tru Independence LLC's Asset Allocation

To

tru Independence LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

tru Independence LLC's Hypothetical Growth since 2024-06-30

tru Independence LLC's Yearly Returns

Year Portfolio % % Excess Gain %

tru Independence LLC's Holdings Heat Map

Size field:

tru Independence LLC's Holdings Bubble Chart

tru Independence LLC News

  • 1

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