Tru Independence Asset Management 2, LLC Top Holdings and 13F Report (2025) About Tru Independence Asset Management 2, LLCInvestment ActivityTru Independence Asset Management 2, LLC has $162.56 million in total holdings as of June 30, 2025.Tru Independence Asset Management 2, LLC owns shares of 82 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.42% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Tru Independence Asset Management 2, LLC has purchased 86 new stocks and bought additional shares in 39 stocks.Tru Independence Asset Management 2, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $17,640,289Dimensional Short-Duration Fixed Income ETF $7,277,148DIMENSIONAL ETF TRUST $6,743,189iShares Core S&P 500 ETF $6,541,245Invesco QQQ $6,467,302 Largest New Holdings this Quarter 87169M105 - SYNTEC OPTICS HLDGS INC $70,300 Holding Largest Purchases this Quarter NVIDIA 7,318 shares (about $1.28M)Microsoft 3,270 shares (about $1.21M)Amazon.com 4,663 shares (about $971.16K)Invesco QQQ 1,449 shares (about $836.33K)iShares Core S&P 500 ETF 1,095 shares (about $715.26K) Largest Sales this Quarter iShares Short Treasury Bond ETF 10,069 shares (about $1.11M)iShares 1-3 Year Treasury Bond ETF 7,897 shares (about $652.06K)AST SpaceMobile 4,859 shares (about $402.67K)Dimensional Emerging Core Equity Market ETF 1,036 shares (about $35.08K)EA Bridgeway Omni Small-Cap Value ETF 1,111 shares (about $28.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTru Independence Asset Management 2, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$17,640,289$264,326 â–²1.5%453,94510.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,277,148$287,903 â–²4.1%151,9874.5%ETFDIMENSIONAL ETF TRUST$6,743,189$315,140 â–²4.9%124,8974.1%GLOBAL CORE PLUSIVViShares Core S&P 500 ETF$6,541,245$715,265 â–²12.3%10,0144.0%ETFQQQInvesco QQQ$6,467,302$836,334 â–²14.9%11,2054.0%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,318,225$296,853 â–²4.9%126,4913.9%ManufacturingDFCFDimensional Core Fixed Income ETF$5,972,375$205,908 â–²3.6%141,4583.7%ETFAMZNAmazon.com$5,653,073$971,163 â–²20.7%27,1433.5%Retail/WholesaleGOOGLAlphabet$5,584,128$44,284 â–²0.8%19,4193.4%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$5,478,964$7,590 â–¼-0.1%46,1973.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$5,431,586$12,312 â–²0.2%56,9113.3%ETFBRK.BBerkshire Hathaway$4,768,5190.0%9,9512.9%FinanceDIMENSIONAL ETF TRUST$4,751,491$532,005 â–²12.6%90,5902.9%DIMENSIONAL INTEDFICDimensional International Core Equity 2 ETF$4,164,969$56,564 â–²1.4%117,2242.6%ETFDUHPDimensional US High Profitability ETF$4,080,764$149,135 â–²3.8%111,0112.5%ETFDFSVDimensional US Small Cap Value ETF$3,202,453$4,100 â–²0.1%91,3942.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,088,9580.0%30,8311.9%ETFNVDANVIDIA$3,004,561$1,276,332 â–²73.9%17,2271.8%Computer and TechnologyDIMENSIONAL ETF TRUST$2,913,854$175,451 â–²6.4%53,8261.8%GLOBAL CR ETFMSFTMicrosoft$2,597,483$1,210,456 â–²87.3%7,0171.6%Computer and TechnologyIEURiShares Core MSCI Europe ETF$2,539,698$74,275 â–²3.0%36,1421.6%ETFTLTiShares 20+ Year Treasury Bond ETF$2,301,706$20,892 â–²0.9%26,5511.4%ETFIJHiShares Core S&P Mid-Cap ETF$2,263,403$81,711 â–²3.7%33,5171.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,159,600$68,774 â–²3.3%30,9621.3%ETFAAPLApple$2,151,885$60,148 â–²2.9%8,4791.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,916,285$652,055 â–¼-25.4%23,2081.2%ManufacturingDFATDimensional U.S. Targeted Value ETF$1,478,952$21,233 â–¼-1.4%23,6820.9%ETFMETAMeta Platforms$1,424,604$129,874 â–²10.0%2,4900.9%Computer and TechnologyDFEVDimensional Emerging Markets Value ETF$1,400,107$31,164 â–²2.3%39,1310.9%ETFIJRiShares Core S&P Small-Cap ETF$1,352,741$41,395 â–²3.2%10,8820.8%ETFDISVDimensional International Small Cap Value ETF$1,347,189$25,951 â–¼-1.9%34,1580.8%ETFSHViShares Short Treasury Bond ETF$1,333,180$1,111,517 â–¼-45.5%12,0770.8%ETFFIDELITY WISE ORIGIN BITCOIN$1,299,250$335,763 â–²34.8%22,0100.8%SHSEPPiShares MSCI Pacific ex Japan ETF$1,271,906$43,469 â–²3.5%23,9350.8%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$1,265,014$13,855 â–¼-1.1%36,6140.8%ETFDFAEDimensional Emerging Core Equity Market ETF$1,207,306$35,079 â–¼-2.8%35,6560.7%ETFDFUVDimensional US Marketwide Value ETF$1,187,823$5,428 â–¼-0.5%24,5110.7%ETFDIHPDimensional International High Profitability ETF$1,177,705$21,330 â–²1.8%36,5520.7%ETFDFGRDimensional Global Real Estate ETF$1,173,055$64,962 â–²5.9%44,1330.7%ETFEWJiShares MSCI Japan ETF$1,122,799$17,901 â–²1.6%13,2970.7%ETFLMTLockheed Martin$1,085,4840.0%1,7960.7%AerospaceEPDEnterprise Products Partners$1,074,7320.0%28,4020.7%EnergyDFIVDimensional International Value ETF$1,041,877$158 â–²0.0%19,7400.6%ETFAVDVAvantis International Small Cap Value ETF$975,732$23,667 â–¼-2.4%9,7710.6%ETFGRAYSCALE ETHEREUM STAKING E$869,1530.0%50,9170.5%SHSSPDWSPDR Portfolio Developed World ex-US ETF$839,2750.0%18,3850.5%ETFSPYSPDR S&P 500 ETF Trust$737,5670.0%1,1310.5%FinanceSGOLabrdn Physical Gold Shares ETF$713,340$88,660 â–²14.2%15,9870.4%ETFCMFiShares California Muni Bond ETF$671,3460.0%11,8070.4%ETFEWCiShares MSCI Canada ETF$660,713$14,026 â–²2.2%12,0590.4%ETFDFAIDimensional International Core Equity Market ETF$566,856$156 â–²0.0%14,5500.3%ETFWALMART INC$530,4870.0%4,2600.3%COMDFIPDimensional Inflation-Protected Securities ETF$507,6110.0%12,1670.3%ETFVVVanguard Large-Cap ETF$505,6540.0%1,6920.3%ETFKBAKraneShares Bosera MSCI China A 50 Connect Index ETF$492,6330.0%16,2800.3%ETFGSSTGoldman Sachs Ultra Short Bond ETF$478,3040.0%9,4620.3%ETFSUBiShares Short-Term National Muni Bond ETF$467,2160.0%4,3870.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$465,5880.0%7,8620.3%ETFBLACKROCK ETF TRUST II$460,7790.0%9,1370.3%ISHARES SHORT-TEASTSAST SpaceMobile$426,035$402,666 â–¼-48.6%5,1410.3%Computer and TechnologyBSVOEA Bridgeway Omni Small-Cap Value ETF$425,106$28,186 â–¼-6.2%16,7560.3%ETFSCHESchwab Emerging Markets Equity ETF$392,4350.0%11,9100.2%ETFDIMENSIONAL ETF TRUST$364,808$25,051 â–²7.4%7,1940.2%ULTRASHORT FIXEDZMZoom Communications$363,6040.0%4,5230.2%Computer and TechnologyTSLATesla$363,572$197,400 â–²118.8%9780.2%Auto/Tires/TrucksSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$330,8100.0%6,5520.2%ManufacturingIAUiShares Gold Trust$315,5250.0%3,5790.2%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$310,7610.0%3,0900.2%ETFUNILEVER PLC$300,6240.0%5,2260.2%SPON ADR NEWAEMAgnico Eagle Mines$289,6520.0%1,4270.2%Basic MaterialsNUNU$289,096$1,696 â–²0.6%20,1180.2%FinanceNFLXNetflix$287,873$64,805 â–²29.1%2,9940.2%Consumer DiscretionaryGRAYSCALE BITCOIN TRUST ETF$266,4380.0%5,0500.2%SHS REP COM UTGLDSPDR Gold Shares$266,3500.0%6190.2%FinanceXARSPDR S&P Aerospace & Defense ETF$263,6310.0%1,0380.2%ETFSPLGSPDR Portfolio S&P 500 ETF$251,5100.0%3,2860.2%ETFQCOMQualcomm$251,1210.0%1,9500.2%Computer and TechnologyROKURoku$216,8690.0%2,2920.1%Consumer DiscretionaryNADNuveen Quality Municipal Income Fund$184,7460.0%15,9670.1%Financial ServicesMISTMilestone Pharmaceuticals$119,0000.0%100,0000.1%MedicalSYNTEC OPTICS HLDGS INC$70,300$70,300 â–²New Holding10,0000.0%CL AENSYSCE BIOSCIENCES INC$7,001$539 â–²8.3%13,0000.0%COM NEWFCXFreeport-McMoRan$0$253,950 â–¼-100.0%00.0%Basic MaterialsSHOPIFY INC$0$241,455 â–¼-100.0%00.0%CL A SUB VTG SHSDISWalt Disney$0$229,613 â–¼-100.0%00.0%Consumer DiscretionaryGDXVanEck Gold Miners ETF$0$219,914 â–¼-100.0%00.0%ETFSTRIVE INC$0$62,730 â–¼-100.0%00.0%CL A COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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