account_balance
Investment manager · 13F filer · SEC CIK 1785445
tru Independence LLC
Reported value$234Mas of Sep 30, 2026
Positions109 9 new, 8 sold out
Top 10 weight64.8%DFAC alone is 10%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
10.3%
RDVYFirst Tr Exchange Traded Fd
8.7%
FBNDFidelity Merrimack STR Tr
8.4%Added +4%
FTCSFirst Tr Exchange-Traded Fd
8.2%Added +3%
DFAIDimensional ETF Trust
7.0%Added +2%
QGRWWisdomtree Tr
5.8%
AAPLApple Inc.
5.1%
CGGRCapital Group Growth ETF
4.7%Added +3%
HGERHarbor ETF Trust
3.6%Trimmed −3%
XCWisdomtree Tr
3.0%+6%
AIRRFirst Tr Exchange Traded Fd
2.6%+14%
FESMFidelity Covington Trust
2.4%+2%
DFACDimensional ETF Trust
10.3%
RDVYFirst Tr Exchange Traded Fd
8.7%
FBNDFidelity Merrimack STR Tr
8.4%
FTCSFirst Tr Exchange-Traded Fd
8.2%
DFAIDimensional ETF Trust
7.0%+2%
QGRWWisdomtree Tr
5.8%
AAPLApple Inc.
5.1%
CGGRCapital Group Growth ETF
4.7%
HGER3.6%
XC3.0%
AIRR
FESM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 10.3% Held
RDVY First Tr Exchange Traded Fd 8.7% Held
FBND Fidelity Merrimack STR Tr 8.4% Added +4%
FTCS First Tr Exchange-Traded Fd 8.2% Added +3%
DFAI Dimensional ETF Trust 7.0% Added +2%
QGRW Wisdomtree Tr 5.8% Held
AAPL Apple Inc. 5.1% HeldCGGR Capital Group Growth ETF 4.7% Added +3%
HGER Harbor ETF Trust 3.6% Trimmed −3%
XC Wisdomtree Tr 3.0% Added +6%
AIRR First Tr Exchange Traded Fd 2.6% Added +14%
FESM Fidelity Covington Trust 2.4% Added +2%
What changed
Biggest moves since Jun 30, 2026
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