account_balance

Investment manager · 13F filer · SEC CIK 1849497

Tru Independence Asset Management 2, LLC

Reported value$185Mas of Jun 30, 2026
Positions97 21 new, 6 sold out
Top 10 weight45.2%DFAC alone is 11%
FiledAug 1142 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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 10.9% Held
QQQ Invesco QQQ Tr 4.5% Held
IVV iShares Tr 4.2% Added +4%
AMZN Amazon.com Inc 4.2% Added +19%
DFGP Dimensional ETF Trust 4.1% Added +11%
GOOGL Alphabet Inc. 3.9% Added +4%
DFSD Dimensional ETF Trust 3.8% Trimmed −4%
VTIP Vanguard Malvern FDS 3.6% Added +5%
DFCF Dimensional ETF Trust 3.0% Trimmed −7%
IEI iShares Tr 3.0% Held
IEF iShares Tr 2.9% Held
DUHP Dimensional ETF Trust 2.8% Added +11%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 11, 2026, compared with the Apr 22, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • DISV −37%
  • DFIV −25%
  • DFAI −20%
  • DFIP −19%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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