13F Filings for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC (CIK: 1849497)
View the most recent portfolio holdings disclosed by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 435.03K | $15.59M | 10.67% | Increased | 66.25K (17.0%, $3.43M) |
| DFSD - DIMENSIONAL ETF TRUST(Class: SHORT DURATION F) | 134.58K | $6.46M | 4.42% | Decreased | 15.73K (10.0%, $681.37K) |
| IEI - ISHARES TR(Class: 3 7 YR TREAS BD) | 48.34K | $5.76M | 3.94% | Increased | 2.30K (4.0%, $317.75K) |
| DFGP - DIMENSIONAL ETF TRUST(Class: GLOBAL CORE PLUS) | 101.44K | $5.53M | 3.78% | Increased | 33.06K (48.0%, $1.87M) |
| DFCF - DIMENSIONAL ETF TRUST(Class: CORE FIXED INCOM) | 129.34K | $5.47M | 3.74% | Decreased | 27.95K (17.0%, $1.15M) |
| IEF - ISHARES TR(Class: 7-10 YR TRSY BD) | 56.74K | $5.43M | 3.72% | Increased | 3.17K (5.0%, $324.68K) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 8.26K | $5.13M | 3.51% | Increased | 248 (3.0%, $582.54K) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 8.83K | $4.88M | 3.34% | Increased | 400 (4.0%, $923.37K) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 10.02K | $4.87M | 3.33% | Increased | 30 (0.0%, $453.11K) |
| VTIP - VANGUARD MALVERN FDS(Class: STRM INFPROIDX) | 85.95K | $4.32M | 2.96% | New | 85.95K ($4.32M) |
| DFGX - DIMENSIONAL ETF TRUST(Class: GLOBAL EX US COR) | 68.70K | $3.67M | 2.51% | Decreased | 1.28K (1.0%, $9.27K) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 19.61K | $3.46M | 2.36% | Increased | 13.95K (246.0%, $2.58M) |
| AMZN - AMAZON COM INC(Class: COM) | 15.46K | $3.39M | 2.32% | Increased | 165 (1.0%, $481.63K) |
| DGCB - DIMENSIONAL ETF TRUST(Class: GLOBAL CR ETF) | 59.51K | $3.23M | 2.21% | Decreased | 77.56K (56.0%, $4.06M) |
| GBIL - GOLDMAN SACHS ETF TR(Class: ACCES TREASURY) | 31.18K | $3.12M | 2.14% | Increased | 350 (1.0%, $34.13K) |
| DUHP - DIMENSIONAL ETF TRUST(Class: US HIGH PROFITAB) | 86.81K | $3.09M | 2.11% | Increased | 18.64K (27.0%, $827.68K) |
| N/A - DIMENSIONAL ETF TRUST(Class: INTL CORE EQUITY) | 96.42K | $3M | 2.05% | Increased | 16.14K (20.0%, $768.18K) |
| DFSV - DIMENSIONAL ETF TRUST(Class: US SMALL CAP VAL) | 96.46K | $2.84M | 1.94% | Decreased | 11.19K (10.0%, $191.65K) |
| SHY - ISHARES TR(Class: 1 3 YR TREAS BD) | 32.81K | $2.72M | 1.86% | Increased | 1.16K (3.0%, $99.98K) |
| SHV - ISHARES TR(Class: SHORT TREAS BD) | 24.57K | $2.71M | 1.86% | Increased | 768 (3.0%, $83.85K) |
| TLT - ISHARES TR(Class: 20 YR TR BD ETF) | 28.35K | $2.50M | 1.71% | Increased | 1.32K (4.0%, $40.70K) |
| META - META PLATFORMS INC(Class: CL A) | 2.81K | $2.07M | 1.42% | Decreased | 150 (5.0%, $367.20K) |
| N/A - DIMENSIONAL ETF TRUST(Class: INTL SMALL CAP V) | 60.21K | $1.98M | 1.36% | Decreased | 36.28K (37.0%, $828.14K) |
| MSFT - MICROSOFT CORP(Class: COM) | 3.77K | $1.87M | 1.28% | Decreased | 386 (9.0%, $314.75K) |
| AAPL - APPLE INC(Class: COM) | 8.44K | $1.73M | 1.19% | Increased | 32 (0.0%, $136.07K) |