tru Independence LLC
CIK 1785445 · Holdings on Sep 30, 2025 · First reported Oct 23, 2025
Top ten holdings
Q3 2025- DFAC4.81%
- RDVY4.08%
- FBND4.07%
- FTCS3.99%
- DFAI3.55%
- QGRW2.67%
- AAPL2.53%
- GM2.44%
- BAC2.37%
- JPM2.32%
Share classes counted separately32.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TWeight decreased · -0.29 pp1.98% → 1.69%Shares -5.50K (-2.33%)
- AAPLWeight increased · +0.27 pp2.26% → 2.53%Shares +301 (+0.79%)
- GMWeight increased · +0.21 pp2.23% → 2.44%Shares -3.25K (-2.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $18.52M | 4.81% | 480.26K shares | 4.78% → 4.81%+0.03 pp +19.48K (+4.23%) | Added | ↗▾ |
| 02 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $15.71M | 4.08% | 233.63K shares | 4.03% → 4.08%+0.05 pp +11.63K (+5.24%) | Added | ↗▾ |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $15.68M | 4.07% | 339.13K shares | 4.20% → 4.07%-0.13 pp +21.46K (+6.76%) | Added | ↗▾ |
| 04 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $15.35M | 3.99% | 163.91K shares | 4.04% → 3.99%-0.05 pp +10.14K (+6.60%) | Added | ↗▾ |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $13.68M | 3.55% | 376.36K shares | 3.62% → 3.55%-0.07 pp +14.25K (+3.94%) | Added | ↗▾ |
| 06 | QGRWWISDOMTREE US QUALITY GROWTHUS QUALITY GROW View history and evidence | $10.27M | 2.67% | 179.08K shares | 2.68% → 2.67%-0.01 pp +2.99K (+1.70%) | Added | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $9.76M | 2.53% | 38.32K shares | 2.26% → 2.53%+0.27 pp +301 (+0.79%) | Added | ↗▾ |
| 08 | GMGENERAL MOTORS CO View history and evidence | $9.38M | 2.44% | 153.80K shares | 2.23% → 2.44%+0.21 pp -3.25K (-2.07%) | Reduced | ↗▾ |
| 09 | BACBANK OF AMERICA CORP View history and evidence | $9.14M | 2.37% | 177.10K shares | 2.45% → 2.37%-0.08 pp -2.17K (-1.21%) | Reduced | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $8.91M | 2.32% | 28.25K shares | 2.38% → 2.32%-0.06 pp -164 (-0.58%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GVA GRANITE CONSTRUCTION INC | Non-derivative | -3,237 | -$302.69K | SEC filing ↗ | SEC filing ↗ |
| BALL BALL CORP | Non-derivative | -3,938 | -$220.88K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1785445 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 384955072
}Research all 125 reported holdings.
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