TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CIK 1849497 · Holdings on Sep 30, 2024 · First reported Nov 4, 2024
Top ten holdings
Q3 2024- DFSD8.73%
- DFAC8.43%
- DFCF8.31%
- SHV5.50%
- GBIL4.94%
- DFSV4.09%
- DFIP3.87%
- BRK.B3.82%
- DISV3.50%
- IEF2.81%
Share classes counted separately54.00%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $10.36M | 8.73% | 217.09K shares | — | ↗▾ | |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $10.01M | 8.43% | 291.85K shares | — | ↗▾ | |
| 03 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $9.86M | 8.31% | 228.41K shares | — | ↗▾ | |
| 04 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $6.52M | 5.50% | 58.97K shares | — | ↗▾ | |
| 05 | GBILGOLDMAN SACHS ACCESS TREASURACCES TREASURY View history and evidence | $5.86M | 4.94% | 58.41K shares | — | ↗▾ | |
| 06 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $4.86M | 4.09% | 157.65K shares | — | ↗▾ | |
| 07 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $4.59M | 3.87% | 108.58K shares | — | ↗▾ | |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $4.53M | 3.82% | 9.85K shares | — | ↗▾ | |
| 09 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $4.15M | 3.50% | 142.95K shares | — | ↗▾ | |
| 10 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $3.34M | 2.81% | 33.99K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 38
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Non-derivative | — | — | SEC filing ↗ | |
| TMO THERMO FISHER SCIENTIFIC INC | Non-derivative | — | — | SEC filing ↗ | |
| GOOG ALPHABET INC-CL C | Non-derivative | — | — | SEC filing ↗ |
3 / 38 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 1849497 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118688341
}Research all 82 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.