Tru North Capital Management, LLC Incresed Positions in Q2 2025

Tru North Capital Management, LLC

  • $450 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
413K
+ 9.72%
$19.1 - $23.83 $7.89M - $9.84M
4.66M $111B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
174K
+ 9.49%
$17.76 - $22.1 $3.09M - $3.85M
2.01M $44.4B
SCHA
Schwab Strategic Tr Us Small C

ETFs
130K
+ 17.73%
$20.42 - $25.3 $2.65M - $3.28M
862K $21.8B
ITOT
Ishares Core S&P Total U.S. St

ETFs
21.7K
+ 16.5%
$108.12 - $135.04 $2.35M - $2.93M
153K $20.7B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
70.2K
+ 20.34%
$24.38 - $30.18 $1.71M - $2.12M
416K $12.5B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
51.3K
+ 51.91%
$47.02 - $47.83 $2.41M - $2.45M
150K $7.18B
SCHO
Schwab Short Term Us Treasury

ETFs
95.8K
+ 5.83%
$24.19 - $24.45 $2.32M - $2.34M
1.74M $42.4B
FNDX
Schwab Fundamental U S Large C

ETFs
43.1K
+ 6.0%
$20.84 - $24.54 $899K - $1.06M
762K $18.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.2K
+ 7.47%
$41.1 - $42.37 $1.45M - $1.49M
506K $21.4B
Dimensional ETF Trust
20K
+ 9.9%
N/A
222K $12.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 33.09%
$456.74 - $568.03 $469K - $583K
4.13K $2.34B
SYK
Stryker Corp

Healthcare
445
+ 2.05%
$337.37 - $395.63 $150K - $176K
22.1K $8.76B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.56K
+ 20.76%
$90.56 - $109.49 $322K - $390K
20.7K $2.26B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.43K
+ 0.12%
$22.68 - $23.28 $32.4K - $33.2K
1.17M $27.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
575
+ 5.94%
$96.84 - $99.46 $55.7K - $57.2K
10.3K $1.02B
VRT
Vertiv Holdings CO

Industrials
1
+ 0.2%
N/A
502 $64.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1K
+ 25.16%
$10.8 - $16.92 $10.8K - $16.9K
4.98K $68.4M
TQQQ
Proshares Ultrapro Qqq

ETFs
1
+ 0.3%
$38.9 - $83.0 $38.9 - $83
333 $27.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.24%
$83.54 - $100.04 $83.5 - $100
415 $41.2M
BST
Black Rock Science & Technology Trust

Financial Services
2
+ 2.04%
$29.62 - $38.3 $59.2 - $76.6
100 $3.81M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2
+ 0.48%
$47.97 - $54.0 $95.9 - $108
418 $22.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 1.29%
$77.94 - $79.5 $234 - $239
236 $18.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2
+ 0.74%
$72.02 - $73.82 $144 - $148
273 $20.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8
+ 0.02%
$24.32 - $27.87 $195 - $223
44.3K $1.17B
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tru North Capital Management, LLC Portfolio

Follow Tru North Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru North Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru North Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email