Tru Independence Asset Management 2, LLC Purchases in Q1 2025

Tru Independence Asset Management 2, LLC

  • $116 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
25.8K
+ 127.08%
$114.57 - $118.14 $2.95M - $3.04M
46K $5.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.17K
+ 272.93%
$468.34 - $539.52 $2.89M - $3.33M
8.43K $3.95M
IVV
Ishares Core S&P 500 ETF

ETFs
3.93K
+ 96.44%
$554.06 - $615.85 $2.18M - $2.42M
8.01K $4.5M
IEF
Ishares Barclays

ETFs
19.1K
+ 55.58%
$91.17 - $95.39 $1.74M - $1.83M
53.6K $5.11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.6K
+ 265.99%
$85.29 - $92.57 $1.68M - $1.82M
27K $2.46M
NVDA
Nvidia Corp

Technology
9.32K
New
$106.98 - $149.43 $997K - $1.39M
9.32K $1.01M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
13K
+ 125.22%
$53.69 - $62.68 $697K - $814K
23.3K $1.4M
VUG
Vanguard Growth ETF

ETFs
1.9K
New
$369.1 - $427.61 $702K - $813K
1.9K $705K
IEMG
Ishares Inc

ETFs
11.8K
+ 126.38%
N/A
21.1K $1.13M
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.1K
+ 25.05%
$25.54 - $28.79 $411K - $463K
80.3K $2.23M
VTI
Vanguard Total Stock Market Et

ETFs
1.85K
New
$271.18 - $303.12 $501K - $560K
1.85K $507K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
31.3K
+ 9.28%
$32.42 - $36.13 $1.01M - $1.13M
369K $12.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
100
New
$4295.4 - $5141.88 $430K - $514K
100 $460K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.2K
+ 182.54%
$33.84 - $37.77 $412K - $460K
18.8K $685K
VB
Vanguard Small Cap ETF

ETFs
2.03K
New
$217.89 - $252.64 $443K - $513K
2.03K $450K
VV
Vanguard Large Cap ETF

ETFs
1.69K
New
$253.32 - $282.66 $429K - $478K
1.69K $434K
SPMD
Spdr Portfolio

ETFs
7.86K
New
$50.21 - $57.73 $395K - $454K
7.86K $402K
VTV
Vanguard Value ETF

ETFs
2.33K
New
$167.73 - $179.21 $390K - $417K
2.33K $402K
VEA
Vanguard Ftse Developed Market

ETFs
7.57K
New
$47.4 - $52.99 $359K - $401K
7.57K $384K
EWC
Ishares Msci Canada ETF

ETFs
9.44K
New
$39.3 - $42.52 $371K - $401K
9.44K $384K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.9K
New
$25.81 - $28.52 $359K - $397K
13.9K $383K
EPP
Ishares Inc

ETFs
8.44K
+ 120.01%
$43.24 - $46.56 $365K - $393K
15.5K $682K
IBM
International Business Machines Corp

Technology
1.21K
New
$217.4 - $264.74 $262K - $319K
1.21K $299K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.81K
New
$58.01 - $64.46 $279K - $310K
4.81K $298K
PHYS
Sprott Physical Gold Trust

Financial Services
11.2K
New
$20.25 - $24.06 $227K - $270K
11.2K $269K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.38K
+ 34.78%
$57.21 - $65.8 $308K - $354K
20.9K $1.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.77K
+ 69.14%
$102.49 - $119.96 $283K - $332K
6.76K $707K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.76K
+ 35.08%
$25.44 - $27.95 $197K - $217K
29.9K $808K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3K
New
$71.17 - $73.66 $214K - $221K
3K $220K
IAU
Ishares Gold Trust

ETFs
3.58K
New
$49.74 - $58.96 $178K - $211K
3.58K $211K
VNQ
Vanguard Specialized Funds Van

ETFs
2.33K
New
$85.55 - $94.34 $199K - $220K
2.33K $210K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.93K
+ 22.54%
$25.1 - $27.85 $149K - $165K
32.2K $868K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.58K
New
$77.7 - $78.94 $200K - $203K
2.58K $203K
EWJ
Ishares Msci Japan ETF

ETFs
2.23K
+ 35.83%
$65.24 - $71.7 $146K - $160K
8.46K $579K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.66K
+ 18.15%
$25.35 - $27.46 $92.9K - $101K
23.8K $630K
QCOM
Qualcomm Inc

Technology
278
+ 13.84%
$151.94 - $175.86 $42.2K - $48.9K
2.29K $351K
SPY
Spdr S&P 500 ETF Trust

ETFs
91
+ 6.95%
$551.42 - $612.93 $50.2K - $55.8K
1.4K $783K
RIOT
Riot Blockchain, Inc.

Technology
6.35K
+ 50.76%
$7.12 - $13.54 $45.2K - $85.9K
18.8K $134K
WMT
Walmart Inc.

Consumer Defensive
220
+ 3.75%
$84.5 - $105.05 $18.6K - $23.1K
6.09K $534K
Dimensional ETF Trust
4.5K
+ 20.39%
N/A
26.6K $0
Dimensional ETF Trust
20.3K
+ 42.22%
N/A
68.4K $0
Dimensional ETF Trust
42.6K
+ 45.07%
N/A
137K $0
Dimensional ETF Trust
14.8K
+ 26.8%
N/A
70K $0
Fidelity Wise Origin Bitcoin
861
+ 9.24%
N/A
10.2K $0
META
Meta Platforms, Inc.

Communication Services
60
+ 2.07%
$576.36 - $736.67 $34.6K - $44.2K
2.96K $1.7M
IREN
Iris Energy LTD

Financial Services
3.67K
+ 22.15%
$6.07 - $13.18 $22.3K - $48.4K
20.2K $123K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.16K
+ 4.41%
$50.44 - $58.1 $58.5K - $67.4K
27.5K $1.42M
COIN
Coinbase Global, Inc.

Technology
65
+ 2.68%
$172.23 - $301.3 $11.2K - $19.6K
2.49K $429K
Activity Summary
Buys All Purchases 49 New Holdings 18 Increased Positions 31 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tru Independence Asset Management 2, LLC Portfolio

Follow Tru Independence Asset Management 2, 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 Independence Asset Management 2, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Independence Asset Management 2, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email