Tru Independence Asset Management 2, LLC Incresed Positions in Q4 2024

Tru Independence Asset Management 2, LLC

  • $106 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45.6K
+ 15.63%
$33.92 - $36.6 $1.55M - $1.67M
337K $11.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.7K
+ 193.04%
$33.62 - $35.69 $1.13M - $1.2M
51.1K $1.73M
DFIC
Dimensional ETF Tr Dimensional

ETFs
44.9K
+ 232.54%
$25.61 - $28.0 $1.15M - $1.26M
64.2K $1.66M
DIHP
Dimensional ETF Tr Dimensional

ETFs
16.4K
+ 164.49%
$25.15 - $27.57 $411K - $451K
26.3K $663K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
15K
+ 210.84%
$26.16 - $29.13 $392K - $437K
22.1K $579K
QQQ
Invesco Qqq Trust, Series 1

ETFs
474
+ 26.52%
$481.22 - $538.17 $228K - $255K
2.26K $1.16M
GOOGL
Alphabet Inc.

Communication Services
771
+ 15.59%
$161.86 - $196.66 $125K - $152K
5.72K $1.08M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.7K
+ 112.17%
$26.16 - $28.82 $279K - $307K
20.2K $528K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.21K
+ 16.68%
$61.68 - $67.87 $136K - $150K
15.5K $963K
CIFR
Cipher Mining Inc.

Financial Services
22.8K
+ 66.94%
$3.58 - $7.43 $81.5K - $169K
56.8K $263K
WMT
Walmart Inc.

Consumer Defensive
750
+ 14.66%
$79.1 - $95.7 $59.3K - $71.8K
5.87K $529K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.35K
+ 22.34%
$87.1 - $98.49 $117K - $133K
7.39K $645K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.1K
+ 3.11%
$81.68 - $82.93 $89.6K - $91K
36.3K $2.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
311
+ 8.43%
$113.92 - $127.38 $35.4K - $39.6K
4K $460K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 1.93%
$442.29 - $483.08 $84K - $91.8K
10K $4.55M
IEMG
Ishares Inc

ETFs
289
+ 3.2%
N/A
9.32K $500K
MSFT
Microsoft Corp

Technology
126
+ 2.85%
$406.35 - $454.46 $51.2K - $57.3K
4.55K $1.92M
Grayscale Ethereum Trust ETF
500
+ 1.43%
N/A
35.4K $0
Dimensional ETF Trust
33.2K
+ 222.27%
N/A
48.1K $0
Dimensional ETF Trust
67.8K
+ 253.89%
N/A
94.5K $0
Dimensional ETF Trust
40.4K
+ 272.14%
N/A
55.2K $0
EWJ
Ishares Msci Japan ETF

ETFs
103
+ 1.68%
$66.18 - $71.84 $6.82K - $7.4K
6.23K $417K
EPP
Ishares Inc

ETFs
164
+ 2.39%
$43.59 - $49.13 $7.15K - $8.06K
7.03K $308K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
692
+ 7.15%
$53.86 - $60.27 $37.3K - $41.7K
10.4K $559K
QCOM
Qualcomm Inc

Technology
5
+ 0.25%
$150.4 - $178.04 $752 - $890
2.01K $308K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
349
+ 1.75%
$115.08 - $119.55 $40.2K - $41.7K
20.3K $2.34M
LMT
Lockheed Martin Corp

Industrials
114
+ 6.71%
$479.66 - $614.62 $54.7K - $70.1K
1.81K $881K
IEF
Ishares Barclays

ETFs
447
+ 1.32%
$92.08 - $98.18 $41.2K - $43.9K
34.4K $3.18M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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