Tru Independence Asset Management 2, LLC Incresed Positions in Q3 2024

Tru Independence Asset Management 2, LLC

$113 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B Berkshire Hathaway Inc Class B Financial Services	1.12K + 12.82%	$405.19 - $478.57 $453K - $536K	9.85K $4.53M
IEF Ishares Barclays ETFs	17.6K + 107.66%	$92.67 - $99.14 $1.63M - $1.75M	34K $3.34M
IVV Ishares Core S&P 500 ETF ETFs	1.07K + 37.46%	$520.18 - $576.82 $559K - $620K	3.94K $2.27M
LMT Lockheed Martin Corp Industrials	681 + 66.9%	$460.3 - $584.56 $313K - $398K	1.7K $993K
EPD Enterprise Products Partners L.P. Energy	14K + 80.45%	$27.88 - $30.0 $390K - $420K	31.4K $914K
SHY Ishares Barclays 1 3 Year Trea ETFs	4.21K + 13.56%	$81.31 - $83.29 $342K - $351K	35.3K $2.93M
IJH Ishares Core S&P Mid Cap ETF ETFs	11.1K + 507.65%	$57.32 - $62.65 $635K - $694K	13.3K $826K
IEUR Ishares Tr Ishares Core Msci E ETFs	3.64K + 60.38%	$55.51 - $61.51 $202K - $224K	9.67K $589K
IEMG Ishares Inc ETFs	4.37K + 93.78%	$53.64 - $53.64 $235K - $235K	9.03K $484K
DIS Walt Disney CO Communication Services	2.64K + 42.15%	$85.6 - $98.61 $226K - $260K	8.91K $856K
TLT Ishares Barclays 20+ Year Trea ETFs	2.5K + 70.56%	$89.91 - $101.33 $225K - $253K	6.04K $592K
EWJ Ishares Msci Japan ETF ETFs	1.81K + 42.03%	$63.12 - $72.99 $114K - $132K	6.12K $438K
IJR Ishares Core S&P Sm Cap ETF ETFs	649 + 21.36%	$105.53 - $118.34 $68.5K - $76.8K	3.69K $431K
UL Unilever PLC Consumer Defensive	567 + 10.28%	$54.7 - $65.59 $31K - $37.2K	6.08K $395K
FINX Global X Fds Fintech ETF (De) ETFs	700 + 6.97%	$24.05 - $28.25 $16.8K - $19.8K	10.8K $301K
CMF Ishares California Muni Bond E ETFs	1.03K + 8.55%	$56.65 - $58.17 $58.2K - $59.8K	13.1K $758K
KBA Kraneshares Bosera Msci China ETFs	1.79K + 11.93%	$20.7 - $25.93 $37.1K - $46.4K	16.8K $435K
ZM Zoom Video Communications, Inc. Technology	400 + 9.25%	$55.32 - $71.9 $22.1K - $28.8K	4.72K $329K

Activity Summary All Purchases 65 New Holdings 47 Increased Positions 18 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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