Tru Independence Asset Management 2, LLC Reduced Holdings in Q3 2025

Tru Independence Asset Management 2, LLC

  • $133 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-5.95K
- 74.81%
$112.25 - $124.0 $668K - $738K
2.01K $229K
DISV
Dimensional ETF Tr Dimensional

ETFs
-19.4K
- 32.26%
$32.78 - $35.79 $637K - $695K
40.8K $1.46M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.01K
- 12.27%
$620.67 - $670.08 $629K - $679K
7.24K $4.85M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-6.05K
- 30.21%
$41.6 - $42.66 $252K - $258K
14K $590K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.29K
- 50.0%
$72.65 - $78.68 $239K - $259K
3.29K $257K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.18K
- 25.15%
$39.8 - $42.86 $246K - $265K
18.4K $786K
DFAI
Dimensional ETF Tr

ETFs
-5.34K
- 24.06%
$34.05 - $36.55 $182K - $195K
16.9K $612K
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 1.3%
$2292.04 - $2514.05 $13.8K - $15.1K
457 $1.07M
DFAE
Dimensional ETF Tr

ETFs
-8.41K
- 15.92%
$28.84 - $31.84 $243K - $268K
44.4K $1.4M
SPMD
Spdr Portfolio

ETFs
-2.59K
- 24.79%
$54.43 - $58.29 $141K - $151K
7.86K $449K
DFIV
Dimensional ETF Tr

ETFs
-3.57K
- 13.46%
$42.66 - $46.53 $152K - $166K
22.9K $1.06M
SHV
Ishares Tr

ETFs
-540
- 2.2%
$110.06 - $110.49 $59.4K - $59.7K
24K $2.65M
AMZN
Amazon Com Inc

Consumer Cyclical
-250
- 1.62%
$211.65 - $238.24 $52.9K - $59.6K
15.2K $3.34M
CMF
Ishares California Muni Bond E

ETFs
-1.05K
- 8.17%
$55.16 - $57.13 $57.9K - $60K
11.8K $673K
GBIL
Goldman Sachs Access Treasury

ETFs
-350
- 1.12%
$99.82 - $100.23 $34.9K - $35.1K
30.8K $3.09M
META
Meta Platforms, Inc.

Communication Services
-25
- 0.89%
$695.21 - $791.73 $17.4K - $19.8K
2.78K $2.04M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-392
- 0.81%
$117.65 - $120.08 $46.1K - $47.1K
47.9K $5.73M
IEF
Ishares Barclays

ETFs
-486
- 0.86%
$93.91 - $97.26 $45.6K - $47.3K
56.3K $5.43M
Fidelity Wise Origin Bitcoin
-861
- 7.46%
N/A
10.7K $0
Grayscale Ethereum Trust ETF
-137
- 0.39%
N/A
35.3K $0
Dimensional ETF Trust
-3.41K
- 5.73%
N/A
56.1K $0
Blackrock ETF Trust Ii
-466
- 4.85%
N/A
9.14K $0
QCOM
Qualcomm Inc

Technology
-16
- 0.81%
$145.84 - $173.55 $2.33K - $2.78K
1.95K $324K
RIOT
Riot Blockchain, Inc.

Technology
-6.35K
- 33.67%
$11.03 - $19.78 $70K - $126K
12.5K $237K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-937
- 3.31%
$41.91 - $44.87 $39.3K - $42K
27.3K $1.22M
MSFT
Microsoft Corp

Technology
-20
- 0.53%
$491.09 - $535.64 $9.82K - $10.7K
3.75K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 0.7%
$459.11 - $506.91 $32.1K - $35.5K
9.95K $5M
AAPL
Apple Inc.

Technology
-200
- 2.37%
$202.38 - $256.87 $40.5K - $51.4K
8.24K $2.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5.64K
- 1.3%
$36.04 - $38.78 $203K - $219K
429K $16.6M
GOOGL
Alphabet Inc.

Communication Services
-341
- 1.74%
$174.36 - $254.72 $59.5K - $86.9K
19.3K $4.68M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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