Tru Independence Asset Management 2, LLC Reduced Holdings in Q1 2025

Tru Independence Asset Management 2, LLC

  • $116 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-35K
- 59.53%
$110.11 - $110.51 $3.86M - $3.87M
23.8K $2.63M
GBIL
Goldman Sachs Access Treasury

ETFs
-27.6K
- 47.21%
$99.85 - $100.19 $2.75M - $2.76M
30.8K $3.09M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-21.6K
- 12.56%
$46.74 - $47.55 $1.01M - $1.03M
150K $7.14M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-16.3K
- 9.41%
$40.79 - $42.32 $666K - $691K
157K $6.62M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-15.1K
- 27.71%
$40.27 - $42.11 $610K - $638K
39.5K $1.66M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-7.15K
- 6.23%
$27.56 - $32.1 $197K - $229K
108K $3.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-120
- 0.78%
$190.26 - $242.06 $22.8K - $29K
15.3K $2.91M
DFAE
Dimensional ETF Tr

ETFs
-18K
- 21.01%
$24.64 - $26.86 $445K - $485K
67.8K $1.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.69K
- 12.91%
$81.83 - $82.73 $384K - $388K
31.7K $2.62M
MSFT
Microsoft Corp

Technology
-397
- 8.73%
$375.39 - $447.2 $149K - $178K
4.15K $1.56M
DISV
Dimensional ETF Tr Dimensional

ETFs
-19.9K
- 17.09%
$26.09 - $30.21 $519K - $601K
96.5K $2.81M
AAPL
Apple Inc.

Technology
-109
- 1.28%
$209.68 - $247.1 $22.9K - $26.9K
8.41K $1.87M
GOOGL
Alphabet Inc.

Communication Services
-64
- 1.12%
$154.33 - $206.19 $9.88K - $13.2K
5.65K $874K
CIFR
Cipher Mining Inc.

Financial Services
-20K
- 35.24%
$2.3 - $6.08 $46K - $122K
36.8K $84K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-7.39K
- 28.81%
$22.35 - $24.52 $165K - $181K
18.3K $434K
DIS
Walt Disney CO

Communication Services
-192
- 2.16%
$96.87 - $114.0 $18.6K - $21.9K
8.69K $857K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.47K
- 6.7%
$39.96 - $43.3 $98.7K - $107K
34.4K $1.42M
CMF
Ishares California Muni Bond E

ETFs
-1.25K
- 9.55%
$55.93 - $57.47 $69.7K - $71.7K
11.8K $664K
LMT
Lockheed Martin Corp

Industrials
-12
- 0.66%
$423.19 - $506.29 $5.08K - $6.08K
1.8K $804K
DFAI
Dimensional ETF Tr

ETFs
-4.91K
- 12.21%
$28.88 - $32.4 $142K - $159K
35.3K $1.1M
ZM
Zoom Video Communications, Inc.

Technology
-90
- 1.91%
$72.23 - $88.64 $6.5K - $7.98K
4.63K $341K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-275
- 4.03%
$49.6 - $50.28 $13.6K - $13.8K
6.55K $329K
KBA
Kraneshares Bosera Msci China

ETFs
-520
- 3.1%
$22.16 - $24.73 $11.5K - $12.9K
16.3K $384K
Grayscale Ethereum Trust ETF
-300
- 0.85%
N/A
35.1K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 0.47%
$442.66 - $534.52 $20.8K - $25.1K
9.99K $5.32M
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
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