Tru Independence Asset Management 2, LLC Portfolio Holdings by Sector

Tru Independence Asset Management 2, LLC

$106 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFSD DFCF SHV GBIL DFSV IEF DISV 46 stocks	$83,503 78.92% of portfolio	20	13	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4,550 4.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,381 3.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2,789 2.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,133 2.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN SHOP ZM TTD RIOT 5 stocks	$1,917 1.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,917 1.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS ROKU 2 stocks	$1,198 1.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$984 0.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$881 0.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services WULF CIFR IREN 3 stocks	$708 0.67% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$529 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$333 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM 1 stocks	$308 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$292 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$202 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NAD 1 stocks	$186 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts

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