Tru Independence Asset Management 2, LLC Portfolio Holdings by Sector

Tru Independence Asset Management 2, LLC

$116 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFSD DFCF IEI IEF IVV QQQ GBIL 55 stocks	$92,949 80.3% of portfolio	33	16	13	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,321 4.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,909 2.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2,577 2.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,868 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,558 1.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$1,360 1.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology COIN SHOP ZM RIOT 4 stocks	$1,285 1.11% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$1,072 0.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$857 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$804 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$534 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$507 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$460 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS NAD 2 stocks	$452 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$350 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services WULF IREN CIFR 3 stocks	$343 0.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$299 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$243 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts

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