Tru Independence LLC Incresed Positions in Q3 2025

Tru Independence LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19.5K
+ 4.23%
$36.04 - $38.78 $702K - $756K
480K $18.5M
AAPL
Apple Inc.

Technology
301
+ 0.79%
$202.38 - $256.87 $60.9K - $77.3K
38.3K $9.76M
RDVY
First Trust Rising Dividend Ac

ETFs
11.6K
+ 5.24%
$62.38 - $67.29 $726K - $783K
234K $15.7M
FTCS
First Trust Capital Strength E

ETFs
10.1K
+ 6.6%
$89.72 - $93.74 $910K - $951K
164K $15.3M
MSFT
Microsoft Corp

Technology
1.85K
+ 15.94%
$491.09 - $535.64 $909K - $992K
13.5K $6.98M
DFAI
Dimensional ETF Tr

ETFs
14.3K
+ 3.94%
$34.05 - $36.55 $485K - $521K
376K $13.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.5K
+ 6.76%
$45.26 - $46.63 $971K - $1M
339K $15.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
11.9K
+ 7.37%
$40.2 - $44.58 $480K - $532K
174K $7.64M
JNJ
Johnson & Johnson

Healthcare
1.32K
+ 5.51%
$155.17 - $185.42 $205K - $245K
25.3K $4.68M
ABBV
Abb Vie Inc.

Healthcare
155
+ 0.8%
$184.85 - $231.54 $28.7K - $35.9K
19.5K $4.51M
HGER
Harbor ETF Tr All Weather Infl
19.9K
+ 9.85%
$24.26 - $25.91 $482K - $515K
222K $5.72M
SPG
Simon Property Group Inc

Real Estate
135
+ 0.51%
$159.93 - $187.67 $21.6K - $25.3K
26.4K $4.96M
IVV
Ishares Core S&P 500 ETF

ETFs
579
+ 16.91%
$620.67 - $670.08 $359K - $388K
4K $2.68M
BP
Bp PLC

Energy
1.26K
+ 1.12%
$30.25 - $35.69 $38.1K - $45K
114K $3.92M
FMC
Fmc Corp

Basic Materials
40.3K
+ 35.77%
$33.15 - $44.45 $1.33M - $1.79M
153K $5.14M
CVX
Chevron Corp

Energy
103
+ 0.32%
$145.57 - $161.83 $15K - $16.7K
32.6K $5.07M
ALL
Allstate Corp

Financial Services
5
+ 0.02%
$192.0 - $214.65 $960 - $1.07K
30.6K $6.57M
MRK
Merck & Co., Inc.

Healthcare
1.22K
+ 2.4%
$77.6 - $87.37 $94.3K - $106K
51.9K $4.35M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
5.39K
+ 9.46%
$62.34 - $67.58 $336K - $364K
62.4K $4.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.12K
+ 24.98%
$72.65 - $78.68 $227K - $246K
15.6K $1.22M
KIM
Kimco Realty Corp

Real Estate
3.41K
+ 1.34%
$20.74 - $22.79 $70.8K - $77.8K
257K $5.62M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.03%
$250.62 - $279.43 $1.25K - $1.4K
19.8K $5.54M
GOOG
Alphabet Inc.

Communication Services
99
+ 3.25%
$175.16 - $255.24 $17.3K - $25.3K
3.14K $765K
FDX
Fedex Corp

Industrials
185
+ 0.88%
$217.1 - $243.2 $40.2K - $45K
21.3K $5.01M
NVDA
Nvidia Corp

Technology
421
+ 10.03%
$153.3 - $186.58 $64.5K - $78.6K
4.62K $861K
GOOGL
Alphabet Inc.

Communication Services
186
+ 10.51%
$174.36 - $254.72 $32.4K - $47.4K
1.96K $475K
VTI
Vanguard Total Stock Market Et

ETFs
266
+ 8.91%
$303.93 - $329.86 $80.8K - $87.7K
3.25K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
182
+ 5.12%
$459.11 - $506.91 $83.6K - $92.3K
3.74K $1.88M
AMZN
Amazon Com Inc

Consumer Cyclical
611
+ 17.82%
$211.65 - $238.24 $129K - $146K
4.04K $886K
IEFA
Ishares Tr

ETFs
1.08K
+ 11.38%
$81.7 - $87.53 $88.2K - $94.5K
10.6K $922K
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 4.57%
$293.94 - $444.72 $11.2K - $16.9K
869 $386K
AVGO
Broadcom Inc.

Technology
140
+ 14.06%
$264.74 - $369.57 $37.1K - $51.7K
1.14K $374K
IVW
Ishares S&P 500 Growth ETF

ETFs
281
+ 4.59%
$108.97 - $121.65 $30.6K - $34.2K
6.4K $772K
VZ
Verizon Communications Inc

Communication Services
343
+ 0.29%
$40.84 - $45.06 $14K - $15.5K
119K $5.24M
IEMG
Ishares Inc

ETFs
1.8K
+ 13.43%
N/A
15.2K $813K
ORCL
Oracle Corp

Technology
63
+ 5.3%
$218.96 - $328.33 $13.8K - $20.7K
1.25K $351K
HISF
First Tr Exc Traded Fd Iv High

ETFs
1.44K
+ 2.46%
$44.31 - $45.51 $63.8K - $65.5K
60K $2.71M
VIG
Vanguard Dividend Appreciation

ETFs
406
+ 21.3%
N/A
2.31K $421K
VTV
Vanguard Value ETF

ETFs
19
+ 0.41%
$175.51 - $186.57 $3.33K - $3.54K
4.64K $864K
CGXU
Capital Group Intl Focus Equit

ETFs
114
+ 0.65%
$26.49 - $29.62 $3.02K - $3.38K
17.6K $521K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
43
+ 0.23%
$41.91 - $44.87 $1.8K - $1.93K
18.4K $821K
SPY
Spdr S&P 500 ETF Trust

ETFs
29
+ 5.5%
$617.65 - $666.84 $17.9K - $19.3K
556 $370K
CGUS
Capital Group Core Equity ETF
218
+ 1.67%
$36.89 - $39.72 $8.04K - $8.66K
13.3K $525K
BRX
Brixmor Property Group Inc.

Real Estate
1.83K
+ 1.45%
N/A
128K $2.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$567.77 - $614.76 $568 - $615
911 $557K
VO
Vanguard Mid Cap ETF

ETFs
84
+ 8.22%
$279.83 - $293.74 $23.5K - $24.7K
1.11K $324K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 1.08%
$291.67 - $316.99 $7.58K - $8.24K
2.44K $741K
DUK
Duke Energy Corp

Utilities
184
+ 9.1%
$116.31 - $125.93 $21.4K - $23.2K
2.21K $273K
DFAU
Dimensional ETF Tr

ETFs
26
+ 0.26%
$42.42 - $45.96 $1.1K - $1.19K
9.98K $456K
Activity Summary
Buys All Purchases 86 New Holdings 7 Increased Positions 79 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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