Tru Independence LLC Incresed Positions in Q3 2024

Tru Independence LLC

  • $334 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
41.1K
+ 9.87%
$28.69 - $32.06 $1.18M - $1.32M
457K $14.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
33.4K
+ 15.53%
$44.65 - $47.21 $1.49M - $1.58M
248K $11.6M
FTCS
First Trust Capital Strength E

ETFs
11K
+ 8.81%
$83.58 - $90.94 $919K - $1M
136K $12.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34.1K
+ 12.48%
$31.05 - $34.29 $1.06M - $1.17M
307K $10.5M
RDVY
First Trust Rising Dividend Ac

ETFs
11.5K
+ 8.41%
$53.68 - $59.24 $616K - $680K
148K $8.77M
AAPL
Apple Inc.

Technology
1.01K
+ 2.85%
$207.23 - $234.82 $209K - $236K
36.3K $8.45M
DFAE
Dimensional ETF Tr

ETFs
19.3K
+ 9.07%
$24.46 - $27.82 $473K - $538K
233K $6.37M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.56K
+ 7.42%
$30.74 - $34.07 $232K - $258K
109K $3.73M
HISF
First Tr Exc Traded Fd Iv High

ETFs
8.43K
+ 19.13%
$43.64 - $45.8 $368K - $386K
52.5K $2.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
347
+ 10.92%
$405.19 - $478.57 $141K - $166K
3.53K $1.62M
VTV
Vanguard Value ETF

ETFs
1.39K
+ 49.64%
$159.75 - $174.57 $222K - $243K
4.19K $731K
META
Meta Platforms, Inc.

Communication Services
157
+ 6.25%
$453.41 - $572.44 $71.2K - $89.9K
2.67K $1.53M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
6.77K
+ 11.08%
$24.39 - $25.28 $165K - $171K
67.9K $1.71M
FTGC
First Trust Global Tactical CO

ETFs
9.74K
+ 9.1%
$22.3 - $24.39 $217K - $238K
117K $2.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
216
+ 12.44%
$517.38 - $573.86 $112K - $124K
1.95K $1.12M
VGT
Vanguard Information Technolog

ETFs
226
+ 6.3%
$514.43 - $606.85 $116K - $137K
3.81K $2.24M
IEFA
Ishares Tr

ETFs
1.56K
+ 18.97%
$70.09 - $78.74 $110K - $123K
9.8K $765K
IVV
Ishares Core S&P 500 ETF

ETFs
85
+ 2.38%
$520.18 - $576.82 $44.2K - $49K
3.66K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
131
+ 5.83%
$245.82 - $304.51 $32.2K - $39.9K
2.38K $724K
NVDA
Nvidia Corp

Technology
1.26K
+ 39.62%
$98.91 - $134.91 $125K - $171K
4.45K $540K
XLF
Financial Sector Spdr

ETFs
2.2K
+ 22.1%
$40.84 - $45.74 $89.7K - $100K
12.1K $549K
VIS
Vanguard Industrial ETF

ETFs
317
+ 15.91%
$232.12 - $260.07 $73.6K - $82.4K
2.31K $600K
XLY
Select Sector Spdr Consumer Di

ETFs
387
+ 14.79%
$170.05 - $200.86 $65.8K - $77.7K
3K $601K
CGCP
Capital Group Core Plus Income

ETFs
4.37K
+ 33.78%
$22.12 - $23.31 $96.7K - $102K
17.3K $400K
LMT
Lockheed Martin Corp

Industrials
25
+ 3.02%
$460.3 - $584.56 $11.5K - $14.6K
852 $498K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.94K
+ 5.0%
$50.52 - $50.95 $98.1K - $98.9K
40.8K $2.07M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
942
+ 29.6%
$66.56 - $75.11 $62.7K - $70.8K
4.12K $307K
IEMG
Ishares Inc

ETFs
1.51K
+ 10.9%
$53.64 - $53.64 $80.9K - $80.9K
15.4K $823K
FDL
First Tr Morningstar Dividend

ETFs
40
+ 0.21%
$37.66 - $42.06 $1.51K - $1.68K
18.9K $794K
XLV
Select Sector Spdr Fund Health

ETFs
258
+ 6.18%
$143.3 - $157.24 $37K - $40.6K
4.44K $683K
VIG
Vanguard Dividend Appreciation

ETFs
385
+ 26.63%
$182.15 - $182.15 $70.1K - $70.1K
1.83K $333K
CGUS
Capital Group Core Equity ETF
1.34K
+ 12.02%
$31.19 - $34.33 $41.8K - $46K
12.5K $427K
EFA
Ishares Tr Msci Eafe ETF

ETFs
111
+ 1.08%
$75.32 - $84.37 $8.36K - $9.37K
10.4K $866K
TT
Trane Technologies PLC

Industrials
35
+ 4.23%
$314.21 - $388.71 $11K - $13.6K
863 $335K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4
+ 0.06%
$72.52 - $82.35 $290 - $329
7.1K $580K
FDN
First Tr Fd Dow Jones

ETFs
142
+ 8.24%
$183.68 - $212.48 $26.1K - $30.2K
1.87K $395K
XLI
Industrial Sector Spdr

ETFs
61
+ 2.51%
$120.56 - $135.44 $7.35K - $8.26K
2.49K $337K
VFH
Vanguard Financial ETF

ETFs
40
+ 1.12%
$99.27 - $111.21 $3.97K - $4.45K
3.61K $396K
COF
Capital One Financial Corp

Financial Services
14
+ 0.45%
$131.42 - $153.05 $1.84K - $2.14K
3.11K $464K
XOM
Exxon Mobil Corp

Energy
284
+ 15.93%
$109.72 - $119.0 $31.2K - $33.8K
2.07K $242K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 1.56%
$475.2 - $527.7 $7.13K - $7.92K
979 $516K
BALL
Ball Corp

Consumer Cyclical
1
+ 0.02%
$58.86 - $67.91 $58.9 - $67.9
4.24K $287K
CGDV
Capital Group Divid Value ETF

ETFs
16
+ 0.18%
$32.96 - $36.48 $527 - $584
8.77K $319K
DFAT
Dimensional ETF Tr U S Target

ETFs
217
+ 5.07%
$51.0 - $57.07 $11.1K - $12.4K
4.49K $250K
CGXU
Capital Group Intl Focus Equit

ETFs
66
+ 0.34%
$24.27 - $27.46 $1.6K - $1.81K
19.6K $527K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6
+ 0.18%
$80.13 - $88.89 $481 - $533
3.34K $295K
DFAU
Dimensional ETF Tr

ETFs
28
+ 0.28%
$35.8 - $39.69 $1K - $1.11K
9.87K $391K
LLY
Eli Lilly & CO

Healthcare
28
+ 8.7%
$772.14 - $960.02 $21.6K - $26.9K
350 $310K
AMZN
Amazon Com Inc

Consumer Cyclical
202
+ 5.87%
$161.02 - $200.0 $32.5K - $40.4K
3.64K $678K
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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