TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TI TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | Institutional Filer | ▲ 1.75% | $162.6M | 82 |
Current Portfolio Holdings
Showing all 82 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 454K | $17.6M | 10.85% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | — | 152K | $7.3M | 4.48% |
| 3 | DFGP | DIMENSIONAL ETF TRUST | — | 125K | $6.7M | 4.15% |
| 4 | IVV | ISHARES TR | — | 10K | $6.5M | 4.02% |
| 5 | QQQ | Invesco QQQ Trust | — | 11K | $6.5M | 3.98% |
| 6 | VTIP | VANGUARD MALVERN FDS | — | 126K | $6.3M | 3.89% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | — | 141K | $6.0M | 3.67% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 27K | $5.7M | 3.48% |
| 9 | GOOGL | Alphabet Inc. | Technology | 19K | $5.6M | 3.44% |
| 10 | IEI | ISHARES TR | — | 46K | $5.5M | 3.37% |
| 11 | IEF | ISHARES TR | — | 57K | $5.4M | 3.34% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 10K | $4.8M | 2.93% |
| 13 | DFGX | DIMENSIONAL ETF TRUST | — | 91K | $4.8M | 2.92% |
| 14 | DFIC | DIMENSIONAL ETF TRUST | — | 117K | $4.2M | 2.56% |
| 15 | DUHP | DIMENSIONAL ETF TRUST | — | 111K | $4.1M | 2.51% |
Showing 1 to 15 of 82 holdings