tru Independence LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TI tru Independence LLC | Institutional Filer | ▼ 49.01% | $202.2M | 102 |
Current Portfolio Holdings
Showing all 102 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 528K | $20.5M | 10.15% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | — | 394K | $18.0M | 8.89% |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 257K | $17.6M | 8.69% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 185K | $17.2M | 8.50% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | — | 385K | $15.0M | 7.42% |
| 6 | QGRW | WISDOMTREE TR | — | 199K | $10.6M | 5.26% |
| 7 | AAPL | Apple Inc. | Technology | 35K | $9.0M | 4.44% |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | — | 215K | $8.6M | 4.27% |
| 9 | HGER | HARBOR ETF TRUST | — | 232K | $7.2M | 3.55% |
| 10 | XC | WISDOMTREE TR | — | 205K | $6.4M | 3.17% |
| 11 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 52K | $5.7M | 2.84% |
| 12 | FESM | FIDELITY COVINGTON TRUST | — | 131K | $5.0M | 2.47% |
| 13 | INCO | COLUMBIA ETF TR II | — | 85K | $4.7M | 2.32% |
| 14 | HISF | FIRST TR EXCHANGE-TRADED FD | — | 71K | $3.1M | 1.56% |
| 15 | MSFT | Microsoft Corporation | Technology | 7K | $2.7M | 1.35% |
Showing 1 to 15 of 102 holdings