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CIK: 0001785445
Total reported value
$228.7M
$228.7M
113 檔
25.2%
The Q4 2024 SEC filing reveals that tru Independence LLC held a total portfolio value of $228.7M, covering 113 public equity positions.
In Q4 2024, tru Independence LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, FTCS, FBND) accounted for 25.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 4.41% | -0.42% | +5.17% | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 3.81% | -0.32% | +1.81% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.74% | -0.22% | +6.73% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.43% | +0.23% | +2.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.04% | -4.13% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 2.73% | +0.55% | -0.78% | |
| 7 | GM | General Motors Co | Stock-Consumer Disc | 2.64% | — | -7.50% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 2.51% | — | -7.46% | |
| 9 | TG7 | Triumph Group Inc | Stock-Other | 2.45% | — | -6.72% | |
| 10 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 2.40% | +0.40% | +0.72% | |
| 11 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.25% | — | -7.09% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | -0.10% | -5.26% | |
| 13 | GLW | Corning Inc | Stock-Tech | 2.10% | — | -6.59% | |
| 14 | ALK | Alaska Air Group Inc | Stock-Industrials | 1.98% | — | -6.32% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.93% | — | +4.18% | |
| 16 | ALL | Allstate CORP | Stock-Financials | 1.90% | — | -6.59% | |
| 17 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.85% | — | -6.70% | |
| 18 | T | At&t Inc | Stock-Comm Services | 1.83% | — | -4.35% | |
| 19 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.82% | — | -47.72% | |
| 20 | FDX | Fedex CORP | Stock-Industrials | 1.78% | — | -5.24% | |
| 21 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.75% | — | +46.71% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 1.74% | — | -5.88% | |
| 23 | ENR | Energizer Holdings Inc | Stock-Other | 1.71% | — | -6.18% | |
| 24 | UL | Unilever PLC | Stock-Consumer Staples | 1.64% | — | -6.88% | |
| 25 | FMC | Fmc CORP | Stock-Materials | 1.59% | — | +28.94% | |
| 26 | CMA | Comerica Inc | Stock-Other | 1.56% | — | -7.47% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.52% | -0.01% | -4.07% | |
| 28 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.50% | — | -35.12% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.50% | — | -7.37% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 1.49% | — | -3.94% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 1.48% | +0.11% | NEW | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.03% | -3.61% | |
| 33 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.42% | — | -6.33% | |
| 34 | F | Ford Motor Co | Stock-Consumer Disc | 1.42% | — | -5.80% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.38% | — | -3.92% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.15% | -8.02% | |
| 37 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.22% | — | -1.62% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.03% | -6.91% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.11% | -0.04% | -4.24% | |
| 40 | OI | O-i Glass Inc | Stock-Other | 1.10% | — | -5.52% | |
| 41 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.05% | — | -5.37% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | +0.01% | -0.89% | |
| 43 | ENVX | Enovix CORP | Stock-Other | 0.97% | — | -5.00% | |
| 44 | CVS | Cvs Health CORP | Stock-Healthcare | 0.96% | — | -7.50% | |
| 45 | BP | Bp Plc-spons Adr | Stock-Energy | 0.95% | — | -2.44% | |
| 46 | DOW | Dow Inc | Stock-Materials | 0.94% | — | -3.35% | |
| 47 | FTGC | First Trust Global Tactical | ETF-Other | 0.94% | -0.04% | +7.01% | |
| 48 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.83% | — | -38.51% | |
| 49 | HISF | First Tr Hi Inc Strat Foc | ETF-Other | 0.78% | -0.09% | +7.87% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.74% | +0.20% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TG7 | Triumph Group Inc | +0.8% | -6.72% | Trim |
| 2 | ALK | Alaska Air Group Inc | +0.6% | -6.32% | Trim |
| 3 | GM | General Motors Co | +0.4% | -7.50% | Trim |
| 4 | QGRW | Wisdomtree US Quality Growth | +0.3% | +0.72% | Add |
| 5 | DFAC | Dimensional US Core Equity 2 | +0.3% | +2.80% | Add |
| 6 | FBND | Fidelity Total Bond ETF | +0.3% | +6.73% | Add |
| 7 | LYB | LyondellBasell Industries N.V. | +0.3% | +46.71% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -5.26% | Trim |
| 9 | AAPL | Apple Inc | +0.3% | -4.13% | Trim |
| 10 | BA | Boeing Co/the | +0.3% | -5.88% | Trim |
| 11 | BAC | Bank Of America CORP | +0.2% | -7.46% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.2% | -5.80% | Trim |
| 13 | DFAI | Dimensional International Co | +0.2% | +5.17% | Add |
| 14 | ENVX | Enovix CORP | +0.2% | -5.00% | Trim |
| 15 | FTGC | First Trust Global Tactical | +0.1% | +7.01% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 17 | IR | Ingersoll-rand Inc | +0.1% | NEW | New buy |
| 18 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 19 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 20 | DFAE | Dimensional Emerging Core Eq | +0.1% | +4.18% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 22 | KR | Kroger Co | +0.1% | NEW | New buy |
| 23 | SPG | Simon Property Group Inc | 0% | -7.09% | Trim |
| 24 | CMA | Comerica Inc | 0% | -7.47% | Trim |
| 25 | ALL | Allstate CORP | 0% | -6.59% | Trim |
| 26 | FMC | Fmc CORP | 0% | +28.94% | Add |
| 27 | VYM | Vanguard High Dvd Yield ETF | 0% | -3.92% | Trim |
| 28 | KIM | Kimco Realty CORP | 0% | -6.70% | Trim |
| 29 | CVX | Chevron CORP | 0% | -3.61% | Trim |
| 30 | TSN | Tyson Foods Inc-cl A | 0% | -1.62% | Trim |
| 31 | BP | Bp Plc-spons Adr | 0% | -2.44% | Trim |
| 32 | SHEL | Shell Plc-adr | 0% | -3.94% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | -8.02% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | -0.89% | Trim |
| 35 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 36 | F | Ford Motor Co | -0.1% | -5.80% | Trim |
| 37 | UAL | United Airlines Holdings Inc | -0.1% | -47.72% | Trim |
| 38 | GPK | Graphic Packaging Holding Co | -0.1% | -6.33% | Trim |
| 39 | JNJ | Johnson & Johnson | -0.1% | -6.91% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -4.07% | Trim |
| 41 | VZ | Verizon Communications Inc | -0.2% | -7.37% | Trim |
| 42 | OI | O-i Glass Inc | -0.2% | -5.52% | Trim |
| 43 | UL | Unilever PLC | -0.2% | -6.88% | Trim |
| 44 | DOW | Dow Inc | -0.3% | -3.35% | Trim |
| 45 | ACI | Albertsons Cos Inc - Class A | -0.4% | -38.51% | Trim |
| 46 | CVS | Cvs Health CORP | -0.4% | -7.50% | Trim |
| 47 | TRV | Travelers Cos Inc/the | -0.6% | -35.12% | Trim |
| 48 | CLF | Cleveland-cliffs Inc | -1% | EXIT | Sold out |
| 49 | UPS | United Parcel Service-cl B | -1.2% | EXIT | Sold out |
| 50 | WFC | Wells Fargo & Co | -1.8% | -96.61% | Trim |
According to official SEC Form 13F filings, tru Independence LLC reported a total U.S. public equity portfolio value of $228.7M across 113 disclosed positions in Q4 2024.
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Top New Position Initiated
COST
市值: $370.2K
Top Position Liquidated / Trimmed
UPS
前期市值: $4.2M
During Q4 2024, tru Independence LLC's top holdings by market value included DFAI (4.4%)、FTCS (3.8%)、FBND (3.7%). The largest single position, DFAI, represented 4.4% of total portfolio value.
In Q4 2024, tru Independence LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 8 positions, trimming 33 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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