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CIK: 0001785445
Total reported value
$228.7M
$228.7M
110 檔
28.8%
In Q1 2025, tru Independence LLC's U.S. equity holdings reached a combined market value of $228.7M, distributed across 110 disclosed stock positions.
In Q1 2025, tru Independence LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.63% | +0.23% | +42.96% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.31% | -0.22% | +14.75% | |
| 3 | FTCS | First Trust Capital Strength | ETF-Other | 4.18% | -0.32% | +8.76% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 3.86% | +0.55% | +44.75% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.48% | -0.42% | -25.29% | |
| 6 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 2.41% | +0.40% | +14.20% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.04% | +0.57% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 2.37% | — | +0.41% | |
| 9 | GM | General Motors Co | Stock-Consumer Disc | 2.33% | — | +1.01% | |
| 10 | T | At&t Inc | Stock-Comm Services | 2.25% | — | +0.22% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | -0.10% | -0.82% | |
| 12 | GLW | Corning Inc | Stock-Tech | 2.04% | — | +1.96% | |
| 13 | ALL | Allstate CORP | Stock-Financials | 2.03% | — | +0.26% | |
| 14 | SHEL | Shell Plc-adr | Stock-Energy | 1.78% | — | +3.01% | |
| 15 | UL | Unilever PLC | Stock-Consumer Staples | 1.74% | — | +2.33% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.74% | — | +3.55% | |
| 17 | BA | Boeing Co/the | Stock-Industrials | 1.71% | — | +3.28% | |
| 18 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.69% | — | +2.09% | |
| 19 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.66% | — | +1.44% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.66% | -0.03% | +0.81% | |
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.65% | — | +1.33% | |
| 22 | FDX | Fedex CORP | Stock-Industrials | 1.60% | — | +5.05% | |
| 23 | CMA | Comerica Inc | Stock-Other | 1.56% | — | +5.94% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.53% | +0.11% | NEW | |
| 25 | ALK | Alaska Air Group Inc | Stock-Industrials | 1.52% | — | +2.12% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.49% | — | +3.57% | |
| 27 | ENR | Energizer Holdings Inc | Stock-Other | 1.46% | — | +1.19% | |
| 28 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.45% | — | +8.24% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.44% | — | +4.62% | |
| 30 | FMC | Fmc CORP | Stock-Materials | 1.43% | — | +5.08% | |
| 31 | F | Ford Motor Co | Stock-Consumer Disc | 1.43% | — | +0.85% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.42% | -0.01% | +4.88% | |
| 33 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.36% | — | -36.72% | |
| 34 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.35% | — | +0.41% | |
| 35 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.30% | -0.14% | — | |
| 36 | OI | O-i Glass Inc | Stock-Other | 1.26% | — | +9.31% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.03% | -2.05% | |
| 38 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.24% | -0.39% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.01% | +4.36% | |
| 40 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.24% | — | -3.40% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.15% | +0.12% | |
| 42 | BP | Bp Plc-spons Adr | Stock-Energy | 1.15% | — | +6.81% | |
| 43 | AIRR | First Trust Rba American Ind | ETF-Other | 1.10% | +0.18% | +1065.18% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-Other | 1.07% | +0.35% | — | |
| 45 | INCO | Columbia India Consumer ETF | ETF-Other | 1.05% | +0.06% | — | |
| 46 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.04% | — | +4.73% | |
| 47 | DOW | Dow Inc | Stock-Materials | 0.88% | — | +8.92% | |
| 48 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.88% | — | -3.90% | |
| 49 | HISF | First Tr Hi Inc Strat Foc | ETF-Other | 0.76% | -0.09% | -2.37% | |
| 50 | ENVX | Enovix CORP | Stock-Other | 0.67% | — | +3.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | — | NEW | New buy |
| 2 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 3 | FTCS | First Trust Capital Strength | — | NEW | New buy |
| 4 | RDVY | First Trust Rising Dividend | — | NEW | New buy |
| 5 | DFAI | Dimensional International Co | — | NEW | New buy |
| 6 | QGRW | Wisdomtree US Quality Growth | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | BAC | Bank Of America CORP | — | NEW | New buy |
| 9 | GM | General Motors Co | — | NEW | New buy |
| 10 | T | At&t Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | GLW | Corning Inc | — | NEW | New buy |
| 13 | ALL | Allstate CORP | — | NEW | New buy |
| 14 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 15 | UL | Unilever PLC | — | NEW | New buy |
| 16 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 17 | BA | Boeing Co/the | — | NEW | New buy |
| 18 | KIM | Kimco Realty CORP | — | NEW | New buy |
| 19 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 22 | FDX | Fedex CORP | — | NEW | New buy |
| 23 | CMA | Comerica Inc | — | NEW | New buy |
| 24 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 25 | ALK | Alaska Air Group Inc | — | NEW | New buy |
| 26 | CVS | Cvs Health CORP | — | NEW | New buy |
| 27 | ENR | Energizer Holdings Inc | — | NEW | New buy |
| 28 | TSN | Tyson Foods Inc-cl A | — | NEW | New buy |
| 29 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 30 | FMC | Fmc CORP | — | NEW | New buy |
| 31 | F | Ford Motor Co | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 34 | GPK | Graphic Packaging Holding Co | — | NEW | New buy |
| 35 | XC | Wisdomtree True Emerging Mar | — | NEW | New buy |
| 36 | OI | O-i Glass Inc | — | NEW | New buy |
| 37 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 38 | HGER | Harbor Commodity All Weather | — | NEW | New buy |
| 39 | ABBV | Abbvie Inc | — | NEW | New buy |
| 40 | UAL | United Airlines Holdings Inc | — | NEW | New buy |
| 41 | MSFT | Microsoft CORP | — | NEW | New buy |
| 42 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 43 | AIRR | First Trust Rba American Ind | — | NEW | New buy |
| 44 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 45 | INCO | Columbia India Consumer ETF | — | NEW | New buy |
| 46 | BRX | Brixmor Property Group Inc | — | NEW | New buy |
| 47 | DOW | Dow Inc | — | NEW | New buy |
| 48 | ACI | Albertsons Cos Inc - Class A | — | NEW | New buy |
| 49 | HISF | First Tr Hi Inc Strat Foc | — | NEW | New buy |
| 50 | ENVX | Enovix CORP | — | NEW | New buy |
According to official SEC Form 13F filings, tru Independence LLC reported a total U.S. public equity portfolio value of $228.7M across 110 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, FBND, FTCS) accounted for 28.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFAC
市值: $14.9M
During Q1 2025, tru Independence LLC's top holdings by market value included DFAC (4.6%)、FBND (4.3%)、FTCS (4.2%). The largest single position, DFAC, represented 4.6% of total portfolio value.
In Q1 2025, tru Independence LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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