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CIK: 0001785445
Total reported value
$228.7M
$228.7M
125 檔
34.5%
At the close of Q3 2025, tru Independence LLC disclosed equity holdings valued at approximately $228.7M, spread across 125 reported holdings.
In Q3 2025, tru Independence LLC displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, RDVY, FBND) accounted for 34.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.81% | +0.23% | +4.23% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 4.08% | +0.55% | +5.24% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.07% | -0.22% | +6.76% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 3.99% | -0.32% | +6.60% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.55% | -0.42% | +3.94% | |
| 6 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 2.67% | +0.40% | +1.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.04% | +0.79% | |
| 8 | GM | General Motors Co | Stock-Consumer Disc | 2.44% | — | -2.07% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.37% | — | -1.21% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | -0.10% | -0.58% | |
| 11 | GLW | Corning Inc | Stock-Tech | 2.29% | — | -23.82% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.98% | +0.35% | +7.37% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.15% | +15.94% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 1.77% | — | -0.12% | |
| 15 | ALL | Allstate CORP | Stock-Financials | 1.71% | — | +0.02% | |
| 16 | T | At&t Inc | Stock-Comm Services | 1.69% | — | -2.33% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.63% | — | -0.65% | |
| 18 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.48% | -0.39% | +9.85% | |
| 19 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.48% | — | -0.01% | |
| 20 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.46% | — | +1.34% | |
| 21 | UL | Unilever PLC | Stock-Consumer Staples | 1.45% | — | +0.62% | |
| 22 | SHEL | Shell Plc-adr | Stock-Energy | 1.45% | — | -0.33% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.44% | — | +0.03% | |
| 24 | F | Ford Motor Co | Stock-Consumer Disc | 1.40% | — | -0.08% | |
| 25 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.40% | -0.14% | +6.81% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.38% | — | -0.28% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.36% | — | +0.29% | |
| 28 | AIRR | First Trust Rba American Ind | ETF-Other | 1.35% | +0.18% | +0.53% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.34% | +0.11% | NEW | |
| 30 | FMC | Fmc CORP | Stock-Materials | 1.34% | — | +35.77% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | — | -0.89% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.03% | +0.32% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 1.30% | — | +0.88% | |
| 34 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.29% | — | +0.51% | |
| 35 | ALK | Alaska Air Group Inc | Stock-Industrials | 1.26% | — | -0.84% | |
| 36 | CMA | Comerica Inc | Stock-Other | 1.23% | — | -20.58% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.03% | +5.51% | |
| 38 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.21% | — | +1.95% | |
| 39 | GIS | General Mills Inc | Stock-Consumer Staples | 1.19% | — | — | |
| 40 | OI | O-i Glass Inc | Stock-Other | 1.19% | — | +0.35% | |
| 41 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.17% | — | +16.99% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.01% | +0.80% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | -0.01% | +2.40% | |
| 44 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.11% | — | +3.58% | |
| 45 | INCO | Columbia India Consumer ETF | ETF-Other | 1.05% | +0.06% | +9.46% | |
| 46 | BP | Bp Plc-spons Adr | Stock-Energy | 1.02% | — | +1.12% | |
| 47 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.92% | — | +1.45% | |
| 48 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.90% | +0.12% | +477.10% | |
| 49 | ENR | Energizer Holdings Inc | Stock-Other | 0.89% | — | -9.14% | |
| 50 | ENVX | Enovix CORP | Stock-Other | 0.79% | — | +2.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | +0.9% | +7.37% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +15.94% | Add |
| 3 | QGRW | Wisdomtree US Quality Growth | +0.3% | +1.70% | Add |
| 4 | GLW | Corning Inc | +0.3% | -23.82% | Trim |
| 5 | AIRR | First Trust Rba American Ind | +0.3% | +0.53% | Add |
| 6 | UAL | United Airlines Holdings Inc | +0.2% | -0.01% | Add |
| 7 | HGER | Harbor Commodity All Weather | +0.2% | +9.85% | Add |
| 8 | RDVY | First Trust Rising Dividend | +0.2% | +5.24% | Add |
| 9 | DFAC | Dimensional US Core Equity 2 | +0.2% | +4.23% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +8.91% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +0.79% | Add |
| 12 | ENVX | Enovix CORP | +0.1% | +2.87% | Add |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +24.98% | Add |
| 14 | GM | General Motors Co | +0.1% | -2.07% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.58% | Trim |
| 16 | XC | Wisdomtree True Emerging Mar | +0.1% | +6.81% | Add |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | -0.26% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +16.91% | Add |
| 19 | NVDA | Nvidia CORP | +0.1% | +10.03% | Add |
| 20 | DFAI | Dimensional International Co | +0.1% | +3.94% | Add |
| 21 | BA | Boeing Co/the | +0.1% | -0.12% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +3.25% | Add |
| 23 | BAC | Bank Of America CORP | — | -1.21% | Trim |
| 24 | INCO | Columbia India Consumer ETF | — | +9.46% | Add |
| 25 | META | Meta Platforms Inc-class A | — | +1.42% | Trim |
| 26 | F | Ford Motor Co | 0% | -0.08% | Trim |
| 27 | JNJ | Johnson & Johnson | 0% | +5.51% | Add |
| 28 | SPG | Simon Property Group Inc | -0.1% | +0.51% | Add |
| 29 | OI | O-i Glass Inc | -0.1% | +0.35% | Trim |
| 30 | ABBV | Abbvie Inc | -0.1% | +0.80% | Add |
| 31 | FMC | Fmc CORP | -0.1% | +35.77% | Add |
| 32 | CVS | Cvs Health CORP | -0.1% | -0.28% | Trim |
| 33 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.89% | Add |
| 34 | GPK | Graphic Packaging Holding Co | -0.1% | +1.95% | Add |
| 35 | FTCS | First Trust Capital Strength | -0.2% | +6.60% | Add |
| 36 | FTGC | First Trust Global Tactical | -0.2% | -17.14% | Trim |
| 37 | FBND | Fidelity Total Bond ETF | -0.2% | +6.76% | Add |
| 38 | TSN | Tyson Foods Inc-cl A | -0.3% | +3.58% | Add |
| 39 | VZ | Verizon Communications Inc | -0.4% | +0.29% | Trim |
| 40 | DOW | Dow Inc | -0.5% | -12.88% | Trim |
| 41 | LYB | LyondellBasell Industries N.V. | -0.5% | +16.99% | Add |
| 42 | T | At&t Inc | -0.6% | -2.33% | Trim |
| 43 | ENR | Energizer Holdings Inc | -0.6% | -9.14% | Trim |
| 44 | C | Citigroup Inc | — | NEW | New buy |
| 45 | GIS | General Mills Inc | — | NEW | New buy |
| 46 | FESM | Fidelity Enhanced Small Cap | — | NEW | New buy |
| 47 | ACI | Albertsons Cos Inc - Class A | — | EXIT | Sold out |
| 48 | AVGO | Broadcom Inc | — | NEW | New buy |
| 49 | ORCL | Oracle CORP | — | NEW | New buy |
| 50 | ITOT | Ishares Core S&p Total U.s. | — | 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 125 disclosed positions in Q3 2025.
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Top New Position Initiated
C
市值: $6.3M
Top Position Liquidated / Trimmed
ACI
前期市值: $2.8M
During Q3 2025, tru Independence LLC's top holdings by market value included DFAC (4.8%)、RDVY (4.1%)、FBND (4.1%). The largest single position, DFAC, represented 4.8% of total portfolio value.
In Q3 2025, tru Independence LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 15 holdings, and fully liquidating 1 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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