TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held in its portfolio 84 assets valued at $159,760,817 (i.e. $159.76M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($17.70M), DIMENSIONAL ETF TRUST ($7.00M), and DIMENSIONAL ETF TRUST ($6.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 447143 | 17702392 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 145974 | 6999440 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 119060 | 6437574 | GLOBAL CORE PLUS |
| ISHARES TR | 8919 | 6108980 | CORE S&P500 ETF |
| ALPHABET INC | 19265 | 6029945 | CAP STK CL A |
| INVESCO QQQ TR | 9756 | 5993208 | UNIT SER 1 |
| VANGUARD MALVERN FDS | 120548 | 5962304 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 136581 | 5812905 | CORE FIXED INCOM |
| ISHARES TR | 46261 | 5521250 | 3 7 YR TREAS BD |
| ISHARES TR | 56782 | 5460157 | 7-10 YR TRSY BD |
| AMAZON COM INC | 22480 | 5188834 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9951 | 5001870 | CL B NEW |
| DIMENSIONAL ETF TRUST | 80447 | 4234328 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 106954 | 4067461 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 115632 | 3984679 | INTL CORE EQUITY |
| GOLDMAN SACHS ETF TR | 30831 | 3091677 | ACCES TREASURY |
| DIMENSIONAL ETF TRUST | 91277 | 3002098 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 50585 | 2743614 | GLOBAL CR ETF |
| ISHARES TR | 31105 | 2576116 | 1 3 YR TREAS BD |
| ISHARES TR | 35085 | 2490333 | CORE MSCI EURO |
| ISHARES TR | 22146 | 2439382 | TRUST ISHARE 0-1 |
| ISHARES TR | 26310 | 2293180 | 20 YR TR BD ETF |
| APPLE INC | 8242 | 2240670 | COM |
| ISHARES TR | 32307 | 2132262 | CORE S&P MCP ETF |
| ISHARES INC | 29976 | 2014987 | CORE MSCI EMKT |
| NVIDIA CORPORATION | 9909 | 1848029 | COM |
| MICROSOFT CORP | 3747 | 1812124 | COM |
| META PLATFORMS INC | 2263 | 1493784 | CL A |
| DIMENSIONAL ETF TRUST | 24022 | 1430258 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 34816 | 1322995 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 38260 | 1290892 | EMERGING MKTS VA |
| ISHARES TR | 10549 | 1267779 | CORE S&P SCP ETF |
| FIDELITY WISE ORIGIN BITCOIN | 16322 | 1244226 | SHS |
| GRAYSCALE ETHEREUM TRUST ETF | 50917 | 1240847 | SHS |
| DIMENSIONAL ETF TRUST | 37015 | 1224456 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 36692 | 1195070 | EMGR CRE EQT MNG |
| ISHARES INC | 23117 | 1166715 | MSCI PAC JP ETF |
| DIMENSIONAL ETF TRUST | 24623 | 1147173 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 35890 | 1136457 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 41689 | 1101423 | GLOBAL REAL EST |
| ISHARES INC | 13085 | 1056483 | MSCI JAPAN ETF |
| DIMENSIONAL ETF TRUST | 19737 | 984867 | INTERNATNAL VAL |
| SPDR SERIES TRUST | 12186 | 969298 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 10008 | 940452 | INTL SMCP VLU |
| ENTERPRISE PRODS PARTNERS L | 28402 | 910568 | COM |
| LOCKHEED MARTIN CORP | 1796 | 868671 | COM |
| SPDR INDEX SHS FDS | 18385 | 816478 | PORTFOLIO DEVLPD |
| SPDR S&P 500 ETF TR | 1131 | 773506 | TR UNIT |
| AST SPACEMOBILE INC | 10000 | 726300 | COM CL A |
| ISHARES TR | 11807 | 678430 | CALIF MUN BD ETF |
| ISHARES INC | 11803 | 636536 | MSCI CDA ETF |
| ETFS GOLD TR | 14000 | 575120 | PHYSCL GOLD SHS |
| DIMENSIONAL ETF TRUST | 14546 | 554330 | INTL CORE EQT MK |
| VANGUARD INDEX FDS | 1692 | 532642 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 12167 | 505603 | INFLATION PROTE |
| KRANESHARES TRUST | 16280 | 503052 | BOSERA MSCI CHIN |
| GOLDMAN SACHS ETF TR | 9462 | 479579 | ULTRA SHORT BOND |
| WALMART INC | 4260 | 475608 | COM |
| ISHARES TR | 4387 | 468093 | SHRT NAT MUN ETF |
| BLACKROCK ETF TRUST II | 9137 | 461053 | ISHARES SHORT-TE |
| EA SERIES TRUST | 17867 | 416307 | EA BRIDGEWAY OMN |
| ZOOM COMMUNICATIONS INC | 4523 | 390290 | CL A |
| SCHWAB STRATEGIC TR | 11910 | 390053 | EMRG MKTEQ ETF |
| GRAYSCALE BITCOIN TRUST ETF | 5050 | 345218 | SHS REP COM UT |
| UNILEVER PLC | 5226 | 341780 | SPON ADR NEW |
| DIMENSIONAL ETF TRUST | 6700 | 339355 | ULTRASHORT FIXED |
| NU HLDGS LTD | 20000 | 334800 | ORD SHS CL A |
| QUALCOMM INC | 1950 | 333548 | COM |
| ISHARES TR | 6552 | 332186 | 0-5YR INVT GR CP |
| PIMCO ETF TR | 3090 | 311163 | ENHAN SHRT MA AC |
| ISHARES GOLD TR | 3579 | 290507 | ISHARES NEW |
| FREEPORT-MCMORAN INC | 5000 | 253950 | CL B |
| ROKU INC | 2292 | 248659 | COM CL A |
| SPDR GOLD TR | 619 | 245316 | GOLD SHS |
| AGNICO EAGLE MINES LTD | 1427 | 241919 | COM |
| SHOPIFY INC | 1500 | 241455 | CL A SUB VTG SHS |
| DISNEY WALT CO | 2005 | 229613 | COM |
| VANECK ETF TRUST | 2564 | 219914 | GOLD MINERS ETF |
| NETFLIX INC | 2320 | 217523 | COM |
| MILESTONE PHARMACEUTICALS IN | 100000 | 202000 | COM |
| TESLA INC | 447 | 201025 | COM |
| NUVEEN QUALITY MUNCP INCOME | 15967 | 191923 | COM |
| STRIVE INC | 85000 | 62730 | CL A COM |
| ENSYSCE BIOSCIENCES INC | 12000 | 11040 | COM NEW |
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