Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC (CIK 1849497) reported $162.6M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($17.6M, 10.85%), DFSD ($7.3M, 4.48%), DFGP ($6.7M, 4.15%), IVV ($6.5M, 4.02%), QQQ ($6.5M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $17.6M | 10.85% | 453,945 | Added |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $7.3M | 4.48% | 151,987 | Added |
| 3 | DFGP | DIMENSIONAL ETF TRUST | $6.7M | 4.15% | 124,897 | Added |
| 4 | IVV | ISHARES TR | $6.5M | 4.02% | 10,014 | Added |
| 5 | QQQ | INVESCO QQQ TR | $6.5M | 3.98% | 11,205 | Added |
| 6 | VTIP | VANGUARD MALVERN FDS | $6.3M | 3.89% | 126,491 | Added |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $6.0M | 3.67% | 141,458 | Added |
| 8 | AMZN | AMAZON COM INC | $5.7M | 3.48% | 27,143 | Added |
| 9 | GOOGL | ALPHABET INC | $5.6M | 3.44% | 19,419 | Added |
| 10 | IEI | ISHARES TR | $5.5M | 3.37% | 46,197 | Trimmed |
| 11 | IEF | ISHARES TR | $5.4M | 3.34% | 56,911 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.8M | 2.93% | 9,951 | Hold |
| 13 | DFGX | DIMENSIONAL ETF TRUST | $4.8M | 2.92% | 90,590 | Added |
| 14 | DFIC | DIMENSIONAL ETF TRUST | $4.2M | 2.56% | 117,224 | Added |
| 15 | DUHP | DIMENSIONAL ETF TRUST | $4.1M | 2.51% | 111,011 | Added |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $3.2M | 1.97% | 91,394 | Added |
| 17 | GBIL | GOLDMAN SACHS ETF TR | $3.1M | 1.90% | 30,831 | Hold |
| 18 | NVDA | NVIDIA CORPORATION | $3.0M | 1.85% | 17,227 | Added |
| 19 | DGCB | DIMENSIONAL ETF TRUST | $2.9M | 1.79% | 53,826 | Added |
| 20 | MSFT | MICROSOFT CORP | $2.6M | 1.60% | 7,017 | Added |
| 21 | IEUR | ISHARES TR | $2.5M | 1.56% | 36,142 | Added |
| 22 | TLT | ISHARES TR | $2.3M | 1.42% | 26,551 | Added |
| 23 | IJH | ISHARES TR | $2.3M | 1.39% | 33,517 | Added |
| 24 | IEMG | ISHARES INC | $2.2M | 1.33% | 30,962 | Added |
| 25 | AAPL | APPLE INC | $2.2M | 1.32% | 8,479 | Added |
Source: SEC Form 13F filings · as of 2026-03-31