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 LLC (CIK 1785445) reported $202.2M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($20.5M, 10.15%), FBND ($18.0M, 8.89%), RDVY ($17.6M, 8.69%), FTCS ($17.2M, 8.50%), DFAI ($15.0M, 7.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $20.5M | 10.15% | 528,063 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $18.0M | 8.89% | 394,207 | Added |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | $17.6M | 8.69% | 257,442 | Added |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | $17.2M | 8.50% | 185,321 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $15.0M | 7.42% | 385,357 | Trimmed |
| 6 | QGRW | WISDOMTREE TR | $10.6M | 5.26% | 199,034 | Added |
| 7 | AAPL | APPLE INC | $9.0M | 4.44% | 35,352 | Trimmed |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $8.6M | 4.27% | 214,628 | Added |
| 9 | HGER | HARBOR ETF TRUST | $7.2M | 3.55% | 231,524 | Trimmed |
| 10 | XC | WISDOMTREE TR | $6.4M | 3.17% | 205,292 | Added |
| 11 | AIRR | FIRST TR EXCHANGE TRADED FD | $5.7M | 2.84% | 51,836 | Trimmed |
| 12 | FESM | FIDELITY COVINGTON TRUST | $5.0M | 2.47% | 131,354 | Added |
| 13 | INCO | COLUMBIA ETF TR II | $4.7M | 2.32% | 85,265 | Added |
| 14 | HISF | FIRST TR EXCHANGE-TRADED FD | $3.1M | 1.56% | 70,968 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.7M | 1.35% | 7,376 | Trimmed |
| 16 | IVV | ISHARES TR | $2.7M | 1.32% | 4,091 | Trimmed |
| 17 | JAAA | JANUS DETROIT STR TR | $2.7M | 1.32% | 52,951 | Added |
| 18 | VGT | VANGUARD WORLD FD | $2.4M | 1.16% | 3,368 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.13% | 4,784 | Trimmed |
| 20 | FVD | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.65% | 27,989 | Trimmed |
| 21 | SPLG | SPDR SERIES TRUST | $1.3M | 0.64% | 17,000 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.61% | 4,200 | Trimmed |
| 23 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.1M | 0.57% | 29,137 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $1.1M | 0.54% | 3,419 | Added |
| 25 | MCD | MCDONALDS CORP | $1.1M | 0.54% | 3,490 | Added |
Source: SEC Form 13F filings · as of 2026-03-31