tru Independence LLC - Portfolio overview

tru Independence LLC has 137 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 5.61%
2. FBND - FIDELITY MERRIMACK STR TR, 4.92%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 4.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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