AI Portfolio Summary
In 2026 Q1, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC maintained a portfolio of 87 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 1.5%. The fund also reduced its exposure to ISHARES TR by 45.5%.
Total Positions
87
Quarter
2026 Q1
Top Holding
DFAC (10.9%)
Top 10 Concentration
45.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 87
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 10.85% | 11.08% |
#1
Prev: #1
|
6.5 | 6,802 | 1.5% |
P
S
|
453,945 | $17,640,289 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 4.48% | 4.38% |
#2
Prev: #2
|
3.8 | 6,013 | 4.1% |
P
S
|
151,987 | $7,277,148 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 4.15% | 4.03% |
#3
Prev: #3
|
3.2 | 5,837 | 4.9% |
P
S
|
124,897 | $6,743,189 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IVV
ISHARES TR
|
ETF | 4.02% | 3.82% |
#4
Prev: #4
|
4.1 | 1,095 | 12.3% |
P
S
|
10,014 | $6,541,245 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.98% | 3.75% |
#5
1
Prev: #6
|
4.1 | 1,449 | 14.9% |
P
S
|
11,205 | $6,467,302 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 3.89% | 3.73% |
#6
1
Prev: #7
|
2.1 | 5,943 | 4.9% |
P
S
|
126,491 | $6,318,225 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 3.67% | 3.64% |
#7
1
Prev: #8
|
2.0 | 4,877 | 3.6% |
P
S
|
141,458 | $5,972,375 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.48% | 3.25% |
#8
3
Prev: #11
|
3.9 | 4,663 | 20.7% |
P
S
|
27,143 | $5,653,073 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.44% | 3.77% |
#9
4
Prev: #5
|
1.9 | 154 | 0.8% |
P
S
|
19,419 | $5,584,128 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEI
ISHARES TR
|
ETF | 3.37% | 3.46% |
#10
1
Prev: #9
|
1.8 | -64 | -0.1% |
P
S
|
46,197 | $5,478,964 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEF
ISHARES TR
|
ETF | 3.34% | 3.42% |
#11
1
Prev: #10
|
1.8 | 129 | 0.2% |
P
S
|
56,911 | $5,431,586 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.93% | 3.13% |
#12
Prev: #12
|
2.2 | no change | no change |
P
S
|
9,951 | $4,768,519 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 2.92% | 2.65% |
#13
Prev: #13
|
3.2 | 10,143 | 12.6% |
P
S
|
90,590 | $4,751,491 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 2.56% | 2.49% |
#14
1
Prev: #15
|
1.5 | 1,592 | 1.4% |
P
S
|
117,224 | $4,164,969 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 2.51% | 2.55% |
#15
1
Prev: #14
|
1.5 | 4,057 | 3.8% |
P
S
|
111,011 | $4,080,764 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 1.97% | 1.88% |
#16
1
Prev: #17
|
1.3 | 117 | 0.1% |
P
S
|
91,394 | $3,202,453 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 1.90% | 1.94% |
#17
1
Prev: #16
|
1.8 | no change | no change |
P
S
|
30,831 | $3,088,958 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.85% | 1.16% |
#18
8
Prev: #26
|
3.7 | 7,318 | 73.9% |
P
S
|
17,227 | $3,004,561 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 1.79% | 1.72% |
#19
1
Prev: #18
|
2.7 | 3,241 | 6.4% |
P
S
|
53,826 | $2,913,854 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.60% | 1.13% |
#20
7
Prev: #27
|
3.6 | 3,270 | 87.3% |
P
S
|
7,017 | $2,597,483 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEUR
ISHARES TR
|
ETF | 1.56% | 1.56% |
#21
1
Prev: #20
|
1.1 | 1,057 | 3.0% |
P
S
|
36,142 | $2,539,698 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TLT
ISHARES TR
|
ETF | 1.42% | 1.44% |
#22
Prev: #22
|
1.1 | 241 | 0.9% |
P
S
|
26,551 | $2,301,706 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IJH
ISHARES TR
|
ETF | 1.39% | 1.33% |
#23
1
Prev: #24
|
1.1 | 1,210 | 3.7% |
P
S
|
33,517 | $2,263,403 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEMG
ISHARES INC
|
ETF | 1.33% | 1.26% |
#24
1
Prev: #25
|
1.0 | 986 | 3.3% |
P
S
|
30,962 | $2,159,600 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
APPLE INC
|
Technology | 1.32% | 1.40% |
#25
2
Prev: #23
|
1.0 | 237 | 2.9% |
P
S
|
8,479 | $2,151,885 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SHY
ISHARES TR
|
ETF | 1.18% | 1.61% |
#26
7
Prev: #19
|
0.5 | -7,897 | -25.4% |
P
S
|
23,208 | $1,916,285 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.91% | 0.90% |
#27
2
Prev: #29
|
0.9 | -340 | -1.4% |
P
S
|
23,682 | $1,478,952 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.88% | 0.94% |
#28
Prev: #28
|
2.4 | 227 | 10.0% |
P
S
|
2,490 | $1,424,604 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.86% | 0.81% |
#29
2
Prev: #31
|
0.8 | 871 | 2.3% |
P
S
|
39,131 | $1,400,107 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IJR
ISHARES TR
|
ETF | 0.83% | 0.79% |
#30
2
Prev: #32
|
0.8 | 333 | 3.2% |
P
S
|
10,882 | $1,352,741 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.83% | 0.83% |
#31
1
Prev: #30
|
0.8 | -658 | -1.9% |
P
S
|
34,158 | $1,347,189 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SHV
ISHARES TR
|
ETF | 0.82% | 1.53% |
#32
11
Prev: #21
|
0.3 | -10,069 | -45.5% |
P
S
|
12,077 | $1,333,180 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.80% | 0.78% |
#33
Prev: #33
|
2.8 | 5,688 | 34.8% |
P
S
|
22,010 | $1,299,250 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EPP
ISHARES INC
|
ETF | 0.78% | 0.73% |
#34
3
Prev: #37
|
0.8 | 818 | 3.5% |
P
S
|
23,935 | $1,271,906 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.78% | 0.77% |
#35
Prev: #35
|
0.8 | -401 | -1.1% |
P
S
|
36,614 | $1,265,014 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.74% | 0.75% |
#36
Prev: #36
|
0.8 | -1,036 | -2.8% |
P
S
|
35,656 | $1,207,306 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.73% | 0.72% |
#37
1
Prev: #38
|
0.8 | -112 | -0.5% |
P
S
|
24,511 | $1,187,823 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.72% | 0.71% |
#38
1
Prev: #39
|
0.8 | 662 | 1.8% |
P
S
|
36,552 | $1,177,705 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.72% | 0.69% |
#39
1
Prev: #40
|
2.3 | 2,444 | 5.9% |
P
S
|
44,133 | $1,173,055 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EWJ
ISHARES INC
|
ETF | 0.69% | 0.66% |
#40
1
Prev: #41
|
0.8 | 212 | 1.6% |
P
S
|
13,297 | $1,122,799 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.67% | 0.54% |
#41
4
Prev: #45
|
1.3 | no change | no change |
P
S
|
1,796 | $1,085,484 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.66% | 0.57% |
#42
2
Prev: #44
|
1.3 | no change | no change |
P
S
|
28,402 | $1,074,732 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.64% | 0.62% |
#43
1
Prev: #42
|
0.8 | 3 | 0.0% |
P
S
|
19,740 | $1,041,877 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.60% | 0.59% |
#44
1
Prev: #43
|
0.7 | -237 | -2.4% |
P
S
|
9,771 | $975,732 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ETHE
GRAYSCALE ETHER...
|
Unknown | 0.53% | 0.78% |
#45
11
Prev: #34
|
1.2 | no change | no change |
P
S
|
50,917 | $869,153 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.52% | 0.51% |
#46
Prev: #46
|
1.2 | no change | no change |
P
S
|
18,385 | $839,275 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.45% | 0.48% |
#47
Prev: #47
|
1.2 | no change | no change |
P
S
|
1,131 | $737,567 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.44% | 0.36% |
#48
3
Prev: #51
|
2.2 | 1,987 | 14.2% |
P
S
|
15,987 | $713,340 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CMF
ISHARES TR
|
ETF | 0.41% | 0.42% |
#49
Prev: #49
|
1.2 | no change | no change |
P
S
|
11,807 | $671,346 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EWC
ISHARES INC
|
ETF | 0.41% | 0.40% |
#50
Prev: #50
|
0.7 | 256 | 2.2% |
P
S
|
12,059 | $660,713 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 87 holdings