Institutional Fund
Tru Independence LLC
Portland, ORCIK 17854455 filings on record
Portfolio Value
$202.20M
Q1 2026
Holdings
102
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-49.0%
from $396.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust10.1%
- Fidelity Merrimack Str Tr8.9%
- First Tr Exchange Traded Fd8.7%
- First Tr Exchange-Traded Fd8.5%
- Dimensional ETF Trust7.4%
- Wisdomtree Tr5.3%
- Other51.1%
Portfolio Holdings
102 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 528.1K | $20.52M | 10.1% | +20.0K | Added |
| 2 | Fidelity Merrimack Str Tr | 394.2K | $17.98M | 8.9% | +18.5K | Added |
| 3 | First Tr Exchange Traded Fd | 257.4K | $17.58M | 8.7% | +10.2K | Added |
| 4 | First Tr Exchange-Traded Fd | 185.3K | $17.19M | 8.5% | +7.8K | Added |
| 5 | Dimensional ETF Trust | 385.4K | $15.01M | 7.4% | −3.9K | Reduced |
| 6 | Wisdomtree Tr | 199.0K | $10.63M | 5.3% | +15.6K | Added |
| 7 | Apple Inc | 35.4K | $8.97M | 4.4% | −2.9K | Reduced |
| 8 | Capital Group Growth ETF | 214.6K | $8.63M | 4.3% | +19.3K | Added |
| 9 | Harbor ETF Trust | 231.5K | $7.18M | 3.6% | −31.4K | Reduced |
| 10 | Wisdomtree Tr | 205.3K | $6.41M | 3.2% | +27.3K | Added |
92 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio