All Stocks Held By tru Independence LLC

As of 03/31/2024, we find all stocks held by tru Independence LLC to be as follows, presented in the table below with each row detailing each tru Independence LLC position, ordered by largest to smallest position size. The all-stocks-held-by-tru Independence LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by tru Independence LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFAI)	398,778	-85,065	$12,051
DFAI	398,778	-85,065	$12,051
FIRST TR EXCHANGE TRADED FD (FTCS)	122,950	-33,210	$10,531
FTCS	122,950	-33,210	$10,531
FIDELITY MERRIMACK STR TR	186,540	+186,540	$8,452
FBND	186,540	+186,540	$8,452
GENERAL MTRS CO	182,064	-6,725	$8,257
GM	182,064	-6,725	$8,257
DIMENSIONAL ETF TRUST (DFAC)	251,275	+97,599	$8,028
DFAC	251,275	+97,599	$8,028
ALLSTATE CORP	46,172	-1,230	$7,988
ALL	46,172	-1,230	$7,988
BANK AMERICA CORP	207,754	-4,169	$7,878
BAC	207,754	-4,169	$7,878
JPMORGAN CHASE & CO	37,695	-1,090	$7,550
JPM	37,695	-1,090	$7,550
FIRST TR EXCHANGE TRADED FD (RDVY)	130,761	+21,436	$7,345
RDVY	130,761	+21,436	$7,345
WELLS FARGO CO NEW	126,470	-5,659	$7,330
WFC	126,470	-5,659	$7,330
TRAVELERS COMPANIES INC	31,685	-700	$7,292
TRV	31,685	-700	$7,292
SIMON PPTY GROUP INC NEW	45,930	-4,010	$7,188
SPG	45,930	-4,010	$7,188
TRIUMPH GROUP INC NEW	469,900	-13,275	$7,067
TGI	469,900	-13,275	$7,067
MERCK & CO INC	51,610	-1,249	$6,810
MRK	51,610	-1,249	$6,810
FORD MTR CO DEL	493,475	-10,775	$6,553
F	493,475	-10,775	$6,553
BOEING CO	33,718	-258	$6,507
BA	33,718	-258	$6,507
CLEVELAND CLIFFS INC NEW	277,660	-6,288	$6,314
CLF	277,660	-6,288	$6,314
CORNING INC	188,186	-2,151	$6,203
GLW	188,186	-2,151	$6,203
APPLE INC	35,061	-343	$6,012
AAPL	35,061	-343	$6,012
FEDEX CORP	20,510	-600	$5,943
FDX	20,510	-600	$5,943
CVS HEALTH CORP	72,784	-690	$5,805
CVS	72,784	-690	$5,805
O I GLASS INC	342,263	-7,350	$5,678
OI	342,263	-7,350	$5,678
VERIZON COMMUNICATIONS INC	135,177	-3,985	$5,672
VZ	135,177	-3,985	$5,672
UNITED AIRLS HLDGS INC	118,230	+353	$5,661
UAL	118,230	+353	$5,661
GRAPHIC PACKAGING HLDG CO	188,950	-6,613	$5,514
GPK	188,950	-6,613	$5,514
KIMCO RLTY CORP	280,612	-5,387	$5,503
KIM	280,612	-5,387	$5,503
SHELL PLC	81,116	-1,503	$5,438
SHEL	81,116	-1,503	$5,438
WISDOMTREE TR	130,064	+130,064	$5,346
QGRW	130,064	+130,064	$5,346
LYONDELLBASELL INDUSTRIES N	52,051	-1,517	$5,324
LYB	52,051	-1,517	$5,324
ALBERTSONS COS INC	243,205	-11,337	$5,214
ACI	243,205	-11,337	$5,214
UNILEVER PLC	103,887	-1,350	$5,214
UL	103,887	-1,350	$5,214
TRUIST FINL CORP	132,895	-1,124	$5,180
TFC	132,895	-1,124	$5,180
DIMENSIONAL ETF TRUST (DFAE)	209,419	-51,240	$5,177
DFAE	209,419	-51,240	$5,177
CHEVRON CORP NEW	32,749	+32,749	$5,166
CVX	32,749	+32,749	$5,166
ENERGIZER HLDGS INC NEW	172,673	-2,505	$5,083
ENR	172,673	-2,505	$5,083
COMERICA INC	88,093	-540	$4,844
CMA	88,093	-540	$4,844
UNITED PARCEL SERVICE INC	32,593	-375	$4,844
UPS	32,593	-375	$4,844
AT&T INC	269,796	-3,541	$4,748
T	269,796	-3,541	$4,748
DOW INC	79,316	-2,188	$4,595
DOW	79,316	-2,188	$4,595
MICROSOFT CORP	10,841	-359	$4,561
MSFT	10,841	-359	$4,561
VANGUARD WHITEHALL FDS (VYM)	37,639	-610	$4,554
VYM	37,639	-610	$4,554
TOTALENERGIES SE	66,131	-2,200	$4,552
TTE	66,131	-2,200	$4,552
ALASKA AIR GROUP INC	105,500	-1,692	$4,535
ALK	105,500	-1,692	$4,535
CISCO SYS INC	85,239	-484	$4,254
CSCO	85,239	-484	$4,254
JOHNSON & JOHNSON	26,467	-267	$4,187
JNJ	26,467	-267	$4,187
BERRY GLOBAL GROUP INC	69,185	-2,064	$4,184
BERY	69,185	-2,064	$4,184
BP PLC	104,620	-271	$3,942
BP	104,620	-271	$3,942
TYSON FOODS INC	64,370	-852	$3,780
TSN	64,370	-852	$3,780
BRIXMOR PPTY GROUP INC	124,760	+1,650	$2,926
BRX	124,760	+1,650	$2,926
DIMENSIONAL ETF TRUST (DUHP)	88,354	+88,354	$2,793
DUHP	88,354	+88,354	$2,793
FIRST TR EXCHANGE TRAD FD VI (FTGC)	102,804	+32,861	$2,439
FTGC	102,804	+32,861	$2,439
ENOVIX CORPORATION	303,435	+1,712	$2,431
ENVX	303,435	+1,712	$2,431
ASSOCIATED BANC CORP	106,100	-325	$2,282
ASB	106,100	-325	$2,282
ISHARES TR (IVV)	3,774	-120	$1,984
IVV	3,774	-120	$1,984
FIRST TR EXCHANGE TRADED FD (HISF)	42,343	+42,343	$1,873
HISF	42,343	+42,343	$1,873
VANGUARD WORLD FD (VGT)	3,526	-76	$1,849
VGT	3,526	-76	$1,849
WALGREENS BOOTS ALLIANCE INC	78,020	-8,577	$1,692
WBA	78,020	-8,577	$1,692
FIRST TR VALUE LINE DIVID IN (FVD)	38,571	-69,055	$1,629
FVD	38,571	-69,055	$1,629
JANUS DETROIT STR TR	31,121	+25,118	$1,579
JAAA	31,121	+25,118	$1,579
FIRST TR EXCHNG TRADED FD VI (UCON)	58,059	-26,486	$1,428
UCON	58,059	-26,486	$1,428
BERKSHIRE HATHAWAY INC DEL			$1,356
BRK.B	3,224	UNCH	$1,356
MAXEON SOLAR TECHNOLOGIES LT	404,780	-4,412	$1,348
MAXN	404,780	-4,412	$1,348
META PLATFORMS INC	2,665	+1	$1,294
META	2,665	+1	$1,294
FIRST TR EXCHANGE TRADED FD (SDVY)	29,021	+2,618	$1,011
SDVY	29,021	+2,618	$1,011
DIMENSIONAL ETF TRUST (DFUV)	23,485	+53	$961
DFUV	23,485	+53	$961
SPDR S&P 500 ETF TR (SPY)	1,818	-444	$951
SPY	1,818	-444	$951
FIRST TR MORNINGSTAR DIVID L (FDL)	22,765	-481	$876
FDL	22,765	-481	$876
ISHARES TR (EFA)	10,398	-714	$830
EFA	10,398	-714	$830
ISHARES TR (IEFA)	10,820	-2,321	$803
IEFA	10,820	-2,321	$803
ISHARES INC (IEMG)	15,117	-1,941	$780
IEMG	15,117	-1,941	$780
SELECT SECTOR SPDR TR (XLV)	4,697	-6,872	$694
XLV	4,697	-6,872	$694
MCDONALDS CORP	2,203	+10	$621
MCD	2,203	+10	$621
PROSHARES TR (REGL)	7,364	-6	$579
REGL	7,364	-6	$579
ISHARES TR (IVW)	6,445	-280	$544
IVW	6,445	-280	$544
AMAZON COM INC	2,851	-142	$514
AMZN	2,851	-142	$514
CAPITAL GROUP INTL FOCUS EQT	19,505	UNCH	$503
CGXU	19,505	UNCH	$503
SELECT SECTOR SPDR TR (XLY)	2,712	-88	$499
XLY	2,712	-88	$499
VANGUARD WORLD FD (VIS)	2,020	-91	$493
VIS	2,020	-91	$493
VANGUARD INDEX FDS (VOO)	1,002	UNCH	$482
VOO	1,002	UNCH	$482
ALPHABET INC	3,150	UNCH	$480
GOOG	3,150	UNCH	$480
CAPITAL ONE FINL CORP	3,061	-6	$456
COF	3,061	-6	$456
VANGUARD INDEX FDS (VTV)	2,802	-64	$456
VTV	2,802	-64	$456
SELECT SECTOR SPDR TR (XLF)	10,567	-502	$445
XLF	10,567	-502	$445
FIRST TR NAS100 EQ WEIGHTED (QQEW)	3,380	+196	$419
QQEW	3,380	+196	$419
FIRST TR EXCHANGE TRADED FD (FDN)	1,919	-68	$394
FDN	1,919	-68	$394
VANGUARD WORLD FD (VFH)	3,754	+14	$384
VFH	3,754	+14	$384
WEST PHARMACEUTICAL SVSC INC	954	-3	$378
WST	954	-3	$378
LOCKHEED MARTIN CORP	807	-1	$367
LMT	807	-1	$367
FIRST TR EXCHANGE TRADED FD (FTSM)	6,069	-58,715	$362
FTSM	6,069	-58,715	$362
DIMENSIONAL ETF TRUST (DFAU)	9,825	+20	$359
DFAU	9,825	+20	$359
VANGUARD INDEX FDS (VUG)	1,043	+1	$359
VUG	1,043	+1	$359
VANGUARD INDEX FDS (VTI)	1,300	-10	$338
VTI	1,300	-10	$338
CAPITAL GROUP CORE EQUITY ET	10,830	+552	$337
CGUS	10,830	+552	$337
CAPITAL GRP FIXED INCM ETF T (CGCP)	14,877	-19,676	$334
CGCP	14,877	-19,676	$334
VANGUARD SPECIALIZED FUNDS (VIG)	1,681	+3	$307
VIG	1,681	+3	$307
SELECT SECTOR SPDR TR (XLI)	2,423	+7	$305
XLI	2,423	+7	$305
SELECT SECTOR SPDR TR (XLE)	3,224	-33,093	$304
XLE	3,224	-33,093	$304
FIRST TR EXCHANGE TRADED FD (KNG)	5,608	-50,798	$301
KNG	5,608	-50,798	$301
ISHARES TR (AGG)	2,927	+2,927	$287
AGG	2,927	+2,927	$287
BALL CORP	4,216	UNCH	$284
BALL	4,216	UNCH	$284
CAPITAL GROUP DIVIDEND VALUE	8,741	-266	$284
CGDV	8,741	-266	$284
VANGUARD WHITEHALL FDS (VIGI)	3,329	+8	$271
VIGI	3,329	+8	$271
VANGUARD WORLD FD (VDC)	1,247	-73	$255
VDC	1,247	-73	$255
TRANE TECHNOLOGIES PLC	820	+820	$246
TT	820	+820	$246
PROSHARES TR (SMDV)	3,769	-1,157	$241
SMDV	3,769	-1,157	$241
FIRST TR EXCHANGE TRADED FD (CIBR)	4,119	+4,119	$232
CIBR	4,119	+4,119	$232
DIMENSIONAL ETF TRUST (DFAT)	4,229	-5,965	$230
DFAT	4,229	-5,965	$230
ELI LILLY & CO	259	+259	$201
LLY	259	+259	$201
ISHARES TR			$0 (exited)
IJR	0	-2,505	$0
ISHARES TR			$0 (exited)
LQD	0	-1,826	$0
SOUTHWEST AIRLS CO			$0 (exited)
LUV	0	-109,078	$0
AMERICAN CENTY ETF TR			$0 (exited)
MUSI	0	-6,913	$0
INNOVATOR ETFS TR			$0 (exited)
PAUG	0	-29,681	$0
INNOVATOR ETFS TR			$0 (exited)
PFEB	0	-30,011	$0
INNOVATOR ETFS TR			$0 (exited)
PMAY	0	-31,219	$0
INNOVATOR ETFS TR	0	-28,336	$0 (exited)
PNOV	0	-28,336	$0

See Summary: tru Independence LLC Top Holdings
See Details: Top 10 Stocks Held By tru Independence LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
FBND	+186,540	+$8,452
QGRW	+130,064	+$5,346
CVX	+32,749	+$5,166
DUHP	+88,354	+$2,793
HISF	+42,343	+$1,873
AGG	+2,927	+$287
TT	+820	+$246
CIBR	+4,119	+$232
LLY	+259	+$201

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
LUV	-109,078	-$3,150
PAUG	-29,681	-$990
PMAY	-31,219	-$983
PFEB	-30,011	-$980
PNOV	-28,336	-$976
MUSI	-6,913	-$301
IJR	-2,505	-$271
LQD	-1,826	-$202

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFAC	+97,599	+$3,536
FTGC	+32,861	+$869
JAAA	+25,118	+$1,277
RDVY	+21,436	+$1,696
SDVY	+2,618	+$146
ENVX	+1,712	-$1,347
BRX	+1,650	+$61
CGUS	+552	+$46
UAL	+353	+$797
QQEW	+196	+$45

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFAI	-85,065	-$1,806
FVD	-69,055	-$2,736
FTSM	-58,715	-$3,503
DFAE	-51,240	-$1,107
KNG	-50,798	-$2,614
FTCS	-33,210	-$1,968
XLE	-33,093	-$2,741
UCON	-26,486	-$664
CGCP	-19,676	-$450

tru Independence LLC Info

Size ($ in 1000's)
At 03/31/2024: $339,514
At 12/31/2023: $329,437

tru Independence LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from tru Independence LLC 13F filings. Link to 13F filings: SEC filings

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