• 13F History

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$120M
Signature - Title
Michelle Eldridge - SR. COMPLIANCE OFFICER
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported 80 stock holdings with total value $120M as of Q4 2024. Top holdings included DFAC, DFSD, DFCF, SHV, and GBIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 80 $120M +$15.5M -$13.1M +$2.42M DFAC, DFSD, DFCF, SHV, GBIL 13F-HR 1/22/2025, 03:54 PM
Q3 2024 82 $119M $0 $0 DFSD, DFAC, DFCF, SHV, GBIL 13F-HR 11/4/2024, 04:33 PM
Q1 2023 73 $99.5M +$61.8M -$16.7M +$45.2M MSFT, NVDA, AMZN, AAPL, TMO 13F-HR 4/26/2023, 02:38 PM
Q3 2022 68 $94.1M +$31M -$14.1M +$16.9M SGOV, SHV, JPST, ICSH, VOO 13F-HR 10/31/2022, 04:36 PM
Q2 2022 67 $122M +$39M -$31.4M +$7.6M JPST, TBLL, ICSH, SGOV, FTSM 13F-HR 8/2/2022, 12:46 PM
Q1 2022 97 $174M +$75M -$32.5M +$42.4M SPY, VTV, JPST, TBLL, FTSM 13F-HR 4/27/2022, 03:02 PM
Q4 2021 130 $188M +$68.4M -$22.4M +$46M VTV, XLG, AAPL, VBR, IGSB 13F-HR 1/20/2022, 12:13 PM
Q3 2021 102 $140M +$40M -$46.5M -$6.54M XLG, BIL, JPST, IGSB, BSV 13F-HR 11/5/2021, 03:23 PM
Q2 2021 112 $146M +$44.5M -$30.6M +$13.9M IGSB, JPST, BSV, IDV, VGT 13F-HR 7/21/2021, 03:14 PM
Q1 2021 104 $126M +$46.6M -$41M +$5.56M VTV, VOO, IGSB, FLOT, BSV 13F-HR 5/19/2021, 01:18 PM
Q4 2020 418 $118M VOO, USIG, BIV, IGSB, AAPL 13F-HR 3/9/2021, 03:48 PM