Sponsored

The Analysis of TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Holdings & P&L

Currently, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC holds 82 types of securities in its portfolio with a total value $162.6M. In the most recent quarter, they have increased their positions in NVDA (+7.3K shares, valued at $1.3M), MSFT (+3.3K shares, valued at $1.2M), AMZN (+4.7K shares, valued at $971.2K); decreased their positions in SHV (-10.1K shares, valued at $1.1M), SHY (-7.9K shares, valued at $652.1K), ASTS (-4.9K shares, valued at $402.7K); initiated new positions in OPTX (+10.0K shares, valued at $70.3K).

1M P&L

+3.0M+2.03%

3M P&L

+4.3M+2.88%

HY P&L

+10.3M+7.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.2M

86.0%

2Internet Retail5.7M

3.9%

3Semiconductors3.3M

2.3%

Top Industries by Stock Count

1N/A57 stocks

76.0%

2Entertainment2 stocks

2.7%

3Semiconductors2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST453.9K shares1.52%2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST152.0K shares4.12%2026-03-312026-04-22

DFGP DIMENSIONAL ETF TRUST124.9K shares4.90%2026-03-312026-04-22

IVV ISHARES TR10.0K shares12.28%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR11.2K shares14.85%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS126.5K shares4.93%2026-03-312026-04-22

DFCF DIMENSIONAL ETF TRUST141.5K shares3.57%2026-03-312026-04-22

AMZN AMAZON COM INC27.1K shares20.74%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC19.4K shares0.80%2026-03-312026-04-22

IEI ISHARES TR46.2K shares-0.14%2026-03-312026-04-22

IEF ISHARES TR56.9K shares0.23%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.0K shares0.00%2026-03-312026-04-22

DFGX DIMENSIONAL ETF TRUST90.6K shares12.61%2026-03-312026-04-22

DFIC DIMENSIONAL ETF TRUST117.2K shares1.38%2026-03-312026-04-22

DUHP DIMENSIONAL ETF TRUST111.0K shares3.79%2026-03-312026-04-22

DFSV DIMENSIONAL ETF TRUST91.4K shares0.13%2026-03-312026-04-22

Sponsored

GBIL GOLDMAN SACHS ETF TR30.8K shares0.00%2026-03-312026-04-22

NVDA NVIDIA CORPORATION17.2K shares73.85%2026-03-312026-04-22

DGCB DIMENSIONAL ETF TRUST53.8K shares6.41%2026-03-312026-04-22

MSFT MICROSOFT CORP7.0K shares87.27%2026-03-312026-04-22

IEUR ISHARES TR36.1K shares3.01%2026-03-312026-04-22

TLT ISHARES TR26.6K shares0.92%2026-03-312026-04-22

IJH ISHARES TR33.5K shares3.75%2026-03-312026-04-22

IEMG ISHARES INC31.0K shares3.29%2026-03-312026-04-22

Sponsored

AAPL APPLE INC8.5K shares2.88%2026-03-312026-04-22

SHY ISHARES TR23.2K shares-25.39%2026-03-312026-04-22

DFAT DIMENSIONAL ETF TRUST23.7K shares-1.42%2026-03-312026-04-22

META META PLATFORMS INC2.5K shares10.03%2026-03-312026-04-22

DFEV DIMENSIONAL ETF TRUST39.1K shares2.28%2026-03-312026-04-22

IJR ISHARES TR10.9K shares3.16%2026-03-312026-04-22

DISV DIMENSIONAL ETF TRUST34.2K shares-1.89%2026-03-312026-04-22

SHV ISHARES TR12.1K shares-45.47%2026-03-312026-04-22

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN22.0K shares34.85%2026-03-312026-04-22

EPP ISHARES INC23.9K shares3.54%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST36.6K shares-1.08%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST35.7K shares-2.82%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST24.5K shares-0.45%2026-03-312026-04-22

DIHP DIMENSIONAL ETF TRUST36.6K shares1.84%2026-03-312026-04-22

DFGR DIMENSIONAL ETF TRUST44.1K shares5.86%2026-03-312026-04-22

EWJ ISHARES INC13.3K shares1.62%2026-03-312026-04-22

Sponsored

LMT LOCKHEED MARTIN CORP1.8K shares0.00%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L28.4K shares0.00%2026-03-312026-04-22

DFIV DIMENSIONAL ETF TRUST19.7K shares0.02%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR9.8K shares-2.37%2026-03-312026-04-22

ETHE GRAYSCALE ETHEREUM STAKING E50.9K shares0.00%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS18.4K shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-22

ETFS GOLD TR ETFS GOLD TR16.0K shares14.19%2026-03-312026-04-22

Sponsored

CMF ISHARES TR11.8K shares0.00%2026-03-312026-04-22

EWC ISHARES INC12.1K shares2.17%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST14.6K shares0.03%2026-03-312026-04-22

WMT WALMART INC4.3K shares0.00%2026-03-312026-04-22

DFIP DIMENSIONAL ETF TRUST12.2K shares0.00%2026-03-312026-04-22

VV VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-22

KBA KRANESHARES TRUST16.3K shares0.00%2026-03-312026-04-22

GSST GOLDMAN SACHS ETF TR9.5K shares0.00%2026-03-312026-04-22

Sponsored

SUB ISHARES TR4.4K shares0.00%2026-03-312026-04-22

SPMD SPDR SERIES TRUST7.9K shares0.00%2026-03-312026-04-22

CALI BLACKROCK ETF TRUST II9.1K shares0.00%2026-03-312026-04-22

ASTS AST SPACEMOBILE INC5.1K shares-48.59%2026-03-312026-04-22

BSVO EA SERIES TRUST16.8K shares-6.22%2026-03-312026-04-22

SCHE SCHWAB STRATEGIC TR11.9K shares0.00%2026-03-312026-04-22

DUSB DIMENSIONAL ETF TRUST7.2K shares7.37%2026-03-312026-04-22

ZM ZOOM COMMUNICATIONS INC4.5K shares0.00%2026-03-312026-04-22

Sponsored

TSLA TESLA INC978 shares118.79%2026-03-312026-04-22

SLQD ISHARES TR6.6K shares0.00%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR3.6K shares0.00%2026-03-312026-04-22

MINT PIMCO ETF TR3.1K shares0.00%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC5.2K shares0.00%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD1.4K shares0.00%2026-03-312026-04-22

NU NU HLDGS LTD20.1K shares0.59%2026-03-312026-04-22

NFLX NETFLIX INC.3.0K shares29.05%2026-03-312026-04-22

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF5.0K shares0.00%2026-03-312026-04-22

GLD SPDR GOLD TR619 shares0.00%2026-03-312026-04-22

XAR SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-04-22

SPYM SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-04-22

QCOM QUALCOMM INC1.9K shares0.00%2026-03-312026-04-22

ROKU ROKU INC2.3K shares0.00%2026-03-312026-04-22

NAD NUVEEN QUALITY MUNCP INCOME16.0K shares0.00%2026-03-312026-04-22

MIST MILESTONE PHARMACEUTICALS IN100.0K shares0.00%2026-03-312026-04-22

Sponsored

OPTX SYNTEC OPTICS HLDGS INC10.0K sharesnew addition2026-03-312026-04-22

ENSYSCE BIOSCIENCES INC ENSYSCE BIOSCIENCES INC13.0K shares8.33%2026-03-312026-04-22

DFAC

DIMENSIONAL ETF TRUST

1.52%

Shares453.9K

Event2026-03-31

Filed2026-04-22

DFSD

DIMENSIONAL ETF TRUST

4.12%

Shares152.0K

Event2026-03-31

Filed2026-04-22

DFGP

DIMENSIONAL ETF TRUST

4.90%

Shares124.9K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

12.28%

Shares10.0K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

14.85%

Shares11.2K

Event2026-03-31

Filed2026-04-22

VTIP

VANGUARD MALVERN FDS

4.93%

Shares126.5K

Event2026-03-31

Filed2026-04-22

DFCF

DIMENSIONAL ETF TRUST

3.57%

Shares141.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

20.74%

Shares27.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.80%

Shares19.4K

Event2026-03-31

Filed2026-04-22

IEI

ISHARES TR

-0.14%

Shares46.2K

Event2026-03-31

Filed2026-04-22

IEF

ISHARES TR

0.23%

Shares56.9K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-22

DFGX

DIMENSIONAL ETF TRUST

12.61%

Shares90.6K

Event2026-03-31

Filed2026-04-22

DFIC

DIMENSIONAL ETF TRUST

1.38%

Shares117.2K

Event2026-03-31

Filed2026-04-22

DUHP

DIMENSIONAL ETF TRUST

3.79%

Shares111.0K

Event2026-03-31

Filed2026-04-22

DFSV

DIMENSIONAL ETF TRUST

0.13%

Shares91.4K

Event2026-03-31

Filed2026-04-22

GBIL

GOLDMAN SACHS ETF TR

0.00%

Shares30.8K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

73.85%

Shares17.2K

Event2026-03-31

Filed2026-04-22

DGCB

DIMENSIONAL ETF TRUST

6.41%

Shares53.8K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

87.27%

Shares7.0K

Event2026-03-31

Filed2026-04-22

IEUR

ISHARES TR

3.01%

Shares36.1K

Event2026-03-31

Filed2026-04-22

TLT

ISHARES TR

0.92%

Shares26.6K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

3.75%

Shares33.5K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

3.29%

Shares31.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

2.88%

Shares8.5K

Event2026-03-31

Filed2026-04-22

SHY

ISHARES TR

-25.39%

Shares23.2K

Event2026-03-31

Filed2026-04-22

DFAT

DIMENSIONAL ETF TRUST

-1.42%

Shares23.7K

Event2026-03-31

Filed2026-04-22