13F Filings History of TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Latest 13F report
Q4 2025 - 24 Feb 2026
Value $
$159,760,817
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 86 stock holdings with total value $159,760,817 as of Q4 2025. Top holdings included DFAC, DFSD, DFGP, IVV, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 86 $159,760,817 +$13,665,001 -$7,888,489 +$5,776,512 DFAC, DFSD, DFGP, IVV, GOOGL 13F-HR 24 Feb 2026, 14:48
Q3 2025 86 $152,093,407 +$4,885,502 -$8,170,802 -$3,285,300 DFAC, DFSD, DFGP, DFCF, IEI 13F-HR 22 Oct 2025, 16:06
Q2 2025 90 $146,112,838 +$20,263,373 -$16,098,713 +$4,164,660 DFAC, DFSD, IEI, DFGP, DFCF 13F-HR 16 Jul 2025, 16:36
Q1 2025 90 $133,638,369 +$29,295,313 -$14,330,688 +$14,964,625 DFAC, DGCB, DFSD, DFCF, IEI 13F-HR 30 Apr 2025, 15:50
Q4 2024 80 $120,061,196 +$15,495,394 -$13,079,177 +$2,416,217 DFAC, DFSD, DFCF, SHV, GBIL 13F-HR 22 Jan 2025, 15:54
Q3 2024 82 $118,688,341 $0 $0 $0 DFSD, DFAC, DFCF, SHV, GBIL 13F-HR 04 Nov 2024, 16:33
Q1 2023 73 $99,497,335 +$61,847,714 -$61,014,673 +$833,041 MSFT, NVDA, AMZN, AAPL, TMO 13F-HR 26 Apr 2023, 14:38
Q3 2022 68 $94,116,000 +$31,032,160 -$55,112,277 -$24,080,117 SGOV, SHV, JPST, ICSH, VOO 13F-HR 31 Oct 2022, 16:36
Q2 2022 67 $121,506,000 +$38,976,489 -$76,228,529 -$37,252,040 JPST, TBLL, ICSH, SGOV, FTSM 13F-HR 02 Aug 2022, 12:46
Q1 2022 97 $174,081,000 +$74,968,501 -$84,739,088 -$9,770,587 SPY, VTV, JPST, TBLL, FTSM 13F-HR 27 Apr 2022, 15:02
Q4 2021 132 $187,651,000 +$68,405,528 -$30,408,479 +$37,997,049 VTV, XLG, AAPL, VBR, IGSB 13F-HR 20 Jan 2022, 13:13
Q3 2021 104 $139,531,000 +$39,972,670 -$46,510,411 -$6,537,741 XLG, BIL, JPST, IGSB, BSV 13F-HR 05 Nov 2021, 15:23
Q2 2021 112 $146,459,000 +$44,506,248 -$30,576,915 +$13,929,333 IGSB, JPST, BSV, IDV, VGT 13F-HR 21 Jul 2021, 15:14
Q1 2021 104 $126,440,000 +$46,589,312 -$41,031,453 +$5,557,859 VTV, VOO, IGSB, FLOT, BSV 13F-HR 19 May 2021, 13:18
Q4 2020 435 $117,522,000 $0 $0 $0 VOO, USIG, BIV, IGSB, AAPL 13F-HR 09 Mar 2021, 16:48