Investor
tru Independence LLC
CIK 0001785445 · filed 2026-04-22 · SEC filing
13F book
$202.2M
Positions
102
7 new · 37 sold
Largest name
10.1%
Dimensional Etf Trust
Est. mark
−$3.82M
Price effect on 95 names still held. Flow −$190.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 528.1K | $20.5M | 10.1% | −$370.9K | Added$407.4K |
| Fidelity Merrimack Str Tr | — | 394.2K | $18M | 8.9% | −$157.8K | Added$684.6K |
| First Tr Exchange Traded Fd | — | 257.4K | $17.6M | 8.7% | −$294.2K | Added$402.1K |
| First Tr Exchange-Traded Fd | — | 185.3K | $17.2M | 8.5% | $44.1K | Added$763.4K |
| Dimensional Etf Trust | — | 385.4K | $15M | 7.4% | $327.5K | Cut$180.3K |
| Wisdomtree Tr | — | 199K | $10.6M | 5.3% | −$961K | Added−$125.3K |
| Apple Inc. | AAPL | 35.4K | $8.97M | 4.4% | −$638.8K | Cut−$1.41M |
| Capital Group Growth Etf | — | 214.6K | $8.63M | 4.3% | −$836.1K | Added−$61.7K |
| Harbor Etf Trust | — | 231.5K | $7.18M | 3.6% | $1.43M | Cut$653K |
| Wisdomtree Tr | — | 205.3K | $6.41M | 3.2% | −$221.5K | Added$631.6K |
| First Tr Exchange Traded Fd | — | 51.8K | $5.74M | 2.8% | $645.8K | Cut$381.2K |
| Fidelity Covington Trust | — | 131.4K | $4.99M | 2.5% | $27.6K | Added$247.7K |
| Columbia Etf Tr Ii | — | 85.3K | $4.69M | 2.3% | −$691.4K | Added$133.1K |
| First Tr Exchange-Traded Fd | — | 71K | $3.15M | 1.6% | −$59.3K | Added$184.4K |
| Microsoft Corp | MSFT | 7.38K | $2.73M | 1.4% | −$836.7K | Cut−$4.71M |
| Ishares Tr | — | 4.09K | $2.67M | 1.3% | −$129.8K | Cut−$229.8K |
| Janus Detroit Str Tr | — | 53K | $2.67M | 1.3% | −$9.21K | Added$444.9K |
| Vanguard World Fd | — | 3.37K | $2.35M | 1.2% | −$188.7K | Cut−$408.8K |
| Berkshire Hathaway Inc Del | — | 4.78K | $2.29M | 1.1% | −$112.2K | Cut−$201.7K |
| First Tr Exchange-Traded Fd | — | 28K | $1.32M | 0.7% | $26.6K | Cut−$95K |
| Spdr Series Trust | — | 17K | $1.3M | 0.6% | −$54.3K | Added$117.8K |
| Jpmorgan Chase & Co. | — | 4.2K | $1.24M | 0.6% | −$118K | Cut−$7.66M |
| First Tr Exchange-Traded Fd | — | 29.1K | $1.15M | 0.6% | $32.4K | Cut$3.77K |
| Vanguard Index Fds | — | 3.42K | $1.1M | 0.5% | −$47K | Added$3.38K |
| Mcdonalds Corp | MCD | 3.49K | $1.08M | 0.5% | $17.9K | Added$21.6K |
| Nvidia Corp | NVDA | 5.8K | $1.01M | 0.5% | −$61.1K | Added$69.8K |
| Bank America Corp | — | 19.2K | $934.8K | 0.5% | −$119.8K | Cut−$8.41M |
| Amazon Com Inc | AMZN | 4.47K | $930.1K | 0.5% | −$100.7K | Cut−$133.9K |
| Vanguard Index Fds | — | 4.65K | $911.7K | 0.5% | $24.1K | Cut$19.2K |
| Dimensional Etf Trust | — | 18.5K | $894.4K | 0.4% | $34.4K | Added$36.1K |
| First Tr Exchange-Traded Fd | — | 17.1K | $869.3K | 0.4% | $110.5K | Added$110.9K |
| Capital Group Core Balanced | — | 24.2K | $833.7K | 0.4% | −$10.3K | Added$437.8K |
| Ishares Inc | — | 11.3K | $789.9K | 0.4% | $28.6K | Cut−$107.6K |
| Ishares Tr | — | 8.21K | $743.2K | 0.4% | $8.73K | Cut−$191.6K |
| Dimensional Etf Trust | — | 19.9K | $731.3K | 0.4% | −$25.3K | Cut−$268.8K |
| Ishares Tr | — | 6.43K | $727.5K | 0.4% | −$64.9K | Added−$61.7K |
| Ishares Tr | — | 7.3K | $709.5K | 0.4% | $8.03K | Cut−$27.9K |
| Alphabet Inc | — | 2.27K | $652K | 0.3% | −$52K | Added$9.79K |
| Meta Platforms, Inc. | META | 1.1K | $627K | 0.3% | −$96.5K | Cut−$1.09M |
| Capital One Finl Corp | — | 3.19K | $581.3K | 0.3% | −$191.1K | Cut−$198.4K |
| Capital Group Core Equity Et | — | 14.9K | $571.3K | 0.3% | −$24.4K | Added$29K |
| Lockheed Martin Corp | LMT | 890 | $538.1K | 0.3% | $105.9K | Added$115K |
| Select Sector Spdr Tr | — | 3.66K | $536.6K | 0.3% | −$30K | Cut−$101.7K |
| Select Sector Spdr Tr | — | 4.88K | $531.2K | 0.3% | −$50.9K | Cut−$149.6K |
| Capital Group Intl Focus Eqt | — | 18K | $531.2K | 0.3% | −$1.08K | Cut−$3.86K |
| Vanguard Index Fds | — | 878 | $524.9K | 0.3% | −$25.9K | Cut−$46.6K |
| Dimensional Etf Trust | — | 15.3K | $519.7K | 0.3% | $19.8K | Cut−$55.5K |
| Proshares Tr | — | 5.77K | $498.5K | 0.2% | $12.6K | Cut$6.15K |
| Exxon Mobil Corp | — | 2.88K | $487.9K | 0.2% | $141.9K | Cut$129.3K |
| Vanguard World Fd | — | 1.55K | $483.8K | 0.2% | $21.7K | Cut−$141.8K |
| Wells Fargo Co New | — | 6.04K | $479.8K | 0.2% | −$65.3K | Added$29.2K |
| Broadcom Inc. | AVGO | 1.53K | $472.3K | 0.2% | −$50.4K | Added−$4.31K |
| Dimensional Etf Trust | — | 10K | $452.5K | 0.2% | −$16.8K | Added−$15.7K |
| Alphabet Inc | — | 1.57K | $449.1K | 0.2% | −$42.3K | Cut−$629.3K |
| Vanguard World Fd | — | 3.67K | $443.3K | 0.2% | −$46.6K | Cut−$48.6K |
| Vanguard Growth Etf | — | 981 | $428.6K | 0.2% | −$49.2K | Added−$40K |
| Invesco Exchange Traded Fd T | — | 2.2K | $422.7K | 0.2% | — | New |
| First Tr Exchange Trad Fd Vi | — | 14.6K | $419.9K | 0.2% | $80.1K | Cut$55.2K |
| Vanguard Specialized Funds | — | 1.93K | $414.7K | 0.2% | −$9K | Cut−$95.8K |
| Tutor Perini Corp | TPC | 5.36K | $413.7K | 0.2% | $54.5K | Held |
| First Tr Exchange-Traded Fd | — | 3.25K | $412.4K | 0.2% | −$49.2K | Held |
| Select Sector Spdr Tr | — | 2.49K | $402K | 0.2% | $16.4K | Cut$13.9K |
| Select Sector Spdr Tr | — | 7.99K | $394.5K | 0.2% | −$43.1K | Cut−$157.6K |
| Capital Grp Fixed Incm Etf T | — | 17K | $380.6K | 0.2% | −$5.1K | Cut−$6.75K |
| Invesco Qqq Tr | — | 650 | $375.1K | 0.2% | — | New |
| Dimensional Etf Trust | — | 10.5K | $368.4K | 0.2% | $22.6K | Held |
| First Tr Exchange-Traded Fd | — | 1.55K | $361.8K | 0.2% | −$54.3K | Cut−$115.7K |
| Eli Lilly & Co | LLY | 393 | $361.8K | 0.2% | −$58.1K | Added−$42.5K |
| Truist Finl Corp | — | 7.84K | $360.7K | 0.2% | −$25.2K | Added−$23.4K |
| Trane Technologies Plc | TT | 864 | $360.1K | 0.2% | $23.8K | Cut$23.4K |
| Tesla, Inc. | TSLA | 940 | $349.4K | 0.2% | −$67.7K | Added−$40.9K |
| Eqt Corp | EQT | 5.46K | $347.3K | 0.2% | $54.8K | Cut$52.7K |
| AbbVie Inc. | ABBV | 1.59K | $345.7K | 0.2% | −$17.4K | Cut−$4.1M |
| Johnson & Johnson | JNJ | 1.39K | $339.1K | 0.2% | $52.1K | Cut−$4.83M |
| Capital Group Dividend Value | — | 7.62K | $324.2K | 0.2% | −$8.39K | Cut−$63K |
| Vanguard Whitehall Fds | — | 3.54K | $313.5K | 0.2% | −$10.6K | Cut−$18.7K |
| Spdr S&P 500 Etf Tr | — | 478 | $310.9K | 0.2% | −$15.1K | Cut−$23.3K |
| Caterpillar Inc | CAT | 423 | $299.9K | 0.1% | $57.4K | Held |
| Vanguard Index Fds | — | 1.04K | $298.3K | 0.1% | −$3.31K | Added−$2.45K |
| Celestica Inc | CLS | 1K | $281.7K | 0.1% | −$13.9K | Cut−$15.4K |
| Visa Inc. | V | 905 | $273.6K | 0.1% | −$42.7K | Added−$35.8K |
| Walmart Inc. | WMT | 2.17K | $269K | 0.1% | $27.3K | Added$31.7K |
| RTX Corp | RTX | 1.36K | $261.8K | 0.1% | $13K | Added$13.3K |
| Duke Energy Corp New | — | 1.93K | $252.5K | 0.1% | $26.5K | Cut$25.1K |
| Chevron Corp New | CVX | 1.21K | $250.6K | 0.1% | $66K | Cut−$4.8M |
| Ishares Tr | — | 1.72K | $244.5K | 0.1% | −$10.7K | Added−$10.6K |
| Ishares Tr | — | 2.73K | $241.2K | 0.1% | −$2.97K | Cut−$21.6K |
| Costco Whsl Corp New | — | 242 | $241K | 0.1% | — | New |
| First Tr Exchange Traded Fd | — | 2.53K | $236.8K | 0.1% | −$8.04K | Cut−$9.2K |
| American Elec Pwr Co Inc | — | 1.8K | $235.9K | 0.1% | $28.5K | Cut$22.3K |
| First Tr Exchange-Traded Fd | — | 1.48K | $235.7K | 0.1% | −$6.88K | Added$1.7K |
| Pepsico Inc | PEP | 1.49K | $231.7K | 0.1% | — | New |
| First Tr Exchange Traded Fd | — | 3.64K | $228.3K | 0.1% | −$31.9K | Added−$31.6K |
| Altria Group, Inc. | MO | 3.43K | $226.6K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 1.88K | $226.5K | 0.1% | $28.3K | Cut−$5.09M |
| Vanguard World Fd | — | 998 | $224.1K | 0.1% | $13.2K | Cut−$39.7K |
| Bitwise 10 Crypto Index Etf | BITW | 4.87K | $217.2K | 0.1% | −$53.6K | Added−$5.11K |
| Ingersoll Rand Inc. | IR | 2.64K | $211.5K | 0.1% | $2.39K | Cut$2.15K |
| Oracle Corp | — | 1.39K | $204.9K | 0.1% | −$65.3K | Added−$61K |
| First Tr Exchange-Traded Fd | — | 6.01K | $204.6K | 0.1% | −$7.85K | Held |
| Pfizer Inc | PFE | 7.16K | $201.1K | 0.1% | — | New |
| Blue Owl Technology Fin Corp | — | 13.2K | $163.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.