Filed: 2/24/2026ACC: 0001849497-26-000001
📋 What this filing means
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $159.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$159.76M
Total AUM (reported)
2.74M
Total Shares
Allocation by class
US CORE EQUITY 2$17.70M11.1%
COM$14.96M9.4%
SHORT DURATION F$7.00M4.4%
GLOBAL CORE PLUS$6.44M4.0%
CORE S&P500 ETF$6.11M3.8%
CAP STK CL A$6.03M3.8%
UNIT SER 1$5.99M3.8%
Portfolio Concentration
Top 3$31.14M19.5%
4–10$40.89M25.6%
11–25$47.50M29.7%
Rest$40.23M25.2%
Top 3 weight
19.5%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 2.74M
Sole
Full voting authority
2.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings86
Rows:
DIMENSIONAL ETF TRUST
SOLEShares447.14K
TypeSH
Market value$17.70M
11.08%
Sole
447.14K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares145.97K
TypeSH
Market value$7.00M
4.38%
Sole
145.97K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares119.06K
TypeSH
Market value$6.44M
4.03%
Sole
119.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.92K
TypeSH
Market value$6.11M
3.82%
Sole
8.92K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.27K
TypeSH
Market value$6.03M
3.77%
Sole
19.27K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares9.76K
TypeSH
Market value$5.99M
3.75%
Sole
9.76K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares120.55K
TypeSH
Market value$5.96M
3.73%
Sole
120.55K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares136.58K
TypeSH
Market value$5.81M
3.64%
Sole
136.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares46.26K
TypeSH
Market value$5.52M
3.46%
Sole
46.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.78K
TypeSH
Market value$5.46M
3.42%
Sole
56.78K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.48K
TypeSH
Market value$5.19M
3.25%
Sole
22.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.95K
TypeSH
Market value$5.00M
3.13%
Sole
9.95K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares80.45K
TypeSH
Market value$4.23M
2.65%
Sole
80.45K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares106.95K
TypeSH
Market value$4.07M
2.55%
Sole
106.95K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares115.63K
TypeSH
Market value$3.98M
2.49%
Sole
115.63K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares30.83K
TypeSH
Market value$3.09M
1.94%
Sole
30.83K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares91.28K
TypeSH
Market value$3.00M
1.88%
Sole
91.28K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares50.59K
TypeSH
Market value$2.74M
1.72%
Sole
50.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.11K
TypeSH
Market value$2.58M
1.61%
Sole
31.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares35.09K
TypeSH
Market value$2.49M
1.56%
Sole
35.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.15K
TypeSH
Market value$2.44M
1.53%
Sole
22.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.31K
TypeSH
Market value$2.29M
1.44%
Sole
26.31K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.24K
TypeSH
Market value$2.24M
1.40%
Sole
8.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.31K
TypeSH
Market value$2.13M
1.33%
Sole
32.31K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares29.98K
TypeSH
Market value$2.01M
1.26%
Sole
29.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 447.14K | SH | $17.70M 11.08% | 447.14K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 145.97K | SH | $7.00M 4.38% | 145.97K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 119.06K | SH | $6.44M 4.03% | 119.06K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 8.92K | SH | $6.11M 3.82% | 8.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.27K | SH | $6.03M 3.77% | 19.27K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.76K | SH | $5.99M 3.75% | 9.76K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 120.55K | SH | $5.96M 3.73% | 120.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 136.58K | SH | $5.81M 3.64% | 136.58K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 46.26K | SH | $5.52M 3.46% | 46.26K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 56.78K | SH | $5.46M 3.42% | 56.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.48K | SH | $5.19M 3.25% | 22.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.95K | SH | $5.00M 3.13% | 9.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 80.45K | SH | $4.23M 2.65% | 80.45K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 106.95K | SH | $4.07M 2.55% | 106.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 115.63K | SH | $3.98M 2.49% | 115.63K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 30.83K | SH | $3.09M 1.94% | 30.83K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 91.28K | SH | $3.00M 1.88% | 91.28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 50.59K | SH | $2.74M 1.72% | 50.59K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 31.11K | SH | $2.58M 1.61% | 31.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EURO | 35.09K | SH | $2.49M 1.56% | 35.09K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 22.15K | SH | $2.44M 1.53% | 22.15K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 26.31K | SH | $2.29M 1.44% | 26.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.24K | SH | $2.24M 1.40% | 8.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 32.31K | SH | $2.13M 1.33% | 32.31K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 29.98K | SH | $2.01M 1.26% | 29.98K | 0.00 | 0.00 |
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