Filed: 4/22/2026ACC: 0001849497-26-000002
📋 What this filing means
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $162.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$162.56M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
US CORE EQUITY 2$17.64M10.9%
COM$17.59M10.8%
SHORT DURATION F$7.28M4.5%
GLOBAL CORE PLUS$6.74M4.1%
CORE S&P500 ETF$6.54M4.0%
UNIT SER 1$6.47M4.0%
STRM INFPROIDX$6.32M3.9%
Portfolio Concentration
Top 3$31.66M19.5%
4–10$42.02M25.8%
11–25$49.42M30.4%
Rest$39.46M24.3%
Top 3 weight
19.5%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 2.71M
Sole
Full voting authority
2.71M
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)
Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:
DIMENSIONAL ETF TRUST
SOLEShares453.94K
TypeSH
Market value$17.64M
10.85%
Sole
453.94K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares151.99K
TypeSH
Market value$7.28M
4.48%
Sole
151.99K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares124.90K
TypeSH
Market value$6.74M
4.15%
Sole
124.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.01K
TypeSH
Market value$6.54M
4.02%
Sole
10.01K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares11.21K
TypeSH
Market value$6.47M
3.98%
Sole
11.21K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares126.49K
TypeSH
Market value$6.32M
3.89%
Sole
126.49K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares141.46K
TypeSH
Market value$5.97M
3.67%
Sole
141.46K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.14K
TypeSH
Market value$5.65M
3.48%
Sole
27.14K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.42K
TypeSH
Market value$5.58M
3.44%
Sole
19.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares46.20K
TypeSH
Market value$5.48M
3.37%
Sole
46.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.91K
TypeSH
Market value$5.43M
3.34%
Sole
56.91K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.95K
TypeSH
Market value$4.77M
2.93%
Sole
9.95K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares90.59K
TypeSH
Market value$4.75M
2.92%
Sole
90.59K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares117.22K
TypeSH
Market value$4.16M
2.56%
Sole
117.22K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares111.01K
TypeSH
Market value$4.08M
2.51%
Sole
111.01K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares91.39K
TypeSH
Market value$3.20M
1.97%
Sole
91.39K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares30.83K
TypeSH
Market value$3.09M
1.90%
Sole
30.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.23K
TypeSH
Market value$3.00M
1.85%
Sole
17.23K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares53.83K
TypeSH
Market value$2.91M
1.79%
Sole
53.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.02K
TypeSH
Market value$2.60M
1.60%
Sole
7.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.14K
TypeSH
Market value$2.54M
1.56%
Sole
36.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.55K
TypeSH
Market value$2.30M
1.42%
Sole
26.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.52K
TypeSH
Market value$2.26M
1.39%
Sole
33.52K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares30.96K
TypeSH
Market value$2.16M
1.33%
Sole
30.96K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.48K
TypeSH
Market value$2.15M
1.32%
Sole
8.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 453.94K | SH | $17.64M 10.85% | 453.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 151.99K | SH | $7.28M 4.48% | 151.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 124.90K | SH | $6.74M 4.15% | 124.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 10.01K | SH | $6.54M 4.02% | 10.01K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 11.21K | SH | $6.47M 3.98% | 11.21K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 126.49K | SH | $6.32M 3.89% | 126.49K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 141.46K | SH | $5.97M 3.67% | 141.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.14K | SH | $5.65M 3.48% | 27.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.42K | SH | $5.58M 3.44% | 19.42K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 46.20K | SH | $5.48M 3.37% | 46.20K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 56.91K | SH | $5.43M 3.34% | 56.91K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.95K | SH | $4.77M 2.93% | 9.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 90.59K | SH | $4.75M 2.92% | 90.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 117.22K | SH | $4.16M 2.56% | 117.22K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 111.01K | SH | $4.08M 2.51% | 111.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 91.39K | SH | $3.20M 1.97% | 91.39K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 30.83K | SH | $3.09M 1.90% | 30.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.23K | SH | $3.00M 1.85% | 17.23K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 53.83K | SH | $2.91M 1.79% | 53.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.02K | SH | $2.60M 1.60% | 7.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EURO | 36.14K | SH | $2.54M 1.56% | 36.14K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 26.55K | SH | $2.30M 1.42% | 26.55K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 33.52K | SH | $2.26M 1.39% | 33.52K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 30.96K | SH | $2.16M 1.33% | 30.96K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.48K | SH | $2.15M 1.32% | 8.48K | 0.00 | 0.00 |
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