13F HOLDINGS REPORT
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001785445-25-000007
Total Value
$133.6M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 368,783 | $12.2M | 9.10% |
| 2 | DIMENSIONAL ETF TRUST | 25434V567 | 137,066 | $7.3M | 5.45% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 150,307 | $7.1M | 5.34% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 157,297 | $6.6M | 4.95% |
| 5 | ISHARES TR | 464288661 | 46,038 | $5.4M | 4.07% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,991 | $5.3M | 3.98% |
| 7 | ISHARES TR | 464287440 | 53,576 | $5.1M | 3.82% |
| 8 | ISHARES TR | 464287200 | 8,009 | $4.5M | 3.40% |
| 9 | INVESCO QQQ TR | IVZ | 8,432 | $4.0M | 2.96% |
| 10 | DIMENSIONAL ETF TRUST | 25434V575 | 69,981 | $3.7M | 2.74% |
| 11 | DIMENSIONAL ETF TRUST | 25434V583 | 68,381 | $3.7M | 2.73% |
| 12 | GOLDMAN SACHS ETF TR | NVGLF | 30,831 | $3.1M | 2.31% |
| 13 | DIMENSIONAL ETF TRUST | 25434V815 | 107,655 | $3.0M | 2.27% |
| 14 | AMAZON COM INC | AMZN | 15,291 | $2.9M | 2.18% |
| 15 | DIMENSIONAL ETF TRUST | 25434V781 | 96,487 | $2.8M | 2.10% |
| 16 | ISHARES TR | 464288679 | 23,800 | $2.6M | 1.97% |
| 17 | ISHARES TR | 464287457 | 31,658 | $2.6M | 1.96% |
| 18 | ISHARES TR | 464287432 | 27,036 | $2.5M | 1.84% |
| 19 | DIMENSIONAL ETF TRUST | 25434V831 | 68,174 | $2.3M | 1.69% |
| 20 | DIMENSIONAL ETF TRUST | 25434V799 | 80,283 | $2.2M | 1.67% |
| 21 | APPLE INC | AAPL | 8,410 | $1.9M | 1.40% |
| 22 | DIMENSIONAL ETF TRUST | 25434V302 | 67,842 | $1.8M | 1.31% |
| 23 | META PLATFORMS INC | META | 2,955 | $1.7M | 1.27% |
| 24 | DIMENSIONAL ETF TRUST | 25434V856 | 39,498 | $1.7M | 1.24% |
| 25 | MICROSOFT CORP | MSFT | 4,153 | $1.6M | 1.17% |
| 26 | DIMENSIONAL ETF TRUST | 25434V724 | 34,401 | $1.4M | 1.06% |
| 27 | DIMENSIONAL ETF TRUST | 25434V609 | 27,493 | $1.4M | 1.06% |
| 28 | DIMENSIONAL ETF TRUST | 25434V807 | 35,719 | $1.4M | 1.05% |
| 29 | ISHARES TR | 46434V738 | 23,346 | $1.4M | 1.05% |
| 30 | ISHARES TR | 464287507 | 20,851 | $1.2M | 0.91% |
| 31 | ISHARES INC | 46434G103 | 21,105 | $1.1M | 0.85% |
| 32 | DIMENSIONAL ETF TRUST | 25434V203 | 35,272 | $1.1M | 0.82% |
| 33 | ENTERPRISE PRODS PARTNERS L | 293792107 | 31,402 | $1.1M | 0.80% |
| 34 | NVIDIA CORPORATION | NVDA | 9,317 | $1.0M | 0.76% |
| 35 | ALPHABET INC | GOOG | 5,652 | $874,025 | 0.65% |
| 36 | DIMENSIONAL ETF TRUST | 25434V765 | 32,236 | $868,438 | 0.65% |
| 37 | DISNEY WALT CO | 254687106 | 8,689 | $857,604 | 0.64% |
| 38 | DIMENSIONAL ETF TRUST | 25434V740 | 29,871 | $808,011 | 0.60% |
| 39 | LOCKHEED MARTIN CORP | LMT | 1,801 | $804,525 | 0.60% |
| 40 | VANGUARD INDEX FDS | 922908736 | 1,902 | $795,832 | 0.60% |
| 41 | SPDR S&P 500 ETF TR | SPY | 1,401 | $786,081 | 0.59% |
| 42 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 10,178 | $732,511 | 0.55% |
| 43 | ISHARES TR | 464287804 | 6,764 | $718,322 | 0.54% |
| 44 | DIMENSIONAL ETF TRUST | 25434V658 | 26,564 | $697,571 | 0.52% |
| 45 | SPDR INDEX SHS FDS | 78463X889 | 18,831 | $685,637 | 0.51% |
| 46 | ISHARES INC | 464286665 | 15,471 | $682,271 | 0.51% |
| 47 | ISHARES TR | 464288356 | 11,807 | $664,498 | 0.50% |
| 48 | DIMENSIONAL ETF TRUST | 25434V732 | 23,840 | $630,806 | 0.47% |
| 49 | ISHARES INC | 46434G822 | 8,457 | $579,812 | 0.43% |
| 50 | WALMART INC | WMT | 6,085 | $537,097 | 0.40% |
| 51 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 35,089 | $534,055 | 0.40% |
| 52 | VANGUARD INDEX FDS | 922908751 | 2,031 | $528,873 | 0.40% |
| 53 | VANGUARD INDEX FDS | 922908769 | 1,847 | $507,760 | 0.38% |
| 54 | GOLDMAN SACHS ETF TR | NVGLF | 9,462 | $478,209 | 0.36% |
| 55 | ISHARES TR | 464288158 | 4,387 | $463,267 | 0.35% |
| 56 | BOOKING HOLDINGS INC | BKNG | 100 | $460,691 | 0.34% |
| 57 | BLACKROCK ETF TRUST II | BLK | 9,137 | $460,139 | 0.34% |
| 58 | VANGUARD INDEX FDS | 922908637 | 1,692 | $434,895 | 0.33% |
| 59 | DIMENSIONAL ETF TRUST | 25434V823 | 18,260 | $434,047 | 0.32% |
| 60 | COINBASE GLOBAL INC | COIN | 2,493 | $429,369 | 0.32% |
| 61 | ETFS GOLD TR | 00326A104 | 14,000 | $417,480 | 0.31% |
| 62 | VANGUARD INDEX FDS | 922908744 | 2,328 | $416,584 | 0.31% |
| 63 | SPDR SER TR | 78464A847 | 7,862 | $402,377 | 0.30% |
| 64 | ISHARES INC | 464286509 | 9,441 | $384,721 | 0.29% |
| 65 | KRANESHARES TRUST | 500767405 | 16,280 | $384,534 | 0.29% |
| 66 | SCHWAB STRATEGIC TR | 808524706 | 13,916 | $383,664 | 0.29% |
| 67 | VANGUARD TAX-MANAGED FDS | 921943858 | 7,571 | $383,130 | 0.29% |
| 68 | SHOPIFY INC | SHOP | 4,000 | $381,920 | 0.29% |
| 69 | EA SERIES TRUST | 02072L532 | 18,549 | $360,594 | 0.27% |
| 70 | QUALCOMM INC | QCOM | 2,286 | $354,266 | 0.27% |
| 71 | UNILEVER PLC | UNLYF | 5,886 | $350,511 | 0.26% |
| 72 | ZOOM COMMUNICATIONS INC | ZM | 4,633 | $341,776 | 0.26% |
| 73 | ISHARES TR | 46434V100 | 6,552 | $329,435 | 0.25% |
| 74 | PIMCO ETF TR | 72201R833 | 3,090 | $310,916 | 0.23% |
| 75 | VANGUARD STAR FDS | 921909768 | 4,811 | $298,763 | 0.22% |
| 76 | INTERNATIONAL BUSINESS MACHS | INTR | 1,206 | $298,003 | 0.22% |
| 77 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 4,170 | $271,759 | 0.20% |
| 78 | SPROTT PHYSICAL GOLD TR | SII | 11,202 | $269,520 | 0.20% |
| 79 | CHIPOTLE MEXICAN GRILL INC | CMG | 4,850 | $243,519 | 0.18% |
| 80 | VANGUARD BD INDEX FDS | 921937835 | 3,003 | $220,570 | 0.17% |
| 81 | SPDR SER TR | 78464A854 | 3,286 | $216,087 | 0.16% |
| 82 | DIMENSIONAL ETF TRUST | 25434V880 | 8,162 | $213,844 | 0.16% |
| 83 | ISHARES GOLD TR | IAU | 3,579 | $211,018 | 0.16% |
| 84 | VANGUARD INDEX FDS | 922908553 | 2,329 | $210,844 | 0.16% |
| 85 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,576 | $203,349 | 0.15% |
| 86 | NUVEEN QUALITY MUNCP INCOME | NU | 15,967 | $185,145 | 0.14% |
| 87 | TERAWULF INC | WULF | 50,000 | $136,500 | 0.10% |
| 88 | RIOT PLATFORMS INC | RIOT | 18,845 | $134,176 | 0.10% |
| 89 | IREN LIMITED | IREN | 20,241 | $123,268 | 0.09% |
| 90 | CIPHER MINING INC | 17253J106 | 36,760 | $84,548 | 0.06% |