TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CIK

1849497

Location

PORTLAND, OR

Portfolio Value

Small $184,644,732

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,739 / 8,795 ▲ 275 · as of Jun 2026

Top Industry

Internet Content & Information 22.0%

Period ended 3 months ago

Filed Aug 11, 2026 · 57d

17 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

40.2%

−13.6 pts

Top 5

72.5%

+0.1 pts

Top 10

84.6%

−0.5 pts

HHI

2,101

Moderately concentrated−926

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.7%	$145,378,307	26
Technology	6.6%	$12,231,967	10
Communication Services	5.0%	$9,152,398	3
Consumer Cyclical	4.4%	$8,105,409	2
Financial Services	3.5%	$6,498,979	6
Energy	0.6%	$1,044,057	1
Industrials	0.5%	$916,518	1
Consumer Defensive	0.4%	$796,357	2
Basic Materials	0.2%	$315,970	2
Healthcare	0.1%	$204,770	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
MIST	Milestone Pharmaceuticals Inc.	+50,000	150,000	$201,000
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+18,898	31,084	$1,811,728
IAU	Ishares Gold Trust	+13,242	16,821	$1,270,153
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+9,938	331,204	$36,529,366
BKF	iShares MSCI BIC ETF	+9,352	46,584	$3,146,557
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+6,411	132,902	$6,675,667
AMZN	Amazon Com Inc	+5,033	32,176	$7,668,827
NFLX	Netflix Inc	+4,443	7,437	$531,001
NVDA	Nvidia Corp	+2,747	19,974	$3,996,597
GOOGL	Alphabet Inc.	+702	20,121	$7,190,641
AAPL	Apple Inc.	+508	8,987	$2,600,478
MSFT	Microsoft Corp	+424	7,441	$2,775,641
WMT	Walmart Inc.	+321	4,581	$518,844
GLD	Spdr Gold Trust	+101	720	$265,233
QQQ	Invesco Qqq Trust, Series 1	+67	11,272	$8,300,700
TSLA	Tesla, Inc.	+60	1,038	$436,582
QCOM	Qualcomm Inc/De	+58	2,008	$371,058
META	Meta Platforms, Inc.	+50	2,540	$1,430,756
SPY	Spdr S&P 500 ETF Trust	+46	1,177	$878,948
BRK-B	Berkshire Hathaway Inc	+25	9,976	$4,991,890
LMT	Lockheed Martin Corp	+3	1,799	$916,518
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−10,972	1,653,448	$74,230,619
AAAA	Amplius Aggressive Asset Allocation ETF	−2,545	14,211	$414,819
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−831	39,462	$3,483,340
—		−630	15,650	$538,516
UL	Unilever PLC	−610	4,616	$277,513
ETHE	Grayscale Ethereum Staking ETF	−500	50,417	$643,320
ACSG	American Century Small Cap Growth Insights ETF	−23	9,748	$1,004,531
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
BNDW	Vanguard Total World Bond ETF	9,479	$609,828
DDOG	Datadog, Inc.	2,304	$599,869
SLNH	Soluna Holdings, Inc	430,738	$581,496
AMD	Advanced Micro Devices Inc	903	$524,561
AAOI	Applied Optoelectronics, Inc.	3,000	$444,480
AFK	VanEck Africa Index ETF	16,902	$432,015
BLZE	Backblaze, Inc.	21,950	$348,127
IREN	IREN Ltd	7,391	$337,990
LRCX	Lam Research Corp	734	$318,064
AVGO	Broadcom Inc.	670	$253,092
VIG	Vanguard Dividend Appreciation ETF	2,428	$234,132
—		3,566	$230,755
HOOD	Robinhood Markets, Inc.	2,286	$229,240
IVZ	Invesco Ltd.	15,207	$164,843
LWLG	Lightwave Logic, Inc.	10,000	$94,600
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ASTS	AST SpaceMobile, Inc.	5,141	$426,034
ZM	Zoom Communications, Inc.	4,523	$363,603
NU	Nu Holdings Ltd.	20,118	$289,095
ROKU	Roku, Inc	2,292	$216,869
OPTX	Syntec Optics Holdings, Inc.	10,000	$70,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $184,644,732 total · filing declares 97 positions · $184,657,335 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Reduced	1,653,448	-10,972	$74,230,619	+6.9%	40.20%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	331,204	+9,938	$36,529,366	—	19.78%
QQQ	Invesco Qqq Trust, Series 1	Added	11,272	+67	$8,300,700	+28.3%	4.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	32,176	+5,033	$7,668,827	+35.7%	4.15%
GOOGL	Alphabet Inc. Communication Services	Added	20,121	+702	$7,190,641	+28.8%	3.89%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	132,902	+6,411	$6,675,667	+5.7%	3.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,976	+25	$4,991,890	+4.7%	2.70%
NVDA	Nvidia Corp Technology	Added	19,974	+2,747	$3,996,597	+33.0%	2.16%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	39,462	-831	$3,483,340	−2.4%	1.89%
BKF	iShares MSCI BIC ETF	Added	46,584	+9,352	$3,146,557	+31.4%	1.70%
MSFT	Microsoft Corp Technology	Added	7,441	+424	$2,775,641	+6.9%	1.50%
AAPL	Apple Inc. Technology	Added	8,987	+508	$2,600,478	+20.8%	1.41%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	31,084	+18,898	$1,811,728	+84.7%	0.98%
META	Meta Platforms, Inc. Communication Services	Added	2,540	+50	$1,430,756	+0.4%	0.77%
IAU	Ishares Gold Trust	Added	16,821	+13,242	$1,270,153	+302.6%	0.69%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	22,010	0	$1,123,610	−13.5%	0.61%
EPD	Enterprise Products Partners L.P. Energy	Held	28,402	0	$1,044,057	−2.9%	0.57%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	9,748	-23	$1,004,531	+3.0%	0.54%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Held	18,385	0	$926,420	+10.4%	0.50%
LMT	Lockheed Martin Corp Industrials	Added	1,799	+3	$916,518	−15.6%	0.50%
SPY	Spdr S&P 500 ETF Trust	Added	1,177	+46	$878,948	+19.5%	0.48%
ETHE	Grayscale Ethereum Staking ETF	Reduced	50,417	-500	$643,320	−26.0%	0.35%
SGOL	abrdn Gold ETF Trust	Held	15,987	0	$611,183	−14.3%	0.33%
BNDW	Vanguard Total World Bond ETF	NEW	9,479	NEW	$609,828	NEW	0.33%
DDOG	Datadog, Inc. Technology	NEW	2,304	NEW	$599,869	NEW	0.32%
VB	Vanguard Morningstar Small-Cap ETF	Held	1,692	0	$581,895	+15.1%	0.32%
SLNH	Soluna Holdings, Inc Financial Services	NEW	430,738	NEW	$581,496	NEW	0.31%
		Reduced	15,650	-630	$538,516	+9.3%	0.29%
NFLX	Netflix Inc Communication Services	Added	7,437	+4,443	$531,001	+84.5%	0.29%
AMD	Advanced Micro Devices Inc Technology	NEW	903	NEW	$524,561	NEW	0.28%
WMT	Walmart Inc. Consumer Defensive	Added	4,581	+321	$518,844	−2.0%	0.28%
BCLO	iShares BBB-B CLO Active ETF	Held	9,137	0	$461,738	+0.2%	0.25%
AAOI	Applied Optoelectronics, Inc. Technology	NEW	3,000	NEW	$444,480	NEW	0.24%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,038	+60	$436,582	+20.1%	0.24%
AFK	VanEck Africa Index ETF	NEW	16,902	NEW	$432,015	NEW	0.23%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	11,910	0	$431,856	+10.0%	0.23%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	14,211	-2,545	$414,819	−2.4%	0.22%
QCOM	Qualcomm Inc/De Technology	Added	2,008	+58	$371,058	+47.8%	0.20%
BLZE	Backblaze, Inc. Technology	NEW	21,950	NEW	$348,127	NEW	0.19%
IREN	IREN Ltd Financial Services	NEW	7,391	NEW	$337,990	NEW	0.18%
LRCX	Lam Research Corp Technology	NEW	734	NEW	$318,064	NEW	0.17%
BILZ	PIMCO Ultra Short Government Active ETF	Held	3,090	0	$311,502	+0.2%	0.17%
UL	Unilever PLC Consumer Defensive	Reduced	4,616	-610	$277,513	−6.8%	0.15%
GLD	Spdr Gold Trust	Added	720	+101	$265,233	−0.4%	0.14%
AVGO	Broadcom Inc. Technology	NEW	670	NEW	$253,092	NEW	0.14%
VIG	Vanguard Dividend Appreciation ETF	NEW	2,428	NEW	$234,132	NEW	0.13%
		NEW	3,566	NEW	$230,755	NEW	0.12%
GBTC	Grayscale Bitcoin Trust ETF	Held	5,050	0	$229,876	−13.7%	0.12%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	2,286	NEW	$229,240	NEW	0.12%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	1,427	0	$221,370	−23.6%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.