tru Independence LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portland, OR
CIK
0001785445
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 107 329,440 DFAI, FTCS, BA, TGI 13F-HR 1/10/2024 000178544524000001
Q3 2023 118 289,028 FTCS, DFAI, AAPL, BA 13F-HR 11/8/2023 000178544523000003
Q2 2023 119 303,467 FTCS, DFAI, AAPL, F 13F-HR 8/14/2023 000184956123000005
Q1 2023 120 310,279 DFAI, FTCS, OI, BA 13F-HR 4/24/2023 000178544523000002
Q4 2022 115 308,432 FTCS, DFAI, BA, BAC 13F-HR 1/30/2023 000178544523000001
Q3 2022 171 282,983 CVS, FTCS, SHEL, DFAI 13F-HR 11/3/2022 000178544522000005
Q2 2022 180 311,150 CVS, SHEL, MRK, UPS 13F-HR 8/4/2022 000178544522000004
Q1 2022 211 369,078 TRV, CLF, CVS, UPS 13F-HR 4/28/2022 000178544522000002
Q4 2021 196 366,754 IVV, CVS, UPS, FVD 13F-HR 1/21/2022 000178544522000001
Q3 2021 197 357,500 IVV, TFC, CVS, GLW 13F-HR 11/12/2021 000178544521000009
Q2 2021 274 339,499 GLW, UPS, IVV, TFC 13F-HR 8/3/2021 000178544521000008
Q1 2021 295 528,464 IVV, VEA, VIG, AGG 13F-HR 5/20/2021 000178544521000004
Q4 2020 806 55,083,354 GLD, GDX, IEF, GBTC 13F-HR 3/9/2021 000178544521000001
Q3 2020 312 352,779 IVV, SGOL, SCHX, UPS 13F-HR 11/19/2020 000178544520000005
Q2 2020 946 691,300 KMI, XLE, XOP, PALL 13F-HR 8/19/2020 000178544520000004
Q1 2020 937 613,264 ECON, BRISTOL-MYERS SQUIBB CO, IUSV, SCHF 13F-HR 5/19/2020 000178544520000003
Q4 2019 964 694,948 BMY, MSFT, T, AAPL 13F-HR 5/19/2020 000178544520000001