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Home > Institutional Investor > Tru Independence Llc > Profile

Instuitional Investor - Tru Independence Llc

Fund Profile
Filing Period:
Fund Name: Tru Independence Llc
Portfolio Value $329,440,205
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 483,843 $13,857,255 4.2%
2.
First Tr Exchange-Traded Fd
 156,160 $12,499,017 3.79%
3.
Boeing Co
 BA 33,976 $8,856,200 2.68%
4.
Triumph Group Inc
 TGI 483,175 $8,011,033 2.43%
5.
Bank Of America Corp
 BAC 211,923 $7,135,458 2.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)