Tru-Independence

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OI",
  "ENVX",
  "ABBV",
  "ALL",
  "GOOGL",
  null,
  "T",
  "ENR",
  null,
  null,
  null,
  "COF",
  null,
  "DUK",
  null,
  null,
  "MCD",
  null,
  "ACI",
  null,
  null,
  "META",
  "IVW",
  null,
  null,
  "MSFT",
  "FMC",
  "ALK",
  null,
  null,
  null,
  null,
  "IEMG",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "MRK",
  "VZ",
  "IEFA",
  null,
  null,
  "SPG",
  "SHEL",
  "BP",
  "SPLG",
  null,
  "TFC",
  "TRV",
  "TSN",
  "UAL",
  "UL",
  "VO",
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  null,
  null,
  "TT",
  "GPK",
  "GM",
  "F",
  "IR",
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VOO",
  "VTV",
  "V",
  "WFC",
  null,
  "KIM",
  "LYB",
  null,
  null,
  "FDX",
  null,
  "BALL",
  "BAC",
  "BRK-B",
  "BA",
  "BRX",
  "CVX",
  "CSCO",
  "CMA",
  "GLW",
  "CVS",
  null,
  null,
  "DFAC",
  "EFA",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 110
Total Value: 319586520
Accession Number: 0001785445-25-000005
Form Type: 13F-HR
CIK: tru-independence
Manager Name: Tru-Independence

Data Enrichment

67% identified

74 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $319.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BP PLC

BP|055622104

Shares:109.4K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$319.6M)

33738R704

Shares:51.8K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$319.6M)

14020G101

Shares:100.8K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$319.6M)

19762B707

Shares:57.1K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$319.6M)

Brixmor Property Group Inc.

BRX|11120U105

Shares:125.6K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$319.6M)

DOW INC.

DOW|260557103

Shares:81.6K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$319.6M)

Albertsons Companies, Inc.

ACI|013091103

Shares:129.4K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$319.6M)

33739Q309

Shares:55.3K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$319.6M)

Enovix Corp

ENVX|293594107

Shares:294.5K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$319.6M)

92204A702

VGT|92204A702

Shares:3.8K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$319.6M)

47103U845

Shares:40.7K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$319.6M)

464287200

IVV|464287200

Shares:3.5K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$319.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.5K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$319.6M)

Meta Platforms, Inc.

META|30303M102

Shares:2.6K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$319.6M)

33734H106

Shares:32.6K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$319.6M)

MICROSOFT CORP

MSFT|594918104

Shares:3.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$319.6M)

33739H101

Shares:46.4K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$319.6M)

33741X102

Shares:30.6K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$319.6M)

25434V831

Shares:28.8K

Value:$955.2K

% of Portfolio:0.3% ($955.2K/$319.6M)

336917109

Shares:19.0K

Value:$826.2K

% of Portfolio:0.3% ($826.2K/$319.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BP PLC(BPcusip055622104)	109.4K	QoQ +6.80% (+7.0K) YoY +4.59% (-4.8K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$319.6M)	QoQ +22.09% (+$669.1K) YoY -6.19% (-$244.4K)
(cusip33738R704)✕	51.8K	QoQ +1065.17% (+47.4K) YoY NEW(+51.8K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$319.6M)	QoQ +931.74% (+$3.2M) YoY NEW(+$3.5M)
(cusip14020G101)✕	100.8K	QoQ NEW(+100.8K) YoY NEW(+100.8K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$319.6M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
(cusip19762B707)✕	57.1K	QoQ NEW(+57.1K) YoY NEW(+57.1K)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$319.6M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
Brixmor Property Group Inc.(BRXcusip11120U105)	125.6K	QoQ +4.73% (-5.7K) YoY +0.70% (+884)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$319.6M)	QoQ -0.12% (-$4.1K) YoY +14.02% (+$410.2K)
DOW INC.(DOWcusip260557103)	81.6K	QoQ +8.91% (-6.7K) YoY +2.87% (-2.3K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$319.6M)	QoQ -5.22% (-$157.0K) YoY -37.98% (-$1.7M)
Albertsons Companies, Inc.(ACIcusip013091103)	129.4K	QoQ -3.90% (-5.3K) YoY -46.81% (-113.8K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$319.6M)	QoQ +7.59% (-$200.9K) YoY -45.44% (-$2.4M)
(cusip33739Q309)✕	55.3K	QoQ -2.37% (-1.3K) YoY +30.60% (+13.0K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$319.6M)	QoQ -1.31% (-$32.7K) YoY +30.67% (+$574.4K)
Enovix Corp(ENVXcusip293594107)	294.5K	QoQ +3.26% (-9.3K) YoY -2.93% (-8.9K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$319.6M)	QoQ -30.26% (-$938.3K) YoY -11.05% (-$268.6K)
(VGTcusip92204A702)	3.8K	QoQ +0.13% (-5) YoY +7.99% (+282)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$319.6M)	QoQ -12.66% (-$299.5K) YoY +11.69% (+$216.3K)
(cusip47103U845)✕	40.7K	QoQ +3.13% (+1.2K) YoY +30.81% (+9.6K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$319.6M)	QoQ +3.13% (+$62.8K) YoY +30.73% (+$485.3K)
(IVVcusip464287200)	3.5K	QoQ -0.54% (-19) YoY -7.49% (-283)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$319.6M)	QoQ -5.07% (-$104.8K) YoY -1.12% (-$22.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.5K	QoQ +0.28% (+10) YoY +9.92% (+320)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$319.6M)	QoQ +17.82% (+$285.6K) YoY +39.21% (+$531.7K)
Meta Platforms, Inc.(METAcusip30303M102)	2.6K	QoQ -0.80% (-21) YoY -2.32% (-62)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$319.6M)	QoQ -2.35% (-$36.1K) YoY +15.90% (-$205.9K)
(cusip33734H106)✕	32.6K	QoQ -2.80% (-942) YoY -15.47% (-6.0K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$319.6M)	QoQ -0.69% (-$10.2K) YoY -10.75% (-$175.2K)
MICROSOFT CORP(MSFTcusip594918104)	3.4K	QoQ -66.92% (-7.0K) YoY -68.19% (-7.4K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$319.6M)	QoQ -70.54% (-$3.1M) YoY -71.61% (-$3.3M)
(cusip33739H101)✕	46.4K	QoQ -62.87% (-78.6K) YoY -54.84% (-56.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$319.6M)	QoQ -60.40% (-$1.8M) YoY -51.42% (-$1.3M)
(cusip33741X102)✕	30.6K	QoQ -1.50% (-466) YoY +5.34% (+1.6K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$319.6M)	QoQ -7.95% (-$88.6K) YoY +1.35% (+$13.7K)
(cusip25434V831)✕	28.8K	QoQ -72.50% (-76.0K) YoY -67.37% (-59.5K)	All Managers (Combined)	$955.2K	0.3% ($955.2K/$319.6M)	QoQ -73.03% (-$2.6M) YoY -65.79% (-$1.8M)
(cusip336917109)✕	19.0K	QoQ +0.19% (+37) YoY -16.45% (-3.7K)	All Managers (Combined)	$826.2K	0.3% ($826.2K/$319.6M)	QoQ +8.10% (+$62.0K) YoY -5.67% (-$49.8K)