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:

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921946810

VIGI|921946810

Shares:3.4K

Value:$278.5K

% of Portfolio:0.1% ($278.5K/$319.6M)

922908629

VO|922908629

Shares:1.0K

Value:$264.3K

% of Portfolio:0.1% ($264.3K/$319.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.7K

Value:$259.9K

% of Portfolio:0.1% ($259.9K/$319.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.1K

Value:$246.5K

% of Portfolio:0.1% ($246.5K/$319.6M)

14021D107

Shares:7.8K

Value:$240.4K

% of Portfolio:0.1% ($240.4K/$319.6M)

Duke Energy CORP

DUK|26441C204

Shares:2.0K

Value:$238.1K

% of Portfolio:0.1% ($238.1K/$319.6M)

VISA INC.

V|92826C839

Shares:660

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$319.6M)

33734X846

Shares:3.6K

Value:$228.4K

% of Portfolio:0.1% ($228.4K/$319.6M)

Tesla, Inc.

TSLA|88160R101

Shares:809

Value:$209.7K

% of Portfolio:0.1% ($209.7K/$319.6M)

BALL Corp

BALL|058498106

Shares:3.9K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$319.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGIcusip921946810)	3.4K	QoQ +0.29% (+10) YoY +0.87% (+29)	All Managers (Combined)	$278.5K	0.1% ($278.5K/$319.6M)	QoQ +3.99% (+$10.7K) YoY +2.60% (+$7.1K)
(VOcusip922908629)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$264.3K	0.1% ($264.3K/$319.6M)	QoQ -2.08% (-$5.6K) YoY NEW(+$264.3K)
Alphabet Inc.(GOOGLcusip02079K305)	1.7K	QoQ -1.06% (-18) YoY NEW(+1.7K)	All Managers (Combined)	$259.9K	0.1% ($259.9K/$319.6M)	QoQ -19.18% (-$61.7K) YoY NEW(+$259.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.1K	QoQ +4.43% (+88) YoY NEW(+2.1K)	All Managers (Combined)	$246.5K	0.1% ($246.5K/$319.6M)	QoQ +15.46% (+$33.0K) YoY NEW(+$246.5K)
(cusip14021D107)✕	7.8K	QoQ +8.83% (+630) YoY NEW(+7.8K)	All Managers (Combined)	$240.4K	0.1% ($240.4K/$319.6M)	QoQ +7.82% (+$17.4K) YoY NEW(+$240.4K)
Duke Energy CORP(DUKcusip26441C204)	2.0K	QoQ +1.03% (+20) YoY NEW(+2.0K)	All Managers (Combined)	$238.1K	0.1% ($238.1K/$319.6M)	QoQ +14.40% (+$30.0K) YoY NEW(+$238.1K)
VISA INC.(Vcusip92826C839)	660	QoQ +0.91% (+6) YoY NEW(+660)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$319.6M)	QoQ +11.87% (+$24.5K) YoY NEW(+$231.3K)
(cusip33734X846)✕	3.6K	QoQ 0.00% (-0) YoY -11.99% (-494)	All Managers (Combined)	$228.4K	0.1% ($228.4K/$319.6M)	QoQ -0.70% (-$1.6K) YoY -1.67% (-$3.9K)
Tesla, Inc.(TSLAcusip88160R101)	809	QoQ +40.20% (-232) YoY NEW(+809)	All Managers (Combined)	$209.7K	0.1% ($209.7K/$319.6M)	QoQ -10.02% (-$23.4K) YoY NEW(+$209.7K)
BALL Corp(BALLcusip058498106)	3.9K	QoQ -4.55% (-188) YoY -6.59% (-278)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$319.6M)	QoQ -9.85% (-$22.4K) YoY -27.79% (-$78.9K)