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MICHELLE ELDRIDGE

Tru Independence Llc

Assets Managed
$202.205M
Holdings
102
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-49.01%(2Q avg: -22.99%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tru Independence Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Tru Independence Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 202.205M in assets, with a quarterly growth rate of -49.01% and a 2-quarter average growth rate of -22.99%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.95%
10.15%
$20.521M
528,063 shares@ $38.86 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 4.92%
8.9%
$17.984M
394,207 shares@ $45.62 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 4.13%
8.7%
$17.578M
257,442 shares@ $68.28 avg price
FTCS
First Trust Capital Strength
Recent Activity
Increased 4.37%
8.51%
$17.19M
185,321 shares@ $92.76 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.99%
7.43%
$15.013M
385,357 shares@ $38.96 avg price
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 8.53%
5.26%
$10.634M
199,034 shares@ $53.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.47%
4.44%
$8.972M
35,352 shares@ $253.8 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 9.87%
4.27%
$8.626M
214,628 shares@ $40.19 avg price
HGER
Harbor Commodity All Weather
Recent Activity
Decreased -11.95%
3.56%
$7.18M
231,524 shares@ $31.02 avg price
XC
Wisdomtree Em Ex-china Fund
Recent Activity
Increased 15.37%
3.17%
$6.405M
205,292 shares@ $31.2 avg price

1-10 of 102