tru Independence LLC Diversified Active

CIK: 0001785445 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 3, 2022

Total Value ($000): $282,983 (100.0% shares, 0.0% debt)

Holdings (171)

CVS CVS HEALTH CORP 2.5%
Value ($000) $7,045 Shares 73,874 Est. Cost $57.78 Unrealized +51.7%
FTCS FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $6,863 Shares 103,333 Est. Cost $75.77 Unrealized
SHEL SHELL PLC 2.3%
Value ($000) $6,379 Shares 128,211 Est. Cost $52.29 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.2%
Value ($000) $6,362 Shares 294,952 Est. Cost $27.27 Unrealized
BAC BK OF AMERICA CORP 2.2%
Value ($000) $6,176 Shares 204,490 Est. Cost $31.12 Unrealized -1.7%
ALL ALLSTATE CORP 2.1%
Value ($000) $6,042 Shares 48,520 Est. Cost $98.15 Unrealized +16.8%
AAPL APPLE INC 2.1%
Value ($000) $5,941 Shares 42,992 Est. Cost $109.50 Unrealized +40.9%
MRK MERCK & CO INC 2.1%
Value ($000) $5,843 Shares 67,845 Est. Cost $65.40 Unrealized +23.0%
UPS UNITED PARCEL SERVICE INC 2.0%
Value ($000) $5,701 Shares 35,292 Est. Cost $93.86 Unrealized +71.0%
GLW CORNING INC 2.0%
Value ($000) $5,641 Shares 194,391 Est. Cost $24.72 Unrealized +24.4%
GPK GRAPHIC PACKAGING HLDG CO 1.9%
Value ($000) $5,508 Shares 279,050 Est. Cost $19.49 Unrealized +12.6%
WFC WELLS FARGO CO NEW 1.9%
Value ($000) $5,416 Shares 134,663 Est. Cost $33.41 Unrealized +17.9%
UNILEVER PLC 1.8%
Value ($000) $5,186 Shares 118,294 Est. Cost $57.91 Unrealized
TRAVELERS COMPANIES INC 1.8%
Value ($000) $5,137 Shares 33,528 Est. Cost $153.22 Unrealized
KIM KIMCO RLTY CORP 1.8%
Value ($000) $5,068 Shares 275,312 Est. Cost $10.70 Unrealized +67.4%
T AT&T INC 1.8%
Value ($000) $5,033 Shares 328,080 Est. Cost $15.51 Unrealized -2.7%
MAXEON SOLAR TECHNOLOGIES LT 1.8%
Value ($000) $5,000 Shares 210,350 Est. Cost $14.18 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 1.8%
Value ($000) $4,987 Shares 66,251 Est. Cost $61.40 Unrealized +9.9%
ENR ENERGIZER HLDGS INC NEW 1.8%
Value ($000) $4,982 Shares 198,167 Est. Cost $34.10 Unrealized -26.5%
OI O-I GLASS INC 1.8%
Value ($000) $4,959 Shares 382,963 Est. Cost $14.82 Unrealized -8.6%
IP INTERNATIONAL PAPER CO 1.7%
Value ($000) $4,950 Shares 156,171 Est. Cost $33.15 Unrealized +5.7%
FVD FIRST TR VALUE LINE DIVID IN 1.7%
Value ($000) $4,815 Shares 134,535 Est. Cost $36.28 Unrealized
BERRY GLOBAL GROUP INC 1.7%
Value ($000) $4,758 Shares 102,250 Est. Cost $61.26 Unrealized
KMB KIMBERLY-CLARK CORP 1.7%
Value ($000) $4,696 Shares 41,719 Est. Cost $112.46 Unrealized +1.7%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $4,682 Shares 123,301 Est. Cost $40.26 Unrealized -11.2%
TFC TRUIST FINL CORP 1.7%
Value ($000) $4,678 Shares 107,440 Est. Cost $36.27 Unrealized +10.9%
ACI ALBERTSONS COS INC 1.6%
Value ($000) $4,654 Shares 187,190 Est. Cost $18.70 Unrealized 0.0%
TOTALENERGIES SE 1.6%
Value ($000) $4,652 Shares 99,995 Est. Cost $52.64 Unrealized
DOW DOW INC 1.6%
Value ($000) $4,633 Shares 105,483 Est. Cost $35.86 Unrealized +15.6%
IVV ISHARES TR 1.6%
Value ($000) $4,615 Shares 12,868 Est. Cost $399.67 Unrealized
KBH KB HOME 1.6%
Value ($000) $4,579 Shares 176,650 Est. Cost $30.04 Unrealized -5.4%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $4,543 Shares 27,816 Est. Cost $121.41 Unrealized +25.9%
TSN TYSON FOODS INC 1.6%
Value ($000) $4,534 Shares 68,775 Est. Cost $65.73 Unrealized +7.1%
BA BOEING CO 1.6%
Value ($000) $4,503 Shares 37,190 Est. Cost $219.31 Unrealized -30.1%
SPG SIMON PPTY GROUP INC NEW 1.6%
Value ($000) $4,431 Shares 49,380 Est. Cost $93.02 Unrealized -9.1%
GM GENERAL MTRS CO 1.6%
Value ($000) $4,398 Shares 137,068 Est. Cost $35.00 Unrealized +1.3%
CMA COMERICA INC 1.5%
Value ($000) $4,343 Shares 61,078 Est. Cost $31.13 Unrealized +112.5%
CLF CLEVELAND-CLIFFS INC NEW 1.5%
Value ($000) $4,307 Shares 319,723 Est. Cost $22.24 Unrealized -25.2%
WESTROCK CO 1.5%
Value ($000) $4,125 Shares 133,540 Est. Cost $49.08 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $4,114 Shares 39,372 Est. Cost $110.79 Unrealized -4.7%
LUV SOUTHWEST AIRLS CO 1.4%
Value ($000) $3,986 Shares 129,255 Est. Cost $41.90 Unrealized -16.8%
F FORD MTR CO DEL 1.4%
Value ($000) $3,910 Shares 349,075 Est. Cost $7.30 Unrealized +48.8%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $3,755 Shares 119,580 Est. Cost $36.48 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $3,725 Shares 93,126 Est. Cost $39.01 Unrealized +2.7%
FDX FEDEX CORP 1.3%
Value ($000) $3,696 Shares 24,895 Est. Cost $145.46 Unrealized +34.6%
BP BP PLC 1.2%
Value ($000) $3,455 Shares 121,032 Est. Cost $24.53 Unrealized
NWL NEWELL BRANDS INC 1.2%
Value ($000) $3,280 Shares 236,163 Est. Cost $16.19 Unrealized -1.5%
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,974 Shares 12,768 Est. Cost $146.03 Unrealized +75.9%
INTC INTEL CORP 0.9%
Value ($000) $2,619 Shares 101,613 Est. Cost $48.59 Unrealized -33.5%
DFAT DIMENSIONAL ETF TRUST 0.9%
Value ($000) $2,509 Shares 64,393 Est. Cost $40.14 Unrealized
VGT VANGUARD WORLD FDS 0.8%
Value ($000) $2,398 Shares 7,802 Est. Cost $401.33 Unrealized
IEFA ISHARES TR 0.8%
Value ($000) $2,196 Shares 41,695 Est. Cost $72.10 Unrealized
IEMG ISHARES INC 0.8%
Value ($000) $2,147 Shares 49,957 Est. Cost $62.44 Unrealized
TRIUMPH GROUP INC NEW 0.8%
Value ($000) $2,136 Shares 248,633 Est. Cost $18.20 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $1,987 Shares 20,940 Est. Cost $101.60 Unrealized
BDN BRANDYWINE RLTY TR 0.5%
Value ($000) $1,482 Shares 219,525 Est. Cost $12.06 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,392 Shares 31,968 Est. Cost $48.91 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,382 Shares 5,211 Est. Cost $290.88 Unrealized -4.0%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,329 Shares 10,970 Est. Cost $116.98 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $1,293 Shares 13,424 Est. Cost $113.63 Unrealized
ASB ASSOCIATED BANC CORP 0.4%
Value ($000) $1,138 Shares 56,675 Est. Cost $19.02 Unrealized -8.0%
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,097 Shares 7,701 Est. Cost $68.92 Unrealized
MBB ISHARES TR 0.4%
Value ($000) $1,068 Shares 11,661 Est. Cost $6656.11 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $979 Shares 32,233 Est. Cost $4769.68 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $954 Shares 37,663 Est. Cost $28.17 Unrealized
VIS VANGUARD WORLD FDS 0.3%
Value ($000) $905 Shares 5,744 Est. Cost $187.95 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $833 Shares 3,120 Est. Cost $280.86 Unrealized +1.3%
DFUV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $827 Shares 27,946 Est. Cost $30.75 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.3%
Value ($000) $737 Shares 22,938 Est. Cost $33.08 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.2%
Value ($000) $697 Shares 37,760 Est. Cost $22.66 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $671 Shares 3,904 Est. Cost $179.27 Unrealized
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $662 Shares 3,686 Est. Cost $167340.34 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $659 Shares 11,767 Est. Cost $75.86 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $646 Shares 6,306 Est. Cost $132.94 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $646 Shares 5,117 Est. Cost $92.86 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $613 Shares 8,344 Est. Cost $89.41 Unrealized
REGL PROSHARES TR 0.2%
Value ($000) $599 Shares 9,303 Est. Cost $56.06 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $569 Shares 7,650 Est. Cost $92.61 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $527 Shares 6,362 Est. Cost $97.87 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $523 Shares 6,991 Est. Cost $81.96 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $508 Shares 2,203 Est. Cost $218.07 Unrealized +8.3%
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $507 Shares 13,032 Est. Cost $46.24 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $487 Shares 8,422 Est. Cost $74.14 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $408 Shares 2,631 Est. Cost $176900.66 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $407 Shares 3,480 Est. Cost $161.73 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $399 Shares 2,688 Est. Cost $173.10 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $398 Shares 11,063 Est. Cost $39.47 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $394 Shares 1,200 Est. Cost $383.36 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $385 Shares 3,121 Est. Cost $139.15 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $375 Shares 3,900 Est. Cost $111.70 Unrealized -0.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $340 Shares 4,720 Est. Cost $52.09 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $326 Shares 1,734 Est. Cost $183.44 Unrealized -0.6%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $316 Shares 4,736 Est. Cost $68.82 Unrealized
SMDV PROSHARES TR 0.1%
Value ($000) $311 Shares 5,611 Est. Cost $61.72 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $308 Shares 2,732 Est. Cost $126.80 Unrealized -0.3%
IEI ISHARES TR 0.1%
Value ($000) $306 Shares 2,678 Est. Cost $129.96 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $295 Shares 12,766 Est. Cost $26.48 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $285 Shares 6,394 Est. Cost $52.85 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $281 Shares 5,864 Est. Cost $80.11 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $280 Shares 3,037 Est. Cost $114.42 Unrealized -12.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $252 Shares 1,861 Est. Cost $135.41 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $251 Shares 1,173 Est. Cost $288.46 Unrealized
GTO INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $250 Shares 5,481 Est. Cost $56.78 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $242 Shares 9,627 Est. Cost $31.50 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $235 Shares 2,245 Est. Cost $127.58 Unrealized
Abrasilver Resource Corp 0.1%
Value ($000) $234 Shares 762,043 Est. Cost $0.38 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $232 Shares 944 Est. Cost $416.99 Unrealized -27.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $227 Shares 2,439 Est. Cost $87.31 Unrealized +7.7%
TGT TARGET CORP 0.1%
Value ($000) $219 Shares 1,480 Est. Cost $219.90 Unrealized -35.0%
FPX FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $208 Shares 2,564 Est. Cost $123.30 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $203 Shares 3,280 Est. Cost $61.89 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $191 Shares 12,250 Est. Cost $40.00 Unrealized
GBTC Grayscale Bitcoin Trust (BTC) 0.0%
Value ($000) $129 Shares 11,322 Est. Cost $29057.79 Unrealized
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $93 Shares 14,000 Est. Cost $9.52 Unrealized
GOTRF Goliath Resources Ltd 0.0%
Value ($000) $90 Shares 97,800 Est. Cost $49.21 Unrealized -98.2%
GLATF GLOBAL ATOMIC ORD 0.0%
Value ($000) $78 Shares 31,400 Est. Cost $3.02 Unrealized -13.5%
EMOTF EMERITA RESOURCES ORD 0.0%
Value ($000) $73 Shares 126,600 Est. Cost $2.14 Unrealized -65.7%
ELRRF Eloro Resources Ltd 0.0%
Value ($000) $72 Shares 27,495 Est. Cost $2.55 Unrealized +7.7%
DNN Denison Mines Corp 0.0%
Value ($000) $71 Shares 60,000 Est. Cost $1.53 Unrealized -22.6%
BNNLF BANNERMAN ENERGY LTD 0.0%
Value ($000) $63 Shares 48,147 Est. Cost $1.63 Unrealized -14.5%
FOSYF Forsys Metals Corp 0.0%
Value ($000) $52 Shares 125,000 Est. Cost $0.65 Unrealized -23.2%
COPAF CopAur Minerals Inc 0.0%
Value ($000) $50 Shares 156,800 Est. Cost $0.70 Unrealized -43.3%
LOTUS RES ORD 0.0%
Value ($000) $50 Shares 350,000 Est. Cost $0.24 Unrealized
ESKYF Eskay Mining Corp 0.0%
Value ($000) $45 Shares 39,047 Est. Cost $1.74 Unrealized -21.8%
PLG Platinum Group Metals Ltd 0.0%
Value ($000) $40 Shares 24,533 Est. Cost $1.49 Unrealized 0.0%
Paladin Energy Ltd 0.0%
Value ($000) $40 Shares 82,000 Est. Cost $0.58 Unrealized
GALKF Galantas Gold Corp 0.0%
Value ($000) $38 Shares 107,500 Est. Cost $0.44 Unrealized -14.0%
Santacruz Silver Mining Ltd 0.0%
Value ($000) $38 Shares 145,000 Est. Cost $200.89 Unrealized
GSVRF Guanajuato Silver Co Ltd 0.0%
Value ($000) $36 Shares 133,350 Est. Cost $0.44 Unrealized -38.2%
CGLCF Cassiar Gold Corp 0.0%
Value ($000) $34 Shares 85,000 Est. Cost $0.55 Unrealized -10.9%
BRWXF BRUNSWICK EXPL ORD 0.0%
Value ($000) $32 Shares 80,000 Est. Cost $0.22 Unrealized 0.0%
HAMRF SILVER HAMMER MNG ORD 0.0%
Value ($000) $31 Shares 135,000 Est. Cost $0.26 Unrealized 0.0%
Golden Tag Resources Ltd 0.0%
Value ($000) $29 Shares 245,542 Est. Cost $0.21 Unrealized
Minaurum Gold Inc 0.0%
Value ($000) $29 Shares 188,000 Est. Cost $0.22 Unrealized
Polymetal International PLC 0.0%
Value ($000) $27 Shares 12,500 Est. Cost $4.00 Unrealized
VEON Ltd 0.0%
Value ($000) $26 Shares 80,000 Est. Cost $0.68 Unrealized
KUYAF Kuya Silver Corp 0.0%
Value ($000) $24 Shares 70,000 Est. Cost $0.66 Unrealized -41.2%
GLGDF GoGold Resources Inc 0.0%
Value ($000) $23 Shares 20,000 Est. Cost $1.45 Unrealized 0.0%
Silver Viper Minerals Corp 0.0%
Value ($000) $21 Shares 123,000 Est. Cost $0.32 Unrealized
CBGZF Cabral Gold Inc 0.0%
Value ($000) $20 Shares 89,000 Est. Cost $101.90 Unrealized -99.8%
BASELODE ENERGY ORD 0.0%
Value ($000) $19 Shares 33,000 Est. Cost $0.64 Unrealized
DSVSF Discovery Silver Corp 0.0%
Value ($000) $18 Shares 26,690 Est. Cost $1.60 Unrealized -49.0%
CanAlaska Uranium Ltd 0.0%
Value ($000) $18 Shares 52,500 Est. Cost $0.39 Unrealized
SSVFF Southern Silver Exploration Corp 0.0%
Value ($000) $17 Shares 130,000 Est. Cost $0.23 Unrealized -32.5%
CMC Metals Ltd 0.0%
Value ($000) $14 Shares 120,000 Est. Cost $0.12 Unrealized
SBLRF Sable Resources Ltd 0.0%
Value ($000) $13 Shares 190,000 Est. Cost $0.17 Unrealized -17.7%
STHFF Stelmine Canada Ltd 0.0%
Value ($000) $12 Shares 100,000 Est. Cost $0.22 Unrealized -37.4%
APAAF Appia Rare Earths & Uranium Corp 0.0%
Value ($000) $12 Shares 34,000 Est. Cost $0.61 Unrealized -52.1%
GMTNF GOLD MTN MNG ORD 0.0%
Value ($000) $12 Shares 100,000 Est. Cost $0.23 Unrealized 0.0%
EQTRF Altamira Gold Corp 0.0%
Value ($000) $11 Shares 85,000 Est. Cost $0.20 Unrealized -42.6%
HSTXF Heliostar Metals Ltd 0.0%
Value ($000) $11 Shares 55,000 Est. Cost $0.19 Unrealized 0.0%
GASXF NG Energy International Corp 0.0%
Value ($000) $11 Shares 19,000 Est. Cost $1.40 Unrealized -48.6%
GPTRF Grande Portage Resources Ltd 0.0%
Value ($000) $10 Shares 50,000 Est. Cost $0.42 Unrealized -46.5%
Strikepoint Gold Inc 0.0%
Value ($000) $10 Shares 158,999 Est. Cost $0.06 Unrealized
GOLDSHORE RESOURCES ORD 0.0%
Value ($000) $10 Shares 73,000 Est. Cost $0.30 Unrealized
BLAGF BLUE LAGOON RESOURCES ORD 0.0%
Value ($000) $10 Shares 57,800 Est. Cost $0.25 Unrealized 0.0%
Kootenay Silver Inc 0.0%
Value ($000) $10 Shares 100,000 Est. Cost $0.14 Unrealized
CGXEF CGX Energy Inc 0.0%
Value ($000) $10 Shares 15,000 Est. Cost $1.94 Unrealized -61.6%
VLMZF VOLCANIC GOLD MINES ORD 0.0%
Value ($000) $9 Shares 60,000 Est. Cost $0.40 Unrealized -54.5%
Toro Energy Ltd 0.0%
Value ($000) $9 Shares 900,000 Est. Cost $0.02 Unrealized
AAGFF Aftermath Silver Ltd 0.0%
Value ($000) $8 Shares 58,000 Est. Cost $0.29 Unrealized -45.7%
United Lithium Corp 0.0%
Value ($000) $7 Shares 43,000 Est. Cost $0.37 Unrealized
NICOF Nico Resources Limited Npv Isin #au0000189284 4 Sedol #bp9scd6 0.0%
Value ($000) $7 Shares 20,102 Est. Cost $0.51 Unrealized +7.1%
Meridian Mining UK Societas 0.0%
Value ($000) $7 Shares 18,800 Est. Cost $0.90 Unrealized
NUMIF Numinus Wellness Inc 0.0%
Value ($000) $5 Shares 25,000 Est. Cost $428.19 Unrealized -99.9%
CHESSER RESOURCES ORD 0.0%
Value ($000) $5 Shares 100,000 Est. Cost $184.70 Unrealized
GRSLF GR SILVER MNG ORD 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.25 Unrealized -59.5%
BRAXF BRAXIA SCIENTIFIC ORD 0.0%
Value ($000) $1 Shares 18,560 Est. Cost $0.34 Unrealized -85.8%
ATHHF AETHER CATALYST SOLUTIONS ORD 0.0%
Value ($000) $1 Shares 60,000 Est. Cost $0.24 Unrealized -62.2%
SBERBANK ADR OFAC ESCROW 0.0%
Value ($000) $0 Shares 41,000 Est. Cost Unrealized
LUKOY PJSC Lukoil 0.0%
Value ($000) $0 Shares 10,650 Est. Cost $6.85 Unrealized