0001785445-22-000005.txt : 20221103 0001785445-22-000005.hdr.sgml : 20221103 20221103165245 ACCESSION NUMBER: 0001785445-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221103 DATE AS OF CHANGE: 20221103 EFFECTIVENESS DATE: 20221103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: tru Independence LLC CENTRAL INDEX KEY: 0001785445 IRS NUMBER: 300876840 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20289 FILM NUMBER: 221358833 BUSINESS ADDRESS: STREET 1: 15350 SW SEQUOIA PARKWAY STREET 2: SUITE 250 CITY: PORTLAND STATE: OR ZIP: 97224 BUSINESS PHONE: 971.371.3450 MAIL ADDRESS: STREET 1: 15350 SW SEQUOIA PARKWAY STREET 2: SUITE 250 CITY: PORTLAND STATE: OR ZIP: 97224 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001785445 XXXXXXXX 09-30-2022 09-30-2022 tru Independence LLC

15350 SW SEQUOIA PARKWAY SUITE 250 PORTLAND OR 97224

13F HOLDINGS REPORT 028-20289 N MICHELLE ELDRIDGE 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 11-03-2022 0 171 282983 false INFORMATION TABLE 2 tiam_13f_q32022.xml CVS HEALTH CORP COM 126650100 7045 73874 SH SOLE 0 0 73874 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 6863 103333 SH SOLE 0 0 103333 SHELL PLC SPON ADS 780259305 6379 128211 SH SOLE 0 0 128211 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 6362 294952 SH SOLE 0 0 294952 BK OF AMERICA CORP COM 060505104 6176 204490 SH SOLE 0 0 204490 ALLSTATE CORP COM 020002101 6042 48520 SH SOLE 0 0 48520 APPLE INC COM 037833100 5941 42992 SH SOLE 0 0 42992 MERCK & CO INC COM 58933Y105 5843 67845 SH SOLE 0 0 67845 UNITED PARCEL SERVICE INC CL B 911312106 5701 35292 SH SOLE 0 0 35292 CORNING INC COM 219350105 5641 194391 SH SOLE 0 0 194391 GRAPHIC PACKAGING HLDG CO COM 388689101 5508 279050 SH SOLE 0 0 279050 WELLS FARGO CO NEW COM 949746101 5416 134663 SH SOLE 0 0 134663 UNILEVER PLC SPON ADR NEW 904767704 5186 118294 SH SOLE 0 0 118294 TRAVELERS COMPANIES INC COM 89420G109 5137 33528 SH SOLE 0 0 33528 KIMCO RLTY CORP COM 49446R109 5068 275312 SH SOLE 0 0 275312 AT&T INC COM 00206R102 5033 328080 SH SOLE 0 0 328080 MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102 5000 210350 SH SOLE 0 0 210350 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4987 66251 SH SOLE 0 0 66251 ENERGIZER HLDGS INC NEW COM 29272W109 4982 198167 SH SOLE 0 0 198167 O-I GLASS INC COM 67098H104 4959 382963 SH SOLE 0 0 382963 INTERNATIONAL PAPER CO COM 460146103 4950 156171 SH SOLE 0 0 156171 FIRST TR VALUE LINE DIVID IN SHS 33734H106 4815 134535 SH SOLE 0 0 134535 BERRY GLOBAL GROUP INC COM 08579W103 4758 102250 SH SOLE 0 0 102250 KIMBERLY-CLARK CORP COM 494368103 4696 41719 SH SOLE 0 0 41719 VERIZON COMMUNICATIONS INC COM 92343V104 4682 123301 SH SOLE 0 0 123301 TRUIST FINL CORP COM 89832Q109 4678 107440 SH SOLE 0 0 107440 ALBERTSONS COS INC COMMON STOCK 013091103 4654 187190 SH SOLE 0 0 187190 TOTALENERGIES SE SPONSORED ADS 89151E109 4652 99995 SH SOLE 0 0 99995 DOW INC COM 260557103 4633 105483 SH SOLE 0 0 105483 ISHARES TR CORE S&P500 ETF 464287200 4615 12868 SH SOLE 0 0 12868 KB HOME COM 48666K109 4579 176650 SH SOLE 0 0 176650 JOHNSON & JOHNSON COM 478160104 4543 27816 SH SOLE 0 0 27816 TYSON FOODS INC CL A 902494103 4534 68775 SH SOLE 0 0 68775 BOEING CO COM 097023105 4503 37190 SH SOLE 0 0 37190 SIMON PPTY GROUP INC NEW COM 828806109 4431 49380 SH SOLE 0 0 49380 GENERAL MTRS CO COM 37045V100 4398 137068 SH SOLE 0 0 137068 COMERICA INC COM 200340107 4343 61078 SH SOLE 0 0 61078 CLEVELAND-CLIFFS INC NEW COM 185899101 4307 319723 SH SOLE 0 0 319723 WESTROCK CO COM 96145D105 4125 133540 SH SOLE 0 0 133540 JPMORGAN CHASE & CO COM 46625H100 4114 39372 SH SOLE 0 0 39372 SOUTHWEST AIRLS CO COM 844741108 3986 129255 SH SOLE 0 0 129255 FORD MTR CO DEL COM 345370860 3910 349075 SH SOLE 0 0 349075 WALGREENS BOOTS ALLIANCE INC COM 931427108 3755 119580 SH SOLE 0 0 119580 CISCO SYS INC COM 17275R102 3725 93126 SH SOLE 0 0 93126 FEDEX CORP COM 31428X106 3696 24895 SH SOLE 0 0 24895 BP PLC SPONSORED ADR 055622104 3455 121032 SH SOLE 0 0 121032 NEWELL BRANDS INC COM 651229106 3280 236163 SH SOLE 0 0 236163 MICROSOFT CORP COM 594918104 2974 12768 SH SOLE 0 0 12768 INTEL CORP COM 458140100 2619 101613 SH SOLE 0 0 101613 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2509 64393 SH SOLE 0 0 64393 VANGUARD WORLD FDS INF TECH ETF 92204A702 2398 7802 SH SOLE 0 0 7802 ISHARES TR CORE MSCI EAFE 46432F842 2196 41695 SH SOLE 0 0 41695 ISHARES INC CORE MSCI EMKT 46434G103 2147 49957 SH SOLE 0 0 49957 TRIUMPH GROUP INC NEW COM 896818101 2136 248633 SH SOLE 0 0 248633 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1987 20940 SH SOLE 0 0 20940 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 1482 219525 SH SOLE 0 0 219525 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1392 31968 SH SOLE 0 0 31968 TESLA INC COM 88160R101 1382 5211 SH SOLE 0 0 5211 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1329 10970 SH SOLE 0 0 10970 ISHARES TR CORE US AGGBD ET 464287226 1293 13424 SH SOLE 0 0 13424 ASSOCIATED BANC CORP COM 045487105 1138 56675 SH SOLE 0 0 56675 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1097 7701 SH SOLE 0 0 7701 ISHARES TR MBS ETF 464288588 1068 11661 SH SOLE 0 0 11661 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 979 32233 SH SOLE 0 0 32233 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 954 37663 SH SOLE 0 0 37663 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 905 5744 SH SOLE 0 0 5744 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 833 3120 SH SOLE 0 0 3120 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 827 27946 SH SOLE 0 0 27946 FIRST TR MORNINGSTAR DIVID L SHS 336917109 737 22938 SH SOLE 0 0 22938 BRIXMOR PPTY GROUP INC COM 11120U105 697 37760 SH SOLE 0 0 37760 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 671 3904 SH SOLE 0 0 3904 Vanguard Total Stock Market ETF Exchange Traded Fund 922908769 662 3686 SH SOLE 0 0 3686 ISHARES TR MSCI EAFE ETF 464287465 659 11767 SH SOLE 0 0 11767 ISHARES TR IBOXX INV CP ETF 464287242 646 6306 SH SOLE 0 0 6306 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 646 5117 SH SOLE 0 0 5117 VANGUARD BD INDEX FDS INTERMED TERM 921937819 613 8344 SH SOLE 0 0 8344 PROSHARES TR S&P MDCP 400 DIV 74347B680 599 9303 SH SOLE 0 0 9303 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 569 7650 SH SOLE 0 0 7650 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 527 6362 SH SOLE 0 0 6362 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 523 6991 SH SOLE 0 0 6991 MCDONALDS CORP COM 580135101 508 2203 SH SOLE 0 0 2203 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 507 13032 SH SOLE 0 0 13032 ISHARES TR S&P 500 GRWT ETF 464287309 487 8422 SH SOLE 0 0 8422 SPDR Gold Shares Exchange Traded Fund 78463V107 408 2631 SH SOLE 0 0 2631 ISHARES TR ISHARES BIOTECH 464287556 407 3480 SH SOLE 0 0 3480 VANGUARD WORLD FDS MATERIALS ETF 92204A801 399 2688 SH SOLE 0 0 2688 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 398 11063 SH SOLE 0 0 11063 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 394 1200 SH SOLE 0 0 1200 VANGUARD INDEX FDS VALUE ETF 922908744 385 3121 SH SOLE 0 0 3121 ALPHABET INC CAP STK CL C 02079K107 375 3900 SH SOLE 0 0 3900 SELECT SECTOR SPDR TR ENERGY 81369Y506 340 4720 SH SOLE 0 0 4720 LOWES COS INC COM 548661107 326 1734 SH SOLE 0 0 1734 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 316 4736 SH SOLE 0 0 4736 PROSHARES TR RUSS 2000 DIVD 74347B698 311 5611 SH SOLE 0 0 5611 AMAZON COM INC COM 023135106 308 2732 SH SOLE 0 0 2732 ISHARES TR 3 7 YR TREAS BD 464288661 306 2678 SH SOLE 0 0 2678 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 295 12766 SH SOLE 0 0 12766 ISHARES TR CORE TOTAL USD 46434V613 285 6394 SH SOLE 0 0 6394 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 281 5864 SH SOLE 0 0 5864 CAPITAL ONE FINL CORP COM 14040H105 280 3037 SH SOLE 0 0 3037 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 252 1861 SH SOLE 0 0 1861 VANGUARD INDEX FDS GROWTH ETF 922908736 251 1173 SH SOLE 0 0 1173 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 250 5481 SH SOLE 0 0 5481 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 242 9627 SH SOLE 0 0 9627 ISHARES TR TIPS BD ETF 464287176 235 2245 SH SOLE 0 0 2245 Abrasilver Resource Corp Common Stock 00379L106 234 762043 SH SOLE 0 0 762043 WEST PHARMACEUTICAL SVSC INC COM 955306105 232 944 SH SOLE 0 0 944 DUKE ENERGY CORP NEW COM NEW 26441C204 227 2439 SH SOLE 0 0 2439 TARGET CORP COM 87612E106 219 1480 SH SOLE 0 0 1480 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 208 2564 SH SOLE 0 0 2564 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 203 3280 SH SOLE 0 0 3280 FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 33734X127 191 12250 SH SOLE 0 0 12250 Grayscale Bitcoin Trust (BTC) Exchange Traded Fund 389637109 129 11322 SH SOLE 0 0 11322 Sprott Physical Silver Trust Closed End Funds 85207K107 93 14000 SH SOLE 0 0 14000 Goliath Resources Ltd Common Stock 38171A209 90 97800 SH SOLE 0 0 97800 GLOBAL ATOMIC ORD Common Stock 37957M106 78 31400 SH SOLE 0 0 31400 EMERITA RESOURCES ORD Common Stock 29102L406 73 126600 SH SOLE 0 0 126600 Eloro Resources Ltd Common Stock 289900300 72 27495 SH SOLE 0 0 27495 Denison Mines Corp Common Stock 248356107 71 60000 SH SOLE 0 0 60000 BANNERMAN ENERGY LTD Common Stock Q1291U200 63 48147 SH SOLE 0 0 48147 Forsys Metals Corp Common Stock 34660G104 52 125000 SH SOLE 0 0 125000 CopAur Minerals Inc Common Stock 217205103 50 156800 SH SOLE 0 0 156800 LOTUS RES ORD Common Stock Q56336102 50 350000 SH SOLE 0 0 350000 Eskay Mining Corp Common Stock 296437106 45 39047 SH SOLE 0 0 39047 Platinum Group Metals Ltd Common Stock 72765Q882 40 24533 SH SOLE 0 0 24533 Paladin Energy Ltd Common Stock Q7264T104 40 82000 SH SOLE 0 0 82000 Galantas Gold Corp Common Stock 36315W301 38 107500 SH SOLE 0 0 107500 Santacruz Silver Mining Ltd Common Stock 80280U106 38 145000 SH SOLE 0 0 145000 Guanajuato Silver Co Ltd Common Stock 40066W106 36 133350 SH SOLE 0 0 133350 Cassiar Gold Corp Common Stock 148239106 34 85000 SH SOLE 0 0 85000 BRUNSWICK EXPL ORD Common Stock 117088104 32 80000 SH SOLE 0 0 80000 SILVER HAMMER MNG ORD Common Stock 827733106 31 135000 SH SOLE 0 0 135000 Golden Tag Resources Ltd Common Stock 38121P108 29 245542 SH SOLE 0 0 245542 Minaurum Gold Inc Common Stock 60252Q101 29 188000 SH SOLE 0 0 188000 Polymetal International PLC Common Stock G7179S101 27 12500 SH SOLE 0 0 12500 VEON Ltd Common Stock 91822M106 26 80000 SH SOLE 0 0 80000 Kuya Silver Corp Common Stock 50149R107 24 70000 SH SOLE 0 0 70000 GoGold Resources Inc Common Stock 38045Y102 23 20000 SH SOLE 0 0 20000 Silver Viper Minerals Corp Common Stock 828334102 21 123000 SH SOLE 0 0 123000 Cabral Gold Inc Common Stock 127106102 20 89000 SH SOLE 0 0 89000 BASELODE ENERGY ORD Common Stock 069825107 19 33000 SH SOLE 0 0 33000 Discovery Silver Corp Common Stock 254677107 18 26690 SH SOLE 0 0 26690 CanAlaska Uranium Ltd Common Stock 13708P201 18 52500 SH SOLE 0 0 52500 Southern Silver Exploration Corp Common Stock 843814203 17 130000 SH SOLE 0 0 130000 CMC Metals Ltd Common Stock 12571Q403 14 120000 SH SOLE 0 0 120000 Sable Resources Ltd Common Stock 785713306 13 190000 SH SOLE 0 0 190000 Stelmine Canada Ltd Common Stock 85857E203 12 100000 SH SOLE 0 0 100000 Appia Rare Earths & Uranium Corp Common Stock 03783P101 12 34000 SH SOLE 0 0 34000 GOLD MTN MNG ORD Common Stock 38065L105 12 100000 SH SOLE 0 0 100000 Altamira Gold Corp Common Stock 02139L103 11 85000 SH SOLE 0 0 85000 Heliostar Metals Ltd Common Stock 42328Y102 11 55000 SH SOLE 0 0 55000 NG Energy International Corp Common Stock 62931J102 11 19000 SH SOLE 0 0 19000 CGX Energy Inc Common Stock 125405506 10 15000 SH SOLE 0 0 15000 Kootenay Silver Inc Common Stock 500583703 10 100000 SH SOLE 0 0 100000 BLUE LAGOON RESOURCES ORD Common Stock 09564P103 10 57800 SH SOLE 0 0 57800 GOLDSHORE RESOURCES ORD Common Stock 38150N107 10 73000 SH SOLE 0 0 73000 Grande Portage Resources Ltd Common Stock 38655P201 10 50000 SH SOLE 0 0 50000 Strikepoint Gold Inc Common Stock 86332K202 10 158999 SH SOLE 0 0 158999 VOLCANIC GOLD MINES ORD Common Stock 92863W201 9 60000 SH SOLE 0 0 60000 Toro Energy Ltd Common Stock Q91181109 9 900000 SH SOLE 0 0 900000 Aftermath Silver Ltd Common Stock 00831V205 8 58000 SH SOLE 0 0 58000 United Lithium Corp Common Stock 910797109 7 43000 SH SOLE 0 0 43000 Meridian Mining UK Societas Common Stock N5626P102 7 18800 SH SOLE 0 0 18800 Nico Resources Limited Npv Isin #au0000189284 4 Sedol #bp9scd6 Common Stock Q6765Z106 7 20102 SH SOLE 0 0 20102 Numinus Wellness Inc Common Stock 67054W103 5 25000 SH SOLE 0 0 25000 CHESSER RESOURCES ORD Common Stock Q23712104 5 100000 SH SOLE 0 0 100000 GR SILVER MNG ORD Common Stock 36258E102 2 20000 SH SOLE 0 0 20000 BRAXIA SCIENTIFIC ORD Common Stock 105736102 1 18560 SH SOLE 0 0 18560 AETHER CATALYST SOLUTIONS ORD Common Stock 00810C103 1 60000 SH SOLE 0 0 60000 PJSC Lukoil Common Stock 69343P105 0 10650 SH SOLE 0 0 10650 SBERBANK ADR OFAC ESCROW Other Assets 80ESC9996 0 41000 SH SOLE 0 0 41000