0001785445-24-000002.txt : 20240418 0001785445-24-000002.hdr.sgml : 20240418 20240418172022 ACCESSION NUMBER: 0001785445-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: tru Independence LLC CENTRAL INDEX KEY: 0001785445 ORGANIZATION NAME: 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: 24855065 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 X0202 13F-HR LIVE false false false 0001785445 XXXXXXXX 03-31-2024 03-31-2024 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 04-18-2024 0 108 339514502 false INFORMATION TABLE 2 tiam_13f_q12024.xml DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 12051076 398778 SH SOLE 0 0 398778 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 10530631 122950 SH SOLE 0 0 122950 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 8452133 186540 SH SOLE 0 0 186540 GENERAL MTRS CO COM 37045V100 8256600 182064 SH SOLE 3700 0 178364 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 8028246 251275 SH SOLE 0 0 251275 ALLSTATE CORP COM 020002101 7988217 46172 SH SOLE 945 0 45227 BANK AMERICA CORP COM 060505104 7878034 207754 SH SOLE 3625 0 204129 JPMORGAN CHASE & CO COM 46625H100 7550157 37695 SH SOLE 560 0 37135 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 7344869 130761 SH SOLE 0 0 130761 WELLS FARGO CO NEW COM 949746101 7330228 126470 SH SOLE 2300 0 124170 TRAVELERS COMPANIES INC COM 89417E109 7291955 31685 SH SOLE 675 0 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