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tru Independence LLC

SEC CIK
0001785445
Latest filing
Aug 10, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 20, 2021. Long positions only.

Institution overview
Positions
295
No 13F data for Q4 2020
Portfolio value
$528.5M
No 13F data for Q4 2020
Filed
May 20, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of tru Independence LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF49,030$19.5M3.7%–––
Vanguard Ftse Developed Markets ETF921943858ETF193,383$9.50M1.8%–––
Vanguard Dividend Appreciation ETF921908844ETF62,536$9.20M1.7%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF80,369$9.15M1.7%–––
BACBank of America CorpStock223,385$8.64M1.6%––History
GLDSPDR Gold TrustETF51,839$8.63M1.6%––History
iShares Core MSCI Eafe ETF46432F842ETF119,019$8.57M1.6%–––
GLWCorning IncCOM193,606$8.42M1.6%––History
TFCTruist Financial CorpCOM138,463$8.07M1.5%––History
BABoeing CoStock31,274$7.97M1.5%––History
Schwab U.S. Broad Market ETF808524102ETF82,213$7.95M1.5%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF116,615$7.51M1.4%–––
LYBLyondellBasell Industries N.V.SHS - A -68,031$7.08M1.3%––History
MSFTMicrosoft CorpStock29,204$6.88M1.3%––History
DOWDow Inc.Stock105,879$6.77M1.3%––History
FDXFedEx CorpStock23,449$6.66M1.3%––History
CVSCVS Health CorpStock88,229$6.64M1.3%––History
ENREnergizer Holdings, Inc.COM138,151$6.56M1.2%––History
GMGeneral Motors CoCOM112,962$6.49M1.2%––History
WBAWalgreens Boots Alliance, Inc.COM118,072$6.48M1.2%––History
UPSUnited Parcel Service IncStock37,681$6.41M1.2%––History
STLDSteel Dynamics IncCOM124,566$6.32M1.2%––History
INTCIntel CorpStock97,883$6.26M1.2%––History
Vanguard Short-Term Bond ETF921937827ETF76,044$6.25M1.2%–––
BERYBerry Global Group, Inc.COM100,720$6.18M1.2%––History
CMAComerica IncCOM82,815$5.94M1.1%––History
First Tr Exchange-Traded FD33734H106SHS156,151$5.93M1.1%–––
MRKMerck & Co., Inc.Stock76,872$5.93M1.1%––History
NWLNewell Brands Inc.Stock214,443$5.74M1.1%––History
KKellanovaStock89,915$5.69M1.1%––History
AAPLApple Inc.Stock46,410$5.67M1.1%––History
Royal Dutch Shell PLC780259107SPON ADR B152,885$5.63M1.1%–––
TSNTyson Foods, Inc.Stock75,650$5.62M1.1%––History
ALLAllstate CorpStock48,880$5.62M1.1%––History
TTETotalEnergies SESPONSORED ADS118,470$5.51M1.0%––History
IPInternational Paper CoCOM101,941$5.51M1.0%––History
GBTCGrayscale Bitcoin Trust ETFETF121,555$5.39M1.0%––History
TAT&T Inc.Stock172,354$5.22M1.0%––History
KIMKimco Realty CorpCOM270,318$5.07M1.0%––History
TRVTravelers Companies, Inc.Stock33,419$5.03M1.0%––History
VanEck ETF Trust92189F106GOLD MINERS ETF142,320$5.03M1.0%–––
Vanguard Morningstar Value ETF922908744ETF38,003$5.00M0.9%–––
JPMJPMorgan Chase & CoStock32,764$4.99M0.9%––History
PFEPfizer IncStock136,290$4.94M0.9%––History
iShares Tr464288414NATIONAL MUN ETF42,440$4.92M0.9%–––
WFCWells Fargo & CompanyStock122,072$4.77M0.9%––History
ATIAti IncStock225,590$4.75M0.9%––History
Vanguard Morningstar Growth ETF922908736ETF18,402$4.73M0.9%–––
FFord Motor CoStock385,038$4.72M0.9%––History
FMCFMC CorpCOM NEW42,595$4.71M0.9%––History
CSCOCisco Systems, Inc.Stock83,331$4.31M0.8%––History
JNJJohnson & JohnsonStock25,996$4.27M0.8%––History
UMPQUmpqua Holdings CorpCOM243,110$4.27M0.8%––History
iShares MSCI USA Quality Factor ETF46432F339ETF34,053$4.15M0.8%–––
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF106,475$4.04M0.8%–––
NUENucor CorpCOM48,816$3.92M0.7%––History
iShares Tr4642874407-10 YR TRSY BD34,200$3.91M0.7%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF66,736$3.76M0.7%–––
WYWeyerhaeuser CoCOM NEW99,692$3.55M0.7%––History
Vanguard Information Technology ETF92204A702ETF9,857$3.53M0.7%–––
Dimensional ETF Trust25434V203INTL CORE EQT MK125,860$3.51M0.7%–––
KRKroger CoStock96,029$3.46M0.7%––History
LUVSouthwest Airlines CoCOM54,130$3.31M0.6%––History
Vanguard Total Bond Market ETF921937835ETF38,236$3.24M0.6%–––
BPBP PLCADR126,913$3.09M0.6%––History
BDNBrandywine Realty TrustSH BEN INT NEW228,235$2.95M0.6%––History
Vanguard Intermediate-Term Bond ETF921937819ETF31,728$2.82M0.5%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF12,983$2.78M0.5%–––
Vanguard Ftse Emerging Markets ETF922042858ETF50,743$2.64M0.5%–––
TMOThermo Fisher Scientific Inc.Stock5,687$2.60M0.5%––History
iShares Core S&P US Value ETF464287663ETF36,716$2.53M0.5%–––
iShares Core S&P U.S. Growth ETF464287671ETF25,860$2.35M0.4%–––
iShares Select Dividend ETF464287168ETF18,092$2.17M0.4%–––
Schwab International Equity ETF808524805ETF54,517$2.05M0.4%–––
BRK.BBerkshire Hathaway IncStock7,315$1.87M0.4%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF53,093$1.84M0.3%–––
CDWCDW CorpCOM10,804$1.79M0.3%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF10,306$1.73M0.3%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF14,180$1.66M0.3%–––
SPYSPDR S&P 500 ETF TrustETF3,930$1.60M0.3%––History
SLViShares Silver TrustETF60,083$1.48M0.3%––History
iShares Core S&P Small Cap ETF464287804ETF13,506$1.47M0.3%–––
APHAmphenol CorpCL A21,672$1.43M0.3%––History
Schwab U.S. Mid-Cap ETF808524508ETF19,023$1.42M0.3%–––
Vanguard Industrials ETF92204A603ETF7,349$1.39M0.3%–––
AMZNAmazon Com IncStock448$1.39M0.3%––History
GOOGLAlphabet Inc.Stock647$1.38M0.3%––History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF15,000$1.37M0.3%–––
First Trust Dow Jones Internet Index Fund33733E302ETF5,908$1.29M0.2%–––
UNHUnitedHealth Group IncStock3,422$1.27M0.2%––History
PSLVSprott Physical Silver TrustPHYSICAL SILVER132,100$1.26M0.2%––History
DHRDanaher CorpStock5,417$1.22M0.2%––History
ACNAccenture plcStock4,403$1.22M0.2%––History
MCDMcDonalds CorpStock5,324$1.19M0.2%––History
GDDYGoDaddy Inc.CL A15,168$1.18M0.2%––History
RVTYRevvity, Inc.COM9,138$1.17M0.2%––History
iShares Tr464288588MBS ETF10,817$1.17M0.2%–––
SSNCSS&C Technologies Holdings IncCOM16,350$1.14M0.2%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF6,735$1.11M0.2%–––
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF10,000$1.10M0.2%–––