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Livermore
Livermore
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tru Independence LLC

SEC CIK
0001785445
最新申報
2026/8/10

2021 年第 3 季持倉

持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
196
較 2021 年第 2 季 −78
總值
$3.58 億
較 2021 年第 2 季 +$1,800 萬 (+5.3%)
申報日
2021/11/12
SEC
tru Independence LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF18,434$794.2 萬2.2%+439+2.4%加碼–
TFCTruist Financial CorpCOM132,416$776.6 萬2.2%−6,346−4.6%減碼歷史
CVSCVS Health CorpStock84,934$720.7 萬2.0%−2,378−2.7%減碼歷史
GLWCorning IncCOM189,202$690.4 萬1.9%−1,679−0.9%減碼歷史
BABoeing CoStock31,177$685.7 萬1.9%−104−0.3%減碼歷史
UPSUnited Parcel Service IncStock36,916$672.2 萬1.9%−387−1.0%減碼歷史
CMAComerica IncCOM83,149$669.3 萬1.9%−1,075−1.3%減碼歷史
Royal Dutch Shell PLC780259107SPON ADR B150,491$666.2 萬1.9%−2,851−1.9%減碼–
First Tr Exchange-Traded FD33734H106SHS169,763$665.5 萬1.9%+7,397+4.6%加碼–
ULUnilever PLCSPON ADR NEW122,128$662.2 萬1.9%−1,373−1.1%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF57,574$661.1 萬1.8%+4,263+8.0%加碼–
GLDSPDR Gold TrustETF39,733$651.5 萬1.8%−331−0.8%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF104,997$648.3 萬1.8%+1,556+1.5%加碼–
LYBLyondellBasell Industries N.V.SHS - A -68,338$641.4 萬1.8%−742−1.1%減碼歷史
WRKWestRock CoCOM123,735$616.6 萬1.7%+123,735新進歷史
ALLAllstate CorpStock48,040$611.6 萬1.7%−665−1.4%減碼歷史
BERYBerry Global Group, Inc.COM99,920$608.3 萬1.7%−490−0.5%減碼歷史
GMGeneral Motors CoCOM114,818$605.2 萬1.7%+835+0.7%加碼歷史
BACBank of America CorpStock142,501$604.9 萬1.7%−881−0.6%減碼歷史
TSNTyson Foods, Inc.Stock75,535$596.3 萬1.7%−375−0.5%減碼歷史
DOWDow Inc.Stock103,576$596.1 萬1.7%−1,503−1.4%減碼歷史
MRKMerck & Co., Inc.Stock77,752$584.0 萬1.6%+362+0.5%加碼歷史
KIMKimco Realty CorpCOM272,462$565.4 萬1.6%+1,062+0.4%加碼歷史
KKellanovaStock88,430$565.2 萬1.6%−1,135−1.3%減碼歷史
IPInternational Paper CoCOM100,113$559.8 萬1.6%−1,236−1.2%減碼歷史
WFCWells Fargo & CompanyStock120,420$558.9 萬1.6%−1,997−1.6%減碼歷史
TTETotalEnergies SESPONSORED ADS116,419$558.0 萬1.6%−2,241−1.9%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM116,877$549.9 萬1.5%−1,700−1.4%減碼歷史
FFord Motor CoStock386,555$547.4 萬1.5%−1400.0%減碼歷史
KMBKimberly Clark CorpStock41,019$543.2 萬1.5%+457+1.1%加碼歷史
ENREnergizer Holdings, Inc.COM136,350$532.4 萬1.5%+2,955+2.2%加碼歷史
INTCIntel CorpStock98,736$525.9 萬1.5%+1,402+1.4%加碼歷史
TRVTravelers Companies, Inc.Stock33,436$508.2 萬1.4%−68−0.2%減碼歷史
FDXFedEx CorpStock23,030$505.0 萬1.4%+52+0.2%加碼歷史
OIO-I Glass, Inc.COM343,710$490.5 萬1.4%+343,710新進歷史
UMPQUmpqua Holdings CorpCOM240,855$487.7 萬1.4%−2,790−1.1%減碼歷史
LUVSouthwest Airlines CoCOM94,463$485.8 萬1.4%+37,187+64.9%加碼歷史
NWLNewell Brands Inc.Stock210,543$466.1 萬1.3%−3,085−1.4%減碼歷史
TAT&T Inc.Stock171,292$462.6 萬1.3%−1,516−0.9%減碼歷史
CSCOCisco Systems, Inc.Stock84,321$459.0 萬1.3%+469+0.6%加碼歷史
AAPLApple Inc.Stock32,182$455.3 萬1.3%+2,269+7.6%加碼歷史
JPMJPMorgan Chase & CoStock27,674$453.0 萬1.3%+61+0.2%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF130,725$441.6 萬1.2%+6,347+5.1%加碼歷史
TGITriumph Group IncCOM231,920$432.1 萬1.2%−1,225−0.5%減碼歷史
CLFCleveland-Cliffs Inc.COM217,480$430.8 萬1.2%+217,480新進歷史
JNJJohnson & JohnsonStock25,757$416.0 萬1.2%+263+1.0%加碼歷史
FMCFMC CorpCOM NEW44,855$410.7 萬1.1%+1,325+3.0%加碼歷史
iShares Tr4642874407-10 YR TRSY BD34,903$401.9 萬1.1%−674−1.9%減碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK134,682$389.4 萬1.1%+5,477+4.2%加碼–
Vanguard Information Technology ETF92204A702ETF9,334$374.6 萬1.0%+9,334新進–
MSFTMicrosoft CorpStock13,193$372.0 萬1.0%−3,300−20.0%減碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF125,915$369.8 萬1.0%+788+0.6%加碼–
BPBP PLCADR134,543$367.7 萬1.0%+1,932+1.5%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF49,401$366.8 萬1.0%−2,148−4.2%減碼–
WYWeyerhaeuser CoCOM NEW98,019$348.6 萬1.0%−1,450−1.5%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF13,973$310.0 萬0.9%−856−5.8%減碼–
BDNBrandywine Realty TrustSH BEN INT NEW218,198$292.8 萬0.8%−5,750−2.6%減碼歷史
iShares Select Dividend ETF464287168ETF18,092$207.3 萬0.6%00.0%不變–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF9,499$170.5 萬0.5%−505−5.0%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF13,178$167.8 萬0.5%−667−4.8%減碼–
First Trust Dow Jones Internet Index Fund33733E302ETF16,800$156.0 萬0.4%+16,800新進–
State Street Financial Select Sector SPDR ETF81369Y605ETF37,539$140.9 萬0.4%−2,185−5.5%減碼–
iShares Tr464288588MBS ETF12,885$139.3 萬0.4%−368−2.8%減碼–
Vanguard Industrials ETF92204A603ETF7,119$133.8 萬0.4%+7,119新進–
SLViShares Silver TrustETF61,194$125.3 萬0.4%00.0%不變歷史
iShares MSCI Eafe ETF464287465ETF13,540$105.6 萬0.3%+1,158+9.4%加碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF7,920$105.3 萬0.3%+7,920新進–
iShares Tr4642874571 3 YR TREAS BD11,280$97.0 萬0.3%00.0%不變–
iShares Tr46428743220 YR TR BD ETF6,724$96.9 萬0.3%+6,724新進–
iShares MSCI USA Min Vol Factor ETF46429B697ETF12,584$92.3 萬0.3%−10.0%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF8,033$88.7 萬0.2%+8,033新進–
Vanguard High Dividend Yield Index ETF921946406ETF8,440$87.2 萬0.2%+8,440新進–
Vanguard Consumer Staples ETF92204A207ETF4,775$85.6 萬0.2%+4,775新進–
BRK.BBerkshire Hathaway IncStock3,138$85.6 萬0.2%+3,138新進歷史
Vanguard Intermediate-Term Bond ETF921937819ETF9,346$83.6 萬0.2%+9,346新進–
Vanguard Financials ETF92204A405ETF8,854$82.0 萬0.2%+8,854新進–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF10,883$81.4 萬0.2%−99−0.9%減碼–
Vanguard World FD921910733ESG US STK ETF10,000$80.0 萬0.2%00.0%不變–
ProShares Tr74347B680S&P MDCP 400 DIV11,669$79.1 萬0.2%+397+3.5%加碼–
iShares Tr46435G425ESG AWR MSCI USA8,011$78.8 萬0.2%+8,011新進–
State Street Industrial Select Sector SPDR ETF81369Y704ETF7,551$73.9 萬0.2%+7,551新進–
SPYSPDR S&P 500 ETF TrustETF1,678$71.9 萬0.2%+1,678新進歷史
iShares S&P 500 Growth ETF464287309ETF9,258$68.4 萬0.2%+9,258新進–
iShares Tr464287556ISHARES BIOTECH4,223$68.3 萬0.2%+4,223新進–
iShares Tr46434V613CORE UNIVRSL USD12,546$66.7 萬0.2%+978+8.5%加碼–
GOOGLAlphabet Inc.Stock248$66.3 萬0.2%+248新進歷史
Vanguard Short-Term Bond ETF921937827ETF7,941$65.1 萬0.2%+7,941新進–
iShares Tr464288281JPMORGAN USD EMG5,901$64.9 萬0.2%+5,901新進–
ProShares Tr74347B698RUSS 2000 DIVD10,111$62.3 萬0.2%+10,111新進–
iShares Tr46436E619ESG ADVAN ETF12,358$61.1 萬0.2%00.0%不變–
iShares Inc46434G764MSCI EMRG CHN10,000$60.6 萬0.2%00.0%不變–
PSLVSprott Physical Silver TrustPHYSICAL SILVER76,500$58.2 萬0.2%−1,000−1.3%減碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF7,149$57.3 萬0.2%+7,149新進–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF12,720$56.5 萬0.2%−448−3.4%減碼–
iShares Tips Bond ETF464287176ETF4,413$56.3 萬0.2%+4,413新進–
Vanguard Materials ETF92204A801ETF3,137$54.3 萬0.2%+3,137新進–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF5,877$53.7 萬0.2%+5,877新進–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF7,006$52.6 萬0.1%+7,006新進–
Invesco Actively Managed Exc46090A804TOTAL RETURN8,850$50.3 萬0.1%+8,850新進–
State Street Energy Select Sector SPDR ETF81369Y506ETF8,743$45.5 萬0.1%+8,743新進–

2021 年第 2 季之後清倉（153 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 153 檔。

tru Independence LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
PFEPfizer IncStock136,253$533.5 萬1.6%歷史
KRKroger CoStock97,423$373.2 萬1.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF11,099$22.9 萬0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL1,749$19.6 萬0.1%–
AYAAya Gold & Silver Inc.COM26,200$19.4 萬0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM4,219$19.0 萬0.1%–
iShares Tr46436E759ESG EAFE ETF2,715$18.3 萬0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR7,042$18.3 萬0.1%–
PEPPepsiCo IncStock1,203$17.8 萬0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,140$17.7 萬0.1%–
TTTrane Technologies plcSHS912$16.8 萬<0.1%歷史
iShares Tr464288638ISHS 5-10YR INVT2,692$16.2 萬<0.1%–
SPDR Series Trust78464A789ST STR SP INS4,201$16.2 萬<0.1%–
VXRTVaxart, Inc.COM NEW21,752$16.2 萬<0.1%歷史
iShares Tr464288570ESG MSCI KLD ETF1,904$15.7 萬<0.1%–
COFCapital One Financial CorpStock1,011$15.6 萬<0.1%歷史
iShares Core S&P US Value ETF464287663ETF2,170$15.6 萬<0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,506$14.3 萬<0.1%–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD2,654$14.2 萬<0.1%–
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF1,842$14.1 萬<0.1%–
LINLinde PLCSHS480$13.9 萬<0.1%歷史
First Tr Exchange-Traded FD33733A201DOW 30 EQL WGT4,492$13.8 萬<0.1%–
TSLATesla, Inc.Stock200$13.5 萬<0.1%歷史
iShares Tr464288877EAFE VALUE ETF2,570$13.3 萬<0.1%–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT3,620$13.2 萬<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF752$13.0 萬<0.1%–
iShares Core S&P U.S. Growth ETF464287671ETF1,291$13.0 萬<0.1%–
AZNAstraZeneca PLCSPONSORED ADR2,150$12.9 萬<0.1%歷史
VVisa Inc.Stock547$12.8 萬<0.1%歷史
MOAltria Group, Inc.Stock2,617$12.5 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF1,413$12.4 萬<0.1%–
First Trust Financials Alphadex Fund33734X135ETF2,789$12.2 萬<0.1%–
LMTLockheed Martin CorpStock319$12.1 萬<0.1%歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD4,755$11.2 萬<0.1%–
Dimensional ETF Trust25434V401US EQUI MARK ETF2,304$10.9 萬<0.1%–
CMECME Group Inc.COM497$10.6 萬<0.1%歷史
iShares Inc46434G889EMNG MKTS EQT1,901$10.3 萬<0.1%–
NADNuveen Quality Municipal Income FundCOM6,223$10.0 萬<0.1%歷史
Vanguard Total International Bond ETF92203J407ETF1,719$9.80 萬<0.1%–
iShares U.S. Medical Devices ETF464288810ETF270$9.70 萬<0.1%–
DISWalt Disney CoStock552$9.70 萬<0.1%歷史
John Hancock Exchange Traded47804J206MULTIFACTOR MI1,859$9.60 萬<0.1%–
Invesco Exch Traded FD Tr II46138E511PFD ETF6,186$9.50 萬<0.1%–
CBChubb LtdStock593$9.40 萬<0.1%歷史
MTCHMatch Group, Inc.COM582$9.40 萬<0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF1,807$9.30 萬<0.1%–
CCICrown Castle Inc.REIT472$9.20 萬<0.1%歷史
iShares Tr464289867CORE 60 BALA ETF1,630$9.10 萬<0.1%–
CRMSalesforce, Inc.Stock370$9.00 萬<0.1%歷史
iShares Inc464286608MSCI EURZONE ETF1,811$8.90 萬<0.1%–
ETHEGrayscale Ethereum Staking ETFETF3,900$8.70 萬<0.1%歷史
iShares MSCI USA Quality Factor ETF46432F339ETF661$8.70 萬<0.1%–
CVXChevron CorpStock830$8.70 萬<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS1,966$8.50 萬<0.1%歷史
John Hancock Exchange Traded47804J701MLTFACTOR ENRG4,000$8.50 萬<0.1%–
MDTMedtronic plcStock683$8.40 萬<0.1%歷史
AGFirst Majestic Silver CorpCOM5,305$8.30 萬<0.1%歷史
DBX ETF Tr233051432XTRACK USD HIGH2,042$8.20 萬<0.1%–
CMCSAComcast CorpStock1,417$8.10 萬<0.1%歷史
RTXRTX CorpStock948$8.10 萬<0.1%歷史
FLNAFilana Therapeutics, Inc.COM940$8.00 萬<0.1%歷史
ECLEcolab Inc.Stock382$7.90 萬<0.1%歷史
John Hancock Exchange Traded47804J859MULTI INTL ETF2,347$7.90 萬<0.1%–
iShares Inc46434G822MSCI JAPAN ETF1,148$7.80 萬<0.1%–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH1,018$7.70 萬<0.1%–
DLRDigital Realty Trust, Inc.COM493$7.40 萬<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock522$7.30 萬<0.1%歷史
UNHUnitedHealth Group IncStock176$7.10 萬<0.1%歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH414$7.10 萬<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,522$7.00 萬<0.1%–
First Tr Exchange Traded FD33734X143HLTH CARE ALPH587$6.90 萬<0.1%–
iShares Tr464288885EAFE GRWTH ETF637$6.80 萬<0.1%–
BMYBristol Myers Squibb CoStock1,009$6.70 萬<0.1%歷史
UNPUnion Pacific CorpStock304$6.60 萬<0.1%歷史
CATCaterpillar IncStock303$6.60 萬<0.1%歷史
CLColgate Palmolive CoStock803$6.50 萬<0.1%歷史
NEENextera Energy IncStock872$6.40 萬<0.1%歷史
APDAir Products & Chemicals, Inc.Stock221$6.40 萬<0.1%歷史
ALBAlbemarle CorpStock381$6.40 萬<0.1%歷史
PENNPENN Entertainment, Inc.COM814$6.20 萬<0.1%歷史
TDToronto Dominion BankStock867$6.10 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U885FT VEST US EQT1,995$6.10 萬<0.1%–
WMTWalmart Inc.Stock425$6.00 萬<0.1%歷史
SYYSysco CorpStock765$5.90 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF933$5.90 萬<0.1%–
AMRSAmyris, Inc.COM NEW3,641$5.90 萬<0.1%歷史
BLKBlackRock, Inc.COM67$5.90 萬<0.1%歷史
iShares Core High Dividend ETF46429B663ETF597$5.80 萬<0.1%–
TXNTexas Instruments IncStock301$5.80 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF1,160$5.80 萬<0.1%–
First Tr Exchange-Traded Alp33734Y109COM SHS623$5.80 萬<0.1%–
Dimensional U.S. Small Cap ETF25434V500ETF983$5.70 萬<0.1%–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT1,663$5.70 萬<0.1%–
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP812$5.60 萬<0.1%–
iShares Inc464286665MSCI PAC JP ETF1,066$5.50 萬<0.1%–
iShares Tr464288414NATIONAL MUN ETF472$5.50 萬<0.1%–
NVCRNovoCure LtdORD SHS250$5.50 萬<0.1%歷史
Molecular Partners OrdfH55351102UNLSTD FOREIGN ORDRY2,700$5.50 萬<0.1%–
KOCoca Cola CoStock1,003$5.40 萬<0.1%歷史
FISFidelity National Information Services, Inc.Stock382$5.40 萬<0.1%歷史