tru Independence LLC

The portfolio is highly diversified, comprising 132 individual holdings. The structure indicates a "core-satellite" or hybrid approach, blending broad market exposure through Exchange Traded Funds (ETFs) with targeted active stock picks. The turnover rate for the quarter was exceptionally high, with 52 total positions traded (26 new entries and 26 exits) and 0 positions remaining unchanged. This high level of activity contrasts with the generally static nature of the holdings that were retained, suggesting a strategic reallocation of capital rather than mere trimming.

2. Key Holdings