Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE-TRADED F | 9 | Q1 2023 | 12.4% |
MICROSOFT CORP | 9 | Q1 2023 | 7.9% |
APPLE INC | 9 | Q1 2023 | 4.9% |
SPDR S&P 500 ETF TR | 9 | Q1 2023 | 16.9% |
AMAZON COM INC | 9 | Q1 2023 | 5.1% |
PAYCHEX INC | 9 | Q1 2023 | 3.2% |
INVESCO QQQ TR | 9 | Q1 2023 | 3.3% |
ALPHABET INC | 9 | Q1 2023 | 3.3% |
THERMO FISHER SCIENTIFIC INC | 9 | Q1 2023 | 3.3% |
ISHARES TR | 9 | Q1 2023 | 1.3% |
View TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-04-26 |
13F-HR | 2022-10-31 |
13F-HR | 2022-08-02 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-20 |
13F-HR | 2021-11-05 |
13F-HR | 2021-07-21 |
13F-HR | 2021-05-19 |
13F-HR | 2021-03-09 |
View TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.