$119 Million is the total value of TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's 442 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-09
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.