0001831263-21-000005.txt : 20210519 0001831263-21-000005.hdr.sgml : 20210519 20210519131856 ACCESSION NUMBER: 0001831263-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210519 DATE AS OF CHANGE: 20210519 EFFECTIVENESS DATE: 20210519 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CENTRAL INDEX KEY: 0001849497 IRS NUMBER: 000000000 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21107 FILM NUMBER: 21939699 BUSINESS ADDRESS: STREET 1: 15350 SW SEQUOIA PARKWAY STREET 2: SUITE 250 CITY: PORTLAND STATE: OR ZIP: 97224 BUSINESS PHONE: 9713713450 MAIL ADDRESS: STREET 1: 15350 SW SEQUOIA PARKWAY STREET 2: SUITE 250 CITY: PORTLAND STATE: OR ZIP: 97224 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001849497 XXXXXXXX 03-31-2021 03-31-2021 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

15350 SW SEQUOIA PARKWAY SUITE 250 PORTLAND OR 97224

13F HOLDINGS REPORT 028-21107 N MICHELLE ELDRIDGE 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 05-19-2021 0 104 126440 false INFORMATION TABLE 2 tiam2_elevatus_13f.xml VANGUARD INDEX FDS VALUE ETF 922908744 8478 64489 SH SOLE 0 0 64489 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6289 17263 SH SOLE 0 0 17263 ISHARES TR ISHS 1-5YR INVS 464288646 5400 98748 SH SOLE 0 0 98748 ISHARES TR FLTG RATE NT ETF 46429B655 5248 103338 SH SOLE 0 0 103338 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4772 58056 SH SOLE 0 0 58056 DIREXION SHS ETF TR 20YR TRES BEAR 25460G849 4599 56453 SH SOLE 0 0 56453 ISHARES TR MSCI EMG MKT ETF 464287234 4313 80861 SH SOLE 0 0 80861 APPLE INC COM 037833100 3947 32312 SH SOLE 0 0 32312 SPDR S&P 500 ETF TR TR UNIT 78462F103 3703 9344 SH SOLE 0 0 9344 UNITY SOFTWARE INC COM 91332U101 3688 36764 SH SOLE 0 0 36764 MICROSOFT CORP COM 594918104 3610 15313 SH SOLE 0 0 15313 AMAZON COM INC COM 023135106 3478 1124 SH SOLE 0 0 1124 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 3371 11369 SH SOLE 0 0 11369 VANGUARD INDEX FDS SMALL CP ETF 922908751 3062 14301 SH SOLE 0 0 14301 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2949 58108 SH SOLE 0 0 58108 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2906 29519 SH SOLE 0 0 29519 PAYCHEX INC COM 704326107 2734 27892 SH SOLE 0 0 27892 ISHARES TR US REGNL BKS ETF 464288778 2121 37428 SH SOLE 0 0 37428 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1809 22952 SH SOLE 0 0 22952 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1759 6403 SH SOLE 0 0 6403 RENAISSANCE CAP GREENWICH FD INTNTL IPO ETF 759937303 1463 42102 SH SOLE 0 0 42102 JACOBS ENGR GROUP INC COM 469814107 1392 10767 SH SOLE 0 0 10767 BROADCOM INC COM 11135F101 1348 2908 SH SOLE 0 0 2908 BLACKROCK SCIENCE & TECH TR SHS BEN INT 09260K101 1238 34700 SH SOLE 0 0 34700 MEDTRONIC PLC SHS G5960L103 1225 10371 SH SOLE 0 0 10371 GOLDMAN SACHS GROUP INC COM 38141G104 1217 3722 SH SOLE 0 0 3722 BLACKROCK HEALTH SCIENCS TR COM SHS 09260E105 1193 45356 SH SOLE 0 0 45356 ALPHABET INC CAP STK CL C 02079K107 1165 563 SH SOLE 0 0 563 DISNEY WALT CO COM 254687106 1123 6086 SH SOLE 0 0 6086 ISHARES TR INTL SEL DIV ETF 464288448 1100 34934 SH SOLE 0 0 34934 THERMO FISHER SCIENTIFIC INC COM 883556102 999 2188 SH SOLE 0 0 2188 ISHARES TR CORE S&P500 ETF 464287200 960 2413 SH SOLE 0 0 2413 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 926 5508 SH SOLE 0 0 5508 ORACLE CORP COM 68389X105 922 13145 SH SOLE 0 0 13145 INVESCO CURRENCYSHARES BRIT BRIT POUN STRL 46138M109 858 6450 SH SOLE 0 0 6450 APPLIED MATLS INC COM 038222105 803 6013 SH SOLE 0 0 6013 INVESCO QQQ TR UNIT SER 1 46090E103 774 2427 SH SOLE 0 0 2427 GENERAL ELECTRIC CO COM 369604103 760 57907 SH SOLE 0 0 57907 D R HORTON INC COM 23331A109 745 8357 SH SOLE 0 0 8357 SYNCHRONY FINANCIAL COM 87165B103 719 17676 SH SOLE 0 0 17676 VANGUARD WORLD FDS INF TECH ETF 92204A702 713 1988 SH SOLE 0 0 1988 BJS WHSL CLUB HLDGS INC COM 05550J101 710 15822 SH SOLE 0 0 15822 WORKDAY INC CL A 98138H101 697 2806 SH SOLE 0 0 2806 BLACKROCK INC COM 09247X101 693 919 SH SOLE 0 0 919 RADIANT LOGISTICS INC COM 75025X100 682 98121 SH SOLE 0 0 98121 VISA INC COM CL A 92826C839 681 3216 SH SOLE 0 0 3216 LINDE PLC SHS G5494J103 675 2410 SH SOLE 0 0 2410 JD.COM INC SPON ADR CL A 47215P106 667 7905 SH SOLE 0 0 7905 ISHARES TR NEW YORK MUN ETF 464288323 663 11485 SH SOLE 0 0 11485 JOHNSON CTLS INTL PLC SHS G51502105 651 10909 SH SOLE 0 0 10909 INSMED INC COM PAR $.01 457669307 641 18811 SH SOLE 0 0 18811 NCR CORP NEW COM 62886E108 632 16648 SH SOLE 0 0 16648 3M CO COM 88579Y101 616 3198 SH SOLE 0 0 3198 VANECK VECTORS ETF TR INTRMDT MUNI ETF 92189H201 614 11985 SH SOLE 0 0 11985 INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 611 3924 SH SOLE 0 0 3924 ANTHEM INC COM 036752103 587 1636 SH SOLE 0 0 1636 PENNYMAC FINL SVCS INC NEW COM 70932M107 584 8730 SH SOLE 0 0 8730 CONSTELLATION BRANDS INC CL A 21036P108 583 2556 SH SOLE 0 0 2556 ARK ETF TR INNOVATION ETF 00214Q104 577 4807 SH SOLE 0 0 4807 ALPHABET INC CAP STK CL A 02079K305 569 276 SH SOLE 0 0 276 CIGNA CORP NEW COM 125523100 563 2331 SH SOLE 0 0 2331 ISHARES TR MBS ETF 464288588 552 5091 SH SOLE 0 0 5091 PEPSICO INC COM 713448108 549 3878 SH SOLE 0 0 3878 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 542 20269 SH SOLE 0 0 20269 GENERAL MTRS CO COM 37045V100 533 9278 SH SOLE 0 0 9278 LABORATORY CORP AMER HLDGS COM NEW 50540R409 479 1877 SH SOLE 0 0 1877 TE CONNECTIVITY LTD REG SHS H84989104 455 3526 SH SOLE 0 0 3526 EMERSON ELEC CO COM 291011104 440 4876 SH SOLE 0 0 4876 EBAY INC. COM 278642103 432 7058 SH SOLE 0 0 7058 FACEBOOK INC CL A 30303M102 429 1457 SH SOLE 0 0 1457 NEXTERA ENERGY INC COM 65339F101 404 5340 SH SOLE 0 0 5340 QUEST DIAGNOSTICS INC COM 74834L100 404 3146 SH SOLE 0 0 3146 T-MOBILE US INC COM 872590104 397 3165 SH SOLE 0 0 3165 VERIZON COMMUNICATIONS INC COM 92343V104 361 6211 SH SOLE 0 0 6211 PAYPAL HLDGS INC COM 70450Y103 353 1455 SH SOLE 0 0 1455 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 351 3004 SH SOLE 0 0 3004 SKYWORKS SOLUTIONS INC COM 83088M102 341 1856 SH SOLE 0 0 1856 WIX COM LTD SHS M98068105 325 1165 SH SOLE 0 0 1165 HONEYWELL INTL INC COM 438516106 319 1471 SH SOLE 0 0 1471 ASTRAZENECA PLC SPONSORED ADR 046353108 317 6382 SH SOLE 0 0 6382 VANGUARD WORLD FD MEGA CAP INDEX 921910873 312 2222 SH SOLE 0 0 2222 SALESFORCE COM INC COM 79466L302 306 1446 SH SOLE 0 0 1446 INVESCO EXCH TRADED FD TR II TREAS COLATERL 46138G888 284 2683 SH SOLE 0 0 2683 NXP SEMICONDUCTORS N V COM N6596X109 282 1399 SH SOLE 0 0 1399 BOEING CO COM 097023105 279 1095 SH SOLE 0 0 1095 EXXON MOBIL CORP COM 30231G102 278 4987 SH SOLE 0 0 4987 COMCAST CORP NEW CL A 20030N101 277 5123 SH SOLE 0 0 5123 PRUDENTIAL FINL INC COM 744320102 276 3025 SH SOLE 0 0 3025 VANGUARD BD INDEX FDS INTERMED TERM 921937819 276 3112 SH SOLE 0 0 3112 HOME DEPOT INC COM 437076102 274 899 SH SOLE 0 0 899 QUALCOMM INC COM 747525103 269 2030 SH SOLE 0 0 2030 EASTMAN CHEM CO COM 277432100 259 2356 SH SOLE 0 0 2356 ISHARES TR USD INV GRDE ETF 464288620 259 4381 SH SOLE 0 0 4381 SPDR SER TR SPDR BLOOMBERG 78468R663 256 2799 SH SOLE 0 0 2799 JOHNSON & JOHNSON COM 478160104 241 1465 SH SOLE 0 0 1465 AT&T INC COM 00206R102 239 7880 SH SOLE 0 0 7880 JPMORGAN CHASE & CO COM 46625H100 234 1540 SH SOLE 0 0 1540 ISHARES TR RUS 1000 ETF 464287622 231 1031 SH SOLE 0 0 1031 ROKU INC COM CL A 77543R102 230 705 SH SOLE 0 0 705 NETFLIX INC COM 64110L106 228 438 SH SOLE 0 0 438 ADOBE SYSTEMS INCORPORATED COM 00724F101 207 436 SH SOLE 0 0 436 VANGUARD INDEX FDS GROWTH ETF 922908736 206 800 SH SOLE 0 0 800 GLOBAL X FDS REIT ETF 37950E127 102 10741 SH SOLE 0 0 10741 TCW STRATEGIC INCOME FD INC COM 872340104 77 13540 SH SOLE 0 0 13540