0001785445-24-000001.txt : 20240110 0001785445-24-000001.hdr.sgml : 20240110 20240110105103 ACCESSION NUMBER: 0001785445-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: tru Independence LLC CENTRAL INDEX KEY: 0001785445 ORGANIZATION NAME: IRS NUMBER: 300876840 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20289 FILM NUMBER: 24525383 BUSINESS ADDRESS: STREET 1: 15350 SW SEQUOIA PARKWAY STREET 2: SUITE 250 CITY: PORTLAND STATE: OR ZIP: 97224 BUSINESS PHONE: 971.371.3450 MAIL ADDRESS: STREET 1: 15350 SW SEQUOIA PARKWAY STREET 2: SUITE 250 CITY: PORTLAND STATE: OR ZIP: 97224 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001785445 XXXXXXXX 12-31-2023 12-31-2023 tru Independence LLC

15350 SW SEQUOIA PARKWAY SUITE 250 PORTLAND OR 97224

13F HOLDINGS REPORT 028-20289 N MICHELLE ELDRIDGE 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 01-10-2024 0 107 329440205 false INFORMATION TABLE 2 tiam_13f_q42023.xml DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 13857255 483843 SH SOLE 0 0 483843 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 12499017 156160 SH SOLE 0 0 156160 BOEING CO COM 097023105 8856200 33976 SH SOLE 590 0 33386 TRIUMPH GROUP INC NEW COM 896818101 8011033 483175 SH SOLE 10300 0 472875 BANK AMERICA CORP COM 060505104 7135458 211923 SH SOLE 3625 0 208298 SIMON PPTY GROUP INC NEW COM 828806109 7123442 49940 SH SOLE 1090 0 48850 APPLE INC COM 037833100 6816297 35404 SH SOLE 0 0 35404 GENERAL MTRS CO COM 37045V100 6781293 188789 SH SOLE 3775 0 185014 ALLSTATE CORP COM 020002101 6635332 47402 SH SOLE 945 0 46457 JPMORGAN CHASE & CO COM 46625H100 6597215 38785 SH SOLE 560 0 38225 WELLS FARGO CO NEW COM 949746101 6503372 132129 SH SOLE 2375 0 129754 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6284482 260659 SH SOLE 0 0 260659 TRAVELERS COMPANIES INC COM 89417E109 6168994 32385 SH SOLE 675 0 31710 FORD MTR CO DEL COM 345370860 6146808 504250 SH SOLE 10225 0 494025 KIMCO RLTY CORP COM 49446R109 6094639 285999 SH SOLE 5600 0 280399 ALBERTSONS COS INC COMMON STOCK 013091103 5854466 254542 SH SOLE 4825 0 249717 CVS HEALTH CORP COM 126650100 5801455 73474 SH SOLE 1525 0 71949 CLEVELAND-CLIFFS INC NEW COM 185899101 5798218 283948 SH SOLE 6275 0 277673 CORNING INC COM 219350105 5795771 190337 SH SOLE 3900 0 186437 MERCK & CO INC COM 58933Y105 5762712 52859 SH SOLE 1100 0 51759 O-I GLASS INC COM 67098H104 5726653 349613 SH SOLE 7625 0 341988 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5648809 109325 SH SOLE 0 0 109325 ENERGIZER HLDGS INC NEW COM 29272W109 5549623 175178 SH SOLE 3725 0 171453 SHELL PLC SPON ADS 780259305 5436277 82619 SH SOLE 1275 0 81344 FEDEX CORP COM 31428X106 5340197 21110 SH SOLE 365 0 20745 VERIZON COMMUNICATIONS INC COM 92343V104 5246397 139162 SH SOLE 2725 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