Tru Independence Asset Management 2, LLC
TRU Independence Asset Management 2, LLC is an independent registered investment adviser headquartered in Portland, Oregon. Founded in 2011, the firm provides wealth management, portfolio management, and investment advisory services primarily serving high net worth individuals, individual investors, pension and profit-sharing plans, and businesses. As of 2025, the firm employs 33 staff members. TRU Independence Asset Management 2, LLC leverages a collaborative, conflict-free business model tailored for advisors and clients seeking personalized investment solutions.
Investment Strategy
TRU Independence Asset Management 2, LLC employs a diversified investment strategy, focusing on creating customized portfolios for high net worth individuals and institutional clients. The firm integrates a blend of active and passive management, holding a broad array of equity and fixed income positions tailored to client risk preferences. It maintains significant positions in large cap technology and growth stocks while adding exposure to diversified funds, short-term instruments, and fixed income to balance risk. The firm acts as a fiduciary, emphasizing client-centric service and conflict-free advice, with a focus on long-term wealth creation and preservation.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 10.89% | $16.6M | 429,390 | $34.46 | $38.57 | +$970.0K |
D DFSD | DIMENSIONAL ETF TRUST | 4.42% | $6.7M | 139,419 | $47.76 | $48.19 | +$257.4K |
D DFGP | DIMENSIONAL ETF TRUST | 4.05% | $6.2M | 110,958 | $53.97 | $55.57 | +$638.2K |
D DFCF | DIMENSIONAL ETF TRUST | 3.80% | $5.8M | 135,091 | $43.17 | $42.76 | +$310.5K |
I IEI | ISHARES TR | 3.77% | $5.7M | 47,944 | $118.77 | $119.51 | -$26.5K |