Tru Independence 13F annual report
Tru Independence is an investment fund managing more than $329 billion ran by Michelle Eldridge. There are currently 78 companies in Mrs. Eldridge’s portfolio. The largest investments include Dimensional Etf Trust and First Tr Exchange-traded Fd, together worth $52.5 billion.
Limited to 30 biggest holdings
$329 billion Assets Under Management (AUM)
As of 3rd January 2024, Tru Independence’s top holding is 941,609 shares of Dimensional Etf Trust currently worth over $26.4 billion and making up 8.0% of the portfolio value.In addition, the fund holds 415,065 shares of First Tr Exchange-traded Fd worth $26.2 billion. The third-largest holding is Boeing Co worth $8.86 billion and the next is Triumph worth $8.01 billion, with 483,175 shares owned.
Currently, Tru Independence's portfolio is worth at least $329 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Tru Independence
The Tru Independence office and employees reside in Portland, Oregon. According to the last 13-F report filed with the SEC, Michelle Eldridge serves as the SR. COMPLIANCE OFFICER at Tru Independence.
