tru Independence LLC Buys Unilever PLC, Kimberly-Clark Corp, Triumph Group Inc, Sells iShares Core S&P 500 ETF, Vanguard FTSE Developed Markets ETF, Vanguard Dividend Appreciation FTF

Investment company tru Independence LLC (Current Portfolio) buys Unilever PLC, Kimberly-Clark Corp, Triumph Group Inc, Dimensional International Core Equity Market ETF, Vanguard ESG U.S. Stock ETF, sells iShares Core S&P 500 ETF, Vanguard FTSE Developed Markets ETF, Vanguard Dividend Appreciation FTF, Schwab U.S. Broad Market ETF, Steel Dynamics Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, tru Independence LLC. As of 2021Q2, tru Independence LLC owns 271 stocks with a total value of $339 million. These are the details of the buys and sells.

For the details of tru Independence LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tru+independence+llc/current-portfolio/portfolio

These are the top 5 holdings of tru Independence LLC
  1. Corning Inc (GLW) - 190,881 shares, 2.30% of the total portfolio. Shares reduced by 1.41%
  2. United Parcel Service Inc (UPS) - 37,303 shares, 2.29% of the total portfolio. Shares reduced by 1%
  3. iShares Core S&P 500 ETF (IVV) - 17,995 shares, 2.28% of the total portfolio. Shares reduced by 63.3%
  4. Truist Financial Corp (TFC) - 138,762 shares, 2.27% of the total portfolio. Shares added by 0.22%
  5. Boeing Co (BA) - 31,281 shares, 2.21% of the total portfolio. Shares added by 0.02%
New Purchase: Unilever PLC (UL)

tru Independence LLC initiated holding in Unilever PLC. The purchase prices were between $55.83 and $61.05, with an estimated average price of $59.02. The stock is now traded at around $57.786800. The impact to a portfolio due to this purchase was 2.13%. The holding were 123,501 shares as of 2021-06-30.

New Purchase: Kimberly-Clark Corp (KMB)

tru Independence LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $128.69 and $142.39, with an estimated average price of $133.51. The stock is now traded at around $135.795000. The impact to a portfolio due to this purchase was 1.6%. The holding were 40,562 shares as of 2021-06-30.

New Purchase: Dimensional International Core Equity Market ETF (DFAI)

tru Independence LLC initiated holding in Dimensional International Core Equity Market ETF. The purchase prices were between $27.68 and $30.11, with an estimated average price of $29.1. The stock is now traded at around $29.750000. The impact to a portfolio due to this purchase was 1.11%. The holding were 129,205 shares as of 2021-06-30.

New Purchase: Vanguard ESG U.S. Stock ETF (ESGV)

tru Independence LLC initiated holding in Vanguard ESG U.S. Stock ETF. The purchase prices were between $73.58 and $80.04, with an estimated average price of $77.36. The stock is now traded at around $82.210000. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,000 shares as of 2021-06-30.

New Purchase: iShares MSCI Emerging Markets ex China ETF (EMXC)

tru Independence LLC initiated holding in iShares MSCI Emerging Markets ex China ETF. The purchase prices were between $58.58 and $63.43, with an estimated average price of $61.15. The stock is now traded at around $62.200000. The impact to a portfolio due to this purchase was 0.18%. The holding were 10,000 shares as of 2021-06-30.

New Purchase: iShares ESG Advanced Total USD Bond Market ETF (EUSB)

tru Independence LLC initiated holding in iShares ESG Advanced Total USD Bond Market ETF. The purchase prices were between $48.81 and $49.63, with an estimated average price of $49.26. The stock is now traded at around $50.235000. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,358 shares as of 2021-06-30.

Added: Triumph Group Inc (TGI)

tru Independence LLC added to a holding in Triumph Group Inc by 370.52%. The purchase prices were between $14.82 and $22.52, with an estimated average price of $18.44. The stock is now traded at around $19.605000. The impact to a portfolio due to this purchase was 1.13%. The holding were 233,145 shares as of 2021-06-30.

Added: iShares MBS ETF (MBB)

tru Independence LLC added to a holding in iShares MBS ETF by 22.52%. The purchase prices were between $107.81 and $108.48, with an estimated average price of $108.18. The stock is now traded at around $108.747000. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,253 shares as of 2021-06-30.

Added: Goliath Resources Ltd (B4IF)

tru Independence LLC added to a holding in Goliath Resources Ltd by 46.43%. The purchase prices were between $0.41 and $0.62, with an estimated average price of $0.52. The stock is now traded at around $0.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 205,000 shares as of 2021-06-30.

Added: Guanajuato Silver Co Ltd (E35)

tru Independence LLC added to a holding in Guanajuato Silver Co Ltd by 65.22%. The purchase prices were between $0.32 and $0.49, with an estimated average price of $0.4. The stock is now traded at around $0.390000. The impact to a portfolio due to this purchase was 0.01%. The holding were 228,000 shares as of 2021-06-30.

Added: Strikepoint Gold Inc (STKXF)

tru Independence LLC added to a holding in Strikepoint Gold Inc by 53.03%. The purchase prices were between $0.15 and $0.22, with an estimated average price of $0.18. The stock is now traded at around $0.157000. The impact to a portfolio due to this purchase was 0.01%. The holding were 606,000 shares as of 2021-06-30.

Added: Metals X Ltd (MLXEF)

tru Independence LLC added to a holding in Metals X Ltd by 65.42%. The purchase prices were between $0.16 and $0.23, with an estimated average price of $0.18. The stock is now traded at around $0.192000. The impact to a portfolio due to this purchase was 0.01%. The holding were 354,000 shares as of 2021-06-30.

Sold Out: Vanguard Dividend Appreciation FTF (VIG)

tru Independence LLC sold out a holding in Vanguard Dividend Appreciation FTF. The sale prices were between $146.42 and $155.96, with an estimated average price of $152.78.

Sold Out: Schwab U.S. Broad Market ETF (SCHB)

tru Independence LLC sold out a holding in Schwab U.S. Broad Market ETF. The sale prices were between $96.41 and $104.27, with an estimated average price of $101.18.

Sold Out: Steel Dynamics Inc (STLD)

tru Independence LLC sold out a holding in Steel Dynamics Inc. The sale prices were between $50.12 and $66.51, with an estimated average price of $58.48.

Sold Out: Vanguard Short-Term Bond ETF (BSV)

tru Independence LLC sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $81.84 and $82.35, with an estimated average price of $82.1.

Sold Out: Vanguard Growth ETF (VUG)

tru Independence LLC sold out a holding in Vanguard Growth ETF. The sale prices were between $256.7 and $287.23, with an estimated average price of $271.87.

Sold Out: Allegheny Technologies Inc (ATI)

tru Independence LLC sold out a holding in Allegheny Technologies Inc. The sale prices were between $20.34 and $24.8, with an estimated average price of $22.91.

Reduced: iShares Core S&P 500 ETF (IVV)

tru Independence LLC reduced to a holding in iShares Core S&P 500 ETF by 63.3%. The sale prices were between $396.67 and $429.92, with an estimated average price of $417.66. The stock is now traded at around $442.470000. The impact to a portfolio due to this sale was -2.37%. tru Independence LLC still held 17,995 shares as of 2021-06-30.

Reduced: Vanguard FTSE Developed Markets ETF (VEA)

tru Independence LLC reduced to a holding in Vanguard FTSE Developed Markets ETF by 99.07%. The sale prices were between $48.72 and $52.87, with an estimated average price of $51.22. The stock is now traded at around $52.375000. The impact to a portfolio due to this sale was -1.8%. tru Independence LLC still held 1,807 shares as of 2021-06-30.

Reduced: BTC iShares Core MSCI EAFE ETF (IEFA)

tru Independence LLC reduced to a holding in BTC iShares Core MSCI EAFE ETF by 56.69%. The sale prices were between $71.04 and $77.08, with an estimated average price of $74.63. The stock is now traded at around $76.420000. The impact to a portfolio due to this sale was -0.94%. tru Independence LLC still held 51,549 shares as of 2021-06-30.

Reduced: iShares National Muni Bond ETF (MUB)

tru Independence LLC reduced to a holding in iShares National Muni Bond ETF by 98.89%. The sale prices were between $115.34 and $117.42, with an estimated average price of $116.49. The stock is now traded at around $117.609500. The impact to a portfolio due to this sale was -0.94%. tru Independence LLC still held 472 shares as of 2021-06-30.

Reduced: BTC iShares MSCI USA Quality Factor ETF (QUAL)

tru Independence LLC reduced to a holding in BTC iShares MSCI USA Quality Factor ETF by 98.06%. The sale prices were between $121.43 and $133.01, with an estimated average price of $127.81. The stock is now traded at around $137.955000. The impact to a portfolio due to this sale was -0.78%. tru Independence LLC still held 661 shares as of 2021-06-30.

Reduced: iShares Core U.S. Aggregate Bond ETF (AGG)

tru Independence LLC reduced to a holding in iShares Core U.S. Aggregate Bond ETF by 33.67%. The sale prices were between $113.17 and $115.17, with an estimated average price of $114.24. The stock is now traded at around $116.570000. The impact to a portfolio due to this sale was -0.59%. tru Independence LLC still held 53,311 shares as of 2021-06-30.



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