☆True Freedom Investing, LLC
Quality Q
0.916
AUM ($M)
1,277
Positions
97
Turnover
0.00
Top-10 wt
75%
Herfindahl
0.103
History (qtrs)
6
Excess Return
—
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Holdings · 98 positions · portfolio value $1,277M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IJS funds › | ISHARES TR | TRIM | — | 17.7% | +0.1% | 225.8 | 1,906,412 | -34,055 | 1 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 17.6% | +0.0% | 224.3 | 904,461 | -16,207 | 1 | — |
| ☆IJK funds › | ISHARES TR | TRIM | — | 17.5% | +0.1% | 223.1 | 2,217,617 | -38,698 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 7.3% | +0.0% | 92.7 | 215,495 | -3,258 | 1 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | TRIM | — | 3.0% | -0.0% | 38.3 | 496,303 | -13,068 | 1 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 2.8% | -0.0% | 35.2 | 575,117 | -21,822 | 1 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.6% | -0.1% | 33.6 | 1,309,369 | -56,267 | 1 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | TRIM | — | 2.4% | -0.1% | 31.1 | 422,886 | -22,550 | 1 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.2% | -0.0% | 28.2 | 1,137,902 | -48,821 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 1.6% | +0.0% | 20.7 | 31,865 | -377 | 1 | — |
| ☆IEF funds › | ISHARES TR | TRIM | — | 1.1% | -0.1% | 14.1 | 147,572 | -11,051 | 1 | — |
| ☆COP funds › | CONOCOPHILLIPS | TRIM | — | 0.8% | +0.0% | 10.5 | 79,821 | -851 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.8% | +0.0% | 10.0 | 58,918 | -233 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.6% | +0.0% | 8.0 | 21,698 | -248 | 1 | — |
| ☆PSX funds › | PHILLIPS 66 | TRIM | — | 0.6% | +0.0% | 7.4 | 40,371 | -201 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.5% | +0.0% | 7.0 | 54,373 | -659 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.5% | +0.0% | 6.8 | 33,020 | -178 | 1 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.5% | +0.0% | 6.8 | 56,676 | -328 | 1 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.5% | +0.0% | 6.6 | 130,558 | -754 | 1 | — |
| ☆AZN funds › | ASTRAZENECA PLC | TRIM | — | 0.5% | +0.0% | 6.5 | 33,173 | -170 | 1 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.5% | -0.0% | 6.4 | 207,724 | -4,518 | 1 | — |
| ☆AAPL funds › | APPLE INC | HOLD | — | 0.5% | +0.0% | 6.2 | 24,299 | +0 | 1 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.5% | +0.0% | 6.1 | 54,166 | -288 | 1 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.5% | +0.0% | 6.1 | 17,242 | -97 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.5% | +0.0% | 6.0 | 27,808 | -134 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.5% | +0.0% | 6.0 | 20,417 | -101 | 1 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.5% | +0.0% | 6.0 | 237,535 | -4,665 | 1 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.5% | +0.0% | 5.8 | 37,081 | -202 | 1 | — |
| ☆SPMD funds › | SPDR SERIES TRUST | TRIM | — | 0.4% | -0.0% | 5.7 | 96,433 | -2,099 | 1 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.4% | -0.0% | 5.7 | 79,900 | -5,003 | 1 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.4% | +0.0% | 5.7 | 43,354 | -249 | 1 | — |
| ☆IGSB funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 5.7 | 107,643 | -991 | 1 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.4% | +0.0% | 5.6 | 58,431 | -332 | 1 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.4% | +0.0% | 5.6 | 24,494 | -124 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.4% | +0.0% | 5.5 | 17,865 | -207 | 1 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.4% | +0.0% | 5.5 | 28,388 | -166 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.4% | +0.0% | 5.3 | 16,995 | -94 | 1 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | TRIM | — | 0.4% | +0.0% | 5.1 | 52,561 | -293 | 1 | — |
| ☆OMC funds › | OMNICOM GROUP INC | TRIM | — | 0.4% | +0.0% | 5.0 | 67,047 | -359 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.4% | +0.0% | 5.0 | 34,791 | -188 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.4% | +0.0% | 5.0 | 10,458 | -180 | 1 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | TRIM | — | 0.4% | +0.0% | 5.0 | 28,891 | -165 | 1 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | -0.0% | 5.0 | 151,319 | -7,813 | 1 | — |
| ☆MET funds › | METLIFE INC | TRIM | — | 0.4% | +0.0% | 4.7 | 67,120 | -383 | 1 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 0.4% | +0.0% | 4.7 | 13,826 | -270 | 1 | — |
| ☆IP funds › | INTERNATIONAL PAPER CO | TRIM | — | 0.4% | +0.0% | 4.6 | 128,121 | -680 | 1 | — |
| ☆UL funds › | UNILEVER PLC | TRIM | — | 0.4% | +0.0% | 4.5 | 79,194 | -415 | 1 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.3% | +0.0% | 4.5 | 43,409 | -241 | 1 | — |
| ☆GPC funds › | GENUINE PARTS CO | TRIM | — | 0.3% | +0.0% | 4.4 | 41,937 | -222 | 1 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.3% | +0.0% | 4.3 | 21,073 | -110 | 1 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.3% | -0.0% | 4.1 | 101,235 | -5,141 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.3% | +0.0% | 3.9 | 22,443 | -426 | 1 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | TRIM | — | 0.3% | -0.0% | 3.8 | 13,017 | -275 | 1 | — |
| ☆IQV funds › | IQVIA HLDGS INC | TRIM | — | 0.3% | -0.0% | 3.8 | 22,297 | -484 | 1 | — |
| ☆BPRE funds › | BLUEROCK PVT REAL ESTATE FD | TRIM | — | 0.3% | -0.0% | 3.7 | 219,883 | -8,000 | 1 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.3% | -0.0% | 3.6 | 6,241 | -133 | 1 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.3% | -0.0% | 3.5 | 21,607 | -472 | 1 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.3% | -0.0% | 3.4 | 5,871 | -365 | 1 | — |
| ☆EEM funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 3.4 | 59,452 | -3,636 | 1 | — |
| ☆VEEV funds › | VEEVA SYS INC | TRIM | — | 0.3% | -0.0% | 3.3 | 19,048 | -405 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.3% | +0.0% | 3.3 | 11,635 | -205 | 1 | — |
| ☆DXCM funds › | DEXCOM INC | TRIM | — | 0.3% | -0.0% | 3.3 | 53,078 | -1,116 | 1 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.3% | +0.0% | 3.3 | 9,515 | -193 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.3% | -0.0% | 3.2 | 17,292 | -385 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.2% | +0.0% | 3.1 | 15,092 | -291 | 1 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 3.0 | 26,946 | -1,773 | 1 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.2% | -0.0% | 2.9 | 6,804 | -142 | 1 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.2% | -0.0% | 2.8 | 5,642 | -119 | 1 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 2.7 | 111,927 | -3,499 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.1% | +0.0% | 1.8 | 12,097 | -181 | 1 | — |
| ☆HYG funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 1.3 | 16,856 | -513 | 1 | — |
| ☆LQD funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 1.3 | 12,251 | -375 | 1 | — |
| ☆SGOV funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 1.1 | 11,244 | +0 | 1 | — |
| ☆CION funds › | CION INVT CORP | HOLD | — | 0.1% | +0.0% | 1.0 | 143,122 | +0 | 1 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | +0.0% | 0.9 | 34,649 | -62 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.8 | 2,483 | +0 | 1 | — |
| ☆IYM funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.7 | 3,886 | -1,202 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.0% | +0.0% | 0.6 | 3,191 | +0 | 1 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.0% | +0.0% | 0.6 | 4,718 | +0 | 1 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.0% | +0.0% | 0.6 | 1,521 | +0 | 1 | — |
| ☆RGLD funds › | ROYAL GOLD INC | HOLD | — | 0.0% | +0.0% | 0.5 | 1,807 | +0 | 1 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.0% | +0.0% | 0.4 | 3,057 | +0 | 1 | — |
| ☆IAU funds › | ISHARES GOLD TR | HOLD | — | 0.0% | +0.0% | 0.4 | 4,279 | +0 | 1 | — |
| ☆SLB funds › | SLB LIMITED | HOLD | — | 0.0% | +0.0% | 0.4 | 6,966 | +0 | 1 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | HOLD | — | 0.0% | +0.0% | 0.3 | 3,350 | +0 | 1 | — |
| ☆SGOL funds › | ETFS GOLD TR | HOLD | — | 0.0% | +0.0% | 0.3 | 7,349 | +0 | 1 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.3 | 9,849 | +0 | 1 | — |
| ☆FNV funds › | FRANCO NEV CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 1,143 | +0 | 1 | — |
| ☆EIX funds › | EDISON INTL | HOLD | — | 0.0% | +0.0% | 0.3 | 3,784 | +0 | 1 | — |
| ☆CW funds › | CURTISS WRIGHT CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 400 | +0 | 1 | — |
| ☆BIL funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | +0.0% | 0.2 | 2,541 | +0 | 1 | — |
| ☆IYZ funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 5,814 | -8,023 | 1 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.0% | +0.0% | 0.2 | 2,871 | +0 | 1 | — |
| ☆CUSIP:G76279101 funds › | ROIVANT SCIENCES LTD | TRIM | — | 0.0% | -0.0% | 0.2 | 7,508 | -410 | 1 | — |
| ☆MSIF funds › | MSC INCOME FUND INC | HOLD | — | 0.0% | +0.0% | 0.2 | 14,073 | +0 | 1 | — |
| ☆LPTH funds › | LIGHTPATH TECHNOLOGIES INC | HOLD | — | 0.0% | +0.0% | 0.1 | 11,043 | +0 | 1 | — |
| ☆SRFM funds › | SURF AIR MOBILITY INC | HOLD | — | 0.0% | +0.0% | 0.0 | 30,339 | +0 | 1 | — |
| ☆IYW funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,587 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,277 | 97 | 0.00 | 75% | 0.103 | 0.914 | — | entered |
| 2026Q1 | 1,304 | 98 | 0.73 | 75% | 0.102 | 0.000 | — | out |
| 2025Q4 | 1,467 | 156 | 0.81 | 54% | 0.051 | 0.000 | — | left |
| 2025Q3 | 280 | 70 | 0.17 | 75% | 0.068 | 0.465 | — | in |
| 2025Q2 | 254 | 57 | 0.00 | 75% | 0.067 | 0.802 | — | entered |
| 2024Q4 | 230 | 56 | 0.00 | 78% | 0.074 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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