True Freedom Investing, LLC

CIK 2096483 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$1.3B
#2.068 dari 9.443 berdasarkan nilai 13F · top 21.9%
Posisi
97
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: -2.0% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
74,63%
Bobot 25 kepemilikan teratas
83,60%
Posisi di atas 1%
11
Jumlah posisi efektif
9,7

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 0,0% Perkiraan pembelian $0 · penjualan $26.563.678

Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 40,1% masih dipegang

Posisi baru
0
Meningkat
0
Menurun
75
Tertutup
1
Di halaman ini

Rincian sektor

Technology
4,1%
Healthcare
3,5%
Energy
2,7%
Financials
1,3%
Industrials
1,1%
Consumer products
1,1%
Utilities
0,9%
Communication Services
0,9%
Consumer Discretionary
0,8%
Telecommunication
0,5%
Consumer Staples
0,5%
Real Estate
0,4%
Packaging
0,4%
Retail
0,3%
Financial Services
0,3%
Materials
0,1%
Lainnya/Tidak terpetakan
81,0%

Portofolio lengkap 97 posisi

Tipe Rentetan Tren 8 kuartal
IJS $225.814.501 17,68% 1.906.412 $-4.033.815 Turun ×1
IWM $224.306.328 17,56% 904.461 $-4.019.336 Turun ×1
IJK $223.136.623 17,47% 2.217.617 $-3.893.792 Turun ×1
GLD $92.725.344 7,26% 215.495 $-1.401.884 Turun ×1
BIV $38.304.661 3,00% 496.303 $-1.008.588 Turun ×1
XLE XLE $35.231.693 2,76% 575.117 $-1.336.816 Turun ×1
SCHX $33.572.232 2,63% 1.309.369 $-1.442.686 Turun ×1
BND Vanguard Total Bond Market ETF $31.141.312 2,44% 422.886 $-1.660.582 Turun ×1
SCHF $28.163.062 2,21% 1.137.902 $-1.208.320 Turun ×1
SPY SPY $20.722.985 1,62% 31.865 $-245.178 Turun ×2
IEF iShares 7-10 Year Treasury Bond ETF $14.084.272 1,10% 147.572 $-1.054.707 Turun ×1
COP ConocoPhillips Common Stock $10.536.357 0,82% 79.821 $-112.332 Turun ×1
XOM Exxon Mobil Corporation Common Stock $9.996.015 0,78% 58.918 $-39.531 Turun ×1
MSFT Microsoft Corporation - Common Stock $8.032.075 0,63% 21.698 $-91.802 Turun ×2
PSX Phillips 66 Common Stock $7.354.798 0,58% 40.371 $-36.618 Turun ×1
QCOM QUALCOMM Incorporated - Common Stock $7.002.198 0,55% 54.373 $-84.866 Turun ×1
CVX Chevron Corporation Common Stock $6.831.793 0,53% 33.020 $-36.828 Turun ×1
MRK Merck & Company, Inc. Common Stock (new) $6.817.503 0,53% 56.676 $-39.455 Turun ×1
VZ Verizon Communications Inc. Common Stock $6.554.005 0,51% 130.558 $-37.850 Turun ×1
AZN AstraZeneca PLC - American Depositary Shares $6.542.379 0,51% 33.173 $-33.527 Turun ×1
SCHD $6.372.972 0,50% 207.724 $-138.613 Turun ×2
AAPL Apple Inc. - Common Stock $6.166.746 0,48% 24.299 $0
C Citigroup, Inc. Common Stock $6.142.954 0,48% 54.166 $-32.662 Turun ×1
AMGN Amgen Inc. - Common Stock $6.066.750 0,48% 17.242 $-34.129 Turun ×1
ABBV AbbVie Inc. Common Stock $6.048.045 0,47% 27.808 $-29.143 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $6.005.795 0,47% 20.417 $-29.710 Turun ×1
SCHB $5.962.128 0,47% 237.535 $-117.092 Turun ×2
PEP PepsiCo, Inc. - Common Stock $5.758.369 0,45% 37.081 $-31.369 Turun ×1
SPMD $5.710.762 0,45% 96.433 $-124.303 Turun ×2
DFAS $5.683.274 0,44% 79.900 $-355.864 Turun ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $5.676.725 0,44% 43.354 $-32.604 Turun ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $5.657.742 0,44% 107.643 $-52.087 Turun ×1
SO Southern Company (The) Common Stock $5.639.784 0,44% 58.431 $-32.044 Turun ×1
WM Waste Management, Inc. Common Stock $5.628.483 0,44% 24.494 $-28.494 Turun ×1
AVGO Broadcom Inc. - Common Stock $5.529.487 0,43% 17.865 $-64.080 Turun ×2
TXN Texas Instruments Incorporated - Common Stock $5.511.184 0,43% 28.388 $-32.227 Turun ×1
MCD McDonald's Corporation Common Stock $5.282.020 0,41% 16.995 $-29.214 Turun ×1
KMB Kimberly-Clark Corporation - Common Stock $5.070.515 0,40% 52.561 $-28.265 Turun ×1
OMC Omnicom Group Inc. Common Stock $5.049.343 0,40% 67.047 $-27.037 Turun ×1
PG Procter & Gamble Company (The) Common Stock $5.025.240 0,39% 34.791 $-27.155 Turun ×2
BRKB $5.011.474 0,39% 10.458 $-86.256 Turun ×1
AMT American Tower Corporation (REIT) Common Stock $4.986.009 0,39% 28.891 $-28.475 Turun ×1
SCHE $4.985.975 0,39% 151.319 $-257.439 Turun ×1
MET MetLife, Inc. Common Stock $4.746.705 0,37% 67.120 $-27.086 Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $4.672.497 0,37% 13.826 $-91.246 Turun ×2
IP International Paper Company Common Stock $4.573.926 0,36% 128.121 $-24.276 Turun ×1
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $4.511.682 0,35% 79.194 $-23.643 Turun ×1
ABT Abbott Laboratories Common Stock $4.456.848 0,35% 43.409 $-24.743 Turun ×1
GPC Genuine Parts Company Common Stock $4.434.822 0,35% 41.937 $-23.476 Turun ×1
ADP Automatic Data Processing, Inc. - Common Stock $4.281.618 0,34% 21.073 $-22.349 Turun ×1
XLRE XLRE $4.133.407 0,32% 101.235 $-209.907 Turun ×1
NVDA NVIDIA Corporation - Common Stock $3.914.060 0,31% 22.443 $-74.294 Turun ×1
ELV Elevance Health, Inc. Common Stock $3.810.634 0,30% 13.017 $-80.651 Turun ×1
IQV IQVIA Holdings, Inc. Common Stock $3.802.530 0,30% 22.297 $-82.542 Turun ×1
BPRE Bluerock Private Real Estate Fund Common Shares of Beneficial Interest $3.652.257 0,29% 219.883 $-132.880 Turun ×2
META Meta Platforms, Inc. - Class A Common Stock $3.570.672 0,28% 6.241 $-76.093 Turun ×1
PANW Palo Alto Networks, Inc. - Common Stock $3.464.034 0,27% 21.607 $-75.671 Turun ×1
QQQ Invesco QQQ Trust, Series 1 $3.388.553 0,27% 5.871 $-210.729 Turun ×2
EEM $3.376.267 0,26% 59.452 $-206.488 Turun ×2
VEEV Veeva Systems Inc. Class A Common Stock $3.345.972 0,26% 19.048 $-71.142 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $3.337.714 0,26% 11.635 $-58.807 Turun ×2
DXCM DexCom, Inc. - Common Stock $3.333.298 0,26% 53.078 $-70.085 Turun ×1
GD General Dynamics Corporation Common Stock $3.265.705 0,26% 9.515 $-66.241 Turun ×1
CRM Salesforce, Inc. Common Stock $3.227.898 0,25% 17.292 $-71.868 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $3.143.211 0,25% 15.092 $-60.606 Turun ×1
IVW $3.047.858 0,24% 26.946 $-200.544 Turun ×2
INTU Intuit Inc. - Common Stock $2.942.000 0,23% 6.804 $-61.398 Turun ×1
MA Mastercard Incorporated Common Stock $2.819.151 0,22% 5.642 $-59.392 Turun ×1
SCHO $2.716.462 0,21% 111.927 $-84.921 Turun ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $1.769.549 0,14% 12.097 $-26.477 Turun ×4
HYG $1.341.076 0,11% 16.856 $-40.814 Turun ×2
LQD $1.335.245 0,10% 12.251 $-40.871 Turun ×2
SGOV iShares 0-3 Month Treasury Bond ETF $1.131.842 0,09% 11.244 $0
CION CION Investment Corporation Common Stock $978.953 0,08% 143.122 $0
SCHP $922.017 0,07% 34.649 $-1.650 Turun ×1
VTI $796.610 0,06% 2.483 $0
IYM $683.547 0,05% 3.886 $-211.455 Turun ×1
RTX RTX Corporation Common Stock $615.560 0,05% 3.191 $-33
WMT Walmart Inc. - Common Stock $586.348 0,05% 4.718 $0
TSLA Tesla, Inc. - Common Stock $565.432 0,04% 1.521 $0
RGLD Royal Gold, Inc. - Common Stock $459.863 0,04% 1.807 $0
MMM 3M Company Common Stock $443.964 0,03% 3.057 $0
IAU $377.237 0,03% 4.279 $0
SLB SLB Limited Common Shares $357.983 0,03% 6.966 $0
MRVL Marvell Technology, Inc. - Common Stock $331.850 0,03% 3.350 $0
SGOL $327.912 0,03% 7.349 $0
SCHM $304.925 0,02% 9.849 $0
FNV Franco-Nevada Corporation $282.378 0,02% 1.143 $0
EIX Edison International Common Stock $276.895 0,02% 3.784 $0
CW Curtiss-Wright Corporation Common Stock $272.448 0,02% 400 $0
BIL $232.819 0,02% 2.541 $0
IYZ $228.594 0,02% 5.814 $-315.465 Turun ×3
SPLV $209.985 0,02% 2.871 $0
ROIV Roivant Sciences Ltd. - Common Shares $207.972 0,02% 7.508 $-11.357 Turun ×2
MSIF MSC Income Fund, Inc. Common Stock $171.409 0,01% 14.073 $0
LPTH LightPath Technologies, Inc. - Class A Common Stock $110.761 0,01% 11.043 $0
SRFM Surf Air Mobility Inc. Common Stock $34.890 0,00% 30.339 $0

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
IJS Dipangkas -34K -$4.0M
IWM Dipangkas -16K -$4.0M
IJK Dipangkas -39K -$3.9M
BND Dipangkas -23K -$1.7M
SCHX Dipangkas -56K -$1.4M
GLD Dipangkas -3K -$1.4M
XLE Dipangkas -22K -$1.3M
SCHF Dipangkas -49K -$1.2M
IEF Dipangkas -11K -$1.1M
BIV Dipangkas -13K -$1.0M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
SPGI 31 Maret 2026 312.224 $163.165.167 2,0%
GS 31 Maret 2026 174.607 $153.479.377 21,1%
MAR 31 Maret 2026 198.275 $61.512.797 9,2%
CAT 31 Maret 2026 74.161 $42.484.612 16,3%
AVY 31 Maret 2026 229.920 $41.817.850 5,8%
IYF 31 Des. 2025 202.895 $25.694.623 Tidak lagi dilacak
ECL 31 Maret 2026 97.794 $25.672.881 5,6%
DIS 31 Maret 2026 212.100 $24.130.652 11,2%
SSO 31 Maret 2026 355.086 $20.566.581 Tidak lagi dilacak
IYH 31 Maret 2026 271.156 $17.652.256 Tidak lagi dilacak
IDU 31 Maret 2026 161.938 $17.547.602 Tidak lagi dilacak
EFA 31 Maret 2026 169.809 $16.306.758 Tidak lagi dilacak
BDX 31 Maret 2026 80.508 $15.624.110 20,1%
SE 31 Maret 2026 75.475 $9.628.346 41,0%
LOW 31 Maret 2026 37.578 $9.062.320 -7,9%
EMR 31 Maret 2026 47.935 $6.361.933 19,1%
UPS 31 Maret 2026 63.814 $6.329.741 5,0%
BK 31 Maret 2026 45.163 $5.242.950 Tidak lagi dilacak
SYY 31 Maret 2026 58.642 $4.321.328 17,9%
ADI 31 Maret 2026 15.308 $4.151.609 18,3%
ADBE 31 Maret 2026 9.541 $3.339.255 12,3%
WBD 31 Maret 2026 106.865 $3.079.849 3,5%
APD 31 Maret 2026 11.729 $2.897.392 4,5%
DD 31 Maret 2026 70.560 $2.836.512 206,0%
HON 31 Maret 2026 13.664 $2.665.775 -2,9%
LRCX 31 Maret 2026 15.467 $2.647.641 47,0%
MU 31 Maret 2026 9.191 $2.623.203 191,5%
GOOGL 31 Maret 2026 8.340 $2.610.432 18,9%
GIS 31 Maret 2026 55.665 $2.588.437 5,7%
WDC 31 Maret 2026 14.917 $2.569.752 73,9%
NEM 31 Maret 2026 24.212 $2.417.602 20,9%
WDAY 31 Maret 2026 11.200 $2.405.536 50,4%
INTC 31 Maret 2026 63.167 $2.330.862 108,3%
APH 31 Maret 2026 16.787 $2.268.595 23,4%
TER 31 Maret 2026 11.396 $2.205.810 26,3%
GLW 31 Maret 2026 25.005 $2.189.438 12,9%
AMD 31 Maret 2026 9.781 $2.094.699 131,4%
WFC 31 Maret 2026 22.374 $2.085.257 6,3%
KLAC 31 Maret 2026 1.699 $2.064.421 -87,4%
FSLR 31 Maret 2026 7.706 $2.013.038 8,9%
MPWR 31 Maret 2026 2.145 $1.944.142 20,4%
ALB 31 Maret 2026 11.273 $1.594.453 -20,8%
IVV 31 Maret 2026 2.184 $1.495.909 Tidak lagi dilacak
STX 31 Maret 2026 5.383 $1.482.424 119,2%
TEL 31 Maret 2026 6.474 $1.472.900 -3,0%
BA 31 Maret 2026 6.060 $1.315.747 7,8%
A 31 Maret 2026 9.024 $1.227.896 37,2%
DIA 31 Des. 2025 2.639 $1.223.810 Tidak lagi dilacak
TPR 31 Des. 2025 10.398 $1.177.262 2,3%
SGOV 31 Des. 2025 11.244 $1.132.291 0,2%
IYR 31 Des. 2025 10.889 $1.057.104 Tidak lagi dilacak
IVE 31 Des. 2025 5.037 $1.040.219 Tidak lagi dilacak
AXON 30 Sep. 2025 1.209 $1.000.979 -15,2%
LITE 31 Maret 2026 2.686 $990.033 31,0%
TTWO 30 Sep. 2025 4.073 $989.128 -6,1%
SWK 31 Maret 2026 13.176 $978.713 40,1%
VGK 31 Maret 2026 11.649 $973.936 Tidak lagi dilacak
CIEN 31 Maret 2026 4.110 $961.206 2,9%
ORCL 31 Des. 2025 3.381 $950.872 -24,9%
GE 31 Des. 2025 3.109 $935.249 13,2%
VAC 31 Maret 2026 15.574 $898.464 69,5%
GEV 31 Des. 2025 1.452 $892.835 48,5%
VST 31 Des. 2025 4.508 $883.207 -13,7%
EQT 30 Sep. 2025 14.699 $857.246 -1,1%
DFCF 31 Maret 2026 19.924 $847.965 Tidak lagi dilacak
VOT 31 Maret 2026 3.003 $838.257 Tidak lagi dilacak
JCI 30 Sep. 2025 7.896 $833.976 31,9%
PM 30 Sep. 2025 4.541 $827.052 17,0%
BAX 31 Maret 2026 42.861 $819.081 55,9%
APP 31 Maret 2026 1.212 $816.670 -24,5%
CRWD 30 Sep. 2025 1.591 $810.312 -61,8%
RCL 31 Des. 2025 2.497 $807.979 4,9%
NFLX 30 Sep. 2025 597 $799.461 -93,4%
VIG 31 Maret 2026 3.629 $797.582 Tidak lagi dilacak
HWM 31 Des. 2025 3.739 $733.704 34,6%
MDB 31 Maret 2026 1.747 $733.198 71,0%
SOFI 31 Maret 2026 27.923 $731.024 17,5%
ASTS 31 Maret 2026 10.027 $728.261 -17,8%
MP 31 Maret 2026 14.395 $727.235 19,1%
COHR 31 Maret 2026 3.771 $696.013 26,4%
NRG 31 Des. 2025 4.294 $695.413 -28,0%
MOS 30 Sep. 2025 18.998 $693.047 -31,5%
CAH 30 Sep. 2025 4.029 $676.872 46,9%
VRSN 30 Sep. 2025 2.301 $664.529 -0,8%
JBL 31 Des. 2025 3.040 $660.197 39,9%
APA 31 Maret 2026 25.920 $634.003 4,3%
DG 31 Des. 2025 6.072 $627.541 -8,3%
ALAB 31 Maret 2026 3.668 $610.208 164,3%
EXAS 31 Maret 2026 5.936 $602.860 Tidak lagi dilacak
MRVL 31 Des. 2025 7.129 $599.335 189,9%
DLTR 31 Des. 2025 6.150 $580.376 5,9%
ORLY 31 Des. 2025 5.355 $577.323 -2,6%
HOOD 31 Maret 2026 5.073 $573.756 53,4%
IWS 31 Maret 2026 3.895 $549.390 Tidak lagi dilacak
VRT 31 Maret 2026 3.350 $542.734 5,5%
INSM 31 Maret 2026 2.963 $515.681 -23,3%
CELH 31 Des. 2025 7.997 $459.748 -29,3%
DASH 31 Des. 2025 1.487 $404.449 -3,1%
MSTR 30 Sep. 2025 935 $377.955 -62,6%
UGI 30 Sep. 2025 10.116 $368.425 14,1%
T 30 Sep. 2025 12.017 $347.758 -10,2%
DXJ 31 Maret 2026 2.331 $336.095 Tidak lagi dilacak
DXC 31 Maret 2026 22.845 $334.682 -15,2%
ITB 31 Maret 2026 3.203 $308.430 Tidak lagi dilacak
IJR 31 Maret 2026 2.503 $300.811 Tidak lagi dilacak
CAR 31 Des. 2025 1.829 $293.692 13,5%
RBLX 31 Des. 2025 2.104 $291.446 -52,0%
IYW 30 Juni 2026 1.587 $287.919 Tidak lagi dilacak
HIMS 31 Des. 2025 4.934 $279.856 -0,2%
SATS 31 Maret 2026 2.544 $276.533 Tidak lagi dilacak
ELAN 31 Maret 2026 11.829 $267.690 0,5%
TLN 31 Des. 2025 613 $260.758 -15,8%
RKLB 31 Des. 2025 5.370 $257.277 5,4%
CEG 30 Sep. 2025 787 $254.012 -17,2%
EXEL 30 Sep. 2025 5.507 $242.721 30,6%
APG 31 Des. 2025 6.995 $240.418 9,5%
IYC 31 Des. 2025 2.241 $234.857 Tidak lagi dilacak
CVNA 31 Des. 2025 597 $225.212 -83,2%
ALGM 31 Des. 2025 7.698 $224.782 42,1%
KTOS 31 Maret 2026 2.703 $205.185 -17,5%
NET 31 Des. 2025 946 $203.002 39,7%
VOO 31 Maret 2026 322 $201.936 Tidak lagi dilacak
IBKR 31 Des. 2025 2.931 $201.682 44,0%
COIN 31 Des. 2025 594 $200.469 -17,2%
SRFM 31 Des. 2025 29.219 $125.350 -61,8%
NWL 31 Maret 2026 11.990 $44.603 69,7%