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Disclosed positions
True Freedom Investing, LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IJS
- Class
- SP SMCP600VL ETF
- Reported value
- $225,814,501
- Reported amount
- 1,906,412
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104659-26-095030Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IJS | SP SMCP600VL ETF | $225,814,501 | 1,906,412 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $224,306,328 | 904,461 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $223,136,623 | 2,217,617 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $92,725,344 | 215,495 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $38,304,661 | 496,303 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $35,231,693 | 575,117 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $33,572,232 | 1,309,369 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $31,141,312 | 422,886 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $28,163,062 | 1,137,902 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $20,722,985 | 31,865 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $14,084,272 | 147,572 | SH | None |
| CONOCOPHILLIPS | COP | COM | $10,536,357 | 79,821 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $9,996,015 | 58,918 | SH | None |
| MICROSOFT CORP | MSFT | COM | $8,032,075 | 21,698 | SH | None |
| PHILLIPS 66 | PSX | COM | $7,354,798 | 40,371 | SH | None |
| QUALCOMM INC | QCOM | COM | $7,002,198 | 54,373 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $6,831,793 | 33,020 | SH | None |
| MERCK & CO INC | MRK | COM | $6,817,503 | 56,676 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $6,554,005 | 130,558 | SH | None |
| ASTRAZENECA PLC | AZN | ORD | $6,542,379 | 33,173 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $6,372,972 | 207,724 | SH | None |
| APPLE INC | AAPL | COM | $6,166,746 | 24,299 | SH | None |
| CITIGROUP INC | C | COM NEW | $6,142,954 | 54,166 | SH | None |
| AMGEN INC | AMGN | COM | $6,066,750 | 17,242 | SH | None |
| ABBVIE INC | ABBV | COM | $6,048,045 | 27,808 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $6,005,795 | 20,417 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $5,962,128 | 237,535 | SH | None |
| PEPSICO INC | PEP | COM | $5,758,369 | 37,081 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $5,710,762 | 96,433 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $5,683,274 | 79,900 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $5,676,725 | 43,354 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $5,657,742 | 107,643 | SH | None |
| SOUTHERN CO | SO | COM | $5,639,784 | 58,431 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $5,628,483 | 24,494 | SH | None |
| BROADCOM INC | AVGO | COM | $5,529,487 | 17,865 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $5,511,184 | 28,388 | SH | None |
| MCDONALDS CORP | MCD | COM | $5,282,020 | 16,995 | SH | None |
| KIMBERLY-CLARK CORP | KMB | COM | $5,070,515 | 52,561 | SH | None |
| OMNICOM GROUP INC | OMC | COM | $5,049,343 | 67,047 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $5,025,240 | 34,791 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,011,474 | 10,458 | SH | None |
| AMERICAN TOWER CORP | AMT | COM | $4,986,009 | 28,891 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $4,985,975 | 151,319 | SH | None |
| METLIFE INC | MET | COM | $4,746,705 | 67,120 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $4,672,497 | 13,826 | SH | None |
| INTERNATIONAL PAPER CO | IP | COM | $4,573,926 | 128,121 | SH | None |
| UNILEVER PLC | UL | SPON ADR NEW | $4,511,682 | 79,194 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $4,456,848 | 43,409 | SH | None |
| GENUINE PARTS CO | GPC | COM | $4,434,822 | 41,937 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $4,281,618 | 21,073 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.