Truepoint, Inc. Incresed Positions in Q3 2024

Truepoint, Inc.

  • $3.65 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
213K
+ 2.07%
$41.34 - $43.55 $8.79M - $9.26M
10.5M $453M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
147K
+ 2.5%
$76.38 - $78.87 $11.2M - $11.6M
6.01M $473M
VEA
Vanguard Ftse Developed Market

ETFs
103K
+ 2.03%
$47.6 - $53.31 $4.91M - $5.5M
5.18M $274M
AVUV
American Centy ETF Tr Avantis

ETFs
38.1K
+ 1.72%
$88.24 - $99.7 $3.36M - $3.8M
2.25M $216M
VOT
Vanguard Mid Cap Growth Index

ETFs
12.4K
+ 1.23%
$218.05 - $243.47 $2.71M - $3.02M
1.02M $249M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
204K
+ 4.82%
$25.21 - $28.46 $5.15M - $5.81M
4.44M $125M
IEFA
Ishares Tr

ETFs
5.68K
+ 0.33%
$70.09 - $78.74 $398K - $447K
1.74M $136M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
20.2K
+ 0.78%
$47.7 - $48.54 $964K - $981K
2.61M $127M
SUB
Ishares Short Term National Mu

ETFs
11.4K
+ 3.3%
$104.3 - $106.3 $1.19M - $1.21M
357K $37.9M
PG
Procter & Gamble CO

Consumer Defensive
4.52K
+ 3.82%
$160.76 - $177.82 $726K - $803K
123K $21.3M
MSFT
Microsoft Corp

Technology
2.41K
+ 47.08%
$395.15 - $467.56 $953K - $1.13M
7.54K $3.24M
AAPL
Apple Inc.

Technology
2.46K
+ 16.01%
$207.23 - $234.82 $511K - $579K
17.9K $4.16M
DFAX
Dimensional ETF Tr
4.32K
+ 1.15%
$24.29 - $27.25 $105K - $118K
379K $10.2M
AVDV
American Centy ETF Tr Avantis

ETFs
1.53K
+ 1.92%
$62.52 - $71.12 $95.7K - $109K
81.3K $5.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.69K
+ 11.68%
$58.03 - $65.37 $272K - $307K
44.8K $2.9M
NVDA
Nvidia Corp

Technology
3.48K
+ 26.79%
$98.91 - $134.91 $344K - $469K
16.5K $2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.61K
+ 44.33%
$71.45 - $75.64 $329K - $348K
15K $1.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.43K
+ 31.78%
$75.32 - $84.37 $258K - $289K
14.2K $1.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.6K
+ 2.44%
$41.9 - $48.26 $67K - $77.1K
67K $3.2M
XOM
Exxon Mobil Corp

Energy
2.81K
+ 69.93%
$109.72 - $119.0 $309K - $335K
6.83K $800K
VNQ
Vanguard Specialized Funds Van

ETFs
407
+ 2.0%
$82.97 - $98.97 $33.8K - $40.3K
20.7K $2.02M
AVGO
Broadcom Inc.

Technology
3.57K
+ 1683.96%
$136.27 - $1745.86 $486K - $6.23M
3.78K $652K
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 130.48%
$194.9 - $224.8 $255K - $294K
2.31K $487K
HD
Home Depot, Inc.

Consumer Cyclical
475
+ 33.22%
$333.64 - $405.2 $158K - $192K
1.91K $771K
UNH
Unitedhealth Group Inc

Healthcare
337
+ 45.23%
$488.01 - $604.18 $164K - $204K
1.08K $632K
JNJ
Johnson & Johnson

Healthcare
1.04K
+ 26.88%
$145.48 - $167.38 $151K - $174K
4.9K $793K
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 24.3%
$161.02 - $200.0 $219K - $271K
6.94K $1.29M
LLY
Eli Lilly & CO

Healthcare
230
+ 99.14%
$772.14 - $960.02 $178K - $221K
462 $409K
ACN
Accenture PLC

Technology
1
+ 0.03%
$295.44 - $355.81 $295 - $356
3.39K $1.2M
AVDE
American Centy ETF Tr Avantis

ETFs
1.51K
+ 10.68%
$60.09 - $67.67 $91K - $102K
15.7K $1.05M
VO
Vanguard Mid Cap ETF

ETFs
156
+ 2.72%
$237.84 - $263.83 $37.1K - $41.2K
5.9K $1.56M
GOOGL
Alphabet Inc.

Communication Services
1.48K
+ 28.75%
$148.65 - $191.18 $220K - $282K
6.62K $1.1M
ABBV
Abb Vie Inc.

Healthcare
573
+ 34.05%
$163.84 - $199.33 $93.9K - $114K
2.26K $445K
VOE
Vanguard Mid Cap Value Index F

ETFs
260
+ 4.44%
$149.02 - $167.67 $38.7K - $43.6K
6.11K $1.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.25K
+ 33.76%
$92.63 - $105.69 $116K - $132K
4.96K $516K
VB
Vanguard Small Cap ETF

ETFs
221
+ 6.27%
$214.77 - $237.72 $47.5K - $52.5K
3.75K $889K
EEM
Ishares Msci Emerging Markets

ETFs
122
+ 0.39%
$40.42 - $46.7 $4.93K - $5.7K
31.4K $1.44M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
625
+ 12.35%
$101.72 - $112.94 $63.6K - $70.6K
5.69K $642K
PEP
Pepsico Inc

Consumer Defensive
536
+ 34.69%
$161.9 - $179.3 $86.8K - $96.1K
2.08K $353K
IWB
Ishares Tr Russell 1000 ETF

ETFs
82
+ 1.91%
$283.28 - $314.39 $23.2K - $25.8K
4.36K $1.37M
IWM
Ishares Russell 2000 ETF

ETFs
283
+ 17.62%
$200.87 - $224.6 $56.8K - $63.6K
1.89K $417K
ELV
Elevance Health, Inc.

Healthcare
186
+ 23.22%
$500.12 - $562.29 $93K - $105K
987 $513K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
412
+ 3.31%
$57.32 - $62.65 $23.6K - $25.8K
12.9K $801K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48
+ 0.75%
$105.53 - $118.34 $5.07K - $5.68K
6.43K $752K
GE
General Electric CO

Industrials
15
+ 0.65%
$156.66 - $189.66 $2.35K - $2.84K
2.32K $437K
EMR
Emerson Electric CO

Industrials
980
+ 1.85%
$98.19 - $118.87 $96.2K - $116K
53.9K $5.9M
V
Visa Inc.

Financial Services
145
+ 7.78%
$253.74 - $291.56 $36.8K - $42.3K
2.01K $552K
EMB
Ishares Tr

ETFs
541
+ 22.64%
$87.75 - $93.74 $47.5K - $50.7K
2.93K $274K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.06%
$156.14 - $187.2 $156 - $187
1.7K $313K
Activity Summary
Buys All Purchases 73 New Holdings 10 Increased Positions 63 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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