Truepoint, Inc. Portfolio Holdings
Truepoint, Inc.
- $3.65 Billion
- Q3 2024
Truepoint, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.65 Billion distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $473M, Dimensional ETF Tr Core Fxd In with a value of $453M, Vanguard Total Stock Market Et with a value of $358M, Ishares Core S&P 500 ETF with a value of $351M, and Vanguard Ftse Developed Market with a value of $274M.
Examining the 13F form we can see an increase of $207M in the current position value, from $3.45B to 3.65B.
Below you can find more details about Truepoint, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.65 Billion
ETFs: $3.58 Billion
Consumer Defensive: $22.1 Million
Technology: $12 Million
Industrials: $6.6 Million
Healthcare: $6.43 Million
Financial Services: $5.3 Million
Communication Services: $2.23 Million
Consumer Cyclical: $2.06 Million
Other: $1.54 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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