Truepoint, Inc. Portfolio Holdings
Truepoint, Inc.
- $3.66 Billion
- Q4 2024
Truepoint, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.66 Billion distributed in 132 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 $484M, Dimensional ETF Tr Core Fxd In with a value of $460M, Vanguard Total Stock Market Et with a value of $361M, Ishares Core S&P 500 ETF with a value of $358M, and Vanguard Ftse Developed Market with a value of $261M.
Examining the 13F form we can see an increase of $5.94M in the current position value, from $3.65B to 3.66B.
Below you can find more details about Truepoint, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.66 Billion
ETFs: $3.6 Billion
Consumer Defensive: $20.1 Million
Technology: $13.5 Million
Financial Services: $5.97 Million
Industrials: $4.34 Million
Communication Services: $2.77 Million
Consumer Cyclical: $2.33 Million
Healthcare: $2.24 Million
Other: $1.27 Million