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Home > Institutional Investor > Truepoint, Inc. > Profile

Instuitional Investor - Truepoint, Inc.

Fund Profile
Filing Period:
Fund Name: Truepoint, Inc.
Portfolio Value $4,443,926,395
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 6,979,556 $550,058,788 12.38%
2.
Dimensional Etf Trust
 12,543,839 $533,865,799 12.01%
3.
Ishares Trust
 IEF 682,349 $467,368,221 10.52%
4.
Vanguard Index Fds
 1,192,078 $399,668,122 8.99%
5.
Vanguard Index Fds
 1,068,574 $298,281,873 6.71%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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