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Home > Institutional Investor > Truepoint, Inc. > Profile

Instuitional Investor - Truepoint, Inc.

Fund Profile
Filing Period:
Fund Name: Truepoint, Inc.
Portfolio Value $3,414,759,756
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 5,540,703 $426,744,941 12.49%
2.
Dimensional Etf Trust
 9,332,544 $395,699,881 11.58%
3.
Vanguard Index Fds
 1,361,753 $323,035,120 9.45%
4.
Ishares Trust
 IEF 605,229 $289,075,541 8.46%
5.
Vanguard Tax-Managed Intl Fd
 4,710,752 $225,645,038 6.6%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)