Truepoint, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
136
Total Value
3685148236
Accession Number
0001765380-25-000212
Form Type
13F-HR
CIK
0001427748
Manager Name
Truepoint, Inc.
Data Enrichment
78% identified
106 identified30 unidentified

Holdings

136 positions
Manager:
SEC
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25434V815
25434V815
Shares:
988399(+55.9%)
Value:
$27.8B(+42.6%)
808524102
SCHB|808524102
Shares:
1162978(-1.3%)
Value:
$25.0B(-6.4%)
025072604
AVEM|025072604
Shares:
400400(+1.6%)
Value:
$24.1B(+4.0%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
115263(+0.8%)
Value:
$19.6B(+2.4%)
464287689
IWV|464287689
Shares:
59881(-0.0%)
Value:
$19.0B(-5.0%)
25434V880
DFAX|25434V880
Shares:
386590(-2.4%)
Value:
$10.1B(+2.8%)
464287614
IWF|464287614
Shares:
24482(+1.1%)
Value:
$8.8B(-9.1%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
11570(-3.7%)
Value:
$6.5B(-8.1%)
025072802
025072802
Shares:
83796(-2.6%)
Value:
$5.8B(+4.3%)
808524201
SCHX|808524201
Shares:
257855(-3.3%)
Value:
$5.7B(-7.9%)
Apple Inc.
AAPL|037833100
Shares:
24681(+36.6%)
Value:
$5.5B(+21.2%)
922908611
VBR|922908611
Shares:
24509(-2.3%)
Value:
$4.6B(-8.1%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
7255(+28.3%)
Value:
$3.9B(+50.8%)
922908363
VOO|922908363
Shares:
7013(+6.5%)
Value:
$3.6B(+1.6%)
92206C102
VGSH|92206C102
Shares:
60041(+0.5%)
Value:
$3.5B(+1.4%)
922042858
VWO|922042858
Shares:
70571(+10.0%)
Value:
$3.2B(+13.0%)
25434V625
25434V625
Shares:
51638(+20.9%)
Value:
$3.2B(+15.5%)
464287309
IVW|464287309
Shares:
34040(-13.6%)
Value:
$3.2B(-21.0%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
28413(-2.2%)
Value:
$3.1B(-13.5%)
25434V716
25434V716
Shares:
80417(+15.1%)
Value:
$2.9B(+8.7%)