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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Page 3 of 7
464287408
IVE|464287408
Shares:
14983(-21.5%)
Value:
$2.9B(-21.6%)
78463X889
SPDW|78463X889
Shares:
75739(-28.6%)
Value:
$2.8B(-23.8%)
25434V690
25434V690
Shares:
76922(+2.7%)
Value:
$2.7B(+9.1%)
MICROSOFT CORP
MSFT|594918104
Shares:
7083(-5.6%)
Value:
$2.7B(-15.9%)
025072885
025072885
Shares:
27378(+53.2%)
Value:
$2.5B(+46.0%)
921909768
VXUS|921909768
Shares:
39604(-11.7%)
Value:
$2.5B(-7.0%)
92204A702
VGT|92204A702
Shares:
4486
Value:
$2.4B
808524300
SCHG|808524300
Shares:
88619(+305.6%)
Value:
$2.2B(+264.4%)
922042775
VEU|922042775
Shares:
34440(-2.2%)
Value:
$2.1B(+3.4%)
922908744
VTV|922908744
Shares:
11754(-4.4%)
Value:
$2.0B(-2.5%)
025072562
025072562
Shares:
48800(+103.7%)
Value:
$2.0B(+107.8%)
922908553
VNQ|922908553
Shares:
21713(+4.8%)
Value:
$2.0B(+6.5%)
37954Y483
37954Y483
Shares:
112171(+0.0%)
Value:
$1.9B(-8.7%)
464287622
IWB|464287622
Shares:
5874(+17.9%)
Value:
$1.8B(+12.3%)
921932885
IVOO|921932885
Shares:
18200(+0.0%)
Value:
$1.8B(-6.4%)
AMAZON COM INC
AMZN|023135106
Shares:
9374(+28.6%)
Value:
$1.8B(+11.5%)
NVIDIA CORP
NVDA|67066G104
Shares:
14713(-3.9%)
Value:
$1.6B(-22.5%)
464288307
464288307
Shares:
21151
Value:
$1.5B
25434V401
25434V401
Shares:
23812(+0.0%)
Value:
$1.4B(-5.1%)
921937835
BND|921937835
Shares:
19357(+30.7%)
Value:
$1.4B(+33.5%)