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 4 of 7
922908629
VO|922908629
Shares:
5480(-1.1%)
Value:
$1.4B(-3.2%)
464287234
EEM|464287234
Shares:
31280(+0.0%)
Value:
$1.4B(+4.5%)
922907746
VTEB|922907746
Shares:
25181(+512.1%)
Value:
$1.2B(+505.9%)
025072703
AVDE|025072703
Shares:
17854(-4.9%)
Value:
$1.2B(+2.7%)
25434V682
25434V682
Shares:
33140(+3.4%)
Value:
$1.1B(+5.1%)
464287473
IWS|464287473
Shares:
8656(-0.7%)
Value:
$1.1B(-3.3%)
464287465
EFA|464287465
Shares:
13213(-5.5%)
Value:
$1.1B(+2.2%)
921910733
ESGV|921910733
Shares:
10573(+22.1%)
Value:
$1.0B(+14.1%)
922908595
VBK|922908595
Shares:
3989(-40.1%)
Value:
$1.0B(-46.2%)
Alphabet Inc.
GOOGL|02079K305
Shares:
6443(-4.3%)
Value:
$996.3M(-21.8%)
Accenture plc
ACN|G1151C101
Shares:
3189(-27.9%)
Value:
$995.1M(-36.1%)
464288273
464288273
Shares:
13402(+0.0%)
Value:
$851.4M(+4.6%)
92206C680
VONG|92206C680
Shares:
8763
Value:
$813.1M
464287507
IJH|464287507
Shares:
13385(+18.1%)
Value:
$781.0M(+10.6%)
922908512
VOE|922908512
Shares:
4743(-15.8%)
Value:
$761.4M(-16.4%)
464287606
IJK|464287606
Shares:
9105(+0.9%)
Value:
$758.3M(-7.6%)
921910725
VSGX|921910725
Shares:
12485(+17.9%)
Value:
$736.4M(+22.6%)
VISA INC.
V|92826C839
Shares:
1969(-1.6%)
Value:
$690.1M(+9.1%)
922908751
VB|922908751
Shares:
3070(-17.6%)
Value:
$680.8M(-23.9%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
1276(-1.2%)
Value:
$680.7M(-7.4%)