Truepoint, Inc.

Investment Portfolio & 13F Holdings Analysis

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
Search and click to pin securities to the top
Page 1 of 7
921937827
BSV|921937827
Shares:
6337834(+1.2%)
Value:
$496.1B(+2.5%)
25434V872
25434V872
Shares:
11303338(+1.6%)
Value:
$475.4B(+3.6%)
464287200
IVV|464287200
Shares:
626901(+3.0%)
Value:
$352.3B(-1.7%)
922908769
VTI|922908769
Shares:
1230413(-1.1%)
Value:
$338.2B(-6.2%)
922908538
VOT|922908538
Shares:
1022956(+1.8%)
Value:
$250.3B(-1.9%)
025072877
025072877
Shares:
2539043(+11.3%)
Value:
$221.3B(+0.5%)
921943858
VEA|921943858
Shares:
4016232(-26.6%)
Value:
$204.1B(-21.9%)
922908736
VUG|922908736
Shares:
417871(+1.6%)
Value:
$155.0B(-8.2%)
25434V849
25434V849
Shares:
2735267(+1.3%)
Value:
$130.1B(+0.9%)
25434V732
25434V732
Shares:
4908258(+3.4%)
Value:
$129.9B(+4.5%)
46432F842
IEFA|46432F842
Shares:
1402360(-18.9%)
Value:
$106.1B(-12.7%)
25434V666
25434V666
Shares:
2742906(+22.4%)
Value:
$83.9B(+24.6%)
922908637
VV|922908637
Shares:
311692(+25.7%)
Value:
$80.1B(+19.8%)
25434V724
25434V724
Shares:
1833182(+1.2%)
Value:
$75.5B(+1.9%)
25434V609
25434V609
Shares:
1461439(-0.6%)
Value:
$75.2B(-8.1%)
808524805
SCHF|808524805
Shares:
3718227(-11.1%)
Value:
$73.5B(-5.0%)
25434V799
25434V799
Shares:
2002590(-1.0%)
Value:
$55.6B(+6.4%)
464288158
464288158
Shares:
393515(+2.1%)
Value:
$41.6B(+2.2%)
464287150
ITOT|464287150
Shares:
329848(-2.5%)
Value:
$40.2B(-7.5%)
464287481
IWP|464287481
Shares:
249881(+6.2%)
Value:
$29.4B(-1.5%)