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Home > Institutional Investor > Truepoint, Inc. > Profile

Instuitional Investor - Truepoint, Inc.

Fund Profile
Filing Period:
Fund Name: Truepoint, Inc.
Portfolio Value $3,686,745,119
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 6,337,834 $496,125,666 13.46%
2.
Dimensional Etf Trust
 11,303,338 $475,418,409 12.9%
3.
Ishares Trust
 IEF 626,901 $352,255,889 9.55%
4.
Vanguard Index Fds
 1,230,413 $338,166,816 9.17%
5.
Vanguard Index Fds
 1,022,956 $250,255,862 6.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)