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Home > Institutional Investor > Truepoint, Inc. > Profile

Instuitional Investor - Truepoint, Inc.

Fund Profile
Filing Period:
Fund Name: Truepoint, Inc.
Portfolio Value $4,484,449,185
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 7,217,987 $565,962,370 12.62%
2.
Dimensional Etf Trust
 13,062,756 $551,509,542 12.3%
3.
Ishares Trust
 IEF 695,831 $454,523,892 10.14%
4.
Vanguard Index Fds
 1,178,270 $378,000,743 8.43%
5.
American Centy Etf Tr
 2,871,933 $317,262,404 7.07%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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