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Home > Institutional Investor > Truepoint, Inc. > Profile

Instuitional Investor - Truepoint, Inc.

Fund Profile
Filing Period:
Fund Name: Truepoint, Inc.
Portfolio Value $4,791,191,326
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 7,420,247 $578,111,460 12.07%
2.
Dimensional Etf Trust
 DFAC 13,477,146 $568,870,314 11.87%
3.
Ishares Trust
 IEF 671,007 $502,510,701 10.49%
4.
Vanguard Index Fds
 1,147,607 $424,660,548 8.86%
5.
Vanguard Index Fds
 1,093,223 $334,854,246 6.99%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.