Truepoint, Inc.
CIK Number: 0001427748
3.74B
Market Value
109
# of Holdings
17 months
Avg. Holding Period
81.15%
Win Rate
15.86%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Ind... | 77.96 | -0.19% | 6.01M | +2.50% | 473.24M | 77.57 | 12.71% | |
| 2 | Dimensional Etf... | 50.73 | 0.00% | 10.48M | +2.07% | 452.78M | 41.54 | 12.16% | |
| 3 | Vanguard Index ... | 287.28 | -1.94% | 1.26M | -1.39% | 358.12M | 133.88 | 9.62% | |
| 4 | Ishares Tr | 586.14 | -1.83% | 609.32K | -1.00% | 351.47M | 421.72 | 9.44% | |
| 5 | Vanguard Tax-Ma... | 51.38 | +0.62% | 5.18M | +2.03% | 273.5M | 45.01 | 7.35% |
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