Truepoint, Inc.
CIK Number: 0001427748
3.74B
Market Value
130
# of Holdings
17 months
Avg. Holding Period
39.42%
Win Rate
15.87%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-... | 78.42 | +0.47% | 6.26M | +4.14% | 483.92M | 77.56 | 12.95% |
| 2 | DFCF | Dimensional Cor... | 42.35 | +0.41% | 11.12M | +6.07% | 458.92M | 41.51 | 12.28% |
| 3 | VTI | Vanguard Total ... | 263.83 | -5.08% | 1.24M | -1.6% | 360.68M | 133.88 | 9.65% |
| 4 | IVV | iShares Core S&... | 539.71 | -4.85% | 608.7K | -0.1% | 358.33M | 421.72 | 9.59% |
| 5 | VEA | Vanguard Develo... | 50.06 | -2.13% | 5.47M | +5.58% | 261.48M | 45.15 | 7.00% |
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