HoldingsChannel.com
Truepoint Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 2,596,080 -1,760 $392,008
     VTI2,596,080-1,760$392,008
VANGUARD TAX MANAGED INTL FD (VEA) 5,209,374 +62,396 $214,001
     VEA5,209,374+62,396$214,001
VANGUARD INDEX FDS (VOT) 919,306 +1,710 $136,158
     VOT919,306+1,710$136,158
VANGUARD INDEX FDS (VNQ) 1,167,508 +4,588 $108,870
     VNQ1,167,508+4,588$108,870
VANGUARD INDEX FDS (VUG) 510,961 -3,919 $84,963
     VUG510,961-3,919$84,963
PROCTER & GAMBLE CO 256,186 +5,304 $31,864
     PG256,186+5,304$31,864
I SHARES TR (ITOT) 327,424 +37,889 $21,960
     ITOT327,424+37,889$21,960
I SHARES TR (IEFA) 347,437 +60,084 $21,218
     IEFA347,437+60,084$21,218
I SHARES TR (IWV) 81,453 -1,700 $14,154
     IWV81,453-1,700$14,154
I SHARES TR (IWP) 58,559 -302 $8,277
     IWP58,559-302$8,277
SCHWAB STRATEGIC TR 171,255 -5,343 $8,078
     SCHH171,255-5,343$8,078
SCHWAB STRATEGIC TR 210,899 +84,768 $6,719
     SCHF210,899+84,768$6,719
I SHARES TR (IVV) 19,592 -36 $5,849
     IVV19,592-36$5,849
SCHWAB STRATEGIC TR 70,259 -982 $4,990
     SCHB70,259-982$4,990
APPLE INC 20,849 -5,090 $4,670
     AAPL20,849-5,090$4,670
I SHARES TR (IWF) 26,985 +617 $4,308
     IWF26,985+617$4,308
VANGUARD INTL EQUITY INDEX F (VNQI) 64,859 -3,197 $3,800
     VNQI64,859-3,197$3,800
SPDR S&P 500 ETF TR (SPY) 12,428 -326 $3,688
     SPY12,428-326$3,688
FACEBOOK INC 20,660 -2,657 $3,679
     FB20,660-2,657$3,679
CINCINNATI FINL CORP 30,581 -453 $3,568
     CINF30,581-453$3,568
BERKSHIRE HATHAWAY INC DEL      $3,407
     BRK.A8UNCH$2,495
     BRK.B4,385UNCH$912
I SHARES TR (EFA) 49,672 -688 $3,239
     EFA49,672-688$3,239
US BANCORP DEL 53,365 -1,442 $2,953
     USB53,365-1,442$2,953
CVS HEALTH CORP 43,737 -576 $2,759
     CVS43,737-576$2,759
ISHARES TR (ACWX) 38,470 +38,470 $1,772
     ACWX38,470+38,470$1,772
WESBANCO INC 43,443 UNCH $1,623
     WSBC43,443UNCH$1,623
I SHARES TR (EEM) 37,012 -48,713 $1,513
     EEM37,012-48,713$1,513
MICROSOFT CORP 10,117 +128 $1,407
     MSFT10,117+128$1,407
VANGUARD INDEX FDS (VBR) 10,257 -29 $1,322
     VBR10,257-29$1,322
SPDR S&P MIDCAP 400 ETF TR (MDY) 3,590 UNCH $1,266
     MDY3,590UNCH$1,266
AIR TRANSPORT SERVICES GRP I 58,217 -65,783 $1,224
     ATSG58,217-65,783$1,224
I SHARES TR (IJH) 6,307 -222 $1,219
     IJH6,307-222$1,219
I SHARES TR (IJR) 15,258 -916 $1,188
     IJR15,258-916$1,188
VANGUARD INTL EQUITY INDEX F (VEU) 22,573 -15,082 $1,126
     VEU22,573-15,082$1,126
AMAZON COM INC 600 +12 $1,042
     AMZN600+12$1,042
PNC FINL SVCS GROUP INC 6,912 -27,614 $969
     PNC6,912-27,614$969
VANGUARD INDEX FDS (VOE) 8,269 +74 $934
     VOE8,269+74$934
VANGUARD INDEX FDS (VB) 5,937 +3 $914
     VB5,937+3$914
ISHARES INC (IEMG) 17,439 +313 $855
     IEMG17,439+313$855
VANGUARD INDEX FDS (VOO) 3,059 +699 $834
     VOO3,059+699$834
NIKE INC 8,690 -25,694 $816
     NKE8,690-25,694$816
CITIGROUP INC 11,437 -11,049 $790
     C11,437-11,049$790
VANGUARD INDEX FDS (VO) 4,666 -40 $782
     VO4,666-40$782
VANGUARD STAR FD (VXUS) 15,109 -20,785 $781
     VXUS15,109-20,785$781
INTEL CORP 15,087 +229 $777
     INTC15,087+229$777
POWERSHARES ETF TRUST      $699
     FTSE RAFI 10005,928-54$699
VANGUARD INDEX FDS (VTV) 6,242 -37 $697
     VTV6,242-37$697
I SHARES TR (IVW) 3,621 +377 $652
     IVW3,621+377$652
COMCAST CORP NEW 14,247 -95 $642
     CMCSA14,247-95$642
I SHARES TR (IWD) 4,989 +6 $640
     IWD4,989+6$640

See Full List: All Stocks Held By Truepoint Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Truepoint Inc.

Size ($ in 1000's)
At 09/30/2019: $1,142,606
At 06/30/2019: $1,239,428

Truepoint Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Truepoint Inc. 13F filings. Link to 13F filings: SEC filings

Truepoint Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.