HoldingsChannel.com
Truepoint Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 2,597,840 +14,016 $389,910
     VTI2,597,840+14,016$389,910
VANGUARD TAX MANAGED INTL FD (VEA) 5,146,978 +140,389 $214,680
     VEA5,146,978+140,389$214,680
VANGUARD INDEX FDS (VOT) 917,596 -3,248 $137,006
     VOT917,596-3,248$137,006
VANGUARD INDEX FDS (VNQ) 1,162,920 +9,386 $101,639
     VNQ1,162,920+9,386$101,639
VANGUARD BD INDEX FD INC (BSV) 1,205,353 +78,057 $97,067
     BSV1,205,353+78,057$97,067
VANGUARD INDEX FDS (VUG) 514,880 +1,064 $84,126
     VUG514,880+1,064$84,126
PROCTER & GAMBLE CO 250,882 -22,474 $27,509
     PG250,882-22,474$27,509
I SHARES TR (ITOT) 289,535 +72,278 $19,292
     ITOT289,535+72,278$19,292
I SHARES TR (IEFA) 287,353 +41,331 $17,643
     IEFA287,353+41,331$17,643
I SHARES TR (IWV) 83,153 -1,253 $14,332
     IWV83,153-1,253$14,332
I SHARES TR (IWP) 58,861 -2,547 $8,393
     IWP58,861-2,547$8,393
SCHWAB STRATEGIC TR 176,598 -4,893 $7,848
     SCHH176,598-4,893$7,848
I SHARES TR (IVV) 19,628 -26 $5,785
     IVV19,628-26$5,785
APPLE INC 25,939 +160 $5,134
     AAPL25,939+160$5,134
SCHWAB STRATEGIC TR 71,241 -2,054 $5,025
     SCHB71,241-2,054$5,025
PNC FINL SVCS GROUP INC 34,526 +34,526 $4,740
     PNC34,526+34,526$4,740
FACEBOOK INC 23,317 -1,970 $4,500
     FB23,317-1,970$4,500
I SHARES TR (IWF) 26,368 -1,130 $4,149
     IWF26,368-1,130$4,149
SCHWAB STRATEGIC TR 126,131 +218 $4,048
     SCHF126,131+218$4,048
VANGUARD INTL EQUITY INDEX F (VNQI) 68,056 +2,004 $4,015
     VNQI68,056+2,004$4,015
SPDR S&P 500 ETF TR (SPY) 12,754 -1,326 $3,737
     SPY12,754-1,326$3,737
I SHARES TR (EEM) 85,725 +156 $3,678
     EEM85,725+156$3,678
BERKSHIRE HATHAWAY INC DEL      $3,482
     BRK.A8-1$2,547
     BRK.B4,385-2,037$935
I SHARES TR (EFA) 50,360 +389 $3,310
     EFA50,360+389$3,310
CINCINNATI FINL CORP 31,034 +29 $3,217
     CINF31,034+29$3,217
AIR TRANSPORT SERVICES GRP I 124,000 +124,000 $3,026
     ATSG124,000+124,000$3,026
NIKE INC 34,384 +34,384 $2,887
     NKE34,384+34,384$2,887
US BANCORP DEL 54,807 +1,103 $2,872
     USB54,807+1,103$2,872
I SHARES TR (SHY) 32,834 +132 $2,784
     SHY32,834+132$2,784
CVS HEALTH CORP 44,313 +368 $2,415
     CVS44,313+368$2,415
VANGUARD INTL EQUITY INDEX F (VEU) 37,655 -1,284 $1,920
     VEU37,655-1,284$1,920
VANGUARD SCOTTSDALE FDS (VCIT) 21,124 +25 $1,898
     VCIT21,124+25$1,898
VANGUARD STAR FD (VXUS) 35,894 +9,894 $1,893
     VXUS35,894+9,894$1,893
WESBANCO INC 43,443 UNCH $1,675
     WSBC43,443UNCH$1,675
CITIGROUP INC 22,486 +292 $1,575
     C22,486+292$1,575
VANGUARD INDEX FDS (VBR) 10,286 +1,414 $1,343
     VBR10,286+1,414$1,343
MICROSOFT CORP 9,989 +4,829 $1,338
     MSFT9,989+4,829$1,338
SPDR S&P MIDCAP 400 ETF TR (MDY) 3,590 -324 $1,273
     MDY3,590-324$1,273
I SHARES TR (IJH) 6,529 -4 $1,268
     IJH6,529-4$1,268
I SHARES TR (IJR) 16,174 -3,748 $1,266
     IJR16,174-3,748$1,266
AMAZON COM INC 588 +6 $1,113
     AMZN588+6$1,113
FIFTH THIRD BANCORP 36,947 +19,003 $1,031
     FITB36,947+19,003$1,031
I SHARES TR (MUB) 8,689 +1,367 $983
     MUB8,689+1,367$983
VANGUARD INDEX FDS (VB) 5,934 +48 $930
     VB5,934+48$930
VANGUARD INDEX FDS (VOE) 8,195 +93 $912
     VOE8,195+93$912
ISHARES INC (IEMG) 17,126 +149 $881
     IEMG17,126+149$881
VANGUARD INDEX FDS (VO) 4,706 -354 $787
     VO4,706-354$787
JOHNSON & JOHNSON 5,538 +2,730 $771
     JNJ5,538+2,730$771
NETFLIX INC 2,033 UNCH $747
     NFLX2,033UNCH$747
VANGUARD SCOTTSDALE FDS (VCSH) 9,196 +274 $742
     VCSH9,196+274$742

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 06/30/2019: $1,239,428
At 03/31/2019: $1,170,842

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

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