HoldingsChannel.com
Truepoint Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 2,563,571 -32,509 $419,452
     VTI2,563,571-32,509$419,452
VANGUARD TAX MANAGED INTL FD (VEA) 5,238,895 +29,521 $230,826
     VEA5,238,895+29,521$230,826
VANGUARD INDEX FDS (VOT) 912,776 -6,530 $144,931
     VOT912,776-6,530$144,931
VANGUARD INDEX FDS (VNQ) 1,169,904 +2,396 $108,555
     VNQ1,169,904+2,396$108,555
VANGUARD BD INDEX FD INC (BSV) 1,300,114 +1,300,114 $104,802
     BSV1,300,114+1,300,114$104,802
VANGUARD INDEX FDS (VUG) 499,599 -11,362 $91,012
     VUG499,599-11,362$91,012
PROCTER & GAMBLE CO 262,025 +5,839 $32,727
     PG262,025+5,839$32,727
ISHARES TR (ITOT) 320,014 -7,410 $23,262
     ITOT320,014-7,410$23,262
ISHARES TR (IEFA) 343,169 -4,268 $22,388
     IEFA343,169-4,268$22,388
I SHARES TR (IWV) 80,158 -1,295 $15,109
     IWV80,158-1,295$15,109
I SHARES TR (IWP) 56,231 -2,328 $8,580
     IWP56,231-2,328$8,580
SCHWAB STRATEGIC TR 169,497 -1,758 $7,790
     SCHH169,497-1,758$7,790
SCHWAB STRATEGIC TR 210,728 -171 $7,087
     SCHF210,728-171$7,087
I SHARES TR (IVV) 19,573 -19 $6,327
     IVV19,573-19$6,327
APPLE INC 20,407 -442 $5,992
     AAPL20,407-442$5,992
SCHWAB STRATEGIC TR 67,959 -2,300 $5,225
     SCHB67,959-2,300$5,225
I SHARES TR (IWF) 25,932 -1,053 $4,562
     IWF25,932-1,053$4,562
FACEBOOK INC 20,201 -459 $4,146
     FB20,201-459$4,146
VANGUARD INTL EQUITY INDEX F (VNQI) 65,451 +592 $3,868
     VNQI65,451+592$3,868
BERKSHIRE HATHAWAY INC DEL      $3,736
     BRK.A8UNCH$2,717
     BRK.B4,500+115$1,019
SPDR S&P 500 ETF TR (SPY) 11,445 -983 $3,684
     SPY11,445-983$3,684
I SHARES TR (EFA) 48,895 -777 $3,395
     EFA48,895-777$3,395
CVS HEALTH CORP 43,822 +85 $3,256
     CVS43,822+85$3,256
CINCINNATI FINL CORP 30,598 +17 $3,217
     CINF30,598+17$3,217
US BANCORP DEL 53,365 UNCH $3,164
     USB53,365UNCH$3,164
ISHARES TR (SHY) 30,983 +30,983 $2,622
     SHY30,983+30,983$2,622
I SHARES TR (EEM) 37,012 UNCH $1,661
     EEM37,012UNCH$1,661
MICROSOFT CORP 10,118 +1 $1,596
     MSFT10,118+1$1,596
VANGUARD SCOTTSDALE FDS (VCIT) 15,064 +15,064 $1,376
     VCIT15,064+15,064$1,376
SPDR S&P MIDCAP 400 ETF TR (MDY) 3,486 -104 $1,309
     MDY3,486-104$1,309
I SHARES TR (IJH) 6,313 +6 $1,299
     IJH6,313+6$1,299
VANGUARD INDEX FDS (VBR) 9,432 -825 $1,293
     VBR9,432-825$1,293
I SHARES TR (IJR) 15,282 +24 $1,281
     IJR15,282+24$1,281
WESBANCO INC 33,443 -10,000 $1,264
     WSBC33,443-10,000$1,264
VANGUARD INTL EQUITY INDEX F (VEU) 22,357 -216 $1,202
     VEU22,357-216$1,202
AMAZON COM INC 603 +3 $1,114
     AMZN603+3$1,114
PNC FINL SVCS GROUP INC 6,912 UNCH $1,103
     PNC6,912UNCH$1,103
VANGUARD INDEX FDS (VOE) 8,335 +66 $993
     VOE8,335+66$993
VANGUARD INDEX FDS (VB) 5,892 -45 $976
     VB5,892-45$976
ISHARES TR (IEMG) 18,089 +650 $972
     IEMG18,089+650$972
ISHARES TR (MUB) 8,224 +8,224 $937
     MUB8,224+8,224$937
VANGUARD INDEX FDS (VOO) 3,076 +17 $910
     VOO3,076+17$910
INTEL CORP 15,111 +24 $904
     INTC15,111+24$904
AIR TRANSPORT SERVICES GRP I 37,760 -20,457 $886
     ATSG37,760-20,457$886
NIKE INC 8,690 UNCH $880
     NKE8,690UNCH$880
VANGUARD STAR FD (VXUS) 15,109 UNCH $841
     VXUS15,109UNCH$841
VANGUARD INDEX FDS (VO) 4,666 UNCH $831
     VO4,666UNCH$831
VANGUARD INDEX FDS (VTV) 6,196 -46 $743
     VTV6,196-46$743
I SHARES TR (IVW) 3,517 -104 $681
     IVW3,517-104$681
POWERSHARES ETF TRUST      $663
     FTSE RAFI 10005,232-696$663

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 12/31/2019: $1,320,016
At 09/30/2019: $1,142,606

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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