Truepoint, Inc. Purchases in Q4 2024

Truepoint, Inc.

  • $3.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
249K
+ 4.14%
$77.02 - $78.58 $19.2M - $19.5M
6.26M $484M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
637K
+ 6.07%
$41.17 - $43.34 $26.2M - $27.6M
11.1M $460M
AVUV
American Centy ETF Tr Avantis

ETFs
34.6K
+ 1.54%
$94.37 - $106.41 $3.26M - $3.68M
2.28M $220M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
106K
New
$34.13 - $37.35 $3.62M - $3.96M
106K $3.62M
SUB
Ishares Short Term National Mu

ETFs
28.9K
+ 8.1%
$104.94 - $106.2 $3.03M - $3.07M
385K $40.7M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
88.9K
+ 3.41%
$47.65 - $48.6 $4.24M - $4.32M
2.7M $129M
AVIG
American Centy ETF Tr Avantis

ETFs
24K
New
$40.48 - $42.48 $970K - $1.02M
24K $972K
AVUS
American Centy ETF Tr Avantis

ETFs
9.41K
+ 111.1%
$94.36 - $102.06 $888K - $960K
17.9K $1.73M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
783K
+ 198.31%
$22.01 - $66.82 $17.2M - $52.4M
1.18M $26.8M
AAPL
Apple Inc.

Technology
216
+ 1.21%
$221.69 - $259.02 $47.9K - $55.9K
18.1K $4.52M
AVGO
Broadcom Inc.

Technology
456
+ 12.06%
$159.67 - $250.0 $72.8K - $114K
4.24K $982K
AMZN
Amazon Com Inc

Consumer Cyclical
350
+ 5.04%
$180.88 - $232.93 $63.3K - $81.5K
7.29K $1.6M
SPMD
Spdr Portfolio

ETFs
5.25K
New
$54.13 - $59.56 $284K - $312K
5.25K $286K
WMT
Walmart Inc.

Consumer Defensive
3K
New
$79.1 - $95.7 $238K - $287K
3K $271K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.27K
New
$172.07 - $207.36 $219K - $264K
1.27K $251K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.32K
New
$176.42 - $186.91 $232K - $246K
1.32K $234K
IWB
Ishares Tr Russell 1000 ETF

ETFs
617
+ 14.14%
$311.11 - $335.64 $192K - $207K
4.98K $1.6M
MA
Mastercard Inc

Financial Services
441
New
$491.3 - $536.15 $217K - $236K
441 $232K
CSCO
Cisco Systems, Inc.

Technology
3.66K
New
$52.45 - $60.02 $192K - $220K
3.66K $216K
AJG
Arthur J. Gallagher & Co.

Financial Services
760
New
$278.49 - $315.16 $212K - $240K
760 $215K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.11K
New
$49.79 - $51.14 $205K - $210K
4.11K $206K
NFLX
Netflix Inc

Communication Services
227
New
$687.65 - $936.56 $156K - $213K
227 $202K
SPY
Spdr S&P 500 ETF Trust

ETFs
58
+ 0.48%
$567.81 - $607.81 $32.9K - $35.3K
12K $7.04M
GOOGL
Alphabet Inc.

Communication Services
115
+ 1.74%
$161.86 - $196.66 $18.6K - $22.6K
6.73K $1.27M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.55K
+ 50.1%
$88.59 - $94.57 $137K - $147K
4.65K $412K
GOOG
Alphabet Inc.

Communication Services
205
+ 6.79%
$163.08 - $198.16 $33.4K - $40.6K
3.22K $613K
AVDE
American Centy ETF Tr Avantis

ETFs
3.09K
+ 19.68%
$60.9 - $66.69 $188K - $206K
18.8K $1.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.9K
+ 340.46%
$25.93 - $105.3 $438K - $1.78M
21.8K $608K
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 4.11%
$205.18 - $250.29 $19.5K - $23.8K
2.41K $577K
VBK
Vanguard Small Cap Growth ETF

ETFs
23
+ 0.35%
$264.18 - $304.19 $6.08K - $7K
6.66K $1.87M
DIS
Walt Disney CO

Communication Services
156
+ 6.59%
$92.39 - $117.6 $14.4K - $18.3K
2.52K $280K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.05%
$132.86 - $160.16 $266 - $320
4.09K $587K
GE
General Electric CO

Industrials
473
+ 20.39%
$159.95 - $194.23 $75.7K - $91.9K
2.79K $465K
AVLV
American Centy ETF Tr Avantis
211
+ 2.5%
$65.51 - $71.22 $13.8K - $15K
8.66K $578K
IWR
Ishares Russell Mid Cap ETF

ETFs
218
+ 5.17%
$87.25 - $95.52 $19K - $20.8K
4.44K $392K
ABT
Abbott Laboratories

Healthcare
170
+ 7.84%
$111.93 - $119.39 $19K - $20.3K
2.34K $264K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.06%
$178.39 - $215.0 $178 - $215
1.7K $327K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.93K
+ 219.51%
$25.79 - $80.4 $205K - $638K
11.5K $301K
USB
Us Bancorp \De\

Financial Services
4
+ 0.07%
$43.98 - $53.66 $176 - $215
5.39K $257K
Captivision Inc
11.3K
New
N/A
11.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
171
+ 0.54%
N/A
32.1K $0
ITW
Illinois Tool Works Inc

Industrials
35
+ 3.37%
$253.56 - $278.5 $8.87K - $9.75K
1.07K $272K
DFSI
Dimensional ETF Tr Dimen Intl
1.61K
+ 2.2%
N/A
74.9K $0
Dimensional ETF Trust
182K
+ 8.86%
N/A
2.24M $0
Ge Vernova Inc
880
New
N/A
880 $0
Dimensional ETF Trust
20.4K
+ 91.5%
N/A
42.7K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 0.43%
$442.29 - $483.08 $10.6K - $11.6K
5.66K $2.56M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
14
+ 0.13%
$56.61 - $61.63 $793 - $863
10.6K $600K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
286
+ 2.18%
$60.13 - $67.31 $17.2K - $19.3K
13.4K $814K
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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