Truepoint Inc

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Assets, Funds, Holdings

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Truepoint Inc
CRD #105664
SEC #801-25433
CIK #1427748
AUM $2.7 BB (99% Disc, 100% US)
Employees63 (40% Investors, 0% Brokers)
Phone513-792-6648
Address9999 Carver Road
Cincinnati, OH 45242
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 359.0
VEA 215.4
VOT 122.1
VNQ 90.0
VUG 75.4
BSV 71.9
PG 249,110.0 27.8
FB 491,090.0 6.1
SPY 5.7
IWP 4.8
View All
Holdings by Sector ($BB)
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