Truepoint, Inc.
- SEC CIK
- 0001427748
- Latest filing
- Jul 31, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 30, 2021. Long positions only.
- Positions
- 114
- No 13F data for Q4 2020
- Portfolio value
- $1.61B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CINFCincinnati Financial Corp | COM | 106,216 | $10.9M | 0.7% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 71,355 | $16.9M | 1.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 220,378 | $21.3M | 1.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 221,664 | $22.6M | 1.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 279,701 | $37.9M | 2.4% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 458,875 | $42.0M | 2.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,165,340 | $43.8M | 2.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,300,627 | $93.7M | 5.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 399,410 | $102.7M | 6.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,440,704 | $132.3M | 8.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,772,598 | $145.7M | 9.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 727,516 | $156.1M | 9.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,637,932 | $178.7M | 11.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,302,571 | $475.9M | 29.6% | – | – | – |