Truepoint, Inc.
- SEC CIK
- 0001427748
- 最新申報
- 2026/7/31
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 114
- 2020 年第 4 季沒有 13F 資料
- 總值
- $16.1 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,302,571 | $4.76 億 | 29.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,637,932 | $1.79 億 | 11.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 727,516 | $1.56 億 | 9.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,772,598 | $1.46 億 | 9.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,440,704 | $1.32 億 | 8.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 399,410 | $1.03 億 | 6.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,300,627 | $9,371 萬 | 5.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,165,340 | $4,384 萬 | 2.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 458,875 | $4,203 萬 | 2.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 279,701 | $3,788 萬 | 2.4% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 221,664 | $2,262 萬 | 1.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 220,378 | $2,131 萬 | 1.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 71,355 | $1,693 萬 | 1.1% | – | – | – |
| CINFCincinnati Financial Corp | COM | 106,216 | $1,095 萬 | 0.7% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 249,532 | $1,025 萬 | 0.6% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 144,895 | $807.9 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 16,792 | $668.0 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 27,328 | $664.2 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 47,427 | $579.3 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,454 | $396.3 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,979 | $395.5 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 47,739 | $344.7 萬 | 0.2% | – | – | – |
| CVSCVS Health Corp | Stock | 44,326 | $333.5 萬 | 0.2% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,510 | $314.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 47,670 | $289.3 萬 | 0.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 44,034 | $276.1 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 40,164 | $263.9 萬 | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 50,249 | $261.5 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 81,000 | $252.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,092 | $233.4 萬 | 0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 6 | $231.4 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 41,122 | $227.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 25,474 | $219.7 萬 | 0.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 34,524 | $184.2 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 27,117 | $174.5 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 21,910 | $166.2 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 30,886 | $160.2 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,155 | $157.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,015 | $130.5 萬 | 0.1% | – | – | – |
| WSBCWesbanco Inc | COM | 33,443 | $120.6 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 387 | $119.8 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,974 | $117.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,258 | $114.0 萬 | 0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,303 | $112.7 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,080 | $112.2 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 17,744 | $110.4 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,668 | $103.4 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 7,110 | $100.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 5,440 | $96.0 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,208 | $93.1 萬 | 0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,084 | $91.4 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 15,358 | $83.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,277 | $79.0 萬 | <0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,847 | $77.1 萬 | <0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,615 | $76.9 萬 | <0.1% | – | – | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 44,851 | $74.4 萬 | <0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,000 | $71.7 萬 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,316 | $68.6 萬 | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 8,529 | $66.8 萬 | <0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 5,708 | $62.4 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,977 | $60.3 萬 | <0.1% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 3,298 | $59.3 萬 | <0.1% | – | – | – |
| GEGeneral Electric Co | COM | 45,068 | $59.2 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,880 | $57.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,945 | $57.4 萬 | <0.1% | – | – | – |
| INTCIntel Corp | Stock | 8,766 | $56.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,127 | $54.3 萬 | <0.1% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 9,702 | $53.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 19,916 | $50.7 萬 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 2,384 | $50.5 萬 | <0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 750 | $50.1 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,971 | $48.8 萬 | <0.1% | – | – | 歷史 |
| ATSGAir Transport Services Group, Inc. | COM | 16,465 | $48.2 萬 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,520 | $47.8 萬 | <0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,050 | $43.1 萬 | <0.1% | – | – | – |
| RPMRPM International Inc | COM | 4,635 | $42.6 萬 | <0.1% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 300 | $42.1 萬 | <0.1% | – | – | 歷史 |
| FSPFranklin Street Properties Corp | COM | 75,218 | $41.0 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 778 | $40.6 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,632 | $40.1 萬 | <0.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 5,062 | $40.1 萬 | <0.1% | – | – | – |
| iShares Tr46434V860 | TRS FLT RT BD | 7,803 | $39.2 萬 | <0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 189 | $39.0 萬 | <0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 23,234 | $38.7 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,178 | $38.2 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,103 | $37.7 萬 | <0.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,848 | $37.4 萬 | <0.1% | – | – | – |
| CTASCintas Corp | Stock | 1,071 | $36.6 萬 | <0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 979 | $36.2 萬 | <0.1% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 5,968 | $35.5 萬 | <0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,842 | $32.6 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,493 | $32.0 萬 | <0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,768 | $31.5 萬 | <0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,113 | $31.1 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,635 | $31.1 萬 | <0.1% | – | – | – |
| SJMJ M SMUCKER Co | Stock | 2,441 | $30.9 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,897 | $30.0 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,868 | $29.8 萬 | <0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 550 | $29.4 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,196 | $28.5 萬 | <0.1% | – | – | – |