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 |
|---|---|---|---|---|---|---|---|
| CINFCincinnati Financial Corp | COM | 106,216 | $1,095 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 71,355 | $1,693 萬 | 1.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 220,378 | $2,131 萬 | 1.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 221,664 | $2,262 萬 | 1.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 279,701 | $3,788 萬 | 2.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 458,875 | $4,203 萬 | 2.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,165,340 | $4,384 萬 | 2.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,300,627 | $9,371 萬 | 5.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 399,410 | $1.03 億 | 6.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,440,704 | $1.32 億 | 8.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,772,598 | $1.46 億 | 9.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 727,516 | $1.56 億 | 9.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,637,932 | $1.79 億 | 11.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,302,571 | $4.76 億 | 29.6% | – | – | – |