Truepoint

Latest statistics and disclosures from Truepoint's latest quarterly 13F-HR filing:

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Positions held by Truepoint consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Truepoint

Truepoint holds 240 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 63.9 $6.0B +3% 11k 542625.00
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Vanguard Bd Index Fds Short Trm Bond (BSV) 4.5 $427M +2% 5.5M 77.02
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Dimensional Etf Trust Core Fixed Incom (DFCF) 4.2 $396M -5% 9.3M 42.40
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Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $323M 1.4M 237.22
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Ishares Tr Core S&p500 Etf (IVV) 3.1 $289M 605k 477.63
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Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 2.4 $226M 4.7M 47.90
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.4 $225M 1.0M 219.57
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $192M 2.1M 89.80
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Vanguard Index Fds Growth Etf (VUG) 1.5 $145M -3% 467k 310.88
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Ishares Tr Core Msci Eafe (IEFA) 1.4 $130M +7% 1.8M 70.35
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.2 $115M +27% 2.4M 48.51
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $85M -2% 1.6M 52.33
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $84M +12% 3.4M 24.96
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $81M 2.2M 36.96
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $75M 2.0M 37.22
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Vanguard Index Fds Large Cap Etf (VV) 0.6 $61M +4% 280k 218.15
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.5 $47M +5% 1.8M 25.53
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Procter & Gamble Company (PG) 0.5 $43M 295k 146.54
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $39M +20% 1.4M 27.05
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $37M -3% 352k 105.23
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $36M +25% 339k 105.43
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $27M +4% 258k 104.46
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $27M +7% 477k 56.39
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $23M 411k 55.67
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $21M +5% 729k 29.12
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $18M 64k 273.74
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Apple (AAPL) 0.1 $13M +6% 69k 192.53
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Cincinnati Financial Corporation (CINF) 0.1 $11M 104k 103.46
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $9.4M 22k 436.81
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $8.7M -3% 355k 24.42
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $8.6M 28k 303.16
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Microsoft Corporation (MSFT) 0.1 $7.5M +22% 20k 376.04
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $6.8M 121k 56.40
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Emerson Electric (EMR) 0.1 $5.5M -2% 57k 97.33
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $4.9M -12% 13k 376.87
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $4.3M -2% 48k 88.36
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Meta Platforms Cl A (META) 0.0 $3.9M -5% 11k 353.96
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Amazon (AMZN) 0.0 $3.8M +10% 25k 151.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $3.8M -30% 8.0k 475.31
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $3.7M 21k 179.97
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $3.5M 20k 173.89
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $3.5M +2% 84k 41.10
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $3.4M +12% 45k 76.38
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $3.2M +15% 23k 139.69
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $3.1M 54k 57.96
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $3.1M +43% 53k 58.33
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $3.0M -6% 40k 75.10
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $3.0M -2% 11k 277.14
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Park National Corporation (PRK) 0.0 $2.7M NEW 20k 132.86
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NVIDIA Corporation (NVDA) 0.0 $2.7M -6% 5.4k 495.23
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.6M -19% 7.4k 350.93
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.4M +3% 10k 232.65
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Caterpillar (CAT) 0.0 $2.2M -7% 7.4k 295.67
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Us Bancorp Del Com New (USB) 0.0 $2.2M +9% 51k 43.28
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $2.1M 4.4k 484.00
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $2.1M 65k 32.17
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.1M 9.6k 213.33
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $2.0M -5% 36k 56.14
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.6M -4% 6.8k 241.78
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $1.6M 32k 51.05
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.5M 37k 40.21
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.4M +9% 19k 75.35
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $1.4M -3% 23k 62.49
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $1.4M -2% 27k 51.83
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Johnson & Johnson (JNJ) 0.0 $1.4M +20% 8.6k 156.74
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Visa Com Cl A (V) 0.0 $1.3M +59% 5.2k 260.35
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Tesla Motors (TSLA) 0.0 $1.3M -18% 5.3k 248.47
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.3M 8.8k 145.02
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UnitedHealth (UNH) 0.0 $1.3M +69% 2.4k 526.47
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Exxon Mobil Corporation (XOM) 0.0 $1.3M +11% 13k 99.98
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Cintas Corporation (CTAS) 0.0 $1.2M +4% 2.0k 602.66
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Dimensional Etf Trust International (DFSI) 0.0 $1.2M 37k 32.03
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $1.1M -7% 2.3k 507.38
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.1M 4.4k 262.26
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Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.0 $1.1M 43k 25.36
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WesBan (WSBC) 0.0 $1.0M 34k 31.37
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Ishares Core Msci Emkt (IEMG) 0.0 $1.0M -2% 21k 50.58
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $998k +4% 13k 76.13
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First Tr Nasdaq 100 Tech Ind Shs Class A (QTEC) 0.0 $982k 5.6k 175.47
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Pepsi (PEP) 0.0 $976k +37% 5.7k 169.84
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Comcast Corp Cl A (CMCSA) 0.0 $935k 21k 43.85
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Home Depot (HD) 0.0 $909k -13% 2.6k 346.55
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Chevron Corporation (CVX) 0.0 $907k +48% 6.1k 149.16
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $899k -37% 2.2k 409.57
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Merck & Co (MRK) 0.0 $884k +21% 8.1k 109.02
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Vanguard Index Fds Value Etf (VTV) 0.0 $871k -20% 5.8k 149.50
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $855k 9.1k 93.97
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $852k +3% 10k 81.55
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $849k 7.3k 116.28
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Broadcom (AVGO) 0.0 $832k +35% 745.00 1116.25
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $825k 14k 60.43
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Abbvie (ABBV) 0.0 $821k -13% 5.3k 154.97
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Intel Corporation (INTC) 0.0 $816k +3% 16k 50.25
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $815k -6% 9.6k 85.06
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Abbott Laboratories (ABT) 0.0 $813k +80% 7.4k 110.07
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $812k 13k 61.90
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General Electric Com New (GE) 0.0 $798k -7% 6.2k 127.64
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AutoZone (AZO) 0.0 $778k -7% 301.00 2585.61
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $775k 4.2k 186.55
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Ishares Tr National Mun Etf (MUB) 0.0 $770k -91% 7.1k 108.41
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JPMorgan Chase & Co. (JPM) 0.0 $763k -69% 4.5k 170.10
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Kinder Morgan (KMI) 0.0 $756k +46% 43k 17.64
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Costco Wholesale Corporation (COST) 0.0 $753k +26% 1.1k 660.14
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Dimensional Etf Trust Us Sustainability (DFSU) 0.0 $752k 24k 31.13
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $747k -52% 14k 53.35
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Eli Lilly & Co. (LLY) 0.0 $723k +17% 1.2k 582.92
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $713k 9.0k 79.22
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $698k -12% 6.4k 108.25
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Wal-Mart Stores (WMT) 0.0 $679k -17% 4.3k 157.65
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Fifth Third Ban (FITB) 0.0 $678k 20k 34.49
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Walt Disney Company (DIS) 0.0 $670k +22% 7.4k 90.29
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $630k 9.7k 64.86
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Ishares Msci Germany Etf (EWG) 0.0 $618k 21k 29.69
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Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $610k 19k 31.62
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Alliant Energy Corporation (LNT) 0.0 $606k +29% 12k 51.30
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Intuit (INTU) 0.0 $606k -12% 969.00 625.03
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $599k 11k 55.28
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Verizon Communications (VZ) 0.0 $584k +4% 16k 37.70
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Mastercard Incorporated Cl A (MA) 0.0 $579k -4% 1.4k 426.51
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Colgate-Palmolive Company (CL) 0.0 $554k NEW 7.0k 79.71
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Bank of America Corporation (BAC) 0.0 $544k NEW 16k 33.67
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RPM International (RPM) 0.0 $543k +18% 4.9k 111.63
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McDonald's Corporation (MCD) 0.0 $530k -26% 1.8k 296.52
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Thermo Fisher Scientific (TMO) 0.0 $523k NEW 986.00 530.79
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $493k 3.9k 124.97
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Alphabet Cap Stk Cl C (GOOG) 0.0 $492k -11% 3.5k 140.93
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Adobe Systems Incorporated (ADBE) 0.0 $484k +48% 812.00 596.60
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $475k 5.1k 93.81
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $474k 8.2k 57.76
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Kroger (KR) 0.0 $458k -14% 10k 45.71
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salesforce (CRM) 0.0 $454k +35% 1.7k 263.14
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Linde SHS (LIN) 0.0 $449k +14% 1.1k 410.71
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Advanced Micro Devices (AMD) 0.0 $446k NEW 3.0k 147.40
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $438k 21k 20.71
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $434k 2.6k 165.28
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United Parcel Service CL B (UPS) 0.0 $426k NEW 2.7k 157.23
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American Water Works (AWK) 0.0 $423k NEW 3.2k 131.99
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $420k +8% 5.7k 73.56
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Devon Energy Corporation (DVN) 0.0 $417k NEW 9.2k 45.30
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Qualcomm (QCOM) 0.0 $414k NEW 2.9k 144.63
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Xcel Energy (XEL) 0.0 $410k +9% 6.6k 61.91
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PNC Financial Services (PNC) 0.0 $409k +12% 2.6k 154.85
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Lockheed Martin Corporation (LMT) 0.0 $403k -24% 890.00 453.01
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Netflix (NFLX) 0.0 $399k NEW 820.00 486.88
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Ishares Tr TRS FLT RT BD (TFLO) 0.0 $394k 7.8k 50.47
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SEI Investments Company (SEIC) 0.0 $391k NEW 6.2k 63.55
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Hartford Financial Services (HIG) 0.0 $382k +33% 4.8k 80.38
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Medtronic SHS (MDT) 0.0 $380k NEW 4.6k 82.38
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Anthem (ELV) 0.0 $374k -7% 792.00 471.56
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Martin Marietta Materials (MLM) 0.0 $361k NEW 724.00 498.91
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American Express Company (AXP) 0.0 $360k NEW 1.9k 187.34
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Agilent Technologies Inc C ommon (A) 0.0 $359k NEW 2.6k 139.03
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NVR (NVR) 0.0 $357k NEW 51.00 7000.45
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MetLife (MET) 0.0 $355k +62% 5.4k 66.13
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Piper Jaffray Companies (PIPR) 0.0 $340k 1.9k 174.87
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Sempra Energy (SRE) 0.0 $331k +9% 4.4k 74.73
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Boston Scientific Corporation (BSX) 0.0 $330k NEW 5.7k 57.81
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International Business Machines (IBM) 0.0 $330k +11% 2.0k 163.55
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $328k +6% 4.2k 77.73
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CVS Caremark Corporation (CVS) 0.0 $326k -96% 4.1k 78.96
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $321k 5.5k 58.45
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Cardinal Health (CAH) 0.0 $319k 3.2k 100.80
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Union Pacific Corporation (UNP) 0.0 $318k NEW 1.3k 245.62
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Ida (IDA) 0.0 $316k +24% 3.2k 98.32
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Chipotle Mexican Grill (CMG) 0.0 $316k +9% 138.00 2286.96
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $315k -18% 1.9k 164.42
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Target Corporation (TGT) 0.0 $314k NEW 2.2k 142.43
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Philip Morris International (PM) 0.0 $313k -22% 3.3k 94.08
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $307k -49% 1.5k 200.71
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Oracle Corporation (ORCL) 0.0 $302k -5% 2.9k 105.41
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Oneok (OKE) 0.0 $300k NEW 4.3k 70.22
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Eaton Corp SHS (ETN) 0.0 $299k NEW 1.2k 240.82
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Realty Income (O) 0.0 $297k NEW 5.2k 57.42
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Smucker J M Com New (SJM) 0.0 $292k +19% 2.3k 126.39
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Duke Energy Corp Com New (DUK) 0.0 $289k NEW 3.0k 97.04
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Highwoods Properties (HIW) 0.0 $288k NEW 13k 22.96
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $287k -16% 1.8k 155.33
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Prologis (PLD) 0.0 $287k NEW 2.1k 133.30
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Capital One Financial (COF) 0.0 $285k NEW 2.2k 131.12
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NiSource (NI) 0.0 $285k +9% 11k 26.55
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Servicenow (NOW) 0.0 $283k NEW 401.00 706.49
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Nike CL B (NKE) 0.0 $281k NEW 2.6k 108.57
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Gilead Sciences (GILD) 0.0 $279k NEW 3.4k 81.01
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At&t (T) 0.0 $278k +12% 17k 16.78
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $277k 3.3k 82.96
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Edwards Lifesciences (EW) 0.0 $277k NEW 3.6k 76.25
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Starbucks Corporation (SBUX) 0.0 $277k NEW 2.9k 96.01
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Dow (DOW) 0.0 $274k NEW 5.0k 54.84
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First Tr Exchange-traded Energy Alphadx (FXN) 0.0 $272k 16k 16.69
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Texas Roadhouse (TXRH) 0.0 $272k NEW 2.2k 122.23
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Black Hills Corporation (BKH) 0.0 $268k NEW 5.0k 53.95
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W.W. Grainger (GWW) 0.0 $267k NEW 322.00 829.24
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Danaher Corporation (DHR) 0.0 $265k -4% 1.1k 231.34
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O'reilly Automotive (ORLY) 0.0 $261k NEW 275.00 950.08
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Arthur J. Gallagher & Co. (AJG) 0.0 $260k 1.2k 224.88
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CSX Corporation (CSX) 0.0 $258k -33% 7.4k 34.67
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Sherwin-Williams Company (SHW) 0.0 $256k NEW 820.00 311.90
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $251k +6% 928.00 270.79
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United Sts Oil Units (USO) 0.0 $249k 3.7k 66.65
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Microchip Technology (MCHP) 0.0 $248k NEW 2.8k 90.18
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Fiserv (FI) 0.0 $248k NEW 1.9k 132.84
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Cisco Systems (CSCO) 0.0 $243k -9% 4.8k 50.52
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Citigroup Com New (C) 0.0 $242k NEW 4.7k 51.44
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $242k -12% 3.1k 78.03
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Globe Life (GL) 0.0 $242k NEW 2.0k 121.72
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Physicians Realty Trust (DOC) 0.0 $241k NEW 18k 13.31
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Altria (MO) 0.0 $236k -10% 5.9k 40.34
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Bank of New York Mellon Corporation (BK) 0.0 $233k NEW 4.5k 52.05
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Citizens Financial (CFG) 0.0 $231k NEW 7.0k 33.14
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Pfizer (PFE) 0.0 $226k -9% 7.9k 28.79
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Marsh & McLennan Companies (MMC) 0.0 $225k NEW 1.2k 189.47
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $224k 1.3k 170.40
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Championx Corp (CHX) 0.0 $222k NEW 7.6k 29.21
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Vanguard World Fds Consum Stp Etf (VDC) 0.0 $221k 1.2k 190.96
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Coca-Cola Company (KO) 0.0 $221k NEW 3.7k 58.93
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Chubb (CB) 0.0 $221k NEW 976.00 226.00
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Illinois Tool Works (ITW) 0.0 $220k NEW 840.00 261.94
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Applied Materials (AMAT) 0.0 $220k -32% 1.4k 162.07
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $220k NEW 2.1k 102.87
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American Financial (AFG) 0.0 $219k -12% 1.8k 118.89
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Raytheon Technologies Corp (RTX) 0.0 $218k NEW 2.6k 84.14
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Graham Hldgs Com Cl B (GHC) 0.0 $217k NEW 312.00 696.52
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Baker Hughes Company Cl A (BKR) 0.0 $217k NEW 6.4k 34.18
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $217k NEW 1.4k 158.06
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First Financial Ban (FFBC) 0.0 $216k NEW 9.1k 23.75
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Spirit Rlty Cap Com New (SRC) 0.0 $216k NEW 4.9k 43.69
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Gra (GGG) 0.0 $211k NEW 2.4k 86.76
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $211k NEW 5.0k 42.17
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Lam Research Corporation (LRCX) 0.0 $211k NEW 269.00 783.26
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Skyworks Solutions (SWKS) 0.0 $207k NEW 1.8k 112.42
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Global X Fds Solar Etf (RAYS) 0.0 $206k NEW 16k 13.22
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Synopsys (SNPS) 0.0 $202k NEW 392.00 514.91
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Bristol Myers Squibb (BMY) 0.0 $202k NEW 3.9k 51.31
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Eagle Materials (EXP) 0.0 $201k NEW 993.00 202.84
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Franklin Street Properties (FSP) 0.0 $191k 75k 2.56
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Gold Fields Sponsored Adr (GFI) 0.0 $174k 12k 14.46
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Viatris (VTRS) 0.0 $153k -5% 14k 10.83
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Olaplex Hldgs (OLPX) 0.0 $26k NEW 10k 2.54
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Charge Enterprises (CRGE) 0.0 $8.0k +191% 70k 0.11
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Zovio (ZVOI) 0.0 $14.545200 49k 0.00
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Past Filings by Truepoint

SEC 13F filings are viewable for Truepoint going back to 2011

View all past filings