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Broadcom shares owned by Truepoint

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Truepoint from 13F filings

Historical chart of Truepoint investment in Broadcom

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All positions including Broadcom held by Truepoint consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Truepoint

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 223 1325.41
2023-12-31 $832k 745 1116.25
2023-09-30 $457k 550 830.57

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Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding Broadcom

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
FMR
Susquehanna International
Northern Trust
Jennison Associates
Nuveen Asset Management
Bank of New York Mellon
Legal & General Group
Citadel Advisors
Wellington Management Company

View all funds holding Broadcom