News + Filings Holdings
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Truepoint, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Duke Energy CORP
| DUK | COM | 8,355 | 8,355 | 749,778,000 | 749,778,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 9,631 | 9,631 | 699,416,000 | 699,416,000 | 0.02 | |
Hist
| 06/30/2023 |
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INTUIT INC.
| INTU | Common | 1,002 | 1,002 | 459,106,000 | 459,106,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 1,832 | 1,832 | 343,041,000 | 343,041,000 | 0.01 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| THRK | Common | 5,505 | 5,505 | 299,692,000 | 299,692,000 | 0.01 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| FXN | Common | 16,300 | 16,300 | 254,932,000 | 254,932,000 | 0.01 | |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 2,605 | 2,605 | 232,574,000 | 232,574,000 | 0.01 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| FBT | Common | 1,334 | 1,334 | 204,289,000 | 204,289,000 | 0.01 | |
Hist
| 06/30/2023 |
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