Portfolio (Quarterly)
Guide ↗
Truepoint, Inc.
· CIK 0001427748| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACN | ACCENTURE PLC IRELAND | Technology | 1,601 | $430K | 0.01% | SOLD |
| 2 | INTU | INTUIT | Technology | 409 | $271K | 0.01% | SOLD |
| 3 | DIS | DISNEY WALT CO | Communication Services | 1,926 | $219K | 0.01% | SOLD |
| 4 | MGK | VANGUARD WORLD FD | — | 529 | $218K | 0.01% | SOLD |
| 5 | ORCL | ORACL CORP | Technology | 1,084 | $211K | 0.01% | SOLD |
| 6 | SPTM | SPDR SER TR | — | 2,491 | $206K | 0.01% | SOLD |
| 7 | VOOG | VANGUARD ADMIRAL FDS INC | — | 459 | $204K | 0.01% | SOLD |
| 8 | ELV | ELEVANCE HEALTH INC | Healthcare | 574 | $201K | 0.01% | SOLD |
Sector Allocation
Consumer Defensive
31.1%
Financial Services
21.2%
Technology
19.7%
Industrials
7.5%
Communication Services
6.3%
Consumer Cyclical
5.8%
Energy
3.3%
Healthcare
2.8%
Basic Materials
1.4%
Utilities
1.0%