Yahoo Finance

- By insider

Cincinnati, OH, based Investment company Truepoint, Inc. (Current Portfolio) buys Intel Corp, SPDR SERIES TRUST, sells U.S. Bancorp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Truepoint, Inc.. As of 2020Q3, Truepoint, Inc. owns 43 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

• New Purchases: INTC,

• Added Positions: BSV, VNQ, DIA, KBE, SPY, EFA, AMJ, VEU, DES,

• Reduced Positions: VTI, VUG, VOT, IEFA, ITOT, PG, CINF, USB, IWF, AAPL, IWV, IWP, SCHF, SCHH, SCHB, VNQI, IEMG, VBR, GE, FB, VCIT,

• KBE 15-Year Financial Data

• The intrinsic value of KBE

• Peter Lynch Chart of KBE

For the details of Truepoint, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/truepoint%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Truepoint, Inc.

1. VANGUARD INDEX FDS (VTI) - 2,278,162 shares, 29.78% of the total portfolio. Shares reduced by 2.8%

2. VANGUARD TAX MANAG (VEA) - 3,455,856 shares, 10.85% of the total portfolio. Shares reduced by 0.51%

3. VANGUARD INDEX FDS (VOT) - 753,578 shares, 10.42% of the total portfolio. Shares reduced by 3.12%

4. VANGUARD BD IDX FD (BSV) - 1,467,336 shares, 9.35% of the total portfolio. Shares added by 5.85%

5. VANGUARD INDEX FDS (VNQ) - 1,285,874 shares, 7.79% of the total portfolio. Shares added by 3.19%

New Purchase: Intel Corp (INTC)

Truepoint, Inc. initiated holding in Intel Corp. The purchase prices were between $47.73 and $61.15, with an estimated average price of $52.07. The stock is now traded at around $45.60. The impact to a portfolio due to this purchase was 0.06%. The holding were 14,602 shares as of .

Added: SPDR SERIES TRUST (KBE)

Truepoint, Inc. added to a holding in SPDR SERIES TRUST by 47.97%. The purchase prices were between $28.16 and $33.53, with an estimated average price of $30.86. The stock is now traded at around $38.22. The impact to a portfolio due to this purchase was 0.02%. The holding were 30,874 shares as of .

Here is the complete portfolio of Truepoint, Inc.. Also check out:

1. Truepoint, Inc.'s Undervalued Stocks

2. Truepoint, Inc.'s Top Growth Companies, and

3. Truepoint, Inc.'s High Yield stocks

4. Stocks that Truepoint, Inc. keeps buyingThis article first appeared on GuruFocus.