6. Truepoint Wealth Counsel

Rank: 6
Location: Cincinnati, OH
Total Assets: $4,642,982,400
ETF Assets: $2,596,860,672
Website: www.truepointwealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 100
Total Value of All ETF Holdings: $2,596,860,672
Number of Issuers: 16
Number of Sectors: 35
  • Top 5 ETF Holdings
    1. DFCF: $386,451,749
    2. BSV: $364,443,189
    3. VTI: $275,246,968
    4. IVV: $221,535,193
    5. VEA: $192,072,080
  • Top 5 ETF Sectors
    1. Total Bond Market
    2. Large Cap Growth Equities
    3. Foreign Large Cap Equities
    4. Small Cap Blend Equities
    5. Large Cap Blend Equities
  • Top 5 ETF Issuers
    1. Dimensional
    2. Vanguard
    3. iShares
    4. American Century
    5. Schwab

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.truepointwealth.com 2023 Top 100 ETF Power Users