Truepoint, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TI Truepoint, Inc. | Institutional Filer | ▲ 0.91% | $4.48B | 148 |
Current Portfolio Holdings
Showing all 148 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | — | 7.2M | $566.0M | 12.62% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | — | 13.1M | $551.5M | 12.30% |
| 3 | IVV | ISHARES TR | — | 696K | $454.5M | 10.14% |
| 4 | VTI | VANGUARD INDEX FDS | — | 1.2M | $378.0M | 8.43% |
| 5 | AVUV | AMERICAN CENTY ETF TR | — | 2.9M | $317.3M | 7.07% |
| 6 | VOT | VANGUARD INDEX FDS | — | 1.1M | $284.6M | 6.35% |
| 7 | VEA | VANGUARD TAX-MANAGED INTL FD | — | 3.5M | $221.4M | 4.94% |
| 8 | VUG | VANGUARD INDEX FDS | — | 423K | $184.8M | 4.12% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | — | 5.3M | $182.6M | 4.07% |
| 10 | DFNM | DIMENSIONAL ETF TRUST | — | 3.1M | $148.4M | 3.31% |
| 11 | DFLV | DIMENSIONAL ETF TRUST | — | 3.6M | $128.0M | 2.86% |
| 12 | VV | VANGUARD INDEX FDS | — | 352K | $105.3M | 2.35% |
| 13 | IEFA | ISHARES TR | — | 1.1M | $102.9M | 2.29% |
| 14 | DFUV | DIMENSIONAL ETF TRUST | — | 1.9M | $94.2M | 2.10% |
| 15 | DFAT | DIMENSIONAL ETF TRUST | — | 1.5M | $92.5M | 2.06% |
Showing 1 to 15 of 148 holdings