13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001427748
Total reported value
$4.8B
$4.8B
131 檔
40.1%
During the Q4 2024 filing period, Truepoint, Inc. (CIK: 0001427748) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.8B across 131 reported positions.
During Q4 2024, Truepoint, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.95% | -0.55% | +4.14% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.28% | -0.43% | +6.07% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.65% | +0.43% | -1.60% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.59% | +0.35% | -0.10% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.00% | -0.20% | +5.58% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 6.83% | +0.64% | -1.64% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.89% | -0.16% | +1.54% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 4.52% | +0.28% | -2.35% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.45% | -0.07% | +3.41% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.33% | +0.14% | +6.92% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.25% | -0.13% | -0.66% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.19% | +0.08% | -1.03% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.07% | +0.04% | +100.71% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.98% | +0.08% | -0.64% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.80% | -0.10% | +8.86% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.79% | +0.09% | -1.36% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.40% | -0.28% | +2.47% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.17% | -0.05% | -1.52% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.09% | -0.05% | +8.10% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.80% | +0.02% | -2.85% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.72% | +0.04% | +198.31% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.62% | +0.04% | +1.43% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.54% | +0.03% | -1.39% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.52% | -0.08% | -3.71% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.03% | -6.91% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | — | +4.42% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.02% | -3.61% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | +0.48% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.17% | -0.10% | +179.28% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.15% | -0.14% | +5.86% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.13% | — | -0.58% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | -0.01% | +0.43% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.03% | +1.21% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -0.19% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.10% | — | +0.04% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.10% | -0.01% | — | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.10% | — | -46.10% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | -0.99% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.09% | -0.01% | -2.15% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | -0.44% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | -4.17% | |
| 42 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.07% | +0.01% | +91.50% | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.07% | -0.01% | -0.14% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.07% | — | +0.07% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | -0.01% | +2.20% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | -0.01% | -10.39% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.01% | -7.00% | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.05% | — | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.05% | +0.01% | +4.17% | |
| 50 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Truepoint, Inc. reported a total U.S. public equity portfolio value of $4.8B across 131 disclosed positions in Q4 2024.
During Q4 2024, Truepoint, Inc.'s top holdings by market value included BSV (12.9%)、DFCF (12.3%)、VTI (9.7%). The largest single position, BSV, represented 12.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFCF, VTI) accounted for 40.1% of total reported equity market value during Q4 2024.
In Q4 2024, Truepoint, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.