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CIK: 0001427748
Total reported value
$4.8B
$4.8B
136 檔
39.9%
According to the latest 13F quarterly dataset, Truepoint, Inc. managed an equity portfolio of $4.8B at the end of Q1 2025, spanning 136 distinct U.S. exchange-listed positions.
In Q1 2025, Truepoint, Inc. displayed an active expansion posture, initiating 136 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 13.46% | -0.55% | +1.20% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.90% | -0.43% | +1.65% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.55% | +0.35% | +2.99% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.17% | +0.43% | -1.13% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 6.79% | +0.64% | +1.76% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.00% | -0.16% | +11.29% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.54% | -0.20% | -26.55% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 4.20% | +0.28% | +1.63% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.53% | -0.07% | +1.30% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.52% | +0.14% | +3.44% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.88% | -0.13% | -18.86% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.27% | -0.10% | +22.42% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.17% | +0.09% | +25.73% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.05% | +0.08% | +1.18% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 2.04% | +0.08% | -0.60% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.99% | +0.04% | -11.11% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.51% | -0.28% | -0.99% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 1.13% | -0.05% | +2.08% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.09% | -0.05% | -2.54% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.80% | +0.02% | +6.23% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.75% | -0.08% | +55.94% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | +0.04% | -1.32% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.65% | +0.04% | +1.58% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.03% | +0.77% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.52% | +0.03% | -0.03% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | — | -2.43% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.02% | +1.10% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | -3.72% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.16% | -0.14% | -2.62% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | -0.10% | -3.29% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.15% | +0.03% | +36.59% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.01% | +28.31% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | — | -2.27% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | +6.53% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.10% | -0.01% | +0.50% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | +9.98% | |
| 37 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.09% | +0.01% | +20.88% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | -13.63% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.08% | — | -2.21% | |
| 40 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.08% | -0.01% | +15.09% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.08% | — | -21.49% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.07% | -0.01% | -28.57% | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | -0.01% | +2.74% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | -5.62% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.07% | +0.01% | +53.17% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.07% | — | -11.74% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | +0.02% | — | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.06% | +0.01% | +305.63% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.06% | +0.01% | -2.18% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | -0.01% | -4.39% |
According to official SEC Form 13F filings, Truepoint, Inc. reported a total U.S. public equity portfolio value of $4.8B across 136 disclosed positions in Q1 2025.
During Q1 2025, Truepoint, Inc.'s top holdings by market value included BSV (13.5%)、DFCF (12.9%)、IVV (9.6%). The largest single position, BSV, represented 13.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including BSV, DFCF, IVV) accounted for 39.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BSV
市值: $496.1M
In Q1 2025, Truepoint, Inc. made 136 total portfolio adjustments, initiating 136 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.
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