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CIK: 0001427748
Total reported value
$4.8B
$4.8B
137 檔
43.0%
The Q2 2025 SEC filing reveals that Truepoint, Inc. held a total portfolio value of $4.8B, covering 137 public equity positions.
During Q2 2025, Truepoint, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BSV, DFCF, IVV) accounted for 43.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.57% | -0.55% | +1.23% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.11% | -0.43% | +1.85% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.02% | +0.35% | +3.42% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.21% | +0.43% | -1.07% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 7.34% | +0.64% | +1.29% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.11% | -0.16% | +6.07% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.26% | -0.20% | -7.67% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 4.64% | +0.28% | +1.83% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.32% | +0.14% | -8.44% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.11% | -0.07% | -3.56% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.64% | -0.13% | -9.44% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-Other | 2.21% | +0.09% | -0.10% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.18% | -0.10% | +2.84% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.12% | +0.08% | +9.66% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 2.06% | +0.08% | +5.05% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.97% | +0.04% | -3.65% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.65% | -0.28% | +6.33% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.11% | -0.05% | -0.12% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.01% | -0.05% | -2.87% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.01% | -0.08% | +39.12% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.00% | +0.02% | +15.51% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.83% | +0.04% | +21.07% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | +0.04% | -2.34% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.52% | +0.03% | -0.04% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | -0.10% | +230.94% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.03% | -0.31% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | — | -3.15% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.02% | -3.30% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.22% | -0.01% | +185.60% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.19% | +0.01% | +192.28% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | -0.22% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.15% | +0.01% | +77.86% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.14% | -0.14% | -14.39% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | -14.51% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.03% | -12.12% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.10% | — | -12.47% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.10% | -0.01% | +9.40% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.09% | — | -0.01% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | +7.50% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | -5.12% | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.09% | -0.01% | +14.66% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | -8.40% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | +0.02% | -2.12% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.07% | — | -2.47% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | -0.01% | -13.20% | |
| 46 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.06% | -0.05% | +280.84% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.06% | +0.01% | -1.66% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.06% | — | +81.05% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | +0.01% | -6.55% | |
| 50 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.05% | -0.02% | +5.61% |
According to official SEC Form 13F filings, Truepoint, Inc. reported a total U.S. public equity portfolio value of $4.8B across 137 disclosed positions in Q2 2025.
During Q2 2025, Truepoint, Inc.'s top holdings by market value included BSV (12.6%)、DFCF (12.1%)、IVV (10.0%). The largest single position, BSV, represented 12.6% of total portfolio value.
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In Q2 2025, 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.
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