Holdings of Truepoint, Inc.

Name: Holdings of Truepoint, Inc.
Creator: Titelia

135 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.8 % of the equity sleeve

Sector breakdown

Funds 11.1 %
Consumer staples 0.5 %
Technology 0.3 %
Financials 0.2 %
Industrials 0.1 %
Communication 0.1 %
Consumer discretionary 0.1 %
Unattributed 87.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %
TW 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	134	4.2B $	99.99 %
2	TW	1	547.5K $	0.01 %

Positions

Rank	Company	Shares	Value
1	Vanguard Short-term Bond Etf	7,217,987	566M $
2	Dimensional ETF Trust	13,062,756	551.5M $
3	iShares Core S&P 500 ETF	695,831	454.5M $
4	Vanguard Total Stock Market ETF	1,178,270	378M $
5	American Century ETF Trust	2,871,933	317.3M $
6	Vanguard Mid-Cap Growth ETF	1,105,967	284.6M $
7	Vanguard FTSE Developed Markets ETF	3,455,184	221.4M $
8	Vanguard Growth ETF	423,091	184.8M $
9	DFA Dimensional National Municipal Bond ETF	3,095,714	148.4M $
10	Dimensional ETF Trust	3,585,713	128M $
11	Vanguard Large-Cap ETF	352,290	105.3M $
12	iShares Core MSCI EAFE ETF	1,136,123	102.9M $
13	DFA Dimensional US Marketwide Value ETF	1,943,122	94.2M $
14	Dimensional U S Targeted Value ETF	1,481,170	92.5M $
15	Schwab International Equity ETF	3,251,680	80.5M $
16	Dimensional International Core	1,959,163	69.6M $
17	iShares Short-Term National Muni Bond ETF	448,765	47.8M $
18	iShares Core S&P Total U.S. Stock Market ETF	320,658	45.7M $
19	iShares Trust	336,317	43.1M $
20	Avantis Emerging Markets Equity ETF	455,472	36.7M $
21	Schwab US Broad Market ETF	1,097,551	27.5M $
22	Schwab U.S. Large-Cap ETF	845,502	21.7M $
23	iShares Russell 3000 ETF	58,119	21.5M $
24	Procter & Gamble Co/The	129,847	18.8M $
25	iShares Russell 1000 Growth ETF	22,475	9.6M $
26	Schwab Strategic Trust	321,112	9.4M $
27	State Street SPDR Portfolio Developed World ex-US ETF	191,311	8.7M $
28	State Street SPDR S&P 500 ETF Trust	11,774	7.7M $
29	Avantis International Small Cap Value ETF	66,749	6.7M $
30	Vanguard Total Bond Market ETF	84,620	6.2M $
31	Apple Inc	21,999	5.6M $
32	Vanguard S&P 500 ETF	8,804	5.3M $
33	Vanguard Index Funds	22,771	4.9M $
34	Vanguard Scottsdale Funds	76,849	4.5M $
35	Berkshire Hathaway Inc	5,720	4.2M $
36	Vanguard International Equity Index Funds	64,813	3.5M $
37	Vanguard Real Estate ETF	36,692	3.3M $
38	iShares Trust	27,908	3.2M $
39	Vanguard Information Technology ETF	4,307	3M $
40	Avantis US Large Cap Value ETF	37,168	3M $
41	iShares Trust	13,638	2.9M $
42	Emerson Electric Co.	20,963	2.7M $
43	Microsoft Corp	7,278	2.7M $
44	Vanguard Total International S	34,815	2.7M $
45	Vanguard FTSE All-World ex-US ETF	32,578	2.4M $
46	Alphabet Inc	8,461	2.4M $
47	Vanguard Tax-Exempt Bond Index ETF	45,804	2.3M $
48	Amazon.com Inc	10,617	2.2M $
49	NVIDIA Corp	12,177	2.1M $
50	iShares Trust	5,858	2.1M $
51	VANGUARD ADMIRAL FDS INC	18,200	2.1M $
52	Vanguard Value ETF	9,941	2M $
53	Avantis Core Fixed Income ETF	41,917	1.7M $
54	Global X Funds	98,785	1.7M $
55	iShares MSCI Emerging Markets ETF	29,742	1.7M $
56	Dimensional ETF Trust	23,408	1.7M $
57	Vanguard Mid-Cap ETF	5,324	1.5M $
58	Avantis International Equity ETF	16,250	1.4M $
59	iShares ESG Aware U.S. Aggregate Bond ETF	26,519	1.3M $
60	Vanguard Index Funds	4,062	1.2M $
61	iShares Russell Mid-Cap Value	7,966	1.2M $
62	Alphabet Inc	3,948	1.1M $
63	iShares National Muni Bond ETF	10,518	1.1M $
64	Invesco QQQ Trust Series 1	1,914	1.1M $
65	Avantis US Equity ETF	9,451	1.1M $
66	Invesco S&P 500 Equal Weight ETF	5,237	1M $
67	JPMorgan Chase & Co	3,366	990.1K $
68	iShares MSCI EAFE Small-Cap ETF	12,359	969.1K $
69	Broadcom Inc	3,122	966.3K $
70	iShares MSCI EAFE ETF	9,498	922.5K $
71	iShares S&P Mid-Cap 400 Growth ETF	8,932	898.7K $
72	Kinder Morgan, Inc.	25,107	841.8K $
73	Exxon Mobil Corp	4,656	789.9K $
74	iShares Core S&P Small-Cap ETF	6,274	779.9K $
75	Vanguard Russell 1000 Growth ETF	7,023	770.4K $
76	Johnson & Johnson	3,141	767.8K $
77	General Electric Co	2,679	760.2K $
78	iShares Core S&P Mid-Cap ETF	11,069	747.5K $
79	iShares Silver Trust	10,544	718.5K $
80	State Street SPDR S&P MidCap 400 ETF Trust	1,144	705.6K $
81	GE Vernova Inc	791	690.5K $
82	Vanguard Index Funds	3,706	682.9K $
83	Vanguard Small-Cap ETF	2,592	678.9K $
84	iShares Core MSCI Emerging Markets ETF	9,680	675.2K $
85	Cincinnati Financial Corp	4,087	643.1K $
86	Costco Wholesale Corp	624	621.8K $
87	Piper Sandler Cos	7,776	595.3K $
88	Home Depot Inc/The	1,794	590K $
89	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	4,696	587.6K $
90	Visa Inc	1,869	564.9K $
91	Eli Lilly & Co	601	552.8K $
92	Taiwan Semiconductor Manufacturing Co Ltd	1,620	547.5K $
93	Dimensional International Value ETF	10,353	546.4K $
94	Chevron Corp	2,641	546.4K $
95	State Street SPDR S&P Dividend ETF	3,617	527.9K $
96	Walmart Inc	4,212	523.5K $
97	Nucor Corp	2,902	490.7K $
98	iShares Trust	2,208	471.9K $
99	Tesla Inc	1,198	445.3K $
100	iShares Trust	4,313	419.4K $