Truepoint, Inc.

13F filer, CIK 1427748, CINCINNATI, OH

Truepoint, Inc. reported $3,723,293,627 across 126 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 75.14% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001765380-24-000441

Period: 2024-09-30
Reported value: $3.72B
Holdings: 126
Top 10 weight: 75.14%
New: 10
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BSVadded	+146,868	$11.6M
DFCFadded	+212,682	$9.19M
DFEMadded	+204,097	$5.75M
VEAadded	+103,167	$5.45M
DFLVadded	+146,600	$4.52M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VTIreduced	-17,868	-$5.06M
VUGreduced	-10,751	-$4.13M
IVVreduced	-6,136	-$3.54M
VVreduced	-4,065	-$1.07M
SCHFreduced	-20,278	-$834K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001765380-24-000441, largest first. % of portfolio is the value over $3,723,293,627, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
BSVVANGUARD BD INDEX FDS	6,013,964	$473M	12.71%	+146,868		Timeline
DFCFDIMENSIONAL ETF TRUST	10,483,426	$453M	12.16%	+212,682		Timeline
VTIVANGUARD INDEX FDS	1,264,723	$358M	9.62%	-17,868		Timeline
IVVISHARES TR	609,318	$351M	9.44%	-6,136		Timeline
VEAVANGUARD TAX-MANAGED FDS	5,178,995	$274M	7.35%	+103,167		Timeline
VOTVANGUARD INDEX FDS	1,021,951	$249M	6.68%	+12,414		Timeline
AVUVAMERICAN CENTY ETF TR	2,246,883	$216M	5.79%	+38,090		Timeline
VUGVANGUARD INDEX FDS	421,089	$162M	4.34%	-10,751		Timeline
IEFAISHARES TR	1,739,884	$136M	3.65%	+5,680		Timeline
DFNMDIMENSIONAL ETF TRUST	2,611,150	$127M	3.4%	+20,203		Timeline
DFEMDIMENSIONAL ETF TRUST	4,437,796	$125M	3.36%	+204,097		Timeline
SCHFSCHWAB STRATEGIC TR	2,083,954	$85.7M	2.3%	-20,278		Timeline
DFATDIMENSIONAL ETF TRUST	1,485,616	$82.6M	2.22%	-8,254		Timeline
DFUVDIMENSIONAL ETF TRUST	1,823,412	$76M	2.04%	-14,055		Timeline
VVVANGUARD INDEX FDS	251,316	$66.2M	1.78%	-4,065		Timeline
DFLVDIMENSIONAL ETF TRUST	2,058,111	$63.4M	1.7%	+146,600		Timeline
DFICDIMENSIONAL ETF TRUST	1,973,863	$55.5M	1.49%	-12,613		Timeline
ITOTISHARES TR	343,646	$43.2M	1.16%	-4,604		Timeline
SUBISHARES TR	356,589	$37.9M	1.02%	+11,375		Timeline
IWPISHARES TR	242,114	$28.4M	0.76%	-1,095		Timeline
SCHBSCHWAB STRATEGIC TR	395,060	$26.3M	0.71%	-5,163		Timeline
AVEMAMERICAN CENTY ETF TR	388,608	$25.1M	0.67%	-6,273		Timeline
PGPROCTER & GAMBLE CO	122,878	$21.3M	0.57%	+4,516		Timeline
DFSVDIMENSIONAL ETF TRUST	658,222	$20.3M	0.54%	-14,940		Timeline
IWVISHARES TR	60,739	$19.8M	0.53%	-944		Timeline
DFAXDIMENSIONAL ETF TRUST	379,455	$10.2M	0.28%	+4,324		Timeline
IWFISHARES TR	25,122	$9.43M	0.25%	-1,381		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,959	$6.86M	0.18%	+1,754		Timeline
SCHXSCHWAB STRATEGIC TR	95,467	$6.48M	0.17%	-1,360		Timeline
EMREMERSON ELEC CO	53,905	$5.9M	0.16%	+980		Timeline
AVDVAMERICAN CENTY ETF TR	81,290	$5.74M	0.15%	+1,530		Timeline
VBRVANGUARD INDEX FDS	25,225	$5.06M	0.14%	-140		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,632	$4.66M	0.13%	-246		Timeline
AAPLAPPLE INC	17,853	$4.16M	0.11%	+2,464		Timeline
IVWISHARES TR	39,486	$3.78M	0.1%	-447		Timeline
IVEISHARES TR	19,076	$3.76M	0.1%	-53		Timeline
VGSHVANGUARD SCOTTSDALE FDS	61,056	$3.6M	0.1%	-13,614		Timeline
VOOVANGUARD INDEX FDS	6,649	$3.51M	0.09%	-614		Timeline
MSFTMICROSOFT CORP	7,538	$3.24M	0.09%	+2,413		Timeline
VWOVANGUARD INTL EQUITY INDEX F	66,958	$3.2M	0.09%	+1,598		Timeline
VXUSVANGUARD STAR FDS	44,840	$2.9M	0.08%	+4,691		Timeline
DFSIDIMENSIONAL ETF TRUST	73,258	$2.62M	0.07%	+17,678		Timeline
DFSUDIMENSIONAL ETF TRUST	69,973	$2.6M	0.07%	+17,049		Timeline
VTVVANGUARD INDEX FDS	13,720	$2.4M	0.06%	-120		Timeline
VEUVANGUARD INTL EQUITY INDEX F	33,798	$2.13M	0.06%	-208		Timeline
QYLDGLOBAL X FDS	112,171	$2.02M	0.05%	new		Timeline
VNQVANGUARD INDEX FDS	20,709	$2.02M	0.05%	+407		Timeline
NVDANVIDIA CORPORATION	16,470	$2M	0.05%	+3,480		Timeline
IVOOVANGUARD ADMIRAL FDS INC	18,200	$1.92M	0.05%	0		Timeline
VBKVANGUARD INDEX FDS	6,639	$1.78M	0.05%	0		Timeline
VOVANGUARD INDEX FDS	5,899	$1.56M	0.04%	+156		Timeline
DFUSDIMENSIONAL ETF TRUST	23,822	$1.48M	0.04%	0		Timeline
EEMISHARES TR	31,402	$1.44M	0.04%	+122		Timeline
DCORDIMENSIONAL ETF TRUST	22,308	$1.41M	0.04%	+5,441		Timeline
IWBISHARES TR	4,364	$1.37M	0.04%	+82		Timeline
AMZNAMAZON COM INC	6,941	$1.29M	0.03%	+1,357		Timeline
ACNACCENTURE PLC IRELAND	3,388	$1.2M	0.03%	+1		Timeline
EFAISHARES TR	14,214	$1.19M	0.03%	+3,428		Timeline
IWSISHARES TR	8,872	$1.17M	0.03%	-151		Timeline
DFSEDIMENSIONAL ETF TRUST	31,887	$1.13M	0.03%	+5,366		Timeline
BNDVANGUARD BD INDEX FDS	14,992	$1.13M	0.03%	+4,605		Timeline
GOOGLALPHABET INC	6,615	$1.1M	0.03%	+1,477		Timeline
AVDEAMERICAN CENTY ETF TR	15,689	$1.05M	0.03%	+1,514		Timeline
VOEVANGUARD INDEX FDS	6,111	$1.02M	0.03%	+260		Timeline
QQQINVESCO QQQ TR	1,923	$938K	0.03%	0		Timeline
VBVANGUARD INDEX FDS	3,748	$889K	0.02%	+221		Timeline
SCZISHARES TR	13,116	$888K	0.02%	0		Timeline
ESGVVANGUARD WORLD FD	8,656	$880K	0.02%	+24		Timeline
IJKISHARES TR	9,030	$830K	0.02%	+22		Timeline
AVUSAMERICAN CENTY ETF TR	8,467	$806K	0.02%	-977		Timeline
IJHISHARES TR	12,857	$801K	0.02%	+412		Timeline
XOMEXXON MOBIL CORP	6,833	$801K	0.02%	+2,812		Timeline
JNJJOHNSON & JOHNSON	4,899	$794K	0.02%	+1,038		Timeline
HDHOME DEPOT INC	1,905	$772K	0.02%	+475		Timeline
IJRISHARES TR	6,431	$752K	0.02%	+48		Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,291	$735K	0.02%	-163		Timeline
AVGOBROADCOM INC	3,782	$652K	0.02%	+3,570		Timeline
VSGXVANGUARD WORLD FD	10,574	$650K	0.02%	0		Timeline
GSLCGOLDMAN SACHS ETF TR	5,687	$642K	0.02%	+625		Timeline
IEMGISHARES INC	11,064	$635K	0.02%	+351		Timeline
UNHUNITEDHEALTH GROUP INC	1,082	$633K	0.02%	+337		Timeline
CINFCINCINNATI FINL CORP	4,087	$556K	0.01%	0		Timeline
AVLVAMERICAN CENTY ETF TR	8,450	$556K	0.01%	+106		Timeline
VVISA INC	2,009	$552K	0.01%	+145		Timeline
PIPRPIPER SANDLER COS	1,944	$552K	0.01%	0		Timeline
RPMRPM INTL INC	4,428	$536K	0.01%	0		Timeline
SDYSPDR SERIES TRUST	3,677	$522K	0.01%	-264		Timeline
SCHGSCHWAB STRATEGIC TR	4,960	$517K	0.01%	+1,252		Timeline
ELVELEVANCE HEALTH INC FORMERLY	987	$513K	0.01%	+186		Timeline
GOOGALPHABET INC	3,017	$504K	0.01%	+177		Timeline
IWDISHARES TR	2,626	$499K	0.01%	0		Timeline
JPMJPMORGAN CHASE & CO	2,314	$488K	0.01%	+1,310		Timeline
MUBISHARES TR	4,442	$483K	0.01%	-1,528		Timeline
INTUINTUIT	759	$471K	0.01%	-26		Timeline
COSTCOSTCO WHOLESALE CORPORATION	524	$465K	0.01%	new		Timeline
IWNISHARES TR	2,738	$457K	0.01%	-3		Timeline
ABBVABBVIE INC	2,256	$446K	0.01%	+573		Timeline
GEGE AEROSPACE	2,320	$438K	0.01%	+15		Timeline
SPYVSPDR SERIES TRUST	8,085	$427K	0.01%	-309		Timeline
IWMISHARES TR	1,889	$417K	0.01%	+283		Timeline
LLYELI LILLY & CO	462	$409K	0.01%	+230		Timeline
METAMETA PLATFORMS INC	709	$406K	0.01%	new		Timeline
SPTMSPDR SERIES TRUST	5,677	$398K	0.01%	+186		Timeline
IWRISHARES TR	4,219	$372K	0.01%	0		Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,820	$360K	0.01%	-50		Timeline
PEPPEPSICO INC	2,081	$354K	0.01%	+536		Timeline
VXFVANGUARD INDEX FDS	1,919	$349K	0.01%	0		Timeline
PNCPNC FINL SVCS GROUP INC	1,695	$313K	0.01%	+1		Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,321	$292K	0.01%	new		Timeline
SCHVSCHWAB STRATEGIC TR	3,614	$290K	0.01%	-406		Timeline
USMVISHARES TR	3,098	$283K	0.01%	0		Timeline
TFISPDR SERIES TRUST	5,949	$279K	0.01%	-1,473		Timeline
EMBISHARES TR	2,931	$274K	0.01%	+541		Timeline
ITWILLINOIS TOOL WKS INC	1,039	$272K	0.01%	0		Timeline
USOUNITED STS OIL FD LP	3,733	$261K	0.01%	0		Timeline
ABTABBOTT LABORATORIES	2,169	$247K	0.01%	-497		Timeline
USBUS BANCORP	5,382	$246K	0.01%	+5		Timeline
DISDISNEY WALT CO	2,366	$228K	0.01%	+83		Timeline
SCHHSCHWAB STRATEGIC TR	9,525	$221K	0.01%	new		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	336	$208K	0.01%	new		Timeline
AMGNAMGEN INC	643	$207K	0.01%	new		Timeline
CVXCHEVRON CORPORATION	1,377	$203K	0.01%	new		Timeline
DFACDIMENSIONAL ETF TRUST	5,874	$201K	0.01%	new		Timeline
RFGINVESCO EXCHANGE TRADED FD T	4,078	$201K	0.01%	new		Timeline
XRAYDENTSPLY SIRONA INC	110,000	$0	0%	0	Value filed as zero, left out of ratios.	Timeline
ZOVIO INCZOVIO INC	48,484	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CVNACARVANA CO	5,866	$755K	shares
AJGGALLAGHER ARTHUR J & CO	818	$212K	shares
ILCGISHARES TR	2,514	$205K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001765380-24-000441	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC