Truepoint, Inc.

13F filer, CIK 1427748, CINCINNATI, OH

Truepoint, Inc. reported $3,736,379,999 across 131 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-11. Its ten largest share positions make up 75.49% of the portfolio.

Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001765380-25-000073

Period: 2024-12-31
Reported value: $3.74B
Holdings: 131
Top 10 weight: 75.49%
New: 13
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHFadded	+2,098,850	$38.8M
DFCFadded	+636,569	$26.3M
BSVadded	+248,778	$19.2M
SCHBadded	+783,461	$17.8M
VEAadded	+289,008	$13.8M

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	-20,188	-$5.85M
VOTreduced	-16,737	-$4.25M
VUGreduced	-9,903	-$4.06M
EMRreduced	-24,851	-$3.08M
PGreduced	-8,495	-$1.42M

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, Q4 2024

Share positions as resolved from 13F-HR 0001765380-25-000073, largest first. % of portfolio is the value over $3,736,379,999, 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	6,262,742	$484M	12.95%	+248,778		Timeline
DFCFDIMENSIONAL ETF TRUST	11,119,995	$459M	12.28%	+636,569		Timeline
VTIVANGUARD INDEX FDS	1,244,535	$361M	9.65%	-20,188		Timeline
IVVISHARES TR	608,695	$358M	9.59%	-623		Timeline
VEAVANGUARD TAX-MANAGED FDS	5,468,003	$261M	7%	+289,008		Timeline
VOTVANGUARD INDEX FDS	1,005,214	$255M	6.83%	-16,737		Timeline
AVUVAMERICAN CENTY ETF TR	2,281,447	$220M	5.89%	+34,564		Timeline
VUGVANGUARD INDEX FDS	411,186	$169M	4.52%	-9,903		Timeline
DFNMDIMENSIONAL ETF TRUST	2,700,098	$129M	3.45%	+88,948		Timeline
DFEMDIMENSIONAL ETF TRUST	4,745,109	$124M	3.33%	+307,313		Timeline
IEFAISHARES TR	1,728,333	$121M	3.25%	-11,551		Timeline
DFATDIMENSIONAL ETF TRUST	1,470,317	$81.8M	2.19%	-15,299		Timeline
SCHFSCHWAB STRATEGIC TR	4,182,804	$77.4M	2.07%	+2,098,850		Timeline
DFUVDIMENSIONAL ETF TRUST	1,811,749	$74.1M	1.98%	-11,663		Timeline
DFLVDIMENSIONAL ETF TRUST	2,240,505	$67.3M	1.8%	+182,394		Timeline
VVVANGUARD INDEX FDS	247,898	$66.9M	1.79%	-3,418		Timeline
DFICDIMENSIONAL ETF TRUST	2,022,668	$52.3M	1.4%	+48,805		Timeline
ITOTISHARES TR	338,435	$43.5M	1.17%	-5,211		Timeline
SUBISHARES TR	385,488	$40.7M	1.09%	+28,899		Timeline
IWPISHARES TR	235,216	$29.8M	0.8%	-6,898		Timeline
SCHBSCHWAB STRATEGIC TR	1,178,521	$26.8M	0.72%	+783,461		Timeline
AVEMAMERICAN CENTY ETF TR	394,179	$23.2M	0.62%	+5,571		Timeline
IWVISHARES TR	59,896	$20M	0.54%	-843		Timeline
DFSVDIMENSIONAL ETF TRUST	633,817	$19.5M	0.52%	-24,405		Timeline
PGPROCTER & GAMBLE CO	114,383	$19.2M	0.51%	-8,495		Timeline
DFAXDIMENSIONAL ETF TRUST	396,212	$9.85M	0.26%	+16,757		Timeline
IWFISHARES TR	24,215	$9.72M	0.26%	-907		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	12,017	$7.04M	0.19%	+58		Timeline
SCHXSCHWAB STRATEGIC TR	266,625	$6.18M	0.17%	+171,158		Timeline
AVDVAMERICAN CENTY ETF TR	86,053	$5.6M	0.15%	+4,763		Timeline
VBRVANGUARD INDEX FDS	25,078	$4.97M	0.13%	-147		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,656	$4.61M	0.12%	+24		Timeline
AAPLAPPLE INC	18,069	$4.52M	0.12%	+216		Timeline
IVWISHARES TR	39,411	$4M	0.11%	-75		Timeline
IVEISHARES TR	19,084	$3.64M	0.1%	+8		Timeline
SPDWSPDR INDEX SHS FDS	106,028	$3.62M	0.1%	new		Timeline
EMREMERSON ELEC CO	29,054	$3.6M	0.1%	-24,851		Timeline
VOOVANGUARD INDEX FDS	6,583	$3.55M	0.09%	-66		Timeline
VGSHVANGUARD SCOTTSDALE FDS	59,745	$3.48M	0.09%	-1,311		Timeline
MSFTMICROSOFT CORP	7,505	$3.16M	0.08%	-33		Timeline
VWOVANGUARD INTL EQUITY INDEX F	64,165	$2.83M	0.08%	-2,793		Timeline
DCORDIMENSIONAL ETF TRUST	42,720	$2.74M	0.07%	+20,412		Timeline
DFSUDIMENSIONAL ETF TRUST	69,872	$2.65M	0.07%	-101		Timeline
VXUSVANGUARD STAR FDS	44,870	$2.64M	0.07%	+30		Timeline
DFSIDIMENSIONAL ETF TRUST	74,871	$2.46M	0.07%	+1,613		Timeline
VTVVANGUARD INDEX FDS	12,294	$2.08M	0.06%	-1,426		Timeline
NVDANVIDIA CORPORATION	15,317	$2.06M	0.06%	-1,153		Timeline
QYLDGLOBAL X FDS	112,171	$2.04M	0.05%	0		Timeline
VEUVANGUARD INTL EQUITY INDEX F	35,209	$2.02M	0.05%	+1,411		Timeline
IVOOVANGUARD ADMIRAL FDS INC	18,200	$1.92M	0.05%	0		Timeline
VBKVANGUARD INDEX FDS	6,662	$1.87M	0.05%	+23		Timeline
VNQVANGUARD INDEX FDS	20,712	$1.85M	0.05%	+3		Timeline
AVUSAMERICAN CENTY ETF TR	17,874	$1.73M	0.05%	+9,407		Timeline
IWBISHARES TR	4,981	$1.6M	0.04%	+617		Timeline
AMZNAMAZON COM INC	7,291	$1.6M	0.04%	+350		Timeline
ACNACCENTURE PLC IRELAND	4,424	$1.56M	0.04%	+1,036		Timeline
DFUSDIMENSIONAL ETF TRUST	23,812	$1.52M	0.04%	-10		Timeline
VOVANGUARD INDEX FDS	5,544	$1.46M	0.04%	-355		Timeline
EEMISHARES TR	31,280	$1.31M	0.04%	-122		Timeline
GOOGLALPHABET INC	6,730	$1.27M	0.03%	+115		Timeline
AVDEAMERICAN CENTY ETF TR	18,777	$1.15M	0.03%	+3,088		Timeline
IWSISHARES TR	8,719	$1.13M	0.03%	-153		Timeline
BNDVANGUARD BD INDEX FDS	14,812	$1.07M	0.03%	-180		Timeline
DFSEDIMENSIONAL ETF TRUST	32,058	$1.06M	0.03%	+171		Timeline
EFAISHARES TR	13,979	$1.06M	0.03%	-235		Timeline
AVGOBROADCOM INC	4,238	$983K	0.03%	+456		Timeline
AVIGAMERICAN CENTY ETF TR	23,962	$972K	0.03%	new		Timeline
VOEVANGUARD INDEX FDS	5,630	$911K	0.02%	-481		Timeline
ESGVVANGUARD WORLD FD	8,656	$908K	0.02%	0		Timeline
VBVANGUARD INDEX FDS	3,724	$895K	0.02%	-24		Timeline
IJKISHARES TR	9,021	$820K	0.02%	-9		Timeline
SCZISHARES TR	13,402	$814K	0.02%	+286		Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,291	$735K	0.02%	0		Timeline
HDHOME DEPOT INC	1,868	$727K	0.02%	-37		Timeline
XOMEXXON MOBIL CORP	6,743	$725K	0.02%	-90		Timeline
IJHISHARES TR	11,332	$706K	0.02%	-1,525		Timeline
IJRISHARES TR	6,085	$701K	0.02%	-346		Timeline
JNJJOHNSON & JOHNSON	4,424	$640K	0.02%	-475		Timeline
VVISA INC	2,002	$633K	0.02%	-7		Timeline
GOOGALPHABET INC	3,222	$614K	0.02%	+205		Timeline
SCHGSCHWAB STRATEGIC TR	21,847	$609K	0.02%	+16,887		Timeline
VSGXVANGUARD WORLD FD	10,588	$600K	0.02%	+14		Timeline
CINFCINCINNATI FINL CORP	4,089	$588K	0.02%	+2		Timeline
PIPRPIPER SANDLER COS	1,944	$583K	0.02%	0		Timeline
GSLCGOLDMAN SACHS ETF TR	5,062	$583K	0.02%	-625		Timeline
AVLVAMERICAN CENTY ETF TR	8,661	$578K	0.02%	+211		Timeline
JPMJPMORGAN CHASE & CO	2,409	$577K	0.02%	+95		Timeline
RPMRPM INTL INC	4,428	$545K	0.01%	0		Timeline
IEMGISHARES INC	10,182	$532K	0.01%	-882		Timeline
SDYSPDR SERIES TRUST	3,677	$486K	0.01%	0		Timeline
GEGE AEROSPACE	2,793	$466K	0.01%	+473		Timeline
INTUINTUIT	732	$460K	0.01%	-27		Timeline
COSTCOSTCO WHOLESALE CORPORATION	501	$459K	0.01%	-23		Timeline
IWDISHARES TR	2,346	$434K	0.01%	-280		Timeline
USMVISHARES TR	4,650	$413K	0.01%	+1,552		Timeline
IWNISHARES TR	2,480	$407K	0.01%	-258		Timeline
UNHUNITEDHEALTH GROUP INC	789	$399K	0.01%	-293		Timeline
METAMETA PLATFORMS INC	678	$397K	0.01%	-31		Timeline
SPYVSPDR SERIES TRUST	7,758	$397K	0.01%	-327		Timeline
SPTMSPDR SERIES TRUST	5,554	$397K	0.01%	-123		Timeline
IWRISHARES TR	4,437	$392K	0.01%	+218		Timeline
IWMISHARES TR	1,752	$387K	0.01%	-137		Timeline
VXFVANGUARD INDEX FDS	1,919	$365K	0.01%	0		Timeline
ABBVABBVIE INC	1,889	$336K	0.01%	-367		Timeline
PNCPNC FINL SVCS GROUP INC	1,696	$327K	0.01%	+1		Timeline
LLYELI LILLY & CO	411	$317K	0.01%	-51		Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,571	$308K	0.01%	-249		Timeline
SCHVSCHWAB STRATEGIC TR	11,547	$301K	0.01%	+7,933		Timeline
GEVGE VERNOVA INC	880	$289K	0.01%	new		Timeline
SPMDSPDR SERIES TRUST	5,246	$287K	0.01%	new		Timeline
ELVELEVANCE HEALTH INC FORMERLY	770	$284K	0.01%	-217		Timeline
USOUNITED STS OIL FD LP	3,733	$282K	0.01%	0		Timeline
DISDISNEY WALT CO	2,522	$281K	0.01%	+156		Timeline
ITWILLINOIS TOOL WKS INC	1,074	$272K	0.01%	+35		Timeline
WMTWALMART INC	3,004	$271K	0.01%	new		Timeline
ABTABBOTT LABORATORIES	2,339	$265K	0.01%	+170		Timeline
MUBISHARES TR	2,468	$263K	0.01%	-1,974		Timeline
USBUS BANCORP	5,386	$258K	0.01%	+4		Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,273	$251K	0.01%	new		Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,123	$247K	0.01%	-198		Timeline
QUALISHARES TR	1,316	$234K	0.01%	new		Timeline
MAMASTERCARD INCORPORATED	441	$232K	0.01%	new		Timeline
QQQINVESCO QQQ TR	436	$223K	0.01%	-1,487		Timeline
CSCOCISCO SYS INC	3,663	$217K	0.01%	new		Timeline
AJGGALLAGHER ARTHUR J & CO	760	$216K	0.01%	new		Timeline
PEPPEPSICO INC	1,357	$206K	0.01%	-724		Timeline
VTEBVANGUARD MUN BD FDS	4,114	$206K	0.01%	new		Timeline
DFACDIMENSIONAL ETF TRUST	5,874	$203K	0.01%	0		Timeline
NFLXNETFLIX INC.	227	$202K	0.01%	new		Timeline
CPTAFCAPTIVISION INC	11,271	$7.96K	<0.01%	new		Timeline
ZOVIO INCZOVIO INC	48,484	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
TFISPDR SERIES TRUST	5,949	$279K	shares
EMBISHARES TR	2,931	$274K	shares
SCHHSCHWAB STRATEGIC TR	9,525	$221K	shares
TMOTHERMO FISHER SCIENTIFIC INC	336	$208K	shares
AMGNAMGEN INC	643	$207K	shares
CVXCHEVRON CORPORATION	1,377	$203K	shares
RFGINVESCO EXCHANGE TRADED FD T	4,078	$201K	shares
XRAYDENTSPLY SIRONA INC	110,000	$0	shares

How Q4 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 0001765380-25-000073	base		2025-02-11	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC