Truepoint
$4.5B Assets Reported
155 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 7,217,987 | $566M | 12.6% |
| DFCF | DIMENSIONAL ETF TRUST | 13,062,756 | $552M | 12.3% |
| IVV | ISHARES TR | 695,831 | $455M | 10.1% |
| VTI | VANGUARD INDEX FDS | 1,178,270 | $378M | 8.4% |
| AVUV | AMERICAN CENTY ETF TR | 2,871,933 | $317M | 7.1% |
| VOT | VANGUARD INDEX FDS | 1,105,967 | $285M | 6.3% |
| VEA | VANGUARD TAX-MANAGED INTL FD | 3,455,184 | $221M | 4.9% |
| VUG | VANGUARD INDEX FDS | 423,091 | $185M | 4.1% |
| DFEM | DIMENSIONAL ETF TRUST | 5,286,463 | $183M | 4.1% |
| DFNM | DIMENSIONAL ETF TRUST | 3,095,714 | $148M | 3.3% |
Track Truepoint's 13F portfolio: $4.5B in reported holdings, 155 positions. Top holdings, AUM, and quarterly changes on SentiSense.