Universe · entity
Truepoint, Inc.
Institutional manager (13F) · CIK 1427748
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $566M | 7,217,987 |
| 2 | DIMENSIONAL ETF TRUST | $552M | 13,062,756 |
| 3 | ISHARES TR | $455M | 695,831 |
| 4 | VANGUARD INDEX FDS | $378M | 1,178,270 |
| 5 | AMERICAN CENTY ETF TR | $317M | 2,871,933 |
| 6 | VANGUARD INDEX FDS | $285M | 1,105,967 |
| 7 | VANGUARD TAX-MANAGED INTL FD | $221M | 3,455,184 |
| 8 | VANGUARD INDEX FDS | $185M | 423,091 |
| 9 | DIMENSIONAL ETF TRUST | $183M | 5,286,463 |
| 10 | DIMENSIONAL ETF TRUST | $148M | 3,095,714 |
| 11 | DIMENSIONAL ETF TRUST | $128M | 3,585,713 |
| 12 | VANGUARD INDEX FDS | $105M | 352,290 |
| 13 | ISHARES TR | $103M | 1,136,123 |
| 14 | DIMENSIONAL ETF TRUST | $94M | 1,943,122 |
| 15 | DIMENSIONAL ETF TRUST | $92M | 1,481,170 |
| 16 | SCHWAB STRATEGIC TR | $80M | 3,251,680 |
| 17 | DIMENSIONAL ETF TRUST | $70M | 1,959,163 |
| 18 | ISHARES TR | $48M | 448,765 |
| 19 | DIMENSIONAL ETF TRUST | $47M | 1,341,481 |
| 20 | ISHARES TR | $46M | 320,658 |
| 21 | ISHARES TR | $43M | 336,317 |
| 22 | AMERICAN CENTY ETF TR | $37M | 455,472 |
| 23 | SCHWAB STRATEGIC TR | $28M | 1,097,551 |
| 24 | SCHWAB STRATEGIC TR | $22M | 845,502 |
| 25 | ISHARES TR | $22M | 58,119 |
| 26 | PROCTER AND GAMBLE CO | $19M | 129,847 |
| 27 | DIMENSIONAL ETF TRUST | $13M | 372,834 |
| 28 | EA SERIES TRUST | $11M | 233,273 |
| 29 | ISHARES TR | $10M | 22,475 |
| 30 | SCHWAB STRATEGIC TR | $9M | 321,112 |
| 31 | DIMENSIONAL ETF TRUST | $9M | 123,357 |
| 32 | SPDR INDEX SHS FDS | $9M | 191,311 |
| 33 | SPDR S&P 500 ETF TR | $8M | 11,774 |
| 34 | AMERICAN CENTY ETF TR | $7M | 66,749 |
| 35 | VANGUARD BD INDEX FDS | $6M | 84,620 |
| 36 | APPLE INC | $6M | 21,999 |
| 37 | VANGUARD INDEX FDS | $5M | 8,804 |
| 38 | VANGUARD INDEX FDS | $5M | 22,771 |
| 39 | VANGUARD SCOTTSDALE FDS | $4M | 76,849 |
| 40 | BERKSHIRE HATHAWAY INC DEL | $4M | 5,720 |
| 41 | DIMENSIONAL ETF TRUST | $4M | 92,377 |
| 42 | VANGUARD INTL EQUITY INDEX F | $4M | 64,813 |
| 43 | VANGUARD INDEX FDS | $3M | 36,692 |
| 44 | ISHARES TR | $3M | 27,908 |
| 45 | VANGUARD WORLD FD | $3M | 4,307 |
| 46 | AMERICAN CENTY ETF TR | $3M | 37,168 |
| 47 | ISHARES TR | $3M | 13,638 |
| 48 | EMERSON ELEC CO | $3M | 20,963 |
| 49 | DIMENSIONAL ETF TRUST | $3M | 64,067 |
| 50 | MICROSOFT CORP | $3M | 7,278 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.