Truepoint, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Cincinnati, OH
CIK
0001427748
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 136 3,686,745 BSV, DFCF, IVV, VTI 13F-HR 5/12/2025 000176538025000212
Q4 2024 131 3,736,379 BSV, DFCF, VTI, IVV 13F-HR 2/11/2025 000176538025000073
Q3 2024 126 3,723,293 BSV, DFCF, VTI, IVV 13F-HR 11/12/2024 000176538024000441
Q2 2024 119 3,505,848 BSV, DFCF, VTI, IVV 13F-HR 8/5/2024 000176538024000278
Q1 2024 121 3,519,300 BSV, DFCF, VTI, IVV 13F-HR 5/9/2024 000176538024000209
Q4 2023 240 3,414,759 DIMENSIONAL ETF TRUST, BSV, VTI, IVV RESTATEMENT 2/13/2024 000176538024000128
Q3 2023 203 3,109,673 DIMENSIONAL ETF TRUST, BSV, VTI, IVV 13F-HR 11/9/2023 000176538023000222
Q2 2023 148 3,017,706 DIMENSIONAL ETF TRUST, BSV, VTI, IVV 13F-HR 8/8/2023 000176538023000159
Q1 2023 144 2,901,792 DIMENSIONAL ETF TRUST, BSV, VTI, IVV 13F-HR 5/8/2023 000176538023000109
Q4 2022 152 2,764,539 DIMENSIONAL ETF TRUST, BSV, VTI, IVV 13F-HR 2/13/2023 000176538023000063
Q3 2022 152 1,953,036 VTI, IVV, VOT, VEA 13F-HR 11/14/2022 000176538022000168
Q2 2022 160 1,921,327 VTI, IVV, VEA, VOT 13F-HR 8/8/2022 000176538022000121
Q1 2022 139 2,110,017 VTI, IVV, VEA, VOT 13F-HR 5/11/2022 000176538022000075
Q4 2021 137 2,143,097 VTI, VEA, IVV, VOT 13F-HR 2/2/2022 000176538022000021
Q3 2021 131 1,991,068 VTI, VEA, IVV, VOT 13F-HR 10/28/2021 000176538021000103
Q2 2021 122 1,806,645 VTI, VEA, VOT, BSV 13F-HR 8/4/2021 000176538021000081
Q1 2021 114 1,607,526 VTI, VEA, VOT, BSV 13F-HR 4/30/2021 000176538021000054
Q4 2020 110 1,505,689 VTI, VEA, VOT, BSV 13F-HR 2/2/2021 000176538021000016
Q3 2020 47 1,308,287 VTI, VEA, VOT, BSV 13F-HR 11/9/2020 000176538020000093
Q2 2020 47 1,242,117 VTI, VEA, VOT, BSV 13F-HR 8/7/2020 000176538020000070
Q1 2020 47 1,094,506 VTI, VEA, VOT, BSV 13F-HR 5/13/2020 000176538020000057
Q4 2019 117 1,320,016 VTI, VEA, VOT, VNQ 13F-HR 1/27/2020 000176538020000012
Q3 2019 110 1,142,606 VTI, VEA, VOT, VNQ 13F-HR 11/7/2019 000176538019000104
Q2 2019 121 1,239,428 VTI, VEA, VOT, VNQ 13F-HR 8/8/2019 000176538019000090
Q1 2019 111 1,170,842 VTI, VEA, VOT, VNQ 13F-HR 5/15/2019 000176538019000063
Q4 2018 101 1,047,190 VTI, VEA, VOT, VNQ 13F-HR 2/13/2019 000176538019000033
Q3 2018 104 1,158,048 VTI, VEA, VOT, VNQ 13F-HR 11/14/2018 000142774818000005
Q2 2018 108 1,111,335 VTI, VEA, VOT, VNQ 13F-HR 8/9/2018 000142774818000004
Q1 2018 101 12,851,366 VEA, VTI, VNQ, BSV 13F-HR 5/8/2018 000157391318000008
Q4 2017 94 1,063,487 VTI, VEA, VOT, VNQ 13F-HR 2/5/2018 000157391318000004
Q3 2017 104 1,019,918 VTI, VEA, VOT, VNQ RESTATEMENT 11/21/2017 000157391317000006
Q2 2017 100 995,231 VTI, VEA, VOT, VNQ 13F-HR 8/4/2017 000142774817000004
Q1 2017 94 929,534 VTI, VEA, VOT, VNQ 13F-HR 4/21/2017 000142774817000003
Q4 2016 91 899,092 VTI, VEA, VOT, VNQ 13F-HR 2/14/2017 000142774817000001
Q3 2016 76 822,404 VTI, VEA, VOT, VNQ 13F-HR 11/2/2016 000142774816000003
Q2 2016 76 778,579 VTI, VEA, VOT, VNQ 13F-HR 8/3/2016 000108514616004142
Q1 2016 79 757,028 VTI, VEA, VOT, VNQ 13F-HR 5/11/2016 000108514616003652
Q4 2015 72 721,642 VTI, VEA, VOT, VNQ 13F-HR 1/26/2016 000108514616002658
Q3 2015 59 670,521 VTI, VEA, VOT, VNQ 13F-HR 11/9/2015 000108514615002200
Q2 2015 27 665,305 VTI, VEA, VOT, VNQ 13F-HR 8/6/2015 000108514615001597
Q1 2015 27 639,381 VTI, VEA, VOT, VNQ 13F-HR 5/11/2015 000108514615001095
Q4 2014 30 624,683 VTI, VEA, VOT, VNQ 13F-HR 2/5/2015 000108514615000260
Q3 2014 32 591,226 VTI, VEA, VOT, VNQ 13F-HR 11/6/2014 000108514614002111
Q2 2014 16 568,642 VTI, VEA, VOT, VNQ 13F-HR 8/7/2014 000108514614001537
Q1 2014 16 521,986 VTI, VEA, VOT, VNQ 13F-HR 5/22/2014 000108514614001256
Q4 2013 16 505,074 VTI, VEA, VOT, VNQ 13F-HR 2/10/2014 000108514614000339
Additional filings from Truepoint, Inc. that have since been restated