Truepoint

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "PIPR",
  "ACN",
  "ABT",
  "ABBV",
  "VONG",
  "GOOGL",
  "AVDE",
  "AVGO",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  "HD",
  null,
  null,
  "INTU",
  null,
  null,
  "RPM",
  null,
  "ITW",
  "EMR",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "IWS",
  null,
  "MA",
  "MSFT",
  null,
  "GE",
  "IJR",
  "IWD",
  null,
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "IEFA",
  "SCHX",
  "SPDW",
  null,
  "IBM",
  "SYK",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "IVOO",
  null,
  "VWO",
  null,
  "IWV",
  null,
  null,
  null,
  "VIG",
  "IWN",
  "TSM",
  "SDY",
  "AJG",
  "IWP",
  "IWR",
  "GSLC",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  "SCHG",
  "SCHF",
  "GEV",
  "SPYV",
  "BRK-B",
  "CINF",
  "CSCO",
  "COST",
  null,
  null,
  "DFAX",
  "EFA",
  "USMV",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 136
Total Value: 3685148236
Accession Number: 0001765380-25-000212
Form Type: 13F-HR
CIK: truepoint
Manager Name: Truepoint

Data Enrichment

78% identified

106 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

136 positions • $3.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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921937827

BSV|921937827

Shares:6.3M

Value:$496.1M

% of Portfolio:13.5% ($496.1M/$3.7B)

25434V872

Shares:11.3M

Value:$475.4M

% of Portfolio:12.9% ($475.4M/$3.7B)

464287200

IVV|464287200

Shares:626.9K

Value:$352.3M

% of Portfolio:9.6% ($352.3M/$3.7B)

922908769

VTI|922908769

Shares:1.2M

Value:$338.2M

% of Portfolio:9.2% ($338.2M/$3.7B)

922908538

VOT|922908538

Shares:1.0M

Value:$250.3M

% of Portfolio:6.8% ($250.3M/$3.7B)

025072877

Shares:2.5M

Value:$221.3M

% of Portfolio:6.0% ($221.3M/$3.7B)

921943858

VEA|921943858

Shares:4.0M

Value:$204.1M

% of Portfolio:5.5% ($204.1M/$3.7B)

922908736

VUG|922908736

Shares:417.9K

Value:$155.0M

% of Portfolio:4.2% ($155.0M/$3.7B)

25434V849

Shares:2.7M

Value:$130.1M

% of Portfolio:3.5% ($130.1M/$3.7B)

25434V732

Shares:4.9M

Value:$129.9M

% of Portfolio:3.5% ($129.9M/$3.7B)

46432F842

IEFA|46432F842

Shares:1.4M

Value:$106.1M

% of Portfolio:2.9% ($106.1M/$3.7B)

25434V666

Shares:2.7M

Value:$83.9M

% of Portfolio:2.3% ($83.9M/$3.7B)

922908637

VV|922908637

Shares:311.7K

Value:$80.1M

% of Portfolio:2.2% ($80.1M/$3.7B)

25434V724

Shares:1.8M

Value:$75.5M

% of Portfolio:2.0% ($75.5M/$3.7B)

25434V609

Shares:1.5M

Value:$75.2M

% of Portfolio:2.0% ($75.2M/$3.7B)

808524805

SCHF|808524805

Shares:3.7M

Value:$73.5M

% of Portfolio:2.0% ($73.5M/$3.7B)

25434V799

Shares:2.0M

Value:$55.6M

% of Portfolio:1.5% ($55.6M/$3.7B)

464288158

Shares:393.5K

Value:$41.6M

% of Portfolio:1.1% ($41.6M/$3.7B)

464287150

ITOT|464287150

Shares:329.8K

Value:$40.2M

% of Portfolio:1.1% ($40.2M/$3.7B)

464287481

IWP|464287481

Shares:249.9K

Value:$29.4M

% of Portfolio:0.8% ($29.4M/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	6.3M	QoQ +1.19% (+75.1K) YoY +10.67% (+611.1K)	All Managers (Combined)	$496.1M	13.5% ($496.1M/$3.7B)	QoQ +2.52% (+$12.2M) YoY +12.99% (+$57.1M)
(cusip25434V872)✕	11.3M	QoQ +1.64% (+183.3K) YoY +13.72% (+1.4M)	All Managers (Combined)	$475.4M	12.9% ($475.4M/$3.7B)	QoQ +3.59% (+$16.5M) YoY +14.02% (+$58.5M)
(IVVcusip464287200)	626.9K	QoQ +2.99% (-18.2K) YoY +1.18% (+7.3K)	All Managers (Combined)	$352.3M	9.6% ($352.3M/$3.7B)	QoQ -1.69% (-$6.1M) YoY +8.14% (+$26.5M)
(VTIcusip922908769)	1.2M	QoQ -1.13% (-14.1K) YoY -8.29% (-111.4K)	All Managers (Combined)	$338.2M	9.2% ($338.2M/$3.7B)	QoQ -6.24% (-$22.5M) YoY -3.02% (-$10.6M)
(VOTcusip922908538)	1.0M	QoQ +1.76% (-17.7K) YoY +0.27% (+2.8K)	All Managers (Combined)	$250.3M	6.8% ($250.3M/$3.7B)	QoQ -1.88% (-$4.8M) YoY +4.04% (+$9.7M)
(cusip025072877)✕	2.5M	QoQ +11.29% (+257.6K) YoY +16.08% (+351.8K)	All Managers (Combined)	$221.3M	6.0% ($221.3M/$3.7B)	QoQ +0.49% (+$1.1M) YoY +7.98% (+$16.4M)
(VEAcusip921943858)	4.0M	QoQ -26.55% (-1.5M) YoY -20.92% (-1.1M)	All Managers (Combined)	$204.1M	5.5% ($204.1M/$3.7B)	QoQ -21.92% (-$57.3M) YoY -19.88% (-$50.7M)
(VUGcusip922908736)	417.9K	QoQ +1.62% (-6.7K) YoY -6.83% (-30.6K)	All Managers (Combined)	$155.0M	4.2% ($155.0M/$3.7B)	QoQ -8.18% (-$13.8M) YoY +0.37% (-$574.2K)
(cusip25434V849)✕	2.7M	QoQ +1.30% (+35.2K) YoY +2.70% (+72.1K)	All Managers (Combined)	$130.1M	3.5% ($130.1M/$3.7B)	QoQ +0.87% (+$1.1M) YoY +1.59% (+$2.0M)
(cusip25434V732)✕	4.9M	QoQ +3.43% (+163.1K) YoY +20.36% (+830.5K)	All Managers (Combined)	$129.9M	3.5% ($129.9M/$3.7B)	QoQ +4.50% (+$5.6M) YoY +24.94% (+$25.9M)
(IEFAcusip46432F842)	1.4M	QoQ -18.86% (-326.0K) YoY -20.96% (-371.9K)	All Managers (Combined)	$106.1M	2.9% ($106.1M/$3.7B)	QoQ -12.66% (-$15.4M) YoY -19.43% (-$25.6M)
(cusip25434V666)✕	2.7M	QoQ +22.42% (+502.4K) YoY +52.71% (+946.9K)	All Managers (Combined)	$83.9M	2.3% ($83.9M/$3.7B)	QoQ +24.62% (+$16.6M) YoY +55.67% (+$30.0M)
(VVcusip922908637)	311.7K	QoQ +25.73% (+63.8K) YoY +19.02% (+49.8K)	All Managers (Combined)	$80.1M	2.2% ($80.1M/$3.7B)	QoQ +19.82% (+$13.3M) YoY +27.59% (+$17.3M)
(cusip25434V724)✕	1.8M	QoQ +1.18% (+21.4K) YoY -5.26% (-102.0K)	All Managers (Combined)	$75.5M	2.0% ($75.5M/$3.7B)	QoQ +1.90% (+$1.4M) YoY -4.55% (-$3.6M)
(cusip25434V609)✕	1.5M	QoQ -0.60% (-8.9K) YoY -7.12% (-112.1K)	All Managers (Combined)	$75.2M	2.0% ($75.2M/$3.7B)	QoQ -8.05% (-$6.6M) YoY -12.13% (-$10.4M)
(SCHFcusip808524805)	3.7M	QoQ -11.10% (-464.6K) YoY +74.51% (-1.6M)	All Managers (Combined)	$73.5M	2.0% ($73.5M/$3.7B)	QoQ -4.95% (-$3.8M) YoY -11.53% (-$9.6M)
(cusip25434V799)✕	2.0M	QoQ -0.99% (-20.1K) YoY +0.39% (+7.8K)	All Managers (Combined)	$55.6M	1.5% ($55.6M/$3.7B)	QoQ +6.37% (-$3.3M) YoY +4.22% (+$2.3M)
(cusip464288158)✕	393.5K	QoQ +2.08% (+8.0K) YoY +7.20% (+26.4K)	All Managers (Combined)	$41.6M	1.1% ($41.6M/$3.7B)	QoQ +2.19% (+$893.9K) YoY +8.09% (+$3.1M)
(ITOTcusip464287150)	329.8K	QoQ -2.53% (-8.6K) YoY -7.88% (-28.2K)	All Managers (Combined)	$40.2M	1.1% ($40.2M/$3.7B)	QoQ -7.54% (-$3.3M) YoY -2.52% (-$1.0M)
(IWPcusip464287481)	249.9K	QoQ +6.23% (-14.7K) YoY -0.39% (-990)	All Managers (Combined)	$29.4M	0.8% ($29.4M/$3.7B)	QoQ -1.52% (-$455.1K) YoY +2.52% (-$724.1K)