Truepoint, Inc. Reduced Holdings in Q1 2025

Truepoint, Inc.

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-1.45M
- 26.55%
$47.4 - $52.99 $68.8M - $76.9M
4.02M $204M
VTI
Vanguard Total Stock Market Et

ETFs
-14.1K
- 1.13%
$271.18 - $303.12 $3.83M - $4.28M
1.23M $338M
IEFA
Ishares Tr

ETFs
-326K
- 18.86%
$69.57 - $78.65 $22.7M - $25.6M
1.4M $106M
DFAT
Dimensional ETF Tr U S Target

ETFs
-8.88K
- 0.6%
$50.44 - $58.1 $448K - $516K
1.46M $75.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-465K
- 11.11%
$18.36 - $20.51 $8.53M - $9.53M
3.72M $73.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8.59K
- 2.54%
$120.29 - $134.6 $1.03M - $1.16M
330K $40.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15.5K
- 1.32%
$21.23 - $23.75 $330K - $369K
1.16M $25M
IWV
Ishares Russell 3000 ETF

ETFs
-15
- 0.03%
$313.1 - $349.83 $4.7K - $5.25K
59.9K $19M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.67K
- 40.12%
$247.97 - $296.33 $663K - $792K
3.99K $1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.3K
- 28.57%
$33.84 - $37.77 $1.02M - $1.14M
75.7K $2.76M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.1K
- 21.49%
$185.78 - $198.58 $762K - $814K
15K $2.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
-447
- 3.72%
$551.42 - $612.93 $246K - $274K
11.6K $6.47M
ACN
Accenture PLC

Technology
-1.24K
- 27.92%
$300.91 - $398.25 $372K - $492K
3.19K $995K
MSFT
Microsoft Corp

Technology
-422
- 5.62%
$375.39 - $447.2 $158K - $189K
7.08K $2.66M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.77K
- 3.29%
$21.75 - $24.28 $191K - $213K
258K $5.69M
EMR
Emerson Electric CO

Industrials
-641
- 2.21%
$108.64 - $131.17 $69.6K - $84.1K
28.4K $3.12M
NVDA
Nvidia Corp

Technology
-604
- 3.94%
$106.98 - $149.43 $64.6K - $90.3K
14.7K $1.59M
VBR
Vanguard Small Cap Value ETF

ETFs
-569
- 2.27%
$183.02 - $207.75 $104K - $118K
24.5K $4.57M
AVGO
Broadcom Inc.

Technology
-373
- 8.8%
$167.43 - $244.7 $62.5K - $91.3K
3.87K $647K
GOOGL
Alphabet Inc.

Communication Services
-287
- 4.26%
$154.33 - $206.19 $44.3K - $59.2K
6.44K $996K
VB
Vanguard Small Cap ETF

ETFs
-654
- 17.56%
$217.89 - $252.64 $143K - $165K
3.07K $680K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.27K
- 11.74%
$58.01 - $64.46 $305K - $339K
39.6K $2.46M
VOE
Vanguard Mid Cap Value Index F

ETFs
-887
- 15.75%
$156.61 - $168.02 $139K - $149K
4.74K $761K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.55K
- 33.38%
$87.68 - $94.52 $136K - $147K
3.1K $290K
XOM
Exxon Mobil Corp

Energy
-1.34K
- 19.84%
$105.44 - $118.93 $141K - $159K
5.41K $642K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-449
- 8.87%
$108.02 - $120.45 $48.5K - $54.1K
4.61K $507K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10
- 0.16%
$102.49 - $119.96 $1.02K - $1.2K
6.08K $635K
IWM
Ishares Russell 2000 ETF

ETFs
-100
- 5.71%
$198.1 - $229.79 $19.8K - $23K
1.65K $329K
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 2.03%
$347.25 - $424.87 $13.2K - $16.1K
1.83K $670K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15
- 1.16%
$522.96 - $601.18 $7.84K - $9.02K
1.28K $680K
IWN
Ishares Russell2000 Val ETF

ETFs
-124
- 5.0%
$149.27 - $169.4 $18.5K - $21K
2.36K $355K
DIS
Walt Disney CO

Communication Services
-203
- 8.05%
$96.87 - $114.0 $19.7K - $23.1K
2.32K $228K
VTV
Vanguard Value ETF

ETFs
-540
- 4.39%
$167.73 - $179.21 $90.6K - $96.8K
11.8K $2.03M
VO
Vanguard Mid Cap ETF

ETFs
-64
- 1.15%
$251.87 - $277.95 $16.1K - $17.8K
5.48K $1.42M
META
Meta Platforms, Inc.

Communication Services
-57
- 8.41%
$576.36 - $736.67 $32.9K - $42K
621 $357K
IWS
Ishares Russell Midcap Value E

ETFs
-63
- 0.72%
$122.59 - $135.24 $7.72K - $8.52K
8.66K $1.09M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-728
- 9.38%
$49.78 - $53.19 $36.2K - $38.7K
7.03K $359K
USB
Us Bancorp \De\

Financial Services
-26
- 0.48%
$40.92 - $50.9 $1.06K - $1.32K
5.36K $226K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 0.12%
$168.84 - $202.89 $338 - $406
1.69K $297K
IWR
Ishares Russell Mid Cap ETF

ETFs
-124
- 2.79%
$82.81 - $92.93 $10.3K - $11.5K
4.31K $366K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-63
- 1.13%
$67.03 - $74.61 $4.22K - $4.7K
5.49K $373K
LLY
Eli Lilly & CO

Healthcare
-50
- 12.17%
$725.72 - $929.72 $36.3K - $46.5K
361 $298K
USO
United States Oil Fund, LP

ETFs
-272
- 7.29%
$70.89 - $84.34 $19.3K - $22.9K
3.46K $267K
ITW
Illinois Tool Works Inc

Industrials
-37
- 3.45%
$244.9 - $274.48 $9.06K - $10.2K
1.04K $257K
IBM
International Business Machines Corp

Technology
-178
- 15.85%
$217.4 - $264.74 $38.7K - $47.1K
945 $234K
UNH
Unitedhealth Group Inc

Healthcare
-46
- 5.83%
$461.52 - $548.18 $21.2K - $25.2K
743 $389K
JNJ
Johnson & Johnson

Healthcare
-629
- 14.22%
$142.06 - $167.7 $89.4K - $105K
3.8K $629K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-496
- 4.3%
$25.77 - $27.6 $12.8K - $13.7K
11.1K $293K
ABBV
Abb Vie Inc.

Healthcare
-223
- 11.81%
$169.2 - $216.66 $37.7K - $48.3K
1.67K $349K
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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