Truepoint, Inc. ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGV Vanguard World Fd Esg U.S. Sto	$0	$879,000 0.02% of portfolio	8,656	Q3 2024 Added 0.28%
IJK Ishares S&P Midcap 400 Growth	$0	$830,000 0.02% of portfolio	9,030	Q3 2024 Added 0.24%
AVUS American Centy ETF Tr Avantis	$0	$805,000 0.02% of portfolio	8,467	Q3 2024 Reduced 10.35%
IJH Ishares Core S&P Mid Cap ETF	$0	$801,000 0.02% of portfolio	12,857	Q3 2024 Added 3.31%
IJR Ishares Core S&P Sm Cap ETF	$0	$752,000 0.02% of portfolio	6,431	Q3 2024 Added 0.75%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$735,000 0.02% of portfolio	1,291	Q3 2024 Reduced 11.21%
VSGX Vanguard World Fd Esg Intl Stk	$0	$650,000 0.02% of portfolio	10,574	Q2 2024 Reduced 3.35%
GSLC Goldman Sachs ETF Tr Activebet	$0	$642,000 0.02% of portfolio	5,687	Q3 2024 Added 12.35%
IEMG Ishares Inc	$0	$593,000 0.02% of portfolio	11,064	Q3 2024 Added 3.28%
SDY Spdr Series Tr Spdr S&P Divide	$0	$522,000 0.01% of portfolio	3,677	Q3 2024 Reduced 6.7%
SCHG Schwab Strategic Tr Us Large C	$0	$516,000 0.01% of portfolio	4,960	Q3 2024 Added 33.76%
IWD Ishares Russell 1000 Val ETF	$0	$498,000 0.01% of portfolio	2,626	Q2 2023 Added 15.12%
MUB Ishares National Muni Bond ETF	$0	$482,000 0.01% of portfolio	4,442	Q3 2024 Reduced 25.59%
IWN Ishares Russell2000 Val ETF	$0	$456,000 0.01% of portfolio	2,738	Q3 2024 Reduced 0.11%
SPYV Spdr Portfolio S&P 500 Value E	$0	$427,000 0.01% of portfolio	8,085	Q3 2024 Reduced 3.68%
IWM Ishares Russell 2000 ETF	$0	$417,000 0.01% of portfolio	1,889	Q3 2024 Added 17.62%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$397,000 0.01% of portfolio	5,677	Q3 2024 Added 3.39%
IWR Ishares Russell Mid Cap ETF	$0	$371,000 0.01% of portfolio	4,219	Q4 2023 Added 6.73%
VXF Vanguard Extended Market ETF	$0	$349,000 0.01% of portfolio	1,919	Q1 2024 Added 0.05%
VIG Vanguard Dividend Appreciation	$0	$331,000 0.01% of portfolio	1,820	Q3 2024 Reduced 2.67%
SCHV Schwab Strategic Tr Us Large C	$0	$290,000 0.01% of portfolio	3,614	Q3 2024 Reduced 10.1%
USMV Ishares Msci Usa Min Vol Facto	$0	$282,000 0.01% of portfolio	3,098	Q2 2024 Reduced 52.94%
TFI Spdr Nuveen Bloomberg Municipa	$0	$278,000 0.01% of portfolio	5,949	Q3 2024 Reduced 19.85%
EMB Ishares Tr	$0	$274,000 0.01% of portfolio	2,931	Q3 2024 Added 22.64%
USO United States Oil Fund, LP	$5.21B	$261,000 0.01% of portfolio	3,733	Q2 2023 Reduced 72.82%
SCHH Schwab Strategic U.S. Reit ETF	$0	$220,000 0.01% of portfolio	9,525	Q3 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$201,000 0.01% of portfolio	5,874	Q3 2024 New
RFG Invesco Exchange Traded Fd Tr	$0	$200,000 0.01% of portfolio	4,078	Q3 2024 New

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