StockDriftsStockDriftsTop 50 Truepoint, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 12.62% | 7.22M | $566.0M | +3.42%(+238.43K) | $77.23(+0.67%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 12.3% | 13.06M | $551.5M | +4.14%(+518.92K) | $41.63(+1.35%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.14% | 695.8K | $454.5M | +1.98%(+13.48K) | $442.18(+69.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.43% | 1.18M | $378.0M | -1.16%(-13.81K) | $125.85(+193.02%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 7.07% | 2.87M | $317.3M | +0.87%(+24.78K) | $79.89(+54.61%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 6.35% | 1.11M | $284.6M | +3.50%(+37.39K) | $165.14(+82.43%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED INTL FD | 4.94% | 3.46M | $221.4M | -3.73%(-133.89K) | $44.89(+57.74%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.12% | 423.1K | $184.8M | +2.33%(+9.62K) | $31.16(+174.37%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.07% | 5.29M | $182.6M | +5.78%(+289.05K) | $25.06(+57.17%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.31% | 3.10M | $148.4M | +4.09%(+121.63K) | $47.41(+1.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.78% | +32.30% |
| Top 20 Holdings Unweighted | +11.67% | +39.24% |
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