Truepoint portfolio

What changed this quarter

121 positions with a change (17 new, 39 added to, 60 trimmed, 5 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• American Centy ETF Tr−7.6%fewer sharesReduced
  7.1% → 6.9%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Short-term Bond ETFBSV12.1%
• Dimensional ETF TrustDFCF11.9%
• iShares Core S&P 500 ETFIVV10.5%
• Vanguard Index FundsVTI8.9%
• Vanguard Index FundsVOT7.0%
• American Centy ETF TrAVUV6.9%
• Vanguard Ftse Developed ETFVEA4.7%
• Vanguard Mrngstar GR ETF-sui ETFVUG4.4%
• Dimensional ETF TrustDFEM4.2%
• Dimensional ETF TrustDFNM3.2%
• Dimensional ETF TrustDFLV2.8%
• Vanguard Index FundsVV2.4%
• Dimensional ETF TrustDFUV2.2%
• iShares Core Msci Eafe ETFIEFA2.2%
• Dimensional ETF TrustDFAT2.1%
• Schwab International Equity ETFSCHF1.8%
• Dimensional ETF TrustDFIC1.3%
• iShares Short-term National ETFSUB1.0%
• iShares Russell Mid-cap Grow ETFIWP1.0%
• iShares Core S&P Total U.s ETFITOT1.0%
• Dimensional ETF Trust1.0%
• American Centy ETF TrAVEM0.9%
• Schwab US Broad Market ETFSCHB0.6%
• iShares Russell 3000 ETFIWV0.5%
• Procter & GamblePG0.4%
• Schwab US Large-cap ETFSCHX0.4%
• Dimensional ETF TrustDFAX0.3%
• EA Series TrustAAEQ0.3%
• iShares Russell 1000 Growth ETFIWF0.2%
• Schwab US Large-cap Growth ETFSCHG0.2%
• Dimensional ETF Trust0.2%
• STE Str SPDR PT DW EU ETFSPDW0.2%
• State Str Spdr S&P 500 ETF TSPY0.2%
• AppleAAPL0.1%
• Vanguard Total Bond Market ETFBND0.1%
• Vanguard S&P 500 ETFVOO0.1%
• Vanguard Index FundsVBR0.1%
• AlphabetGOOGL · GOOG0.1%
• Vanguard Short-term Treasury ETFVGSH0.1%
• Vanguard Info Tech ETFVGT0.1%
• Berkshire HathawayBRK/B0.1%
• iShares S&P 500 Growth ETFIVW0.1%
• Vanguard International Equity Index FVWO0.1%
• Vanguard Real Estate ETFVNQ0.1%
• Dimensional ETF TrustDFSU0.1%
• iShares S&P 500 Value ETFIVE0.1%
• Emerson ElectricEMR0.1%
• Vanguard Total International Stock ETFVXUS0.1%
• MicrosoftMSFT0.1%
• Vanguard International Equity Index FVEU0.1%
• NVIDIANVDA0.1%
• Amazon.comAMZN0.1%
• Dimensional ETF TrustDFSI0.1%
• iShares Russell 1000 ETFIWB0.1%
• Vanguard Admiral FundsIVOOunder 0.1%
• Vanguard Tax-exempt Bond ETFVTEBunder 0.1%
• iShares Msci Emerging Market ETFEEMunder 0.1%
• Dimensional ETF TrustDFUSunder 0.1%
• Global X Nasd 100 COV Call ETFQYLDunder 0.1%
• Vanguard Index FundsVOunder 0.1%
• GE AerospaceGEunder 0.1%
• Vanguard Index FundsVBKunder 0.1%
• Vanguard Mrngstr Val ETF-aui ETFVTVunder 0.1%
• Dimensional ETF TrustDFSEunder 0.1%
• Invesco QQQ Trust Series 1 ETFQQQunder 0.1%
• American Centy ETF TrAVUSunder 0.1%
• BroadcomAVGOunder 0.1%
• American Centy ETF TrAVIGunder 0.1%
• American Centy ETF TrAVLVunder 0.1%
• iShares ESG Aware US Aggrega ETFEAGGunder 0.1%
• iShares Russell Mid-cap Valu ETFIWSunder 0.1%
• JPMorgan ChaseJPMunder 0.1%
• iShares National Muni Bond E ETFMUBunder 0.1%
• Cincinnati FinancialCINFunder 0.1%
• Invesco Exchange Traded Fund TRSPunder 0.1%
• iShares S&P Mid-cap 400 Grow ETFIJKunder 0.1%
• iShares Msci Eafe ETFEFAunder 0.1%
• iShares Core S&P Small-cap E ETFIJRunder 0.1%
• iShares Msci Eafe Small-cap ETFSCZunder 0.1%
• American Centy ETF TrAVDEunder 0.1%
• iShares Morningstar Mid-cap ETFIMCGunder 0.1%
• iShares Core S&P Midcap ETFIJHunder 0.1%
• GE VernovaGEVunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• Vanguard Russell 1000 Growth ETFVONGunder 0.1%
• Vanguard Most Sm-cap ETF-usd ETFVBunder 0.1%
• Taiwan Semiconductor ManufacturingTSMunder 0.1%
• Kinder MorganKMIunder 0.1%
• State Str Spdr S&P Midcap 40MDYunder 0.1%
• Vanguard ESG US Stock ETFESGVunder 0.1%
• Eli LillyLLYunder 0.1%
• Meta PlatformsMETAunder 0.1%
• Vanguard ESG International Stock ETFVSGXunder 0.1%
• Exxon MobilXOMunder 0.1%
• Goldman Activebeta US LC ETFGSLCunder 0.1%
• VisaVunder 0.1%
• NucorNUEunder 0.1%
• Home DepotHDunder 0.1%
• Costco WholesaleCOSTunder 0.1%