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	$907,000 0.02% of portfolio	8,656	Q3 2024 Added 0.28%
VB Vanguard Small Cap ETF	$0	$894,000 0.02% of portfolio	3,724	Q4 2024 Reduced 0.64%
IJK Ishares S&P Midcap 400 Growth	$0	$820,000 0.02% of portfolio	9,021	Q4 2024 Reduced 0.1%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$814,000 0.02% of portfolio	13,402	Q4 2024 Added 2.18%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$735,000 0.02% of portfolio	1,291	Q3 2024 Reduced 11.21%
IJH Ishares Core S&P Mid Cap ETF	$0	$706,000 0.02% of portfolio	11,332	Q4 2024 Reduced 11.86%
IJR Ishares Core S&P Sm Cap ETF	$0	$701,000 0.02% of portfolio	6,085	Q4 2024 Reduced 5.38%
SCHG Schwab Strategic Tr Us Large C	$0	$608,000 0.02% of portfolio	21,847	Q4 2024 Added 340.46%
VSGX Vanguard World Fd Esg Intl Stk	$0	$600,000 0.02% of portfolio	10,588	Q4 2024 Added 0.13%
GSLC Goldman Sachs ETF Tr Activebet	$0	$583,000 0.02% of portfolio	5,062	Q4 2024 Reduced 10.99%
IEMG Ishares Inc	$0	$546,000 0.01% of portfolio	10,182	Q4 2024 Reduced 7.97%
SDY Spdr Series Tr Spdr S&P Divide	$0	$485,000 0.01% of portfolio	3,677	Q3 2024 Reduced 6.7%
IWD Ishares Russell 1000 Val ETF	$0	$434,000 0.01% of portfolio	2,346	Q4 2024 Reduced 10.66%
USMV Ishares Msci Usa Min Vol Facto	$0	$412,000 0.01% of portfolio	4,650	Q4 2024 Added 50.1%
IWN Ishares Russell2000 Val ETF	$0	$407,000 0.01% of portfolio	2,480	Q4 2024 Reduced 9.42%
SPYV Spdr Portfolio S&P 500 Value E	$0	$396,000 0.01% of portfolio	7,758	Q4 2024 Reduced 4.04%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$396,000 0.01% of portfolio	5,554	Q4 2024 Reduced 2.17%
IWR Ishares Russell Mid Cap ETF	$0	$392,000 0.01% of portfolio	4,437	Q4 2024 Added 5.17%
IWM Ishares Russell 2000 ETF	$0	$387,000 0.01% of portfolio	1,752	Q4 2024 Reduced 7.25%
VXF Vanguard Extended Market ETF	$0	$364,000 0.01% of portfolio	1,919	Q1 2024 Added 0.05%
SCHV Schwab Strategic Tr Us Large C	$0	$301,000 0.01% of portfolio	11,547	Q4 2024 Added 219.51%
VIG Vanguard Dividend Appreciation	$0	$286,000 0.01% of portfolio	1,571	Q4 2024 Reduced 13.68%
SPMD Spdr Portfolio	$0	$286,000 0.01% of portfolio	5,246	Q4 2024 New
USO United States Oil Fund, LP	$5.25B	$282,000 0.01% of portfolio	3,733	Q2 2023 Reduced 72.82%
MUB Ishares National Muni Bond ETF	$0	$262,000 0.01% of portfolio	2,468	Q4 2024 Reduced 44.44%
QUAL Ishares Msci Usa Quality Facto	$0	$234,000 0.01% of portfolio	1,316	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$222,000 0.01% of portfolio	436	Q4 2024 Reduced 77.33%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$206,000 0.01% of portfolio	4,114	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$203,000 0.01% of portfolio	5,874	Q3 2024 New

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