Truepoint, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Truepoint, Inc. reported 147 stock positions worth $4.4 billion. Its top holding was Vanguard Short-Term Bond ETF (BSV) at 12.4% of the portfolio, followed by Dimensional Core Fixed (DFCF, 12.0%) and iShares Core S&P 500 ETF (IVV, 10.5%). Compared with Q3 2025, it opened 12 new positions, sold out of 7, added to 45 and reduced 67. The biggest buy was Dimensional Emrg MRKT Core (DFEM, shares +13%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001427748
Portfolio Value
$4.4B (Q4 2025)
SEC Filing
0001765380-26-000107 ↗ filed Feb 11, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $3.5B Q1 2024 Q2 2024: $3.5B Q2 2024 Q3 2024: $3.7B Q3 2024 Q4 2024: $3.7B Q4 2024 Q1 2025: $3.7B Q1 2025 Q2 2025: $4.0B Q2 2025 Q3 2025: $4.3B Q3 2025 Q4 2025: $4.4B $4.4B Q4 2025 Q1 2026: $4.5B Q1 2026 Q2 2026: $4.8B Q2 2026

Holdings 147 stocks · $4.4B
BSV Vanguard Short-Term Bond ETF 12.38% 6,979,556 $550.1M Add +3.8%
DFCF Dimensional Core Fixed Inc. 12.01% 12,543,839 $533.9M Add +4.3%
IVV iShares Core S&P 500 ETF 10.52% 682,349 $467.4M Add +2.7%
VTI VG Morningstar TS MKT ETF-US 8.99% 1,192,078 $399.7M Reduce -1.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 6.71% 1,068,574 $298.3M Add +2.5%
AVUV Avantis US Small Cap Value 6.53% 2,847,150 $290.4M Add +3.5%
VEA Vanguard Ftse Developed ETF 5.05% 3,589,070 $224.2M Reduce -2.9%
VUG Vanguard Mrngstar GR ETF-Sui 4.54% 413,468 $201.7M Reduce -1.7%
DFEM Dimensional Emrg MRKT Core 3.72% 4,997,417 $165.3M Add +12.6%
DFNM Dimensional National Muni BD 3.22% 2,974,080 $143.3M Add +4.0%
DFLV Dim US Large Cap Value ETF 2.63% 3,410,368 $116.7M Add +8.3%
IEFA iShares Core MSCI Eafe ETF 2.40% 1,192,495 $106.7M Reduce -4.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.11% 298,425 $93.9M Reduce -2.6%
DFUV Dimensional US Marketwide Va 2.06% 1,966,611 $91.6M Reduce -0.8%
DFAT Dimensional US Target Value 2.02% 1,504,669 $89.6M Reduce -1.3%
SCHF Schwab Intl Equity ETF 1.83% 3,378,971 $81.2M Reduce -3.3%
DFIC Dimensional International Co. 1.60% 2,058,153 $70.9M Reduce -2.7%
ITOT iShares Core S&P Total U.S. 1.09% 324,800 $48.3M Reduce -0.7%
SUB iShares Short-Term National 1.02% 425,683 $45.4M Add +3.1%
DFSV Dimensional US Small Cap Val 0.99% 1,337,204 $44.0M Reduce -1.0%
IWP iShares Russell Mid-Cap Grow 0.88% 285,212 $39.1M Reduce -0.4%
AVEM Avantis Emerging Markets Eq 0.79% 458,041 $35.3M Reduce -2.2%
SCHB Schwab US Broad Market ETF 0.66% 1,116,699 $29.3M Reduce -1.0%
IWV iShares Russell 3000 ETF 0.51% 58,557 $22.7M Reduce -1.7%
SCHX Schwab US Large-Cap ETF 0.51% 836,756 $22.5M Reduce -0.9%
PG The Procter & Gamble Co. 0.42% 131,704 $18.9M Add +2.1%
DFAX Dimensional World Ex US Core 0.28% 379,843 $12.4M Add +2.6%
AAEQ Alpha Architct US Eqty 2 ETF 0.27% 245,500 $12.1M New
IWF iShares Russell 1000 Growth 0.24% 22,469 $10.6M Reduce -3.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.21% 213,757 $9.5M Reduce -1.2%
DCOR Dimensional US Core Eq 1 ETF 0.18% 111,442 $8.2M Add +8.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 11,784 $8.0M Add +2.8%
SCHG Schwab US Large-Cap Growth 0.17% 231,104 $7.5M Reduce -7.6%
AVDV Avantis Intl S/C Value ETF 0.15% 70,305 $6.6M Reduce -2.0%
AAPL Apple Inc. 0.14% 22,121 $6.0M Reduce -6.4%
BND Vanguard Total Bond Market 0.11% 67,126 $5.0M Add +105.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 22,974 $4.9M Reduce -0.8%
VOO Vanguard S&P 500 ETF 0.11% 7,462 $4.7M Add +5.5%
VGSH Vanguard Short-Term Treasury 0.10% 75,633 $4.4M Add +10.0%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 5,725 $4.4M Reduce -9.4%
DFSU Dimensional US Sus CORE1 ETF 0.09% 91,891 $4.0M Reduce -0.2%
VWO Vanguard Ftse Emerging Marke 0.08% 65,303 $3.5M Reduce -0.2%
IVW iShares S&P 500 Growth ETF 0.08% 28,399 $3.5M Reduce -0.0%
MSFT Microsoft Corp. 0.08% 7,166 $3.5M Reduce -11.2%
VGT Vanguard Info Tech ETF 0.07% 4,307 $3.2M Add +0.3%
VNQ Vanguard Real Estate ETF 0.07% 35,990 $3.2M Add +43.3%
IVE iShares S&P 500 Value ETF 0.07% 13,868 $2.9M No change
AVLV Avantis US Large Cap Value 0.06% 37,658 $2.9M Reduce -0.3%
DFSI Dimensional Int Sus COR1 ETF 0.06% 66,561 $2.9M Reduce -0.3%
EMR Emerson Electric Co. 0.06% 21,063 $2.8M Reduce -25.9%
GOOGL Alphabet Inc. Class A 0.06% 8,606 $2.7M Reduce -1.7%
VXUS Vanguard Total Intl Stock 0.06% 34,144 $2.6M No change
AMZN Amazon.com Inc. 0.06% 10,933 $2.5M Add +8.1%
VEU Vanguard Ftse All-World Ex-U 0.05% 32,715 $2.4M Reduce -0.3%
NVDA Nvidia Corp. 0.05% 12,559 $2.3M Reduce -6.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.05% 45,804 $2.3M No change
IWB iShares Russell 1000 ETF 0.05% 5,858 $2.2M No change
AVIG Avantis Core Fixed Income 0.05% 50,927 $2.1M Add +0.1%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.05% 18,200 $2.0M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 9,926 $1.9M Reduce -0.6%
DFUS Dimensional US Eq MKT ETF 0.04% 23,812 $1.8M No change
QYLD Global X Nasd 100 Cov Call 0.04% 98,785 $1.7M Reduce -11.9%
EEM iShares MSCI Emerging Market 0.04% 29,742 $1.6M Reduce -2.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 5,457 $1.6M Add +2.4%
AVDE Avantis International Equity 0.03% 16,934 $1.4M Reduce -1.6%
DFSE Dimensional Em Sus CORE1 ETF 0.03% 31,689 $1.3M Add +0.1%
EAGG iShares ESG Aware US Aggrega 0.03% 26,459 $1.3M New
CINF Cincinnati Financial Corp. 0.03% 7,731 $1.3M Add +89.2%
QQQ Invesco QQQ Trust Series 1 0.03% 2,043 $1.3M Add +46.6%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.03% 4,081 $1.2M Add +1.9%
MUB iShares National Muni Bond E 0.03% 11,182 $1.2M Add +6.4%
GOOG Alphabet Inc. Class C 0.03% 3,620 $1.1M Reduce -4.5%
IWS iShares Russell Mid-Cap Valu 0.03% 7,986 $1.1M Add +1.5%
JPM JPMorgan Chase & Co. 0.02% 3,386 $1.1M Reduce -5.8%
AVGO Broadcom Inc. 0.02% 3,027 $1.0M Reduce -17.9%
EFA iShares MSCI Eafe ETF 0.02% 10,830 $1.0M Reduce -10.1%
SCZ iShares MSCI Eafe Small-Cap 0.02% 12,359 $958K No change
GE General Electric filed as GE AEROSPACE 0.02% 3,087 $951K Add +20.8%
AVUS Avantis U.S. Equity ETF 0.02% 7,845 $877K Reduce -0.2%
IJK iShares S&P Mid-Cap 400 Grow 0.02% 8,927 $865K Add +0.0%
ESGV Vanguard ESG US Stock ETF 0.02% 7,061 $854K Add +0.2%
VONG Vanguard Russell 1000 Growth 0.02% 6,868 $836K Reduce -0.4%
IMCG iShares Morningstar Mid-Cap 0.02% 9,680 $773K Add +1.6%
IJR iShares Core S&P Small-Cap E 0.02% 6,073 $730K Reduce -0.9%
SDY SS SPDR S&P Dividend ETF 0.02% 5,169 $719K Add +40.6%
IJH iShares Core S&P Midcap ETF 0.02% 10,819 $714K Reduce -2.2%
KMI Kinder Morgan Inc. 0.02% 25,656 $705K No change
MDY State Street SPDR S&P Midcap 0.02% 1,157 $698K Reduce -1.6%
SLV iShares Silver Trust 0.02% 10,544 $679K New
LLY Eli Lilly & Co. 0.01% 621 $667K Add +44.4%
V Visa Inc. Class A 0.01% 1,895 $665K Reduce -2.9%
VB Vanguard Most SM-Cap ETF-Usd 0.01% 2,574 $664K Reduce -4.2%
PIPR Piper Sandler Cos 0.01% 1,944 $660K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.01% 3,718 $660K Reduce -6.3%
IEMG iShares Core MSCI Emerging 0.01% 9,721 $653K Reduce -4.3%
HD Home Depot Inc. 0.01% 1,839 $633K Add +4.4%
JNJ Johnson & Johnson 0.01% 3,006 $622K Reduce -25.9%
GSLC Goldman Activebeta US LC ETF 0.01% 4,696 $622K No change
VSGX Vanguard ESG Intl Stock ETF 0.01% 8,203 $587K Add +0.1%
KVYO Klaviyo Inc. Class A 0.01% 17,615 $572K New
TSLA Tesla Inc. 0.01% 1,198 $539K New
COST Costco Wholesale Corp. 0.01% 623 $537K Reduce -19.7%
DFIV Dimensional International Va 0.01% 10,353 $517K New
KO The Coca-Cola Co. 0.01% 7,082 $495K New
TSM Taiwan Semiconductor-SP ADR 0.01% 1,603 $487K Add +42.0%
IWD iShares Russell 1000 Value E 0.01% 2,215 $466K No change
RPM RPM International Inc. 0.01% 4,213 $438K Reduce -4.8%
AAUS Alpha Architect US Eqy ETF 0.01% 7,874 $434K No change
GEV GE Vernova Inc. 0.01% 663 $433K Reduce -15.3%
ACN Accenture PLC Class A 0.01% 1,601 $430K Reduce -35.1%
WMT Walmart Inc. 0.01% 3,854 $429K Reduce -6.4%
META Meta Platforms Inc. Class A 0.01% 638 $421K Add +11.5%
PNC PNC Financial Services Group 0.01% 2,003 $418K Add +18.2%
XOM Exxon Mobil Corp. 0.01% 3,452 $415K Reduce -27.1%
IWR iShares Russell Mid-Cap ETF 0.01% 4,313 $415K No change
SPYV SS SPDR P S&P 500 Value ETF 0.01% 7,269 $413K Reduce -0.0%
VXF Vanguard Extended Market ETF 0.01% 1,962 $410K No change
IWM iShares Russell 2000 ETF 0.01% 1,629 $401K No change
IWN iShares Russell 2000 Value E 0.01% 2,124 $385K No change
VNQI Vanguard GLBL Ex-US Real Est 0.01% 8,197 $376K New
MCD McDonald's Corp. 0.01% 1,199 $366K Add +18.8%
GD General Dynamics Corp. 0.01% 962 $324K No change
USB US Bancorp 0.01% 6,003 $320K Add +12.1%
CSCO Cisco Systems Inc. 0.01% 4,085 $315K Add +17.4%
SPMD SS SPDR P S&P 400 Midcap ETF 0.01% 5,388 $312K Add +0.5%
SCHV Schwab US Large-Cap Value 0.01% 10,346 $306K Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 1,009 $299K No change
CVX Chevron Corp. 0.01% 1,899 $289K New
FERG Ferguson Enterprises Inc. 0.01% 1,242 $276K New
INTU Intuit Inc. 0.01% 409 $271K Reduce -41.5%
VIG Vanguard Dividend Apprec ETF 0.01% 1,217 $267K Reduce -11.3%
PRMB Primo Brands Corp. 0.01% 15,980 $261K New
ABBV Abbvie Inc. 0.01% 1,134 $259K Reduce -32.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.01% 1,630 $250K Reduce -1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 4,219 $232K Add +3.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 1,926 $219K Reduce -35.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.00% 529 $218K No change
NFLX Netflix Inc. 0.00% 2,271 $213K Add +8.1%
ORCL Oracle Corp. 0.00% 1,084 $211K Add +12.6%
USO United States Oil Fund LP 0.00% 3,025 $209K No change
ITW Illinois Tool Works 0.00% 837 $206K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.00% 2,491 $206K Reduce -54.6%
VOOG Vanguard S&P 500 Growth ETF 0.00% 459 $204K Reduce -30.8%
ELV Elevance Health Inc. 0.00% 574 $201K Reduce -25.4%
SPEM State Street SP PTF Em ETF 0.00% 4,290 $201K New
NLR Vaneck Urani & Nuclr ETF-Usd 0.00% 1,617 $201K No change
ZVOI Zovio Inc. 0.00% 48,484 $15 No change

Portfolio Sells Q3 2025 → Q4 2025
VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 8.99% −0.23
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.7% 4.54% −0.15
IEFA iShares Core MSCI Eafe ETF Reduce -4.0% 2.40% −0.12
VEA Vanguard Ftse Developed ETF Reduce -2.9% 5.05% −0.11
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.6% 2.11% −0.08
IWP iShares Russell Mid-Cap Grow Reduce -0.4% 0.88% −0.07
SCHF Schwab Intl Equity ETF Reduce -3.3% 1.83% −0.06
DFAT Dimensional US Target Value Reduce -1.3% 2.02% −0.05
AVEM Avantis Emerging Markets Eq Reduce -2.2% 0.79% −0.02
EMR Emerson Electric Co. Reduce -25.9% 0.06% −0.02
ITOT iShares Core S&P Total U.S. Reduce -0.7% 1.09% −0.02
MSFT Microsoft Corp. Reduce -11.2% 0.08% −0.02
DFIC Dimensional International Co. Reduce -2.7% 1.60% −0.02
SCHG Schwab US Large-Cap Growth Reduce -7.6% 0.17% −0.02
SCHB Schwab US Broad Market ETF Reduce -1.0% 0.66% −0.02
IWV iShares Russell 3000 ETF Reduce -1.7% 0.51% −0.02
IWF iShares Russell 1000 Growth Reduce -3.3% 0.24% −0.01
DFSV Dimensional US Small Cap Val Reduce -1.0% 0.99% −0.01
SCHX Schwab US Large-Cap ETF Reduce -0.9% 0.51% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.4% 0.10% −0.01
ABT Abbott Laboratories Sold out 0.00% −0.01
APP AppLovin Corp. Class A Sold out 0.00% −0.01
VYM Vanguard High DVD Yield ETF Sold out 0.00% −0.01
MA Mastercard Inc. Class A Sold out 0.00% −0.01
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -54.6% 0.00% −0.01
NVDA Nvidia Corp. Reduce -6.2% 0.05% −0.01
QYLD Global X Nasd 100 Cov Call Reduce -11.9% 0.04% −0.01
INTU Intuit Inc. Reduce -41.5% 0.01% −0.01
SYK Stryker Corp. Sold out 0.00% −0.01
AVGO Broadcom Inc. Reduce -17.9% 0.02% −0.00
AAPL Apple Inc. Reduce -6.4% 0.14% −0.00
COST Costco Wholesale Corp. Reduce -19.7% 0.01% −0.00
ACN Accenture PLC Class A Reduce -35.1% 0.01% −0.00
JNJ Johnson & Johnson Reduce -25.9% 0.01% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -0.2% 0.08% −0.00
ABBV Abbvie Inc. Reduce -32.6% 0.01% −0.00
XOM Exxon Mobil Corp. Reduce -27.1% 0.01% −0.00
DIS The Walt Disney Co. Reduce -35.0% 0.00% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.8% 0.11% −0.00
EFA iShares MSCI Eafe ETF Reduce -10.1% 0.02% −0.00
RPM RPM International Inc. Reduce -4.8% 0.01% −0.00
VOOG Vanguard S&P 500 Growth ETF Reduce -30.8% 0.00% −0.00
JPM JPMorgan Chase & Co. Reduce -5.8% 0.02% −0.00
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.2% 0.21% −0.00
GEV GE Vernova Inc. Reduce -15.3% 0.01% −0.00
ELV Elevance Health Inc. Reduce -25.4% 0.00% −0.00
EEM iShares MSCI Emerging Market Reduce -2.5% 0.04% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -6.3% 0.01% −0.00
DFSU Dimensional US Sus CORE1 ETF Reduce -0.2% 0.09% −0.00
IVW iShares S&P 500 Growth ETF Reduce -0.0% 0.08% −0.00

Portfolio Buys Q3 2025 → Q4 2025
DFEM Dimensional Emrg MRKT Core Add +12.6% 3.72% +0.41
AAEQ Alpha Architct US Eqty 2 ETF New 0.27% +0.27
DFLV Dim US Large Cap Value ETF Add +8.3% 2.63% +0.22
IVV iShares Core S&P 500 ETF Add +2.7% 10.52% +0.17
AVUV Avantis US Small Cap Value Add +3.5% 6.53% +0.17
DFCF Dimensional Core Fixed Inc. Add +4.3% 12.01% +0.06
BND Vanguard Total Bond Market Add +105.5% 0.11% +0.06
BSV Vanguard Short-Term Bond ETF Add +3.8% 12.38% +0.04
DFNM Dimensional National Muni BD Add +4.0% 3.22% +0.03
EAGG iShares ESG Aware US Aggrega New 0.03% +0.03
VNQ Vanguard Real Estate ETF Add +43.3% 0.07% +0.02
SLV iShares Silver Trust New 0.02% +0.02
CINF Cincinnati Financial Corp. Add +89.2% 0.03% +0.01
DCOR Dimensional US Core Eq 1 ETF Add +8.8% 0.18% +0.01
KVYO Klaviyo Inc. Class A New 0.01% +0.01
TSLA Tesla Inc. New 0.01% +0.01
DFIV Dimensional International Va New 0.01% +0.01
KO The Coca-Cola Co. New 0.01% +0.01
DFAX Dimensional World Ex US Core Add +2.6% 0.28% +0.01
QQQ Invesco QQQ Trust Series 1 Add +46.6% 0.03% +0.01
VNQI Vanguard GLBL Ex-US Real Est New 0.01% +0.01
LLY Eli Lilly & Co. Add +44.4% 0.01% +0.01
CVX Chevron Corp. New 0.01% +0.01
FERG Ferguson Enterprises Inc. New 0.01% +0.01
PRMB Primo Brands Corp. New 0.01% +0.01
VGSH Vanguard Short-Term Treasury Add +10.0% 0.10% +0.01
AMZN Amazon.com Inc. Add +8.1% 0.06% +0.01
SPEM State Street SP PTF Em ETF New 0.00% +0.00
VOO Vanguard S&P 500 ETF Add +5.5% 0.11% +0.00
SDY SS SPDR S&P Dividend ETF Add +40.6% 0.02% +0.00
TSM Taiwan Semiconductor-SP ADR Add +42.0% 0.01% +0.00
GE General Electric Add +20.8% 0.02% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +2.8% 0.18% +0.00
CSCO Cisco Systems Inc. Add +17.4% 0.01% +0.00
PNC PNC Financial Services Group Add +18.2% 0.01% +0.00
USB US Bancorp Add +12.1% 0.01% +0.00
MCD McDonald's Corp. Add +18.8% 0.01% +0.00
MUB iShares National Muni Bond E Add +6.4% 0.03% +0.00
BAC Bank of America Corp. Add +3.0% 0.01% +0.00
VSGX Vanguard ESG Intl Stock ETF Add +0.1% 0.01% 0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Add +1.9% 0.03% 0.00
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.5% 0.01% −0.00
IWS iShares Russell Mid-Cap Valu Add +1.5% 0.03% −0.00
ESGV Vanguard ESG US Stock ETF Add +0.2% 0.02% −0.00
META Meta Platforms Inc. Class A Add +11.5% 0.01% −0.00
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 0.02% −0.00
DFSE Dimensional Em Sus CORE1 ETF Add +0.1% 0.03% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.4% 0.04% −0.00
IMCG iShares Morningstar Mid-Cap Add +1.6% 0.02% −0.00
NFLX Netflix Inc. Add +8.1% 0.00% −0.00

Notes & Other Activity Q3 2025 → Q4 2025
CPTWF Captivision Inc.-28 *W EXP 11/15/202 Sold out 109,172 $4Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$4.8BBSV, DFCF, IVV, VTI, VOT
Q1 2026 148$4.5BBSV, DFCF, IVV, VTI, AVUV
Q4 2025 147$4.4BBSV, DFCF, IVV, VTI, VOT
Q3 2025 142$4.3BBSV, DFCF, IVV, VTI, VOT
Q2 2025 137$4.0BBSV, DFCF, IVV, VTI, VOT
Q1 2025 136$3.7BBSV, DFCF, IVV, VTI, VOT
Q4 2024 131$3.7BBSV, DFCF, VTI, IVV, VEA
Q3 2024 126$3.7BBSV, DFCF, VTI, IVV, VEA
Q2 2024 119$3.5BBSV, DFCF, VTI, IVV, VEA
Q1 2024 121$3.5BBSV, DFCF, VTI, IVV, VEA