SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only.
- Positions
- 50
- No filing for Q3 2024
- Portfolio value
- $104.4M
- No filing for Q3 2024
SwitchPoint Financial Planning, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 698,476 | $24.2M | 23.1% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 625,362 | $16.2M | 15.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 251,745 | $6.59M | 6.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,475 | $5.15M | 4.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 108,489 | $4.44M | 4.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 76,825 | $3.60M | 3.4% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 10,342 | $3.11M | 3.0% | – | – | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $2.93M | 2.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,518 | $2.63M | 2.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,715 | $2.53M | 2.4% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 59,893 | $2.12M | 2.0% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 51,903 | $2.10M | 2.0% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 43,241 | $2.07M | 2.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,954 | $2.03M | 1.9% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 37,758 | $1.89M | 1.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $1.82M | 1.7% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 16,895 | $1.69M | 1.6% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $1.63M | 1.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 25,440 | $1.62M | 1.6% | – | – | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 13,339 | $1.34M | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $1.20M | 1.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 39,663 | $1.16M | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 4,607 | $1.15M | 1.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,597 | $1.09M | 1.0% | – | – | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 25,191 | $1.04M | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,671 | $900.4K | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,940 | $879.4K | 0.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,942 | $645.4K | 0.6% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $628.6K | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,786 | $508.4K | 0.5% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $472.7K | 0.5% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 3,213 | $422.2K | 0.4% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 14,290 | $362.5K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $359.0K | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 600 | $353.2K | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,218 | $345.2K | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 508 | $316.2K | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,388 | $271.7K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $255.6K | 0.2% | – | – | – |
| ELVElevance Health, Inc. | Stock | 690 | $254.6K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 272 | $249.5K | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,149 | $240.6K | 0.2% | – | – | – |
| CNXCNX Resources Corp | COM | 6,443 | $236.3K | 0.2% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 2,006 | $235.8K | 0.2% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,508 | $223.4K | 0.2% | – | – | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 19,354 | $213.1K | 0.2% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $211.9K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 360 | $210.8K | 0.2% | – | – | History |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,660 | $201.5K | 0.2% | – | – | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 18,261 | $184.8K | 0.2% | – | – | – |