SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 29, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 51
- +1 vs. Q4 2024
- Portfolio value
- $105.4M
- +$975.5K (+0.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 678,627 | $22.4M | 21.2% | −19,849−2.8% | Reduced | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 632,241 | $17.6M | 16.7% | +6,879+1.1% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 253,579 | $6.71M | 6.4% | +1,834+0.7% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,597 | $4.77M | 4.5% | +122+0.1% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 108,690 | $4.48M | 4.2% | +201+0.2% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 76,208 | $3.62M | 3.4% | −617−0.8% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $3.09M | 2.9% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,351 | $2.84M | 2.7% | +1,636+18.8% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 28,052 | $2.82M | 2.7% | +11,157+66.0% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,518 | $2.68M | 2.5% | 00.0% | Unchanged | – |
| CDNSCadence Design Systems Inc | Stock | 10,342 | $2.63M | 2.5% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 60,042 | $2.36M | 2.2% | +149+0.2% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 51,903 | $2.00M | 1.9% | 00.0% | Unchanged | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 37,767 | $1.87M | 1.8% | +90.0% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,954 | $1.84M | 1.7% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 38,320 | $1.82M | 1.7% | −4,921−11.4% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $1.71M | 1.6% | 00.0% | Unchanged | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $1.67M | 1.6% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 38,372 | $1.61M | 1.5% | +13,181+52.3% | Added | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 24,402 | $1.50M | 1.4% | +24,402 | New | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 13,188 | $1.33M | 1.3% | −151−1.1% | Reduced | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 21,558 | $1.30M | 1.2% | −3,882−15.3% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 39,117 | $1.22M | 1.2% | −546−1.4% | Reduced | – |
| AAPLApple Inc. | Stock | 5,248 | $1.17M | 1.1% | +641+13.9% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $1.11M | 1.1% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 2,323 | $872.1K | 0.8% | −274−10.6% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,671 | $858.7K | 0.8% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $621.4K | 0.6% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 955 | $508.6K | 0.5% | −985−50.8% | Reduced | History |
| WFCWells Fargo & Company | Stock | 6,196 | $444.8K | 0.4% | +6,196 | New | History |
| AMZNAmazon Com Inc | Stock | 2,330 | $443.3K | 0.4% | −612−20.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 4,016 | $435.3K | 0.4% | +230+6.1% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $432.2K | 0.4% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $370.5K | 0.4% | 00.0% | Unchanged | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 14,290 | $370.0K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,218 | $366.9K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 600 | $337.1K | 0.3% | 00.0% | Unchanged | – |
| ELVElevance Health, Inc. | Stock | 695 | $302.2K | 0.3% | +5+0.7% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 3,069 | $277.9K | 0.3% | +561+22.4% | Added | – |
| COSTCostco Wholesale Corp | Stock | 277 | $262.3K | 0.2% | +5+1.8% | Added | History |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $258.5K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,175 | $248.0K | 0.2% | +26+0.6% | Added | – |
| Vanguard World FD921910709 | EXTENDED DUR | 3,476 | $247.2K | 0.2% | +3,476 | New | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 19,354 | $224.3K | 0.2% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 381 | $219.6K | 0.2% | +21+5.8% | Added | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $217.0K | 0.2% | +7,453 | New | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,660 | $205.8K | 0.2% | 00.0% | Unchanged | – |
| CNXCNX Resources Corp | COM | 6,448 | $203.0K | 0.2% | +5+0.1% | Added | History |
| ABNBAirbnb, Inc. | Stock | 1,690 | $201.9K | 0.2% | −1,523−47.4% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $201.4K | 0.2% | 00.0% | Unchanged | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 18,261 | $185.2K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Vanguard Information Technology ETF92204A702 | ETF | 508 | $316.2K | 0.3% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,388 | $271.7K | 0.3% | – |
| TTDTrade Desk, Inc. | Stock | 2,006 | $235.8K | 0.2% | History |