SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位。
- 持股檔數
- 50
- 2024 年第 3 季沒有申報
- 總值
- $1.04 億
- 2024 年第 3 季沒有申報
SwitchPoint Financial Planning, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 698,476 | $2,416 萬 | 23.1% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 625,362 | $1,616 萬 | 15.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 251,745 | $659.3 萬 | 6.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,475 | $514.7 萬 | 4.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 108,489 | $443.9 萬 | 4.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 76,825 | $360.2 萬 | 3.4% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 10,342 | $310.7 萬 | 3.0% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $293.2 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,518 | $262.7 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,715 | $252.6 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 59,893 | $212.5 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 51,903 | $210.2 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 43,241 | $206.6 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,954 | $203.3 萬 | 1.9% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 37,758 | $189.3 萬 | 1.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $182.3 萬 | 1.7% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 16,895 | $169.5 萬 | 1.6% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $162.6 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 25,440 | $162.2 萬 | 1.6% | – | – | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 13,339 | $133.7 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $120.3 萬 | 1.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 39,663 | $115.8 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 4,607 | $115.4 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,597 | $109.5 萬 | 1.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 25,191 | $104.0 萬 | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,671 | $90.0 萬 | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,940 | $87.9 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,942 | $64.5 萬 | 0.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $62.9 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,786 | $50.8 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $47.3 萬 | 0.5% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 3,213 | $42.2 萬 | 0.4% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 14,290 | $36.3 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $35.9 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 600 | $35.3 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,218 | $34.5 萬 | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 508 | $31.6 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,388 | $27.2 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $25.6 萬 | 0.2% | – | – | – |
| ELVElevance Health, Inc. | Stock | 690 | $25.5 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 272 | $25.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,149 | $24.1 萬 | 0.2% | – | – | – |
| CNXCNX Resources Corp | COM | 6,443 | $23.6 萬 | 0.2% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,006 | $23.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,508 | $22.3 萬 | 0.2% | – | – | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 19,354 | $21.3 萬 | 0.2% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $21.2 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 360 | $21.1 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,660 | $20.2 萬 | 0.2% | – | – | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 18,261 | $18.5 萬 | 0.2% | – | – | – |