SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/29 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 51
- 較 2024 年第 4 季 +1
- 總值
- $1.05 億
- 較 2024 年第 4 季 +$97.5 萬 (+0.9%)
| 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 | 678,627 | $2,239 萬 | 21.2% | −19,849−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 632,241 | $1,756 萬 | 16.7% | +6,879+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 253,579 | $671.0 萬 | 6.4% | +1,834+0.7% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,597 | $476.8 萬 | 4.5% | +122+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 108,690 | $447.9 萬 | 4.2% | +201+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 76,208 | $362.1 萬 | 3.4% | −617−0.8% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $309.0 萬 | 2.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,351 | $284.5 萬 | 2.7% | +1,636+18.8% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 28,052 | $282.4 萬 | 2.7% | +11,157+66.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,518 | $268.1 萬 | 2.5% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 10,342 | $263.0 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 60,042 | $236.3 萬 | 2.2% | +149+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 51,903 | $199.5 萬 | 1.9% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 37,767 | $187.4 萬 | 1.8% | +90.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,954 | $183.7 萬 | 1.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 38,320 | $182.3 萬 | 1.7% | −4,921−11.4% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $171.3 萬 | 1.6% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $167.3 萬 | 1.6% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 38,372 | $161.4 萬 | 1.5% | +13,181+52.3% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 24,402 | $149.7 萬 | 1.4% | +24,402 | 新進 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 13,188 | $132.6 萬 | 1.3% | −151−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 21,558 | $130.4 萬 | 1.2% | −3,882−15.3% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 39,117 | $122.2 萬 | 1.2% | −546−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,248 | $116.6 萬 | 1.1% | +641+13.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $111.0 萬 | 1.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,323 | $87.2 萬 | 0.8% | −274−10.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,671 | $85.9 萬 | 0.8% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $62.1 萬 | 0.6% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 955 | $50.9 萬 | 0.5% | −985−50.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,196 | $44.5 萬 | 0.4% | +6,196 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,330 | $44.3 萬 | 0.4% | −612−20.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,016 | $43.5 萬 | 0.4% | +230+6.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $43.2 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $37.1 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 14,290 | $37.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,218 | $36.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 600 | $33.7 萬 | 0.3% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 695 | $30.2 萬 | 0.3% | +5+0.7% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,069 | $27.8 萬 | 0.3% | +561+22.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 277 | $26.2 萬 | 0.2% | +5+1.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $25.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,175 | $24.8 萬 | 0.2% | +26+0.6% | 加碼 | – |
| Vanguard World FD921910709 | EXTENDED DUR | 3,476 | $24.7 萬 | 0.2% | +3,476 | 新進 | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 19,354 | $22.4 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 381 | $22.0 萬 | 0.2% | +21+5.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $21.7 萬 | 0.2% | +7,453 | 新進 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,660 | $20.6 萬 | 0.2% | 00.0% | 不變 | – |
| CNXCNX Resources Corp | COM | 6,448 | $20.3 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,690 | $20.2 萬 | 0.2% | −1,523−47.4% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $20.1 萬 | 0.2% | 00.0% | 不變 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 18,261 | $18.5 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。