SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/1 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 59
- 較 2025 年第 1 季 +8
- 總值
- $1.22 億
- 較 2025 年第 1 季 +$1,660 萬 (+15.7%)
| 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 | 660,441 | $2,367 萬 | 19.4% | −18,186−2.7% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 641,665 | $1,995 萬 | 16.3% | +9,424+1.5% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 232,004 | $688.6 萬 | 5.6% | −21,575−8.5% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,510 | $499.2 萬 | 4.1% | −87−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 103,100 | $435.9 萬 | 3.6% | −5,590−5.1% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 78,049 | $374.7 萬 | 3.1% | +1,841+2.4% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $346.4 萬 | 2.8% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 10,346 | $318.8 萬 | 2.6% | +40.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,351 | $314.6 萬 | 2.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,673 | $312.4 萬 | 2.6% | +2,155+13.9% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 72,101 | $305.4 萬 | 2.5% | +20,198+38.9% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 28,295 | $284.9 萬 | 2.3% | +243+0.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,187 | $271.2 萬 | 2.2% | +1,233+24.9% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 60,782 | $260.3 萬 | 2.1% | +740+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 70,004 | $242.0 萬 | 2.0% | +30,887+79.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 19,146 | $193.0 萬 | 1.6% | +19,146 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $190.6 萬 | 1.6% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $178.4 萬 | 1.5% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,221 | $177.6 萬 | 1.5% | −1,546−4.1% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 39,870 | $168.5 萬 | 1.4% | +1,498+3.9% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 34,125 | $161.9 萬 | 1.3% | −4,195−10.9% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 54,835 | $158.7 萬 | 1.3% | +40,545+283.7% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 22,154 | $148.5 萬 | 1.2% | +596+2.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,759 | $137.2 萬 | 1.1% | +436+18.8% | 加碼 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 11,897 | $120.1 萬 | 1.0% | −1,291−9.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $118.6 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,785 | $110.8 萬 | 0.9% | +1,185+197.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,379 | $110.4 萬 | 0.9% | +131+2.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,684 | $95.7 萬 | 0.8% | +13+0.8% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.6% | +1 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,530 | $71.6 萬 | 0.6% | +514+12.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $65.2 萬 | 0.5% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 11,712 | $63.5 萬 | 0.5% | +11,712 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,700 | $61.0 萬 | 0.5% | +3,482+48.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,220 | $59.3 萬 | 0.5% | +265+27.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,474 | $54.3 萬 | 0.4% | +144+6.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $51.3 萬 | 0.4% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 6,240 | $50.0 萬 | 0.4% | +44+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $41.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,415 | $40.7 萬 | 0.3% | +6,415 | 新進 | – |
| TPLTexas Pacific Land Corp | Stock | 379 | $40.1 萬 | 0.3% | +379 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 3,581 | $35.0 萬 | 0.3% | +3,581 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 413 | $30.5 萬 | 0.2% | +32+8.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,250 | $30.4 萬 | 0.2% | +2,250 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 285 | $28.2 萬 | 0.2% | +8+2.9% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,091 | $27.5 萬 | 0.2% | +22+0.7% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 704 | $27.4 萬 | 0.2% | +9+1.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $26.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,204 | $25.1 萬 | 0.2% | +29+0.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,423 | $25.1 萬 | 0.2% | +1,423 | 新進 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $24.5 萬 | 0.2% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 307 | $24.0 萬 | 0.2% | +307 | 新進 | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 3,475 | $23.4 萬 | 0.2% | −10.0% | 減碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 5,644 | $22.8 萬 | 0.2% | +5,644 | 新進 | – |
| ORCLOracle Corp | Stock | 1,033 | $22.6 萬 | 0.2% | +1,033 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $22.3 萬 | 0.2% | 00.0% | 不變 | – |
| CNXCNX Resources Corp | COM | 6,479 | $21.8 萬 | 0.2% | +31+0.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 949 | $20.5 萬 | 0.2% | +949 | 新進 | – |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 10,880 | $7.86 萬 | 0.1% | +10,880 | 新進 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 24,402 | $149.7 萬 | 1.4% | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 19,354 | $22.4 萬 | 0.2% | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,660 | $20.6 萬 | 0.2% | – |
| ABNBAirbnb, Inc. | Stock | 1,690 | $20.2 萬 | 0.2% | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 18,261 | $18.5 萬 | 0.2% | – |