SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 61
- 較 2025 年第 2 季 +2
- 總值
- $1.38 億
- 較 2025 年第 2 季 +$1,605 萬 (+13.2%)
| 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 | 703,019 | $2,712 萬 | 19.6% | +42,578+6.4% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 677,976 | $2,223 萬 | 16.1% | +36,311+5.7% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 246,517 | $790.6 萬 | 5.7% | +14,513+6.3% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,697 | $539.6 萬 | 3.9% | +187+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 103,319 | $461.7 萬 | 3.3% | +219+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 83,142 | $400.7 萬 | 2.9% | +5,093+6.5% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $370.1 萬 | 2.7% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 10,349 | $363.5 萬 | 2.6% | +30.0% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 34,282 | $345.2 萬 | 2.5% | +5,987+21.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,356 | $339.9 萬 | 2.5% | +50.0% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 72,101 | $329.9 萬 | 2.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,673 | $329.6 萬 | 2.4% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 12,101 | $294.7 萬 | 2.1% | +12,101 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,993 | $287.4 萬 | 2.1% | −194−3.1% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 60,971 | $281.2 萬 | 2.0% | +189+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 69,784 | $253.7 萬 | 1.8% | −220−0.3% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $202.7 萬 | 1.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 17,977 | $195.4 萬 | 1.4% | −1,169−6.1% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $191.7 萬 | 1.4% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,546 | $183.0 萬 | 1.3% | +325+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 36,771 | $176.4 萬 | 1.3% | +2,646+7.8% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 54,761 | $172.7 萬 | 1.3% | −74−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 40,313 | $172.4 萬 | 1.2% | +443+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 22,154 | $160.5 萬 | 1.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,849 | $147.6 萬 | 1.1% | +90+3.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,587 | $142.3 萬 | 1.0% | +208+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $127.3 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 11,951 | $121.8 萬 | 0.9% | +54+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,785 | $119.5 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,671 | $102.3 萬 | 0.7% | −13−0.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 4,883 | $91.1 萬 | 0.7% | +353+7.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 14,989 | $87.6 萬 | 0.6% | +3,277+28.0% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,812 | $68.4 萬 | 0.5% | +1,389+97.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $68.0 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,580 | $63.4 萬 | 0.5% | −120−1.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,254 | $63.1 萬 | 0.5% | +34+2.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,581 | $56.7 萬 | 0.4% | +107+4.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $56.2 萬 | 0.4% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 6,281 | $52.6 萬 | 0.4% | +41+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $43.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,415 | $43.5 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,633 | $37.4 萬 | 0.3% | +52+1.5% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 380 | $35.5 萬 | 0.3% | +1+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 452 | $33.2 萬 | 0.2% | +39+9.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,250 | $32.8 萬 | 0.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,094 | $30.8 萬 | 0.2% | +61+5.9% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,112 | $28.5 萬 | 0.2% | +21+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $26.9 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $26.6 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 283 | $26.2 萬 | 0.2% | −2−0.7% | 減碼 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 5,833 | $25.8 萬 | 0.2% | +189+3.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,245 | $25.5 萬 | 0.2% | +41+1.0% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $24.0 萬 | 0.2% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 314 | $24.0 萬 | 0.2% | +7+2.3% | 加碼 | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 3,475 | $23.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 964 | $23.3 萬 | 0.2% | +15+1.6% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 702 | $22.7 萬 | 0.2% | −2−0.3% | 減碼 | 歷史 |
| CNXCNX Resources Corp | COM | 6,473 | $20.8 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,083 | $20.1 萬 | 0.1% | +1,083 | 新進 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 10,880 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |