SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 62
- 較 2025 年第 3 季 +1
- 總值
- $1.43 億
- 較 2025 年第 3 季 +$470.9 萬 (+3.4%)
| 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 | 713,645 | $2,825 萬 | 19.8% | +10,626+1.5% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 675,961 | $2,329 萬 | 16.3% | −2,015−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 249,979 | $826.9 萬 | 5.8% | +3,462+1.4% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,109 | $548.4 萬 | 3.8% | −588−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 97,976 | $456.5 萬 | 3.2% | −5,343−5.2% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 88,488 | $424.3 萬 | 3.0% | +5,346+6.4% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $386.0 萬 | 2.7% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 12,094 | $379.5 萬 | 2.7% | −7−0.1% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 35,656 | $357.9 萬 | 2.5% | +1,374+4.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,673 | $337.5 萬 | 2.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 72,101 | $337.4 萬 | 2.4% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 10,351 | $323.6 萬 | 2.3% | +20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,987 | $292.1 萬 | 2.0% | −6−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,683 | $291.1 萬 | 2.0% | −1,673−16.2% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 53,777 | $268.3 萬 | 1.9% | −7,194−11.8% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 69,460 | $264.7 萬 | 1.9% | −324−0.5% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $208.1 萬 | 1.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 17,977 | $200.9 萬 | 1.4% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $195.1 萬 | 1.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 39,303 | $189.3 萬 | 1.3% | +2,532+6.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,677 | $184.4 萬 | 1.3% | +131+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 43,201 | $183.9 萬 | 1.3% | +2,888+7.2% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 54,761 | $178.4 萬 | 1.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 21,451 | $159.1 萬 | 1.1% | −703−3.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,992 | $144.7 萬 | 1.0% | +143+5.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,249 | $142.7 萬 | 1.0% | −338−6.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $129.1 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,785 | $122.3 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 11,850 | $120.4 萬 | 0.8% | −101−0.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 5,881 | $109.7 萬 | 0.8% | +998+20.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,585 | $99.4 萬 | 0.7% | −86−5.1% | 減碼 | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 15,740 | $94.1 萬 | 0.7% | +751+5.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,814 | $88.1 萬 | 0.6% | +2+0.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $68.7 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,580 | $66.1 萬 | 0.5% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,836 | $65.5 萬 | 0.5% | +255+9.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,280 | $64.4 萬 | 0.5% | +26+2.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $57.4 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $46.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,415 | $45.8 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,521 | $45.0 萬 | 0.3% | +1,521 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 3,694 | $41.2 萬 | 0.3% | +61+1.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 340 | $36.6 萬 | 0.3% | +26+8.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,250 | $33.5 萬 | 0.2% | 00.0% | 不變 | – |
| TPLTexas Pacific Land Corp | Stock | 1,133 | $32.5 萬 | 0.2% | −7−0.6% | 減碼依 3 比 1 拆股換算 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 6,305 | $32.3 萬 | 0.2% | +472+8.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 483 | $31.9 萬 | 0.2% | +31+6.9% | 加碼 | 歷史 |
| CWCOConsolidated Water Co. Ltd. | ORD | 8,109 | $28.6 萬 | 0.2% | +8,109 | 新進 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $28.3 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $26.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,294 | $25.7 萬 | 0.2% | +49+1.2% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 726 | $25.4 萬 | 0.2% | +24+3.4% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $24.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,756 | $24.4 萬 | 0.2% | −356−11.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 281 | $24.3 萬 | 0.2% | −2−0.7% | 減碼 | 歷史 |
| CNXCNX Resources Corp | COM | 6,505 | $23.9 萬 | 0.2% | +32+0.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 964 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,121 | $23.2 萬 | 0.2% | +38+3.5% | 加碼 | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 3,475 | $22.6 萬 | 0.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,078 | $21.0 萬 | 0.1% | −16−1.5% | 減碼 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 10,880 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。