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Action Point Financial Planning

Latest statistics and disclosures from Action Point Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002116119

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Positions held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Action Point Financial Planning

Action Point Financial Planning holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.7	$12M	149k	80.61	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.5	$11M	274k	38.86	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	7.7	$8.6M	78k	111.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.1	$6.9M	81k	84.85	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	5.4	$6.1M	112k	53.99	View chart
Vanguard Index Fds Growth Etf (VUG)	5.2	$5.8M	13k	436.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.7	$5.3M	108k	48.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.1	$4.6M	57k	80.60	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.5	$3.9M	35k	110.46	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.0	$3.4M	43k	77.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$3.2M	35k	90.53	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.8	$3.2M	75k	42.22	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.6	$2.9M	74k	39.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$2.9M	4.4k	652.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$2.1M	55k	38.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$2.0M	26k	79.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.4	$1.5M	19k	82.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.3	$1.5M	41k	35.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$1.4M	27k	52.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.2	$1.3M	21k	62.45	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.0	$1.2M	46k	25.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$1.1M	33k	34.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$1.1M	1.7k	650.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$1.1M	32k	33.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$950k	28k	33.86	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.8	$923k	21k	43.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$867k	13k	67.53	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.8	$855k	21k	41.54	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$780k	10k	76.54	View chart
Ishares Tr Esg Optimized (SUSA)	0.6	$699k	5.3k	132.09	View chart
NVIDIA Corporation (NVDA)	0.6	$676k	3.9k	174.40	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$655k	9.4k	69.73	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$635k	16k	41.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$576k	4.0k	142.39	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.5	$574k	7.6k	75.14	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.5	$568k	12k	45.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$545k	1.7k	320.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$518k	1.7k	302.25	View chart
Apple (AAPL)	0.4	$486k	1.9k	253.54	View chart
Caterpillar (CAT)	0.4	$482k	680.00	708.46	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$450k	4.5k	100.66	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$447k	9.3k	47.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$395k	7.8k	50.61	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$352k	7.0k	49.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$346k	4.9k	71.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$317k	6.0k	52.80	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$309k	3.1k	99.86	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$291k	6.2k	47.02	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$290k	5.6k	51.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$281k	4.4k	64.07	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$279k	3.9k	71.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$269k	4.9k	54.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$261k	1.3k	196.20	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.2	$251k	8.0k	31.35	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$244k	4.8k	50.65	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.2	$239k	3.0k	80.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$236k	790.00	298.85	View chart
Dimensional Etf Trust International (DFSI)	0.2	$232k	5.5k	42.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$226k	3.1k	73.62	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.2	$225k	4.3k	52.44	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$224k	3.9k	56.87	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$224k	9.4k	23.87	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$222k	2.3k	95.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$219k	458.00	478.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$205k	1.7k	124.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$201k	6.6k	30.50	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$201k	2.7k	75.65	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$147k	13k	11.28	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$85k	17k	5.10	View chart

Past Filings by Action Point Financial Planning

SEC 13F filings are viewable for Action Point Financial Planning going back to 2026

Action Point Financial Planning 2026 Q1 filed May 7, 2026

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