Action Point Financial Planning

Action Point Financial Planning as of March 31, 2026

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