SwitchPoint Financial Planning

SwitchPoint Financial Planning as of March 31, 2025

Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.2 $22M 679k 32.99
Dimensional Etf Trust Intl Core Equity (DFIC) 16.7 $18M 632k 27.77
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.4 $6.7M 254k 26.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.5 $4.8M 93k 51.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.2 $4.5M 109k 41.21
Dimensional Etf Trust Short Duration F (DFSD) 3.4 $3.6M 76k 47.52
Dimensional Etf Trust World Ex Us Core (DFAX) 2.9 $3.1M 118k 26.20
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $2.8M 10k 274.85
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.7 $2.8M 28k 100.67
Vanguard Index Fds Value Etf (VTV) 2.5 $2.7M 16k 172.74
Cadence Design Systems (CDNS) 2.5 $2.6M 10k 254.33
Dimensional Etf Trust Internatnal Val (DFIV) 2.2 $2.4M 60k 39.36
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.9 $2.0M 52k 38.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $1.9M 38k 49.62
Vanguard Index Fds Growth Etf (VUG) 1.7 $1.8M 5.0k 370.81
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.7 $1.8M 38k 47.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $1.7M 28k 62.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $1.7M 28k 59.75
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.5 $1.6M 38k 42.06
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.4 $1.5M 24k 61.33
Vanguard Wellington Short Trm Tax Ex (VTES) 1.3 $1.3M 13k 100.51
Dimensional Etf Trust Us Equity Market (DFUS) 1.2 $1.3M 22k 60.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $1.2M 39k 31.23
Apple (AAPL) 1.1 $1.2M 5.2k 222.12
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.1M 5.0k 221.75
Microsoft Corporation (MSFT) 0.8 $872k 2.3k 375.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $859k 1.7k 513.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $621k 3.6k 173.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $509k 955.00 532.58
Wells Fargo & Company (WFC) 0.4 $445k 6.2k 71.79
Amazon (AMZN) 0.4 $443k 2.3k 190.26
NVIDIA Corporation (NVDA) 0.4 $435k 4.0k 108.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $432k 4.7k 92.83
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $371k 14k 27.05
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $370k 14k 25.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $367k 7.2k 50.83
Ishares Tr Core S&p500 Etf (IVV) 0.3 $337k 600.00 561.90
Anthem (ELV) 0.3 $302k 695.00 434.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $278k 3.1k 90.55
Costco Wholesale Corporation (COST) 0.2 $262k 277.00 946.99
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $259k 4.8k 53.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $248k 4.2k 59.40
Vanguard World Extended Dur (EDV) 0.2 $247k 3.5k 71.11
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.2 $224k 19k 11.59
Meta Platforms Cl A (META) 0.2 $220k 381.00 576.47
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $217k 7.5k 29.12
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $206k 8.7k 23.77
Cnx Resources Corporation (CNX) 0.2 $203k 6.4k 31.48
Airbnb Com Cl A (ABNB) 0.2 $202k 1.7k 119.46
Ishares Tr Russell 3000 Etf (IWV) 0.2 $201k 634.00 317.64
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.2 $185k 18k 10.14