SwitchPoint Financial Planning

SwitchPoint Financial Planning as of June 30, 2025

Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 59 positions in its portfolio as reported in the June 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) 19.4 $24M 660k 35.84
Dimensional Etf Trust Intl Core Equity (DFIC) 16.3 $20M 642k 31.09
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.6 $6.9M 232k 29.68
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.1 $5.0M 93k 53.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.6 $4.4M 103k 42.28
Dimensional Etf Trust Short Duration F (DFSD) 3.1 $3.7M 78k 48.01
Dimensional Etf Trust World Ex Us Core (DFAX) 2.8 $3.5M 118k 29.37
Cadence Design Systems (CDNS) 2.6 $3.2M 10k 308.15
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $3.1M 10k 303.94
Vanguard Index Fds Value Etf (VTV) 2.6 $3.1M 18k 176.74
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.5 $3.1M 72k 42.36
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.3 $2.8M 28k 100.69
Vanguard Index Fds Growth Etf (VUG) 2.2 $2.7M 6.2k 438.39
Dimensional Etf Trust Internatnal Val (DFIV) 2.1 $2.6M 61k 42.83
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.0 $2.4M 70k 34.57
American Centy Etf Tr Us Eqt Etf (AVUS) 1.6 $1.9M 19k 100.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $1.9M 28k 69.09
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.5 $1.8M 28k 63.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $1.8M 36k 49.03
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.4 $1.7M 40k 42.26
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.3 $1.6M 34k 47.43
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.3 $1.6M 55k 28.95
Dimensional Etf Trust Us Equity Market (DFUS) 1.2 $1.5M 22k 67.02
Microsoft Corporation (MSFT) 1.1 $1.4M 2.8k 497.35
Vanguard Wellington Short Trm Tax Ex (VTES) 1.0 $1.2M 12k 100.93
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.2M 5.0k 236.98
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.1M 1.8k 620.90
Apple (AAPL) 0.9 $1.1M 5.4k 205.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $957k 1.7k 568.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $729k 1.00 728800.00
NVIDIA Corporation (NVDA) 0.6 $716k 4.5k 158.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $652k 3.6k 181.75
Dimensional Etf Trust Dimensional Us (DXUV) 0.5 $635k 12k 54.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $610k 11k 57.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $593k 1.2k 485.77
Amazon (AMZN) 0.4 $543k 2.5k 219.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $513k 4.7k 110.10
Wells Fargo & Company (WFC) 0.4 $500k 6.2k 80.12
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $411k 14k 29.99
Ishares Tr Eafe Value Etf (EFV) 0.3 $407k 6.4k 63.48
Texas Pacific Land Corp (TPL) 0.3 $401k 379.00 1057.32
Wal-Mart Stores (WMT) 0.3 $350k 3.6k 97.81
Meta Platforms Cl A (META) 0.2 $305k 413.00 738.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $304k 2.3k 135.04
Costco Wholesale Corporation (COST) 0.2 $283k 285.00 991.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $275k 3.1k 89.06
Anthem (ELV) 0.2 $274k 704.00 388.95
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $264k 4.8k 54.49
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $252k 4.2k 59.82
Alphabet Cap Stk Cl A (GOOGL) 0.2 $251k 1.4k 176.35
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $245k 7.5k 32.91
Eli Lilly & Co. (LLY) 0.2 $240k 307.00 780.56
Vanguard World Extended Dur (EDV) 0.2 $234k 3.5k 67.31
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $228k 5.6k 40.40
Oracle Corporation (ORCL) 0.2 $226k 1.0k 218.72
Ishares Tr Russell 3000 Etf (IWV) 0.2 $223k 634.00 351.00
Cnx Resources Corporation (CNX) 0.2 $218k 6.5k 33.68
Ishares Tr Russell 2000 Etf (IWM) 0.2 $205k 949.00 215.79
Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $79k 11k 7.22