SwitchPoint Financial Planning

SwitchPoint Financial Planning as of Sept. 30, 2025

Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 61 positions in its portfolio as reported in the September 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) 19.6 $27M 703k 38.57
Dimensional Etf Trust Intl Core Equity (DFIC) 16.1 $22M 678k 32.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.7 $7.9M 247k 32.07
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.9 $5.4M 93k 58.21
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.3 $4.6M 103k 44.69
Dimensional Etf Trust Short Duration F (DFSD) 2.9 $4.0M 83k 48.19
Dimensional Etf Trust World Ex Us Core (DFAX) 2.7 $3.7M 118k 31.38
Cadence Design Systems (CDNS) 2.6 $3.6M 10k 351.25
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.5 $3.5M 34k 100.70
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.4M 10k 328.18
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.4 $3.3M 72k 45.76
Vanguard Index Fds Value Etf (VTV) 2.4 $3.3M 18k 186.49
Alphabet Cap Stk Cl C (GOOG) 2.1 $2.9M 12k 243.55
Vanguard Index Fds Growth Etf (VUG) 2.1 $2.9M 6.0k 479.60
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $2.8M 61k 46.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $2.5M 70k 36.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $2.0M 28k 73.46
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $2.0M 18k 108.70
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $1.9M 28k 68.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.8M 37k 50.07
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.3 $1.8M 37k 47.98
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.3 $1.7M 55k 31.53
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.2 $1.7M 40k 42.76
Dimensional Etf Trust Us Equity Market (DFUS) 1.2 $1.6M 22k 72.44
Microsoft Corporation (MSFT) 1.1 $1.5M 2.8k 517.89
Apple (AAPL) 1.0 $1.4M 5.6k 254.62
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.3M 5.0k 254.28
Vanguard Wellington Short Trm Tax Ex (VTES) 0.9 $1.2M 12k 101.92
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.2M 1.8k 669.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.0M 1.7k 612.38
NVIDIA Corporation (NVDA) 0.7 $911k 4.9k 186.59
Dimensional Etf Trust Dimensional Us (DXUV) 0.6 $876k 15k 58.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $754k 1.00 754200.00
Alphabet Cap Stk Cl A (GOOGL) 0.5 $684k 2.8k 243.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $681k 3.6k 189.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $634k 11k 59.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $630k 1.3k 502.74
Amazon (AMZN) 0.4 $567k 2.6k 219.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $562k 4.7k 120.72
Wells Fargo & Company (WFC) 0.4 $527k 6.3k 83.82
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $437k 14k 31.89
Ishares Tr Eafe Value Etf (EFV) 0.3 $435k 6.4k 67.83
Wal-Mart Stores (WMT) 0.3 $375k 3.6k 103.09
Texas Pacific Land Corp (TPL) 0.3 $355k 380.00 934.46
Meta Platforms Cl A (META) 0.2 $332k 452.00 734.52
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $328k 2.3k 145.65
Oracle Corporation (ORCL) 0.2 $308k 1.1k 281.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $285k 3.1k 91.42
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $269k 4.8k 55.57
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $266k 7.5k 35.69
Costco Wholesale Corporation (COST) 0.2 $262k 283.00 926.82
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $259k 5.8k 44.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $255k 4.2k 60.03
Ishares Tr Russell 3000 Etf (IWV) 0.2 $240k 634.00 378.94
Eli Lilly & Co. (LLY) 0.2 $240k 314.00 764.01
Vanguard World Extended Dur (EDV) 0.2 $238k 3.5k 68.46
Ishares Tr Russell 2000 Etf (IWM) 0.2 $233k 964.00 241.96
Anthem (ELV) 0.2 $227k 702.00 323.11
Cnx Resources Corporation (CNX) 0.2 $208k 6.5k 32.12
Johnson & Johnson (JNJ) 0.1 $201k 1.1k 185.37
Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $122k 11k 11.24