SwitchPoint Financial Planning

SwitchPoint Financial Planning as of Dec. 31, 2025

Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 62 positions in its portfolio as reported in the December 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) 19.8 $28M 714k 39.59
Dimensional Etf Trust Intl Core Equity (DFIC) 16.3 $23M 676k 34.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.8 $8.3M 250k 33.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.8 $5.5M 92k 59.54
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.2 $4.6M 98k 46.59
Dimensional Etf Trust Short Duration F (DFSD) 3.0 $4.2M 89k 47.95
Dimensional Etf Trust World Ex Us Core (DFAX) 2.7 $3.9M 118k 32.73
Alphabet Cap Stk Cl C (GOOG) 2.7 $3.8M 12k 313.80
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.5 $3.6M 36k 100.38
Vanguard Index Fds Value Etf (VTV) 2.4 $3.4M 18k 190.99
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.4 $3.4M 72k 46.80
Cadence Design Systems (CDNS) 2.3 $3.2M 10k 312.59
Vanguard Index Fds Growth Etf (VUG) 2.0 $2.9M 6.0k 487.85
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $2.9M 8.7k 335.27
Dimensional Etf Trust Internatnal Val (DFIV) 1.9 $2.7M 54k 49.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.9 $2.6M 70k 38.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $2.1M 28k 75.44
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $2.0M 18k 111.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $2.0M 28k 69.67
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.3 $1.9M 39k 48.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.8M 37k 50.29
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.3 $1.8M 43k 42.56
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $1.8M 55k 32.57
Dimensional Etf Trust Us Equity Market (DFUS) 1.1 $1.6M 22k 74.17
Microsoft Corporation (MSFT) 1.0 $1.4M 3.0k 483.56
Apple (AAPL) 1.0 $1.4M 5.2k 271.85
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.3M 5.0k 257.95
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.2M 1.8k 684.94
Vanguard Wellington Short Trm Tax Ex (VTES) 0.8 $1.2M 12k 101.58
NVIDIA Corporation (NVDA) 0.8 $1.1M 5.9k 186.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $994k 1.6k 627.13
Dimensional Etf Trust Dimensional Us (DXUV) 0.7 $941k 16k 59.78
Alphabet Cap Stk Cl A (GOOGL) 0.6 $881k 2.8k 312.96
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $755k 1.00 754800.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $687k 3.6k 191.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $661k 11k 62.47
Amazon (AMZN) 0.5 $655k 2.8k 230.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $643k 1.3k 502.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $574k 4.7k 123.26
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $462k 14k 33.74
Ishares Tr Eafe Value Etf (EFV) 0.3 $458k 6.4k 71.41
International Business Machines (IBM) 0.3 $451k 1.5k 296.21
Wal-Mart Stores (WMT) 0.3 $412k 3.7k 111.44
Eli Lilly & Co. (LLY) 0.3 $366k 340.00 1076.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $335k 2.3k 148.69
Texas Pacific Land Corp (TPL) 0.2 $325k 1.1k 287.22
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $323k 6.3k 51.27
Meta Platforms Cl A (META) 0.2 $319k 483.00 660.22
Consolidated Water Ord (CWCO) 0.2 $286k 8.1k 35.29
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $283k 7.5k 38.00
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $262k 4.8k 54.07
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $257k 4.3k 59.92
Anthem (ELV) 0.2 $255k 726.00 350.55
Ishares Tr Russell 3000 Etf (IWV) 0.2 $245k 634.00 386.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $244k 2.8k 88.48
Costco Wholesale Corporation (COST) 0.2 $243k 281.00 863.45
Cnx Resources Corporation (CNX) 0.2 $239k 6.5k 36.77
Ishares Tr Russell 2000 Etf (IWM) 0.2 $237k 964.00 246.16
Johnson & Johnson (JNJ) 0.2 $232k 1.1k 206.89
Vanguard World Extended Dur (EDV) 0.2 $226k 3.5k 65.02
Oracle Corporation (ORCL) 0.1 $210k 1.1k 194.99
Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $155k 11k 14.25