SwitchPoint Financial Planning

SwitchPoint Financial Planning as of March 31, 2026

Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 64 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 19.5 $29M 739k 38.86
Dimensional Etf Trust Intl Core Equity (DFIC) 16.9 $25M 703k 35.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.0 $8.9M 257k 34.55
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.9 $5.8M 92k 62.45
Dimensional Etf Trust Short Duration F (DFSD) 3.6 $5.4M 112k 47.88
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.2 $4.7M 97k 48.46
Dimensional Etf Trust World Ex Us Core (DFAX) 2.7 $4.0M 118k 33.97
Vanguard Index Fds Value Etf (VTV) 2.4 $3.5M 18k 196.20
Alphabet Cap Stk Cl C (GOOG) 2.4 $3.5M 12k 286.86
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.2 $3.3M 72k 45.12
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.0 $3.0M 29k 100.66
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $2.9M 9.2k 320.81
Cadence Design Systems (CDNS) 2.0 $2.9M 10k 277.88
Dimensional Etf Trust Internatnal Val (DFIV) 1.9 $2.9M 54k 52.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $2.7M 70k 38.96
Vanguard Index Fds Growth Etf (VUG) 1.8 $2.6M 6.0k 436.78
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.5 $2.2M 53k 42.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $2.1M 28k 77.11
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $2.0M 18k 111.18
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $2.0M 28k 71.13
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.3 $2.0M 41k 47.93
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.3 $1.9M 55k 33.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.8M 37k 49.89
Dimensional Etf Trust Us Equity Market (DFUS) 1.0 $1.5M 22k 70.91
Apple (AAPL) 0.9 $1.4M 5.4k 253.79
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.3M 5.1k 261.92
Vanguard Wellington Short Trm Tax Ex (VTES) 0.9 $1.3M 12k 101.14
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.2M 1.8k 653.21
NVIDIA Corporation (NVDA) 0.7 $1.1M 6.2k 174.40
Microsoft Corporation (MSFT) 0.7 $1.1M 2.8k 370.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $980k 1.6k 597.55
Dimensional Etf Trust Dimensional Us (DXUV) 0.6 $938k 16k 59.35
Exxon Mobil Corporation (XOM) 0.6 $850k 5.0k 169.66
Alphabet Cap Stk Cl A (GOOGL) 0.5 $809k 2.8k 287.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $718k 11k 64.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $718k 1.00 718140.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $688k 3.6k 191.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $622k 1.3k 479.20
Amazon (AMZN) 0.4 $583k 2.8k 208.27
Ishares Tr 3yrtb Etf (ISHG) 0.4 $578k 7.8k 74.18
Texas Pacific Land Corp (TPL) 0.4 $550k 1.2k 474.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $527k 4.7k 113.11
International Business Machines (IBM) 0.3 $496k 2.0k 242.40
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $490k 14k 35.78
Ishares Tr Eafe Value Etf (EFV) 0.3 $477k 6.4k 74.35
Wal-Mart Stores (WMT) 0.3 $461k 3.7k 124.28
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $343k 6.3k 54.65
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $321k 2.3k 142.43
Eli Lilly & Co. (LLY) 0.2 $314k 341.00 919.77
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $294k 7.5k 39.44
Costco Wholesale Corporation (COST) 0.2 $286k 287.00 996.96
Johnson & Johnson (JNJ) 0.2 $280k 1.1k 244.44
Meta Platforms Cl A (META) 0.2 $275k 481.00 572.13
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $261k 4.8k 53.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $257k 4.3k 59.55
Cnx Resources Corporation (CNX) 0.2 $251k 6.5k 38.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $246k 2.8k 88.69
Ishares Tr Russell 2000 Etf (IWM) 0.2 $239k 964.00 248.00
Consolidated Water Ord (CWCO) 0.2 $236k 7.1k 33.12
Ishares Tr Russell 3000 Etf (IWV) 0.2 $235k 634.00 370.68
Vanguard World Extended Dur (EDV) 0.2 $226k 3.5k 64.95
Anthem (ELV) 0.1 $215k 733.00 292.74
Chevron Corporation (CVX) 0.1 $215k 1.0k 206.90
Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $134k 11k 12.32