SwitchPoint Financial Planning

SwitchPoint Financial Planning as of June 30, 2026

Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 20.9 $36M 814k 44.36
Dimensional Etf Trust Intl Core Equity (DFIC) 16.5 $29M 766k 37.26
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $11M 270k 40.64
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.7 $6.5M 92k 69.90
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 3.3 $5.7M 119k 47.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.1 $5.3M 97k 55.01
Dimensional Etf Trust World Ex Us Core (DFAX) 2.5 $4.3M 118k 36.84
Alphabet Cap Stk Cl C (GOOG) 2.4 $4.2M 12k 353.33
Cadence Design Systems (CDNS) 2.2 $3.9M 10k 375.32
Vanguard Index Fds Value Etf (VTV) 2.2 $3.9M 18k 217.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.2 $3.7M 72k 51.69
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $3.7M 9.9k 370.04
Ishares Tr 0-3 Mth Treasury (SGOV) 1.9 $3.4M 33k 100.67
Vanguard Index Fds Growth Etf (VUG) 1.8 $3.1M 36k 86.14
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $3.0M 74k 41.25
Dimensional Etf Trust Internatnal Val (DFIV) 1.7 $3.0M 55k 54.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $3.0M 35k 85.49
Dimensional Etf Trust Core Fixe In Etf (DFCF) 1.4 $2.4M 56k 42.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $2.3M 28k 82.34
American Centy Etf Tr Us Eqt Etf (AVUS) 1.3 $2.2M 18k 128.08
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $2.1M 53k 40.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $2.0M 39k 50.58
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.0 $1.8M 37k 48.34
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 1.0 $1.8M 22k 81.94
Apple (AAPL) 0.9 $1.5M 5.4k 289.36
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.5M 5.0k 303.12
NVIDIA Corporation (NVDA) 0.8 $1.4M 6.9k 200.09
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.3M 1.8k 748.89
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $1.3M 12k 101.31
Microsoft Corporation (MSFT) 0.7 $1.1M 3.1k 373.02
Dimensional Etf Trust Dimensional Us (DXUV) 0.7 $1.1M 17k 66.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.1M 1.6k 686.81
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.0M 2.8k 357.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $799k 11k 71.25
Amazon (AMZN) 0.4 $765k 3.2k 238.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $763k 3.6k 212.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $749k 1.00 748850.00
Exxon Mobil Corporation (XOM) 0.4 $680k 5.0k 136.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $663k 1.3k 500.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $640k 4.7k 137.53
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $584k 14k 42.67
Ishares Tr 3yrtb Etf (ISHG) 0.3 $578k 7.8k 74.25
International Business Machines (IBM) 0.3 $573k 2.0k 281.22
Texas Pacific Land Corp (TPL) 0.3 $498k 1.1k 437.64
Ishares Tr Eafe Value Etf (EFV) 0.3 $491k 6.4k 76.55
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.3 $484k 8.9k 54.46
Wal-Mart Stores (WMT) 0.2 $420k 3.7k 113.26
Eli Lilly & Co. (LLY) 0.2 $417k 348.00 1199.43
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $410k 5.6k 72.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $370k 2.3k 164.27
Micron Technology (MU) 0.2 $337k 292.00 1154.29
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $299k 7.5k 40.13
Ishares Tr Russell 2000 Etf (IWM) 0.2 $290k 964.00 300.45
Anthem (ELV) 0.2 $285k 738.00 386.72
Johnson & Johnson (JNJ) 0.2 $283k 1.1k 253.97
Meta Platforms Cl A (META) 0.2 $276k 490.00 563.29
Ishares Tr Russell 3000 Etf (IWV) 0.2 $270k 634.00 426.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $269k 2.8k 96.43
Costco Wholesale Corporation (COST) 0.2 $267k 285.00 935.96
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $257k 4.4k 58.98
Vanguard World Extended Dur (EDV) 0.1 $226k 3.5k 65.08
Applied Materials (AMAT) 0.1 $223k 308.00 723.00
Cnx Resources Corporation (CNX) 0.1 $220k 6.5k 33.93
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $220k 461.00 477.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $219k 3.7k 59.69
Nucor Corporation (NUE) 0.1 $218k 979.00 222.75
Spdr Series Trust St Str P500val (SPYV) 0.1 $213k 3.5k 60.79
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $212k 3.8k 56.52
Consolidated Water Ord (CWCO) 0.1 $210k 7.1k 29.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $201k 7.3k 27.70
Sibanye Stillwater Sponsored Adr (SBSW) 0.1 $92k 11k 8.49