Institutions / SwitchPoint Financial Planning, LLC

SwitchPoint Financial Planning, LLC

CIK 2055526 · Institution · as of Dec 31, 2025

Portfolio value

$142.79M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 62 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$28.25M	713,645	19.8%
Dimensional ETF Trust	—	$23.29M	675,961	16.3%
Dimensional ETF Trust	—	$8.27M	249,979	5.8%
Dimensional ETF Trust	—	$5.48M	92,109	3.8%
Dimensional ETF Trust	—	$4.56M	97,976	3.2%
Dimensional ETF Trust	—	$4.24M	88,488	3.0%
Dimensional ETF Trust	—	$3.86M	117,940	2.7%
Alphabet Inc.	—	$3.80M	12,094	2.7%
iShares Tr	—	$3.58M	35,656	2.5%
Vanguard Index Fds	—	$3.38M	17,673	2.4%
Dimensional ETF Trust	—	$3.37M	72,101	2.4%
Cadence Design Systems Inc	—	$3.24M	10,351	2.3%
Vanguard Index Fds	—	$2.92M	5,987	2.0%
Vanguard Index Fds	—	$2.91M	8,683	2.0%
Dimensional ETF Trust	—	$2.68M	53,777	1.9%
Dimensional ETF Trust	—	$2.65M	69,460	1.9%
Vanguard Star Fds	—	$2.08M	27,588	1.5%
American Centy ETF Tr	—	$2.01M	17,977	1.4%
Dimensional ETF Trust	—	$1.95M	28,004	1.4%
Dimensional ETF Trust	—	$1.89M	39,303	1.3%
Vanguard Mun Bd Fds	—	$1.84M	36,677	1.3%
Dimensional ETF Trust	—	$1.84M	43,201	1.3%
Dimensional ETF Trust	—	$1.78M	54,761	1.2%
Dimensional ETF Trust	—	$1.59M	21,451	1.1%
Microsoft Corp	—	$1.45M	2,992	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.