SwitchPoint Financial Planning, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CADENCE DESIGN SYSTEMS INC | $3.24M | 2.3% |
| DIMENSIONAL ETF TRUST | $3.37M | 2.4% |
| VANGUARD INDEX FDS | $3.38M | 2.4% |
| ISHARES TR | $3.58M | 2.5% |
| Alphabet Inc. | $3.80M | 2.7% |
| DIMENSIONAL ETF TRUST | $3.86M | 2.7% |
| DIMENSIONAL ETF TRUST | $4.24M | 3.0% |
| DIMENSIONAL ETF TRUST | $4.56M | 3.2% |
| DIMENSIONAL ETF TRUST | $5.48M | 3.8% |
| DIMENSIONAL ETF TRUST | $8.27M | 5.8% |
| DIMENSIONAL ETF TRUST | $23.29M | 16.3% |
| DIMENSIONAL ETF TRUST | $28.25M | 19.8% |