SwitchPoint Financial Planning, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $28.25M | 19.8% |
| DIMENSIONAL ETF TRUST | $23.29M | 16.3% |
| DIMENSIONAL ETF TRUST | $8.27M | 5.8% |
| DIMENSIONAL ETF TRUST | $5.48M | 3.8% |
| DIMENSIONAL ETF TRUST | $4.56M | 3.2% |
| DIMENSIONAL ETF TRUST | $4.24M | 3.0% |
| DIMENSIONAL ETF TRUST | $3.86M | 2.7% |
| Alphabet Inc. | $3.80M | 2.7% |
| ISHARES TR | $3.58M | 2.5% |
| VANGUARD INDEX FDS | $3.38M | 2.4% |
| DIMENSIONAL ETF TRUST | $3.37M | 2.4% |
| CADENCE DESIGN SYSTEMS INC | $3.24M | 2.3% |
| VANGUARD INDEX FDS | $2.92M | 2.0% |
| VANGUARD INDEX FDS | $2.91M | 2.0% |
| DIMENSIONAL ETF TRUST | $2.68M | 1.9% |
| DIMENSIONAL ETF TRUST | $2.65M | 1.9% |
| VANGUARD STAR FDS | $2.08M | 1.5% |
| AMERICAN CENTY ETF TR | $2.01M | 1.4% |
| DIMENSIONAL ETF TRUST | $1.95M | 1.4% |
| DIMENSIONAL ETF TRUST | $1.89M | 1.3% |
| VANGUARD MUN BD FDS | $1.84M | 1.3% |
| DIMENSIONAL ETF TRUST | $1.84M | 1.3% |
| DIMENSIONAL ETF TRUST | $1.78M | 1.2% |
| DIMENSIONAL ETF TRUST | $1.59M | 1.1% |
| MICROSOFT CORP | $1.45M | 1.0% |
| Apple Inc. | $1.43M | 1.0% |
| VANGUARD INDEX FDS | $1.29M | 0.9% |
| ISHARES TR | $1.22M | 0.9% |
| VANGUARD WELLINGTON FD | $1.20M | 0.8% |
| NVIDIA Corp | $1.10M | 0.8% |
| VANGUARD INDEX FDS | $994.0K | 0.7% |
| DIMENSIONAL ETF TRUST | $940.9K | 0.7% |
| Alphabet Inc. | $880.8K | 0.6% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $687.2K | 0.5% |
| VANGUARD TAX-MANAGED FDS | $660.9K | 0.5% |
| Amazon.com Inc | $654.6K | 0.5% |
| Warren E. Buffett | $643.5K | 0.5% |
| ISHARES TR | $573.9K | 0.4% |
| DIMENSIONAL ETF TRUST | $462.1K | 0.3% |
| ISHARES TR | $458.1K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $450.4K | 0.3% |
| Walmart Inc. | $411.6K | 0.3% |
| ELI LILLY & Co | $365.8K | 0.3% |
| iShares MSCI UAE ETF | $334.6K | 0.2% |
| Texas Pacific Land Corp | $325.4K | 0.2% |
| EA SERIES TRUST | $323.2K | 0.2% |
| Meta Platforms Inc | $318.9K | 0.2% |
| Consolidated Water Co. Ltd. | $286.2K | 0.2% |
| DIMENSIONAL ETF TRUST | $283.2K | 0.2% |