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SwitchPoint Financial Planning, LLC

All holdings · as of Dec 31, 2025

62 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$261.6K4,8380.2%
VANGUARD SCOTTSDALE FDS$257.3K4,2940.2%
Elevance Health Inc$254.4K7260.2%
ISHARES TR$245.3K6340.2%
VANGUARD INDEX FDS$243.8K2,7560.2%
COSTCO WHOLESALE CORP /NEW$242.6K2810.2%
CNX RESOURCES CORP$239.2K6,5050.2%
ISHARES TR$237.3K9640.2%
JOHNSON & JOHNSON$231.9K1,1210.2%
VANGUARD WORLD FD$225.9K3,4750.2%
ORACLE CORP$210.1K1,0780.1%
Sibanye Stillwater LimitedSBSWADR$155.0K10,8800.1%
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