Filer Name: DECISIONPOINT FINANCIAL, LLC
CIK: 1938514
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 263
Portfolio Value: $0.33B

Decisionpoint Financial, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 2,998,798 $104M 31.69% 4.9% -
VCIT US VANGUARD INT-TERM CORPORATE 467,874 $38M 11.48% 5.0% -
DFIC US DIMENSIONAL INTERNATIONAL CO 947,883 $24M 7.49% 23.2% -
DFCF US DIMENSIONAL CORE FIXED INC 543,309 $22M 6.85% 6.8% -
HOMB US HOME BANCSHARES INC 748,467 $21M 6.47% -3.4% -
DFAS US DIMENSIONAL US SMALL CAP ETF 317,676 $21M 6.32% 6.2% -
DFAI US DIMENSIONAL INTERNATIONAL CO 669,871 $20M 5.98% 3.7% -
VNQ US VANGUARD REAL ESTATE ETF 188,435 $17M 5.13% 4.4% -
VCSH US VANGUARD S/T CORP BOND ETF 120,195 $9M 2.87% 13.3% -
DFEM US DIMENSIONAL EMERGING MARKETS 281,466 $7M 2.25% 19.2% -
DFAE US DIMENSIONAL EMERGING CORE EQ 217,276 $6M 1.68% 5.2% -
SLQD US ISHARES 0-5 YR INV GRD CORP 109,740 $5M 1.67% 0.6% -
DFAR US DIMENSIONAL US REAL EST ETF 188,849 $4M 1.34% 4.9% -
AAPL US APPLE INC 13,990 $4M 1.07% 26.9% -
MSFT US MICROSOFT CORP 7,565 $3M 0.97% -0.2% -
SCHI US SCHWAB 5-10 YEAR CORPORATE B 135,232 $3M 0.91% 96.5% -
VTI US VANGUARD TOTAL STOCK MKT ETF 4,587 $1M 0.41% -5.5% -
MAR US MARRIOTT INTERNATIONAL -CL A 4,763 $1M 0.41% - -
VOO US VANGUARD S&P 500 ETF 2,143 $1M 0.35% 0.7% -
AMZN US AMAZON.COM INC 4,802 $1M 0.32% 36.6% -
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