Filer Name: SWITCHPOINT FINANCIAL PLANNING, LLC
CIK: 2055526
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 50
Portfolio Value: $0.10B

Switchpoint Financial Planning, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 698,476 $24M 23.13% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 625,362 $16M 15.47% - -
DFEM US DIMENSIONAL EMERGING MARKETS 251,745 $7M 6.31% - -
DFAT US DIMENSIONAL US TARGET VALUE 92,475 $5M 4.93% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 108,489 $4M 4.25% - -
DFSD US DIMENSIONAL SHORT DURATION 76,825 $4M 3.45% - -
CDNS US CADENCE DESIGN SYS INC 10,342 $3M 2.98% - -
DFAX US DIMENSIONAL WORLD EX US CORE 117,940 $3M 2.81% - -
VTV US VANGUARD VALUE ETF 15,518 $3M 2.52% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 8,715 $3M 2.42% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 59,893 $2M 2.03% - -
DFAU US DIMENSIONAL US CORE EQUITY M 51,903 $2M 2.01% - -
DFNM US DIMENSIONAL NATIONAL MUNI BD 43,241 $2M 1.98% - -
VUG US VANGUARD GROWTH ETF 4,954 $2M 1.95% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 37,758 $2M 1.81% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 28,004 $2M 1.74% - -
SGOV US ISHARES 0-3 MONTH TREASURY B 16,895 $2M 1.62% - -
VXUS US VANGUARD TOTAL INTL STOCK 27,588 $2M 1.56% - -
DFUS US DIMENSIONAL US EQ MKT ETF 25,440 $2M 1.55% - -
VTES US VANGUARD SH TERM TAX-EX BOND 13,339 $1M 1.28% - -
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