13F HOLDINGS REPORT
SwitchPoint Financial Planning, LLC
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002055526-25-000001
Total Value
$104.4M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 698,476 | $24.2M | 23.13% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 625,362 | $16.2M | 15.47% |
| 3 | DIMENSIONAL ETF TRUST | 25434V732 | 251,745 | $6.6M | 6.31% |
| 4 | DIMENSIONAL ETF TRUST | 25434V609 | 92,475 | $5.1M | 4.93% |
| 5 | DIMENSIONAL ETF TRUST | 25434V724 | 108,489 | $4.4M | 4.25% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 76,825 | $3.6M | 3.45% |
| 7 | CADENCE DESIGN SYSTEM INC | CDNS | 10,342 | $3.1M | 2.98% |
| 8 | DIMENSIONAL ETF TRUST | 25434V880 | 117,940 | $2.9M | 2.81% |
| 9 | VANGUARD INDEX FDS | 922908744 | 15,518 | $2.6M | 2.52% |
| 10 | VANGUARD INDEX FDS | 922908769 | 8,715 | $2.5M | 2.42% |
| 11 | DIMENSIONAL ETF TRUST | 25434V807 | 59,893 | $2.1M | 2.03% |
| 12 | DIMENSIONAL ETF TRUST | 25434V104 | 51,903 | $2.1M | 2.01% |
| 13 | DIMENSIONAL ETF TRUST | 25434V849 | 43,241 | $2.1M | 1.98% |
| 14 | VANGUARD INDEX FDS | 922908736 | 4,954 | $2.0M | 1.95% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 37,758 | $1.9M | 1.81% |
| 16 | DIMENSIONAL ETF TRUST | 25434V500 | 28,004 | $1.8M | 1.74% |
| 17 | ISHARES TR | 46436E718 | 16,895 | $1.7M | 1.62% |
| 18 | VANGUARD STAR FDS | 921909768 | 27,588 | $1.6M | 1.56% |
| 19 | DIMENSIONAL ETF TRUST | 25434V401 | 25,440 | $1.6M | 1.55% |
| 20 | VANGUARD WELLINGTON FD | 921935870 | 13,339 | $1.3M | 1.28% |
| 21 | VANGUARD INDEX FDS | 922908751 | 5,006 | $1.2M | 1.15% |
| 22 | DIMENSIONAL ETF TRUST | 25434V203 | 39,663 | $1.2M | 1.11% |
| 23 | APPLE INC | AAPL | 4,607 | $1.2M | 1.10% |
| 24 | MICROSOFT CORP | MSFT | 2,597 | $1.1M | 1.05% |
| 25 | DIMENSIONAL ETF TRUST | 25434V872 | 25,191 | $1.0M | 1.00% |
| 26 | VANGUARD INDEX FDS | 922908363 | 1,671 | $900,352 | 0.86% |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,940 | $879,363 | 0.84% |
| 28 | AMAZON COM INC | AMZN | 2,942 | $645,445 | 0.62% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,587 | $628,574 | 0.60% |
| 30 | NVIDIA CORPORATION | NVDA | 3,786 | $508,442 | 0.49% |
| 31 | ISHARES TR | 464287309 | 4,656 | $472,724 | 0.45% |
| 32 | AIRBNB INC | ABNB | 3,213 | $422,220 | 0.40% |
| 33 | DIMENSIONAL ETF TRUST | 25434V302 | 14,290 | $362,537 | 0.35% |
| 34 | DIMENSIONAL ETF TRUST | 25434V740 | 13,697 | $358,998 | 0.34% |
| 35 | ISHARES TR | 464287200 | 600 | $353,208 | 0.34% |
| 36 | VANGUARD TAX-MANAGED FDS | 921943858 | 7,218 | $345,165 | 0.33% |
| 37 | VANGUARD WORLD FD | 92204A702 | 508 | $316,172 | 0.30% |
| 38 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,388 | $271,731 | 0.26% |
| 39 | DIMENSIONAL ETF TRUST | 25434V583 | 4,838 | $255,592 | 0.24% |
| 40 | ELEVANCE HEALTH INC | ELV | 690 | $254,639 | 0.24% |
| 41 | COSTCO WHSL CORP NEW | 22160K105 | 272 | $249,527 | 0.24% |
| 42 | VANGUARD SCOTTSDALE FDS | 92206C706 | 4,149 | $240,644 | 0.23% |
| 43 | CNX RES CORP | CNX | 6,443 | $236,265 | 0.23% |
| 44 | THE TRADE DESK INC | 88339J105 | 2,006 | $235,765 | 0.23% |
| 45 | VANGUARD INDEX FDS | 922908553 | 2,508 | $223,408 | 0.21% |
| 46 | DIREXION SHS ETF TR | 25460E869 | 19,354 | $213,085 | 0.20% |
| 47 | ISHARES TR | 464287689 | 634 | $211,915 | 0.20% |
| 48 | META PLATFORMS INC | META | 360 | $210,825 | 0.20% |
| 49 | DIMENSIONAL ETF TRUST | 25434V823 | 8,660 | $201,518 | 0.19% |
| 50 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 18,261 | $184,801 | 0.18% |