13F HOLDINGS REPORT

SwitchPoint Financial Planning, LLC

Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0002055526-25-000002

Total Value

$105.4M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (63)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	678,627	$22.4M	21.24%
2	DIMENSIONAL ETF TRUST	25434V799	632,241	$17.6M	16.65%
3	DIMENSIONAL ETF TRUST	25434V732	253,579	$6.7M	6.36%
4	DIMENSIONAL ETF TRUST	25434V609	92,597	$4.8M	4.52%
5	DIMENSIONAL ETF TRUST	25434V724	108,690	$4.5M	4.25%
6	DIMENSIONAL ETF TRUST	25434V864	76,208	$3.6M	3.44%
7	DIMENSIONAL ETF TRUST	25434V880	117,940	$3.1M	2.93%
8	VANGUARD INDEX FDS	922908769	10,351	$2.8M	2.70%
9	ISHARES TR	46436E718	28,052	$2.8M	2.68%
10	VANGUARD INDEX FDS	922908744	15,518	$2.7M	2.54%
11	CADENCE DESIGN SYSTEM INC	CDNS	10,303	$2.6M	2.49%
12	DIMENSIONAL ETF TRUST	25434V807	60,042	$2.4M	2.24%
13	DIMENSIONAL ETF TRUST	25434V104	51,903	$2.0M	1.89%
14	VANGUARD MUN BD FDS	922907746	37,767	$1.9M	1.78%
15	VANGUARD INDEX FDS	922908736	4,954	$1.8M	1.74%
16	DIMENSIONAL ETF TRUST	25434V849	38,320	$1.8M	1.73%
17	VANGUARD STAR FDS	921909768	27,588	$1.7M	1.63%
18	DIMENSIONAL ETF TRUST	25434V500	28,004	$1.7M	1.59%
19	DIMENSIONAL ETF TRUST	25434V872	38,372	$1.6M	1.53%
20	DIMENSIONAL ETF TRUST	25434V625	24,402	$1.5M	1.42%
21	VANGUARD WELLINGTON FD	921935870	13,188	$1.3M	1.26%
22	DIMENSIONAL ETF TRUST	25434V401	21,558	$1.3M	1.24%
23	DIMENSIONAL ETF TRUST	25434V203	39,117	$1.2M	1.16%
24	VANGUARD INDEX FDS	922908751	5,006	$1.1M	1.05%
25	VANGUARD INDEX FDS	922908363	1,671	$858,744	0.81%
26	APPLE INC	AAPL	3,234	$718,347	0.68%
27	INVESCO EXCHANGE TRADED FD T	IVZ	3,587	$621,399	0.59%
28	MICROSOFT CORP	MSFT	1,318	$494,916	0.47%
29	APPLE INC	AAPL	2,014	$447,287	0.42%
30	ISHARES TR	464287309	4,656	$432,216	0.41%
31	NVIDIA CORPORATION	NVDA	3,786	$410,343	0.39%
32	WELLS FARGO CO NEW	949746101	5,588	$401,163	0.38%
33	MICROSOFT CORP	MSFT	1,005	$377,222	0.36%
34	DIMENSIONAL ETF TRUST	25434V740	13,697	$370,504	0.35%
35	DIMENSIONAL ETF TRUST	25434V302	14,290	$369,968	0.35%
36	VANGUARD TAX-MANAGED FDS	921943858	7,218	$366,891	0.35%
37	BERKSHIRE HATHAWAY INC DEL	BRK-A	663	$353,101	0.33%
38	ISHARES TR	464287200	600	$337,140	0.32%
39	ELEVANCE HEALTH INC	ELV	658	$286,151	0.27%
40	VANGUARD INDEX FDS	922908553	3,069	$277,910	0.26%
41	DIMENSIONAL ETF TRUST	25434V583	4,838	$258,494	0.25%
42	VANGUARD SCOTTSDALE FDS	92206C706	4,175	$247,984	0.24%
43	VANGUARD WORLD FD	921910709	3,476	$247,190	0.23%
44	COSTCO WHSL CORP NEW	22160K105	257	$243,376	0.23%
45	AMAZON COM INC	AMZN	1,206	$229,454	0.22%
46	DIREXION SHS ETF TR	25460E869	19,354	$224,311	0.21%
47	DIMENSIONAL ETF TRUST	25434V781	7,453	$217,031	0.21%
48	AMAZON COM INC	AMZN	1,124	$213,852	0.20%
49	META PLATFORMS INC	META	362	$208,683	0.20%
50	DIMENSIONAL ETF TRUST	25434V823	8,660	$205,848	0.20%
51	CNX RES CORP	CNX	6,419	$202,070	0.19%
52	AIRBNB INC	ABNB	1,688	$201,648	0.19%
53	ISHARES TR	464287689	634	$201,384	0.19%
54	MANAGER DIRECTED PORTFOLIOS	56170L695	18,261	$185,167	0.18%
55	BERKSHIRE HATHAWAY INC DEL	BRK-A	292	$155,513	0.15%
56	WELLS FARGO CO NEW	949746101	608	$43,648	0.04%
57	NVIDIA CORPORATION	NVDA	230	$24,927	0.02%
58	COSTCO WHSL CORP NEW	22160K105	20	$18,916	0.02%
59	ELEVANCE HEALTH INC	ELV	37	$16,094	0.02%
60	META PLATFORMS INC	META	19	$10,951	0.01%
61	CADENCE DESIGN SYSTEM INC	CDNS	39	$9,919	0.01%
62	CNX RES CORP	CNX	29	$913	0.00%
63	AIRBNB INC	ABNB	2	$239	0.00%