13F HOLDINGS REPORT

SwitchPoint Financial Planning, LLC

Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0002055526-25-000003

Total Value

$122.0M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (75)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	660,441	$23.7M	19.40%
2	DIMENSIONAL ETF TRUST	25434V799	641,665	$19.9M	16.35%
3	DIMENSIONAL ETF TRUST	25434V732	232,004	$6.9M	5.64%
4	DIMENSIONAL ETF TRUST	25434V609	92,510	$5.0M	4.09%
5	DIMENSIONAL ETF TRUST	25434V724	103,100	$4.4M	3.57%
6	DIMENSIONAL ETF TRUST	25434V864	78,049	$3.7M	3.07%
7	DIMENSIONAL ETF TRUST	25434V880	117,940	$3.5M	2.84%
8	CADENCE DESIGN SYSTEM INC	CDNS	10,307	$3.2M	2.60%
9	VANGUARD INDEX FDS	922908769	10,351	$3.1M	2.58%
10	VANGUARD INDEX FDS	922908744	17,673	$3.1M	2.56%
11	DIMENSIONAL ETF TRUST	25434V104	72,101	$3.1M	2.50%
12	ISHARES TR	46436E718	28,295	$2.8M	2.33%
13	VANGUARD INDEX FDS	922908736	6,187	$2.7M	2.22%
14	DIMENSIONAL ETF TRUST	25434V807	60,782	$2.6M	2.13%
15	DIMENSIONAL ETF TRUST	25434V203	70,004	$2.4M	1.98%
16	AMERICAN CENTY ETF TR	025072885	19,146	$1.9M	1.58%
17	VANGUARD STAR FDS	921909768	27,588	$1.9M	1.56%
18	DIMENSIONAL ETF TRUST	25434V500	28,004	$1.8M	1.46%
19	VANGUARD MUN BD FDS	922907746	36,221	$1.8M	1.46%
20	DIMENSIONAL ETF TRUST	25434V872	39,870	$1.7M	1.38%
21	DIMENSIONAL ETF TRUST	25434V849	34,125	$1.6M	1.33%
22	DIMENSIONAL ETF TRUST	25434V302	54,835	$1.6M	1.30%
23	DIMENSIONAL ETF TRUST	25434V401	22,154	$1.5M	1.22%
24	VANGUARD WELLINGTON FD	921935870	11,897	$1.2M	0.98%
25	VANGUARD INDEX FDS	922908751	5,006	$1.2M	0.97%
26	ISHARES TR	464287200	1,785	$1.1M	0.91%
27	VANGUARD INDEX FDS	922908363	1,684	$956,563	0.78%
28	MICROSOFT CORP	MSFT	1,756	$873,514	0.72%
29	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$728,800	0.60%
30	APPLE INC	AAPL	3,230	$662,679	0.54%
31	INVESCO EXCHANGE TRADED FD T	IVZ	3,587	$651,926	0.53%
32	DIMENSIONAL ETF TRUST	25434V559	11,712	$635,142	0.52%
33	VANGUARD TAX-MANAGED FDS	921943858	10,700	$610,007	0.50%
34	NVIDIA CORPORATION	NVDA	3,821	$603,703	0.49%
35	ISHARES TR	464287309	4,656	$512,626	0.42%
36	MICROSOFT CORP	MSFT	1,003	$498,843	0.41%
37	WELLS FARGO CO NEW	949746101	5,639	$451,797	0.37%
38	BERKSHIRE HATHAWAY INC DEL	BRK-A	926	$449,931	0.37%
39	APPLE INC	AAPL	2,149	$440,978	0.36%
40	DIMENSIONAL ETF TRUST	25434V740	13,697	$410,773	0.34%
41	ISHARES TR	464288877	6,415	$407,224	0.33%
42	TEXAS PACIFIC LAND CORPORATI	TPL	376	$397,553	0.33%
43	ISHARES TR	464287150	2,250	$303,840	0.25%
44	AMAZON COM INC	AMZN	1,342	$294,421	0.24%
45	VANGUARD INDEX FDS	922908553	3,091	$275,273	0.23%
46	META PLATFORMS INC	META	363	$267,979	0.22%
47	DIMENSIONAL ETF TRUST	25434V583	4,838	$263,623	0.22%
48	ELEVANCE HEALTH INC	ELV	663	$257,835	0.21%
49	WALMART INC	WMT	2,618	$255,988	0.21%
50	COSTCO WHSL CORP NEW	22160K105	257	$254,740	0.21%
51	VANGUARD SCOTTSDALE FDS	92206C706	4,204	$251,470	0.21%
52	AMAZON COM INC	AMZN	1,132	$248,349	0.20%
53	DIMENSIONAL ETF TRUST	25434V781	7,453	$245,278	0.20%
54	VANGUARD WORLD FD	921910709	3,475	$233,899	0.19%
55	EA SERIES TRUST	02072L607	5,644	$228,015	0.19%
56	ISHARES TR	464287689	634	$222,534	0.18%
57	CNX RES CORP	CNX	6,440	$216,899	0.18%
58	ISHARES TR	464287655	949	$204,785	0.17%
59	ALPHABET INC	GOOG	1,002	$176,532	0.14%
60	BERKSHIRE HATHAWAY INC DEL	BRK-A	294	$142,816	0.12%
61	ELI LILLY & CO	LLY	180	$140,500	0.12%
62	ORACLE CORP	ORCL-PD	629	$137,423	0.11%
63	NVIDIA CORPORATION	NVDA	709	$112,015	0.09%
64	ELI LILLY & CO	LLY	127	$99,087	0.08%
65	WALMART INC	WMT	963	$94,192	0.08%
66	ORACLE CORP	ORCL-PD	404	$88,362	0.07%
67	SIBANYE STILLWATER LTD	SBYSF	10,880	$78,554	0.06%
68	ALPHABET INC	GOOG	421	$74,242	0.06%
69	WELLS FARGO CO NEW	949746101	601	$48,152	0.04%
70	META PLATFORMS INC	META	50	$36,905	0.03%
71	COSTCO WHSL CORP NEW	22160K105	28	$27,718	0.02%
72	ELEVANCE HEALTH INC	ELV	41	$15,947	0.01%
73	CADENCE DESIGN SYSTEM INC	CDNS	39	$12,018	0.01%
74	TEXAS PACIFIC LAND CORPORATI	TPL	3	$3,169	0.00%
75	CNX RES CORP	CNX	39	$1,314	0.00%