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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002055526

SwitchPoint Financial Planning, LLC

LEHI, UT · File #028-24924

Latest AUM
$142.8M
Positions
98
Top-10 Concentration
64.2%
Filings
5

Sector Allocation

Technology
5.0%$7.2M
Financials
0.8%$1.1M
Healthcare
0.6%$852,057
Energy
0.4%$564,606
Consumer Staples
0.3%$411,582
Utilities
0.2%$286,167

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708713,645$28.3M20.51%
2DIMENSIONAL ETF TRUST25434V799675,961$23.3M16.91%
3DIMENSIONAL ETF TRUST25434V732249,979$8.3M6.00%
4DIMENSIONAL ETF TRUST25434V60992,109$5.5M3.98%
5DIMENSIONAL ETF TRUST25434V72497,976$4.6M3.31%
6DIMENSIONAL ETF TRUST25434V86488,488$4.2M3.08%
7DIMENSIONAL ETF TRUST25434V880117,940$3.9M2.80%
8ISHARES TR46436E71835,656$3.6M2.60%
9ALPHABET INCGOOG11,174$3.5M2.54%
10VANGUARD INDEX FDS92290874417,673$3.4M2.45%
11DIMENSIONAL ETF TRUST25434V10472,101$3.4M2.45%
12CADENCE DESIGN SYSTEM INCCDNS10,308$3.2M2.34%
13VANGUARD INDEX FDS9229087365,987$2.9M2.12%
14VANGUARD INDEX FDS9229087698,683$2.9M2.11%
15DIMENSIONAL ETF TRUST25434V80753,777$2.7M1.95%
16DIMENSIONAL ETF TRUST25434V20369,460$2.6M1.92%
17VANGUARD STAR FDS92190976827,588$2.1M1.51%
18AMERICAN CENTY ETF TR02507288517,977$2.0M1.46%
19DIMENSIONAL ETF TRUST25434V50028,004$2.0M1.42%
20DIMENSIONAL ETF TRUST25434V84939,303$1.9M1.37%