SwitchPoint Financial Planning, LLC 13F Holdings
CIK 0002055526 · LEHI, UT
As of Sep 30, 2025, SwitchPoint Financial Planning, LLC reported 61 positions worth
CIK 0002055526 · LEHI, UT
As of Sep 30, 2025, SwitchPoint Financial Planning, LLC reported 61 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 703,019 | $27.1M | 19.64% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 677,976 | $22.2M | 16.10% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 246,517 | $7.9M | 5.73% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 92,697 | $5.4M | 3.91% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 103,319 | $4.6M | 3.34% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 83,142 | $4.0M | 2.90% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 117,940 | $3.7M | 2.68% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 10,349 | $3.6M | 2.63% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 34,282 | $3.5M | 2.50% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,356 | $3.4M | 2.46% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 72,101 | $3.3M | 2.39% |
| VANGUARD VALUE INDEX FUND | VTV | — | 17,673 | $3.3M | 2.39% |
| ALPHABET INC | GOOG | Equity | 12,101 | $2.9M | 2.13% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,993 | $2.9M | 2.08% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 60,971 | $2.8M | 2.04% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 69,784 | $2.5M | 1.84% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 27,588 | $2.0M | 1.47% |
| AVANTIS US EQUITY ETF | AVUS | — | 17,977 | $2.0M | 1.42% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 28,004 | .9M | 1.39% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 36,546 | .8M | 1.33% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 36,771 | .8M | 1.28% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 54,761 | .7M | 1.25% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 40,313 | .7M | 1.25% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 22,154 | .6M | 1.16% |
| MICROSOFT CORP | MSFT | Technology | 2,849 | .5M | 1.07% |