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The Analysis of SwitchPoint Financial Planning, LLC's Holdings & P&L

Currently, SwitchPoint Financial Planning, LLC holds 64 types of securities in its portfolio with a total value $147.5M. In the most recent quarter, they have increased their positions in DFSD (+23.6K shares, valued at $1.1M), DFAC (+25.1K shares, valued at $976.1K), DFIC (+27.1K shares, valued at $962.9K); decreased their positions in SGOV (-6.3K shares, valued at $637.0K), MSFT (-155 shares, valued at $57.4K), DFUV (-891 shares, valued at $43.2K); initiated new positions in XOM (+5.0K shares, valued at $849.7K), ISHG (+7.8K shares, valued at $578.0K), CVX (+1.0K shares, valued at $214.6K).

1M P&L

+5.0M+3.36%

3M P&L

-8.8M-5.39%

HY P&L

+3.6M+2.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.4M

91.8%

2Software - Application2.9M

2.0%

3Consumer Electronics1.4M

1.0%

Top Industries by Stock Count

1N/A41 stocks

69.5%

2Oil & Gas Integrated2 stocks

3.4%

3Oil & Gas E&P2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST738.8K shares3.52%2026-03-312026-04-30

DFIC DIMENSIONAL ETF TRUST703.1K shares4.01%2026-03-312026-04-30

DFEM DIMENSIONAL ETF TRUST257.2K shares2.89%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST92.2K shares0.14%2026-03-312026-04-30

DFSD DIMENSIONAL ETF TRUST112.1K shares26.64%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST97.1K shares-0.91%2026-03-312026-04-30

DFAX DIMENSIONAL ETF TRUST117.9K shares0.00%2026-03-312026-04-30

VTV VANGUARD INDEX FDS17.7K shares0.06%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC12.1K shares0.00%2026-03-312026-04-30

DFAU DIMENSIONAL ETF TRUST72.1K shares0.00%2026-03-312026-04-30

SGOV ISHARES TR29.3K shares-17.75%2026-03-312026-04-30

VTI VANGUARD INDEX FDS9.2K shares5.69%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC10.3K shares-0.01%2026-03-312026-04-30

DFIV DIMENSIONAL ETF TRUST54.4K shares1.10%2026-03-312026-04-30

DFAI DIMENSIONAL ETF TRUST69.5K shares0.00%2026-03-312026-04-30

VUG VANGUARD INDEX FDS6.0K shares0.27%2026-03-312026-04-30

Sponsored

DFCF DIMENSIONAL ETF TRUST52.8K shares22.11%2026-03-312026-04-30

VXUS VANGUARD STAR FDS27.8K shares0.87%2026-03-312026-04-30

AVUS AMERICAN CENTY ETF TR18.0K shares0.00%2026-03-312026-04-30

DFAS DIMENSIONAL ETF TRUST28.0K shares0.00%2026-03-312026-04-30

DFNM DIMENSIONAL ETF TRUST40.9K shares4.14%2026-03-312026-04-30

DFAE DIMENSIONAL ETF TRUST54.8K shares0.00%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS36.9K shares0.61%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST21.5K shares0.00%2026-03-312026-04-30

Sponsored

AAPL APPLE INC5.4K shares2.11%2026-03-312026-04-30

VB VANGUARD INDEX FDS5.1K shares1.78%2026-03-312026-04-30

VTES VANGUARD WELLINGTON FD12.4K shares5.05%2026-03-312026-04-30

IVV ISHARES TR1.8K shares0.00%2026-03-312026-04-30

NVDA NVIDIA CORPORATION6.2K shares6.14%2026-03-312026-04-30

MSFT MICROSOFT CORP2.8K shares-5.18%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares3.47%2026-03-312026-04-30

DXUV DIMENSIONAL ETF TRUST15.8K shares0.37%2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP5.0K sharesnew addition2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.8K shares0.00%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS11.2K shares5.94%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares1.41%2026-03-312026-04-30

AMZN AMAZON COM INC2.8K shares-1.27%2026-03-312026-04-30

ISHG ISHARES TR7.8K sharesnew addition2026-03-312026-04-30

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI1.2K shares2.21%2026-03-312026-04-30

IVW ISHARES TR4.7K shares0.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS2.0K shares34.52%2026-03-312026-04-30

DFEV DIMENSIONAL ETF TRUST13.7K shares0.00%2026-03-312026-04-30

EFV ISHARES TR6.4K shares0.00%2026-03-312026-04-30

WMT WALMART INC3.7K shares0.43%2026-03-312026-04-30

FRDM EA SERIES TRUST6.3K shares-0.43%2026-03-312026-04-30

ITOT ISHARES TR2.3K shares0.00%2026-03-312026-04-30

Sponsored

LLY ELI LILLY & CO341 shares0.29%2026-03-312026-04-30

DISV DIMENSIONAL ETF TRUST7.5K shares0.00%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION287 shares2.14%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON1.1K shares2.23%2026-03-312026-04-30

META META PLATFORMS INC481 shares-0.41%2026-03-312026-04-30

DFGP DIMENSIONAL ETF TRUST4.8K shares0.00%2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS4.3K shares0.61%2026-03-312026-04-30

CNX CNX RES CORP6.5K shares0.14%2026-03-312026-04-30

Sponsored

VNQ VANGUARD INDEX FDS2.8K shares0.73%2026-03-312026-04-30

IWM ISHARES TR964 shares0.00%2026-03-312026-04-30

CWCO CONSOLIDATED WATER CO INC7.1K shares-12.33%2026-03-312026-04-30

IWV ISHARES TR634 shares0.00%2026-03-312026-04-30

EDV VANGUARD WORLD FD3.5K shares-0.03%2026-03-312026-04-30

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY733 shares0.96%2026-03-312026-04-30

SBSW SIBANYE STILLWATER LTD10.9K shares0.00%2026-03-312026-04-30

Sponsored

DFAC

DIMENSIONAL ETF TRUST

3.52%

Shares738.8K

Event2026-03-31

Filed2026-04-30

DFIC

DIMENSIONAL ETF TRUST

4.01%

Shares703.1K

Event2026-03-31

Filed2026-04-30

DFEM

DIMENSIONAL ETF TRUST

2.89%

Shares257.2K

Event2026-03-31

Filed2026-04-30

DFAT

DIMENSIONAL ETF TRUST

0.14%

Shares92.2K

Event2026-03-31

Filed2026-04-30

DFSD

DIMENSIONAL ETF TRUST

26.64%

Shares112.1K

Event2026-03-31

Filed2026-04-30

DFUV

DIMENSIONAL ETF TRUST

-0.91%

Shares97.1K

Event2026-03-31

Filed2026-04-30

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares117.9K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

0.06%

Shares17.7K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-30

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares72.1K

Event2026-03-31

Filed2026-04-30

SGOV

ISHARES TR

-17.75%

Shares29.3K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

5.69%

Shares9.2K

Event2026-03-31

Filed2026-04-30

CDNS

CADENCE DESIGN SYSTEM INC

-0.01%

Shares10.3K

Event2026-03-31

Filed2026-04-30

DFIV

DIMENSIONAL ETF TRUST

1.10%

Shares54.4K

Event2026-03-31

Filed2026-04-30

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares69.5K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

0.27%

Shares6.0K

Event2026-03-31

Filed2026-04-30

DFCF

DIMENSIONAL ETF TRUST

22.11%

Shares52.8K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

0.87%

Shares27.8K

Event2026-03-31

Filed2026-04-30

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-30

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-30

DFNM

DIMENSIONAL ETF TRUST

4.14%

Shares40.9K

Event2026-03-31

Filed2026-04-30

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares54.8K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD MUN BD FDS

0.61%

Shares36.9K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares21.5K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

2.11%

Shares5.4K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

1.78%

Shares5.1K

Event2026-03-31

Filed2026-04-30

VTES

VANGUARD WELLINGTON FD

5.05%

Shares12.4K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

6.14%

Shares6.2K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-5.18%

Shares2.8K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

3.47%

Shares1.6K

Event2026-03-31

Filed2026-04-30

DXUV

DIMENSIONAL ETF TRUST

0.37%

Shares15.8K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

New

Shares5.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

5.94%

Shares11.2K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

1.41%

Shares1.3K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-1.27%

Shares2.8K

Event2026-03-31

Filed2026-04-30

ISHG

ISHARES TR

New

Shares7.8K

Event2026-03-31

Filed2026-04-30

TPL

TEXAS PACIFIC LAND CORPORATI

2.21%

Shares1.2K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

34.52%

Shares2.0K

Event2026-03-31

Filed2026-04-30

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

0.43%

Shares3.7K

Event2026-03-31

Filed2026-04-30

FRDM

EA SERIES TRUST

-0.43%

Shares6.3K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

0.29%

Shares341

Event2026-03-31

Filed2026-04-30

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

2.14%

Shares287

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

2.23%

Shares1.1K

Event2026-03-31

Filed2026-04-30