The Analysis of SwitchPoint Financial Planning, LLC's Holdings

Currently, SwitchPoint Financial Planning, LLC holds 61 types of securities in its portfolio with a total value $138.1M. In the most recent quarter, they have increased their positions in GOOG (+12.1K shares, valued at $2.9M), DFAC (+42.6K shares, valued at $1.6M), DFIC (+36.3K shares, valued at $1.2M); decreased their positions in AVUS (-1.2K shares, valued at $127.1K), VUG (-194 shares, valued at $93.0K), DFAI (-220 shares, valued at $8.0K); initiated new positions in GOOG (+12.1K shares, valued at $2.9M), JNJ (+1.1K shares, valued at $200.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST703.0K shares6.45%2025-09-302025-11-13

DFIC DIMENSIONAL ETF TRUST678.0K shares5.66%2025-09-302025-11-13

DFEM DIMENSIONAL ETF TRUST246.5K shares6.26%2025-09-302025-11-13

DFAT DIMENSIONAL ETF TRUST92.7K shares0.20%2025-09-302025-11-13

DFUV DIMENSIONAL ETF TRUST103.3K shares0.21%2025-09-302025-11-13

DFSD DIMENSIONAL ETF TRUST83.1K shares6.53%2025-09-302025-11-13

DFAX DIMENSIONAL ETF TRUST117.9K shares0.00%2025-09-302025-11-13

CDNS CADENCE DESIGN SYSTEM INC10.3K shares0.03%2025-09-302025-11-13

Sponsored

SGOV ISHARES TR34.3K shares21.16%2025-09-302025-11-13

VTI VANGUARD INDEX FDS10.4K shares0.05%2025-09-302025-11-13

DFAU DIMENSIONAL ETF TRUST72.1K shares0.00%2025-09-302025-11-13

VTV VANGUARD INDEX FDS17.7K shares0.00%2025-09-302025-11-13

GOOG ALPHABET INC12.1K sharesnew addition2025-09-302025-11-13

VUG VANGUARD INDEX FDS6.0K shares-3.14%2025-09-302025-11-13

DFIV DIMENSIONAL ETF TRUST61.0K shares0.31%2025-09-302025-11-13

DFAI DIMENSIONAL ETF TRUST69.8K shares-0.31%2025-09-302025-11-13

Sponsored

VXUS VANGUARD STAR FDS27.6K shares0.00%2025-09-302025-11-13

AVUS AMERICAN CENTY ETF TR18.0K shares-6.11%2025-09-302025-11-13

DFAS DIMENSIONAL ETF TRUST28.0K shares0.00%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS36.5K shares0.90%2025-09-302025-11-13

DFNM DIMENSIONAL ETF TRUST36.8K shares7.75%2025-09-302025-11-13

DFAE DIMENSIONAL ETF TRUST54.8K shares-0.13%2025-09-302025-11-13

DFCF DIMENSIONAL ETF TRUST40.3K shares1.11%2025-09-302025-11-13

DFUS DIMENSIONAL ETF TRUST22.2K shares0.00%2025-09-302025-11-13

Sponsored

MSFT MICROSOFT CORP2.8K shares3.26%2025-09-302025-11-13

AAPL APPLE INC5.6K shares3.87%2025-09-302025-11-13

VB VANGUARD INDEX FDS5.0K shares0.00%2025-09-302025-11-13

VTES VANGUARD WELLINGTON FD12.0K shares0.45%2025-09-302025-11-13

IVV ISHARES TR1.8K shares0.00%2025-09-302025-11-13

VOO VANGUARD INDEX FDS1.7K shares-0.77%2025-09-302025-11-13

NVDA NVIDIA CORPORATION4.9K shares7.79%2025-09-302025-11-13

DXUV DIMENSIONAL ETF TRUST15.0K shares27.98%2025-09-302025-11-13

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13

GOOGL ALPHABET INC2.8K shares97.61%2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS10.6K shares-1.12%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares2.79%2025-09-302025-11-13

AMZN AMAZON COM INC2.6K shares4.32%2025-09-302025-11-13

IVW ISHARES TR4.7K shares0.00%2025-09-302025-11-13

WFC WELLS FARGO CO NEW6.3K shares0.66%2025-09-302025-11-13

Sponsored

DFEV DIMENSIONAL ETF TRUST13.7K shares0.00%2025-09-302025-11-13

EFV ISHARES TR6.4K shares0.00%2025-09-302025-11-13

WMT WALMART INC3.6K shares1.45%2025-09-302025-11-13

TPL TEXAS PACIFIC LAND CORPORATI380 shares0.26%2025-09-302025-11-13

META META PLATFORMS INC452 shares9.44%2025-09-302025-11-13

ITOT ISHARES TR2.3K shares0.00%2025-09-302025-11-13

ORCL ORACLE CORP1.1K shares5.91%2025-09-302025-11-13

VNQ VANGUARD INDEX FDS3.1K shares0.68%2025-09-302025-11-13

Sponsored

DFGP DIMENSIONAL ETF TRUST4.8K shares0.00%2025-09-302025-11-13

DISV DIMENSIONAL ETF TRUST7.5K shares0.00%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW283 shares-0.70%2025-09-302025-11-13

FRDM EA SERIES TRUST5.8K shares3.35%2025-09-302025-11-13

VGIT VANGUARD SCOTTSDALE FDS4.2K shares0.98%2025-09-302025-11-13

IWV ISHARES TR634 shares0.00%2025-09-302025-11-13

LLY ELI LILLY & CO314 shares2.28%2025-09-302025-11-13

EDV VANGUARD WORLD FD3.5K shares0.00%2025-09-302025-11-13

Sponsored

IWM ISHARES TR964 shares1.58%2025-09-302025-11-13

ELV ELEVANCE HEALTH INC FORMERLY702 shares-0.28%2025-09-302025-11-13

CNX CNX RES CORP6.5K shares-0.09%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-11-13

SBSW SIBANYE STILLWATER LTD10.9K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available