Switchpoint Financial Planning, LLC Top Holdings and 13F Report (2025) About Switchpoint Financial Planning, LLCInvestment ActivitySwitchpoint Financial Planning, LLC has $104.45 million in total holdings as of December 31, 2024.Switchpoint Financial Planning, LLC owns shares of 50 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $24,160,291Dimensional International Core Equity 2 ETF $16,162,472Dimensional Emerging Markets Core Equity 2 ETF $6,593,210Dimensional U.S. Targeted Value ETF $5,147,183Dimensional US Marketwide Value ETF $4,439,382 Sector AllocationMap of 500 Largest Holdings ofSwitchpoint Financial Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$24,160,291698,47623.1%ETFDFICDimensional International Core Equity 2 ETF$16,162,472625,36215.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,593,210251,7456.3%ETFDFATDimensional U.S. Targeted Value ETF$5,147,18392,4754.9%ETFDFUVDimensional US Marketwide Value ETF$4,439,382108,4894.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$3,601,54976,8253.4%ETFCDNSCadence Design Systems$3,107,35710,3423.0%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$2,931,988117,9402.8%ETFVTVVanguard Value ETF$2,627,25415,5182.5%ETFVTIVanguard Total Stock Market ETF$2,525,6948,7152.4%ETFDFIVDimensional International Value ETF$2,124,99759,8932.0%ETFDFAUDimensional US Core Equity Market ETF$2,101,55251,9032.0%ETFDFNMDimensional National Municipal Bond ETF$2,065,62343,2412.0%ETFVUGVanguard Growth ETF$2,033,2894,9541.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,892,80937,7581.8%ETFDFASDimensional U.S. Small Cap ETF$1,822,50028,0041.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,694,93516,8951.6%ETFVXUSVanguard Total International Stock ETF$1,625,75927,5881.6%ETFDFUSDimensional U.S. Equity ETF$1,621,81625,4401.6%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,337,23513,3391.3%ETFVBVanguard Small-Cap ETF$1,202,8425,0061.2%ETFDFAIDimensional International Core Equity Market ETF$1,158,16039,6631.1%ETFAAPLApple$1,153,7414,6071.1%Computer and TechnologyMSFTMicrosoft$1,094,7402,5971.0%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$1,039,62525,1911.0%ETFVOOVanguard S&P 500 ETF$900,3521,6710.9%ETFBRK.BBerkshire Hathaway$879,3631,9400.8%FinanceAMZNAmazon.com$645,4452,9420.6%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$628,5743,5870.6%ETFNVDANVIDIA$508,4423,7860.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$472,7244,6560.5%ETFABNBAirbnb$422,2203,2130.4%Consumer DiscretionaryDFAEDimensional Emerging Core Equity Market ETF$362,53714,2900.3%ETFDFEVDimensional Emerging Markets Value ETF$358,99813,6970.3%ETFIVViShares Core S&P 500 ETF$353,2086000.3%ETFVEAVanguard FTSE Developed Markets ETF$345,1657,2180.3%ETFVGTVanguard Information Technology ETF$316,1725080.3%ETFVIGVanguard Dividend Appreciation ETF$271,7311,3880.3%ETFDIMENSIONAL ETF TRUST$255,5924,8380.2%GLOBAL CORE PLUSELVElevance Health$254,6396900.2%MedicalCOSTCostco Wholesale$249,5272720.2%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$240,6444,1490.2%ETFCNXCNX Resources$236,2656,4430.2%Oils/EnergyTTDTrade Desk$235,7652,0060.2%Computer and TechnologyVNQVanguard Real Estate ETF$223,4082,5080.2%ETFSPDNDirexion Daily S&P 500 Bear 1x Shares$213,08519,3540.2%ETFIWViShares Russell 3000 ETF$211,9156340.2%ETFMETAMeta Platforms$210,8253600.2%Computer and TechnologyDFARDimensional US Real Estate ETF$201,5188,6600.2%ETFMANAGER DIRECTED PORTFOLIOS$184,80118,2610.2%VERT GLB SUST REShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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