SwitchPoint Financial Planning, LLC
65 holdingsFiling period: 2026-03-31Current AUM: $163.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 738.8K | $28.7M | $32.9M | 20.08% | +25.1K | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 703.1K | $25.0M | $26.8M | 16.36% | +27.1K | 2026-03-31 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 257.2K | $8.9M | $9.7M | 5.92% | +7.2K | 2026-03-31 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 92.2K | $5.8M | $6.5M | 3.99% | +130 | 2026-03-31 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 112.1K | $5.4M | $5.3M | 3.24% | +23.6K | 2026-03-31 |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 97.1K | $4.7M | $5.4M | 3.30% | -891 | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 117.9K | $4.0M | $4.3M | 2.63% | -- | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 17.7K | $3.5M | $3.9M | 2.38% | +10 | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 12.1K | $3.5M | $4.3M | 2.63% | -- | 2026-03-31 |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 72.1K | $3.3M | $3.7M | 2.28% | -- | 2026-03-31 |
| 11 | SGOV | ISHARES TR | 29.3K | $3.0M | $3.0M | 1.80% | -6,328 | 2026-03-31 |
| 12 | VTI | VANGUARD INDEX FDS | 9.2K | $2.9M | $3.4M | 2.06% | +494 | 2026-03-31 |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | 10.3K | $2.9M | $3.5M | 2.15% | -1 | 2026-03-31 |
| 14 | DFIV | DIMENSIONAL ETF TRUST | 54.4K | $2.9M | $3.1M | 1.90% | +592 | 2026-03-31 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | 69.5K | $2.7M | $2.9M | 1.79% | -- | 2026-03-31 |
| 16 | VUG | VANGUARD INDEX FDS | 6.0K | $2.6M | $3.1M | 1.87% | +16 | 2026-03-31 |
| 17 | DFCF | DIMENSIONAL ETF TRUST | 52.8K | $2.2M | $2.2M | 1.34% | +9.6K | 2026-03-31 |
| 18 | VXUS | VANGUARD STAR FDS | 27.8K | $2.1M | $2.4M | 1.44% | +239 | 2026-03-31 |
| 19 | AVUS | AMERICAN CENTY ETF TR | 18.0K | $2.0M | $2.3M | 1.40% | -- | 2026-03-31 |
| 20 | DFAS | DIMENSIONAL ETF TRUST | 28.0K | $2.0M | $2.3M | 1.39% | -- | 2026-03-31 |
| 21 | DFNM | DIMENSIONAL ETF TRUST | 40.9K | $2.0M | $1.9M | 1.19% | +1.6K | 2026-03-31 |
| 22 | DFAE | DIMENSIONAL ETF TRUST | 54.8K | $1.9M | $2.1M | 1.26% | -- | 2026-03-31 |
| 23 | VTEB | VANGUARD MUN BD FDS | 36.9K | $1.8M | $1.8M | 1.12% | +223 | 2026-03-31 |
| 24 | DFUS | DIMENSIONAL ETF TRUST | 21.5K | $1.5M | $1.8M | 1.07% | -- | 2026-03-31 |
| 25 | AAPL | APPLE INC | 5.4K | $1.4M | $1.7M | 1.01% | +111 | 2026-03-31 |
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