SwitchPoint Financial Planning, LLC
72 holdingsFiling period: 2026-06-30Current AUM: $174.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 814.2K | $36.1M | $36.4M | 20.86% | +75.4K | 2026-06-30 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 765.8K | $28.5M | $29.5M | 16.89% | +62.8K | 2026-06-30 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 270.4K | $11.0M | $10.7M | 6.10% | +13.2K | 2026-06-30 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 92.4K | $6.5M | $6.5M | 3.71% | +129 | 2026-06-30 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 119.3K | $5.7M | $5.6M | 3.20% | +7.3K | 2026-06-30 |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 97.2K | $5.3M | $5.5M | 3.16% | +164 | 2026-06-30 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 117.9K | $4.3M | $4.4M | 2.53% | -- | 2026-06-30 |
| 8 | GOOG | ALPHABET INC | 11.9K | $4.2M | $4.1M | 2.33% | -167 | 2026-06-30 |
| 9 | CDNS | CADENCE DESIGN SYSTEM INC | 10.4K | $3.9M | $2.8M | 1.62% | +4 | 2026-06-30 |
| 10 | VTV | VANGUARD INDEX FDS | 17.7K | $3.9M | $3.9M | 2.25% | -10 | 2026-06-30 |
| 11 | DFAU | DIMENSIONAL ETF TRUST | 72.1K | $3.7M | $3.8M | 2.16% | -- | 2026-06-30 |
| 12 | VTI | VANGUARD INDEX FDS | 9.9K | $3.7M | $3.7M | 2.12% | +749 | 2026-06-30 |
| 13 | SGOV | ISHARES TR | 33.4K | $3.4M | $3.4M | 1.92% | +4.0K | 2026-06-30 |
| 14 | VUG | VANGUARD INDEX FDS | 36.0K | $3.1M | $3.1M | 1.80% | +30.0K | 2026-06-30 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | 73.8K | $3.0M | $3.1M | 1.79% | +4.3K | 2026-06-30 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | 54.9K | $3.0M | $3.2M | 1.83% | +534 | 2026-06-30 |
| 17 | VXUS | VANGUARD STAR FDS | 34.6K | $3.0M | $3.0M | 1.70% | +6.8K | 2026-06-30 |
| 18 | DFCF | DIMENSIONAL ETF TRUST | 56.0K | $2.4M | $2.3M | 1.31% | +3.2K | 2026-06-30 |
| 19 | DFAS | DIMENSIONAL ETF TRUST | 28.0K | $2.3M | $2.2M | 1.28% | -- | 2026-06-30 |
| 20 | AVUS | AMERICAN CENTY ETF TR | 17.5K | $2.2M | $2.2M | 1.29% | -480 | 2026-06-30 |
| 21 | DFAE | DIMENSIONAL ETF TRUST | 53.1K | $2.1M | $2.1M | 1.19% | -1,664 | 2026-06-30 |
| 22 | VTEB | VANGUARD MUN BD FDS | 38.6K | $2.0M | $1.9M | 1.07% | +1.7K | 2026-06-30 |
| 23 | DFNM | DIMENSIONAL ETF TRUST | 36.6K | $1.8M | $1.7M | 0.98% | -4,338 | 2026-06-30 |
| 24 | DFUS | DIMENSIONAL ETF TRUST | 21.5K | $1.8M | $1.8M | 1.01% | -- | 2026-06-30 |
| 25 | AAPL | APPLE INC | 5.4K | $1.5M | $1.8M | 1.02% | -4 | 2026-06-30 |
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