ACTION POINT FINANCIAL PLANNING, LLC
69 holdingsFiling period: 2026-03-31Current AUM: $122.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | 149.0K | $12.0M | $13.7M | 11.17% | -- | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 273.5K | $10.6M | $12.2M | 9.91% | -- | 2026-03-31 |
| 3 | AVUS | AMERICAN CENTY ETF TR | 77.7K | $8.6M | $9.9M | 8.08% | -- | 2026-03-31 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 81.2K | $6.9M | $7.4M | 6.03% | -- | 2026-03-31 |
| 5 | DFGP | DIMENSIONAL ETF TRUST | 112.3K | $6.1M | $6.0M | 4.87% | -- | 2026-03-31 |
| 6 | VUG | VANGUARD INDEX FDS | 13.4K | $5.8M | $6.8M | 5.57% | -- | 2026-03-31 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 108.4K | $5.3M | $6.0M | 4.91% | -- | 2026-03-31 |
| 8 | AVEM | AMERICAN CENTY ETF TR | 56.7K | $4.6M | $5.1M | 4.13% | -- | 2026-03-31 |
| 9 | AVUV | AMERICAN CENTY ETF TR | 35.2K | $3.9M | $4.4M | 3.59% | -- | 2026-03-31 |
| 10 | VCRB | VANGUARD MALVERN FDS | 43.4K | $3.4M | $3.3M | 2.68% | -- | 2026-03-31 |
| 11 | IEFA | ISHARES TR | 35.1K | $3.2M | $3.4M | 2.80% | -- | 2026-03-31 |
| 12 | DFCF | DIMENSIONAL ETF TRUST | 75.1K | $3.2M | $3.1M | 2.53% | -- | 2026-03-31 |
| 13 | DISV | DIMENSIONAL ETF TRUST | 73.6K | $2.9M | $3.1M | 2.54% | -- | 2026-03-31 |
| 14 | IVV | ISHARES TR | 4.4K | $2.9M | $3.3M | 2.68% | -- | 2026-03-31 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | 54.8K | $2.1M | $2.3M | 1.88% | -- | 2026-03-31 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | 25.6K | $2.0M | $2.0M | 1.64% | -- | 2026-03-31 |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | 18.6K | $1.5M | $1.5M | 1.23% | -- | 2026-03-31 |
| 18 | DFIC | DIMENSIONAL ETF TRUST | 41.4K | $1.5M | $1.6M | 1.28% | -- | 2026-03-31 |
| 19 | IGSB | ISHARES TR | 27.0K | $1.4M | $1.4M | 1.14% | -- | 2026-03-31 |
| 20 | DFAT | DIMENSIONAL ETF TRUST | 21.4K | $1.3M | $1.5M | 1.23% | -- | 2026-03-31 |
| 21 | SUSB | ISHARES TR | 46.3K | $1.2M | $1.1M | 0.94% | -- | 2026-03-31 |
| 22 | DFEM | DIMENSIONAL ETF TRUST | 32.5K | $1.1M | $1.2M | 1.00% | -- | 2026-03-31 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 1.7K | $1.1M | $1.2M | 1.02% | -- | 2026-03-31 |
| 24 | DFAX | DIMENSIONAL ETF TRUST | 31.6K | $1.1M | $1.2M | 0.94% | -- | 2026-03-31 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | 28.0K | $948K | $1.1M | 0.86% | -- | 2026-03-31 |
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