SF
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SwitchPoint Financial Planning, LLC13F | |
| SwitchPoint Financial Planning, LLC | |
| Last update 2025-04-29 | 51 Stocks (4 new) |
| Value $105.00 Mil | Turnover 5 % |
SwitchPoint Financial Planning... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 678,627 | 22,387.9 | -2.84% | 21.240 | -0.66% | 0.070 | +15.94% | +5.35% | 35,455.8 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 632,241 | 17,557.3 | +1.10% | 16.650 | +0.18% | 0.210 | +13.64% | +20.28% | 9,697.0 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 253,579 | 6,709.7 | +0.73% | 6.360 | +0.05% | 0.140 | +16.74% | +14.20% | 5,673.9 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 92,597 | 4,767.8 | +0.13% | 4.520 | +0.01% | 0.050 | +18.98% | +0.90% | 11,121.3 | ||
DFUV | Dimensional US Marketwide Value ETF | 108,690 | 4,479.1 | +0.19% | 4.250 | +0.01% | 0.040 | +11.46% | +4.90% | 11,743.4 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 76,208 | 3,621.4 | -0.80% | 3.440 | -0.03% | 0.080 | +1.29% | +2.24% | 4,850.5 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 117,940 | 3,090.0 | 0% | 2.930 | 0% | 0.040 | +15.23% | +18.66% | 8,880.0 | ||
VTI | Vanguard Total Stock Market ETF | 10,351 | 2,844.9 | +18.77% | 2.700 | +0.43% | 0.000 | +16.49% | +6.18% | 474,502.7 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 28,052 | 2,824.0 | +66.04% | 2.680 | +1.07% | 0.010 | +0.01% | +0.19% | 50,962.0 | ||
VTV | Vanguard Value ETF | 15,518 | 2,680.6 | 0% | 2.540 | 0% | 0.000 | +8.83% | +5.40% | 133,464.5 |
SwitchPoint Financial Planning, LLC's Historical Top Holdings Breakdowns
SwitchPoint Financial Planning, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DCOR | Dimensional US Core Equity 1 ETF | 2025-03-31 | New Buy New Buy | +1.42% | 60.24 ($64.43) 67.06 | $67.94 | 5.44% | New holding | 24,402 | 24,402 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +1.07% | 100.34 ($100.51) 100.68 | $100.51 | 0% | Add 66.04% | 28,052 | 11,157 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.66% | 32.42 ($34.71) 36.1 | $36.44 | 4.98% | Reduce -2.84% | 678,627 | -19,849 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Add Add | +0.53% | 40.79 ($41.67) 42.32 | $41.96 | 0.70% | Add 52.32% | 38,372 | 13,181 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.43% | 442.66 ($486.15) 534.52 | $476.31 | -2.02% | Reduce -50.77% | 955 | -985 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.43% | 271.18 ($290.53) 303.12 | $307.72 | 5.92% | Add 18.77% | 10,351 | 1,636 | |
WFC | Wells Fargo & Co | 2025-03-31 | New Buy New Buy | +0.42% | 66.78 ($75.08) 81.42 | $83.43 | 11.12% | New holding | 6,196 | 6,196 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Sold Out Sold Out | -0.30% | 542.38 ($602.71) 646.34 | $670.36 | 11.22% | Sold Out | 0 | -508 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Sold Out Sold Out | -0.26% | 190.34 ($198.85) 205.23 | $206.28 | 3.74% | Sold Out | 0 | -1,388 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Reduce Reduce | -0.24% | 59.61 ($63.9) 66.74 | $67.82 | 6.13% | Reduce -15.26% | 21,558 | -3,882 |
SwitchPoint Financial Planning, LLC Total Holding History ($B)
SwitchPoint Financial Planning, LLC's Asset Allocation
SwitchPoint Financial Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SwitchPoint Financial Planning, LLC's Hypothetical Growth since 2025-03-31
SwitchPoint Financial Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SwitchPoint Financial Planning, LLC's Holdings Heat Map
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SwitchPoint Financial Planning, LLC's Holdings Bubble Chart
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