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CIK: 0002055526
Total reported value
$173.2M
$173.2M
51 檔
32.3%
As reported in its official Q1 2025 Form 13F filing, SwitchPoint Financial Planning, LLC's tracked investment portfolio stood at $173.2M with 51 total positions.
During Q1 2025, SwitchPoint Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.24% | +1.38% | -2.84% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.65% | -0.46% | +1.10% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.36% | +0.31% | +0.73% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 4.52% | -0.18% | +0.13% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.25% | -0.10% | +0.19% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 3.44% | -0.35% | -0.80% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.93% | -0.21% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.70% | +0.12% | +18.77% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.68% | -0.06% | +66.04% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.54% | -0.13% | — | |
| 11 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.49% | +0.29% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.24% | -0.24% | +0.25% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.89% | -0.06% | — | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.78% | -0.12% | +0.02% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.74% | +0.01% | — | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.73% | -0.31% | -11.38% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.63% | +0.26% | — | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.59% | -0.02% | — | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.53% | -0.15% | +52.32% | |
| 20 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.42% | — | — | |
| 21 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.26% | -0.13% | -1.13% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.24% | -0.02% | -15.26% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 1.16% | -0.07% | -1.38% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.03% | +13.91% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | -0.02% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.05% | -10.55% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.03% | — | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.03% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.04% | -50.77% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | — | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.04% | -20.80% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.06% | +6.08% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | — | |
| 34 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.35% | +0.01% | — | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.35% | -0.03% | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.03% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.02% | — | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.29% | +0.01% | +0.72% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.26% | -0.01% | +22.37% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.04% | +1.84% | |
| 41 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.25% | +0.10% | — | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.24% | -0.02% | +0.63% | |
| 43 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.23% | -0.02% | — | |
| 44 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 0.21% | — | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.03% | +5.83% | |
| 46 | DISV | Dimensional International Sm | ETF-Other | 0.21% | -0.03% | — | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.20% | — | — | |
| 48 | CNX | Cnx Resources CORP | Stock-Energy | 0.19% | -0.04% | +0.08% | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.19% | — | -47.40% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.19% | — | — |
According to official SEC Form 13F filings, SwitchPoint Financial Planning, LLC reported a total U.S. public equity portfolio value of $173.2M across 51 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 32.3% of total reported equity market value during Q1 2025.
During Q1 2025, SwitchPoint Financial Planning, LLC's top holdings by market value included DFAC (21.2%)、DFIC (16.6%)、DFEM (6.4%). The largest single position, DFAC, represented 21.2% of total portfolio value.
In Q1 2025, SwitchPoint Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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