SwitchPoint Financial Planning, LLC — Q2 2025 13F Holdings

Name: SwitchPoint Financial Planning, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002055526

Total reported value

$147.5M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	19.40%	-0.32%	-2.68%
2	DFIC	Dimensional International Co	ETF-Other	16.35%	+0.63%	+1.49%
3	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	5.64%	+0.24%	-8.51%
4	DFAT	Dimensional US Target Value	ETF-Other	4.09%	+0.07%	-0.09%
5	DFUV	Dimensional US Marketwide Va	ETF-Other	3.57%	-0.01%	-5.14%
6	DFSD	Dimensional Short Duration	ETF-Other	3.07%	+0.67%	+2.42%
7	DFAX	Dimensional World Ex US Core	ETF-Other	2.84%	+0.02%	—
8	CDNS	Cadence Design Sys INC	Stock-Tech	2.61%	-0.32%	+0.04%
9	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	2.58%	-0.04%	—
10	VTV	Vanguard Value ETF	ETF-Other	2.56%	-0.01%	+13.89%
11	DFAU	Dimensional US Core Equity M	ETF-Other	2.50%	-0.15%	+38.91%
12	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	2.33%	-0.51%	+0.87%
13	VUG	Vanguard Growth ETF	ETF-Other	2.22%	-0.27%	+24.89%
14	DFIV	Dimensional International Va	ETF-Other	2.13%	+0.07%	+1.23%
15	DFAI	Dimensional International Co	ETF-Other	1.98%	-0.02%	+78.96%
16	AVUS	Avantis U.s. Equity ETF	ETF-Other	1.58%	—	—
17	VXUS	Vanguard Total Intl Stock	ETF-Other	1.56%	-0.01%	—
18	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	1.46%	-0.02%	—
19	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.46%	—	-4.09%
20	DFCF	Dimensional Core Fixed INC	ETF-Other	1.38%	+0.22%	+3.90%
21	DFNM	Dimensional National Muni Bd	ETF-Other	1.33%	—	-10.95%
22	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	1.30%	+0.01%	+283.73%
23	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.22%	-0.08%	+2.76%
24	MSFT	Microsoft CORP	Stock-Tech	1.12%	-0.30%	+18.77%
25	VTES	Vanguard Sh Term Tax-ex Bond	ETF-Other	0.98%	+0.01%	-9.79%
26	VB	Vanguard Small-cap ETF	ETF-Other	0.97%	—	—
27	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.91%	-0.07%	+197.50%
28	AAPL	Apple INC	Stock-Tech	0.90%	-0.08%	+2.50%
29	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.78%	—	+0.78%
30	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.60%	-0.04%	—
31	NVDA	Nvidia CORP	Stock-Tech	0.59%	—	+12.80%
32	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.53%	—	—
33	DXUV	Dimensional US Vtor Eqty ETF	ETF-Other	0.52%	—	—
34	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.50%	+0.03%	+48.24%
35	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.49%	-0.03%	+27.75%
36	AMZN	Amazon.com INC	Stock-Consumer Disc	0.44%	-0.06%	+6.18%
37	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.42%	-0.04%	—
38	WFC	Wells Fargo & Co	Stock-Financials	0.41%	—	+0.71%
39	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	0.34%	+0.01%	—
40	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.33%	—	—
41	TPL	Texas Pacific Land CORP	Stock-Energy	0.33%	+0.14%	—
42	WMT	Walmart INC	Stock-Consumer Staples	0.29%	+0.02%	—
43	META	Meta Platforms Inc-class A	Stock-Comm Services	0.25%	-0.03%	+8.40%
44	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.25%	—	—
45	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.23%	+0.02%	+2.89%
46	VNQ	Vanguard Real Estate ETF	ETF-Other	0.23%	—	+0.72%
47	ELV	Elevance Health INC	Stock-Healthcare	0.22%	-0.03%	+1.29%
48	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	0.22%	—	—
49	VGIT	Vanguard Intermediate-term T	ETF-Other	0.21%	—	+0.69%
50	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.21%	-0.07%	—

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