Filed: 2/12/2025ACC: 0002055526-25-000001
📋 What this filing means
SWITCHPOINT FINANCIAL PLANNING, LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $104.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$104.45M
Total AUM (reported)
2.52M
Total Shares
Allocation by class
US CORE EQUITY 2$24.16M23.1%
INTL CORE EQUITY$16.16M15.5%
COM$7.25M6.9%
EMERGING MKTS CO$6.59M6.3%
US TARGETED VLU$5.15M4.9%
US MKTWIDE VALUE$4.44M4.3%
SHORT DURATION F$3.60M3.4%
Portfolio Concentration
Top 3$46.92M44.9%
4–10$24.38M23.3%
11–25$23.97M22.9%
Rest$9.18M8.8%
Top 3 weight
44.9%
Top 10 weight
68.3%
Voting Authority Distribution
Total shares with voting rights: 2.52M
Sole
Full voting authority
2.52M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
DIMENSIONAL ETF TRUST
SOLEShares698.48K
TypeSH
Market value$24.16M
23.13%
Sole
698.48K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares625.36K
TypeSH
Market value$16.16M
15.47%
Sole
625.36K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares251.75K
TypeSH
Market value$6.59M
6.31%
Sole
251.75K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares92.47K
TypeSH
Market value$5.15M
4.93%
Sole
92.47K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares108.49K
TypeSH
Market value$4.44M
4.25%
Sole
108.49K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares76.83K
TypeSH
Market value$3.60M
3.45%
Sole
76.83K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares10.34K
TypeSH
Market value$3.11M
2.98%
Sole
10.34K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares117.94K
TypeSH
Market value$2.93M
2.81%
Sole
117.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.52K
TypeSH
Market value$2.63M
2.52%
Sole
15.52K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.71K
TypeSH
Market value$2.53M
2.42%
Sole
8.71K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares59.89K
TypeSH
Market value$2.12M
2.03%
Sole
59.89K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares51.90K
TypeSH
Market value$2.10M
2.01%
Sole
51.90K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares43.24K
TypeSH
Market value$2.07M
1.98%
Sole
43.24K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.95K
TypeSH
Market value$2.03M
1.95%
Sole
4.95K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares37.76K
TypeSH
Market value$1.89M
1.81%
Sole
37.76K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares28K
TypeSH
Market value$1.82M
1.74%
Sole
28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.89K
TypeSH
Market value$1.69M
1.62%
Sole
16.89K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares27.59K
TypeSH
Market value$1.63M
1.56%
Sole
27.59K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares25.44K
TypeSH
Market value$1.62M
1.55%
Sole
25.44K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares13.34K
TypeSH
Market value$1.34M
1.28%
Sole
13.34K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.01K
TypeSH
Market value$1.20M
1.15%
Sole
5.01K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares39.66K
TypeSH
Market value$1.16M
1.11%
Sole
39.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.61K
TypeSH
Market value$1.15M
1.10%
Sole
4.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.60K
TypeSH
Market value$1.09M
1.05%
Sole
2.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares25.19K
TypeSH
Market value$1.04M
1.00%
Sole
25.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 698.48K | SH | $24.16M 23.13% | 698.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 625.36K | SH | $16.16M 15.47% | 625.36K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 251.75K | SH | $6.59M 6.31% | 251.75K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 92.47K | SH | $5.15M 4.93% | 92.47K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 108.49K | SH | $4.44M 4.25% | 108.49K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 76.83K | SH | $3.60M 3.45% | 76.83K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 10.34K | SH | $3.11M 2.98% | 10.34K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 117.94K | SH | $2.93M 2.81% | 117.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 15.52K | SH | $2.63M 2.52% | 15.52K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.71K | SH | $2.53M 2.42% | 8.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 59.89K | SH | $2.12M 2.03% | 59.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 51.90K | SH | $2.10M 2.01% | 51.90K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 43.24K | SH | $2.07M 1.98% | 43.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.95K | SH | $2.03M 1.95% | 4.95K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 37.76K | SH | $1.89M 1.81% | 37.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 28K | SH | $1.82M 1.74% | 28K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 16.89K | SH | $1.69M 1.62% | 16.89K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.59K | SH | $1.63M 1.56% | 27.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 25.44K | SH | $1.62M 1.55% | 25.44K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 13.34K | SH | $1.34M 1.28% | 13.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.01K | SH | $1.20M 1.15% | 5.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 39.66K | SH | $1.16M 1.11% | 39.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.61K | SH | $1.15M 1.10% | 4.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.60K | SH | $1.09M 1.05% | 2.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 25.19K | SH | $1.04M 1.00% | 25.19K | 0.00 | 0.00 |
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