Filed: 4/29/2025ACC: 0002055526-25-000002
📋 What this filing means
SWITCHPOINT FINANCIAL PLANNING, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $105.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$105.42M
Total AUM (reported)
2.56M
Total Shares
Allocation by class
US CORE EQUITY 2$22.39M21.2%
INTL CORE EQUITY$17.56M16.7%
COM$6.76M6.4%
EMERGING MKTS CO$6.71M6.4%
US TARGETED VLU$4.77M4.5%
US MKTWIDE VALUE$4.48M4.2%
SHORT DURATION F$3.62M3.4%
Portfolio Concentration
Top 3$46.65M44.3%
4–10$24.31M23.1%
11–25$25.15M23.9%
Rest$9.32M8.8%
Top 3 weight
44.3%
Top 10 weight
67.3%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Sole
Full voting authority
2.56M
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)
Sole41
Shared0
Other10
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
DIMENSIONAL ETF TRUST
SOLEShares678.63K
TypeSH
Market value$22.39M
21.24%
Sole
678.63K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares632.24K
TypeSH
Market value$17.56M
16.65%
Sole
632.24K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares253.58K
TypeSH
Market value$6.71M
6.36%
Sole
253.58K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares92.60K
TypeSH
Market value$4.77M
4.52%
Sole
92.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares108.69K
TypeSH
Market value$4.48M
4.25%
Sole
108.69K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares76.21K
TypeSH
Market value$3.62M
3.44%
Sole
76.21K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares117.94K
TypeSH
Market value$3.09M
2.93%
Sole
117.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.35K
TypeSH
Market value$2.84M
2.70%
Sole
10.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.05K
TypeSH
Market value$2.82M
2.68%
Sole
28.05K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.52K
TypeSH
Market value$2.68M
2.54%
Sole
15.52K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares10.34K
TypeSH
Market value$2.63M
2.49%
Sole
10.34K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares60.04K
TypeSH
Market value$2.36M
2.24%
Sole
60.04K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares51.90K
TypeSH
Market value$2.00M
1.89%
Sole
51.90K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares37.77K
TypeSH
Market value$1.87M
1.78%
Sole
37.77K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.95K
TypeSH
Market value$1.84M
1.74%
Sole
4.95K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.32K
TypeSH
Market value$1.82M
1.73%
Sole
38.32K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares27.59K
TypeSH
Market value$1.71M
1.63%
Sole
27.59K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares28K
TypeSH
Market value$1.67M
1.59%
Sole
28K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.37K
TypeSH
Market value$1.61M
1.53%
Sole
38.37K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.40K
TypeSH
Market value$1.50M
1.42%
Sole
24.40K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares13.19K
TypeSH
Market value$1.33M
1.26%
Sole
13.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares21.56K
TypeSH
Market value$1.30M
1.24%
Sole
21.56K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares39.12K
TypeSH
Market value$1.22M
1.16%
Sole
39.12K
Shared
0.00
None
0.00
APPLE INC
DFNDShares5.25K
TypeSH
Market value$1.17M
1.11%
Sole
5.25K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.01K
TypeSH
Market value$1.11M
1.05%
Sole
5.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 678.63K | SH | $22.39M 21.24% | 678.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 632.24K | SH | $17.56M 16.65% | 632.24K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 253.58K | SH | $6.71M 6.36% | 253.58K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 92.60K | SH | $4.77M 4.52% | 92.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 108.69K | SH | $4.48M 4.25% | 108.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 76.21K | SH | $3.62M 3.44% | 76.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 117.94K | SH | $3.09M 2.93% | 117.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.35K | SH | $2.84M 2.70% | 10.35K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 28.05K | SH | $2.82M 2.68% | 28.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 15.52K | SH | $2.68M 2.54% | 15.52K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | COM | 10.34K | SH | $2.63M 2.49% | 10.34K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 60.04K | SH | $2.36M 2.24% | 60.04K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 51.90K | SH | $2.00M 1.89% | 51.90K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 37.77K | SH | $1.87M 1.78% | 37.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.95K | SH | $1.84M 1.74% | 4.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 38.32K | SH | $1.82M 1.73% | 38.32K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.59K | SH | $1.71M 1.63% | 27.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 28K | SH | $1.67M 1.59% | 28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 38.37K | SH | $1.61M 1.53% | 38.37K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 24.40K | SH | $1.50M 1.42% | 24.40K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 13.19K | SH | $1.33M 1.26% | 13.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 21.56K | SH | $1.30M 1.24% | 21.56K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 39.12K | SH | $1.22M 1.16% | 39.12K | 0.00 | 0.00 |
APPLE INCDFND | COM | 5.25K | SH | $1.17M 1.11% | 5.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.01K | SH | $1.11M 1.05% | 5.01K | 0.00 | 0.00 |
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