Filed: 8/1/2025ACC: 0002055526-25-000003
📋 What this filing means
SWITCHPOINT FINANCIAL PLANNING, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $122.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$122.03M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
US CORE EQUITY 2$23.67M19.4%
INTL CORE EQUITY$19.95M16.3%
COM$9.41M7.7%
EMERGING MKTS CO$6.89M5.6%
US TARGETED VLU$4.99M4.1%
US MKTWIDE VALUE$4.36M3.6%
SHORT DURATION F$3.75M3.1%
Portfolio Concentration
Top 3$50.51M41.4%
4–10$26.02M21.3%
11–25$29.98M24.6%
Rest$15.52M12.7%
Top 3 weight
41.4%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole44
Shared0
Other15
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
DIMENSIONAL ETF TRUST
SOLEShares660.44K
TypeSH
Market value$23.67M
19.40%
Sole
0.00
Shared
0.00
None
660.44K
DIMENSIONAL ETF TRUST
SOLEShares641.66K
TypeSH
Market value$19.95M
16.35%
Sole
0.00
Shared
0.00
None
641.66K
DIMENSIONAL ETF TRUST
SOLEShares232K
TypeSH
Market value$6.89M
5.64%
Sole
0.00
Shared
0.00
None
232K
DIMENSIONAL ETF TRUST
SOLEShares92.51K
TypeSH
Market value$4.99M
4.09%
Sole
0.00
Shared
0.00
None
92.51K
DIMENSIONAL ETF TRUST
SOLEShares103.10K
TypeSH
Market value$4.36M
3.57%
Sole
0.00
Shared
0.00
None
103.10K
DIMENSIONAL ETF TRUST
SOLEShares78.05K
TypeSH
Market value$3.75M
3.07%
Sole
0.00
Shared
0.00
None
78.05K
DIMENSIONAL ETF TRUST
SOLEShares117.94K
TypeSH
Market value$3.46M
2.84%
Sole
0.00
Shared
0.00
None
117.94K
CADENCE DESIGN SYSTEM INC
DFNDShares10.35K
TypeSH
Market value$3.19M
2.61%
Sole
0.00
Shared
0.00
None
10.35K
VANGUARD INDEX FDS
SOLEShares10.35K
TypeSH
Market value$3.15M
2.58%
Sole
0.00
Shared
0.00
None
10.35K
VANGUARD INDEX FDS
SOLEShares17.67K
TypeSH
Market value$3.12M
2.56%
Sole
0.00
Shared
0.00
None
17.67K
DIMENSIONAL ETF TRUST
SOLEShares72.10K
TypeSH
Market value$3.05M
2.50%
Sole
0.00
Shared
0.00
None
72.10K
ISHARES TR
SOLEShares28.30K
TypeSH
Market value$2.85M
2.33%
Sole
0.00
Shared
0.00
None
28.30K
VANGUARD INDEX FDS
SOLEShares6.19K
TypeSH
Market value$2.71M
2.22%
Sole
0.00
Shared
0.00
None
6.19K
DIMENSIONAL ETF TRUST
SOLEShares60.78K
TypeSH
Market value$2.60M
2.13%
Sole
0.00
Shared
0.00
None
60.78K
DIMENSIONAL ETF TRUST
SOLEShares70K
TypeSH
Market value$2.42M
1.98%
Sole
0.00
Shared
0.00
None
70K
AMERICAN CENTY ETF TR
SOLEShares19.15K
TypeSH
Market value$1.93M
1.58%
Sole
0.00
Shared
0.00
None
19.15K
VANGUARD STAR FDS
SOLEShares27.59K
TypeSH
Market value$1.91M
1.56%
Sole
0.00
Shared
0.00
None
27.59K
DIMENSIONAL ETF TRUST
SOLEShares28K
TypeSH
Market value$1.78M
1.46%
Sole
0.00
Shared
0.00
None
28K
VANGUARD MUN BD FDS
SOLEShares36.22K
TypeSH
Market value$1.78M
1.46%
Sole
0.00
Shared
0.00
None
36.22K
DIMENSIONAL ETF TRUST
SOLEShares39.87K
TypeSH
Market value$1.68M
1.38%
Sole
0.00
Shared
0.00
None
39.87K
DIMENSIONAL ETF TRUST
SOLEShares34.13K
TypeSH
Market value$1.62M
1.33%
Sole
0.00
Shared
0.00
None
34.13K
DIMENSIONAL ETF TRUST
SOLEShares54.84K
TypeSH
Market value$1.59M
1.30%
Sole
0.00
Shared
0.00
None
54.84K
DIMENSIONAL ETF TRUST
SOLEShares22.15K
TypeSH
Market value$1.48M
1.22%
Sole
0.00
Shared
0.00
None
22.15K
MICROSOFT CORP
DFNDShares2.76K
TypeSH
Market value$1.37M
1.12%
Sole
0.00
Shared
0.00
None
2.76K
VANGUARD WELLINGTON FD
SOLEShares11.90K
TypeSH
Market value$1.20M
0.98%
Sole
0.00
Shared
0.00
None
11.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 660.44K | SH | $23.67M 19.40% | 0.00 | 0.00 | 660.44K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 641.66K | SH | $19.95M 16.35% | 0.00 | 0.00 | 641.66K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 232K | SH | $6.89M 5.64% | 0.00 | 0.00 | 232K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 92.51K | SH | $4.99M 4.09% | 0.00 | 0.00 | 92.51K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 103.10K | SH | $4.36M 3.57% | 0.00 | 0.00 | 103.10K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 78.05K | SH | $3.75M 3.07% | 0.00 | 0.00 | 78.05K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 117.94K | SH | $3.46M 2.84% | 0.00 | 0.00 | 117.94K |
CADENCE DESIGN SYSTEM INCDFND | COM | 10.35K | SH | $3.19M 2.61% | 0.00 | 0.00 | 10.35K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.35K | SH | $3.15M 2.58% | 0.00 | 0.00 | 10.35K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.67K | SH | $3.12M 2.56% | 0.00 | 0.00 | 17.67K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 72.10K | SH | $3.05M 2.50% | 0.00 | 0.00 | 72.10K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 28.30K | SH | $2.85M 2.33% | 0.00 | 0.00 | 28.30K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.19K | SH | $2.71M 2.22% | 0.00 | 0.00 | 6.19K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 60.78K | SH | $2.60M 2.13% | 0.00 | 0.00 | 60.78K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 70K | SH | $2.42M 1.98% | 0.00 | 0.00 | 70K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 19.15K | SH | $1.93M 1.58% | 0.00 | 0.00 | 19.15K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.59K | SH | $1.91M 1.56% | 0.00 | 0.00 | 27.59K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 28K | SH | $1.78M 1.46% | 0.00 | 0.00 | 28K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 36.22K | SH | $1.78M 1.46% | 0.00 | 0.00 | 36.22K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 39.87K | SH | $1.68M 1.38% | 0.00 | 0.00 | 39.87K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 34.13K | SH | $1.62M 1.33% | 0.00 | 0.00 | 34.13K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 54.84K | SH | $1.59M 1.30% | 0.00 | 0.00 | 54.84K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 22.15K | SH | $1.48M 1.22% | 0.00 | 0.00 | 22.15K |
MICROSOFT CORPDFND | COM | 2.76K | SH | $1.37M 1.12% | 0.00 | 0.00 | 2.76K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 11.90K | SH | $1.20M 0.98% | 0.00 | 0.00 | 11.90K |
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