SwitchPoint Financial Planning, LLC
data from 30/09/2025
Capitalization
$ 138.077 M
13.15 %
Performance
$ 15.706 M
13.86 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | DFAC | DIMENSIONAL ETF TRUST | 19.64% | 27.115 M $ | 703019 | 2024/12/31 | 1.803 M $ | 7.62 % |
| 2025/09/30 | DFIC | DIMENSIONAL ETF TRUST | 16.10% | 22.231 M $ | 677976 | 2024/12/31 | 1.091 M $ | 5.47 % |
| 2025/09/30 | DFEM | DIMENSIONAL ETF TRUST | 5.73% | 7.906 M $ | 246517 | 2024/12/31 | 554.489 K $ | 8.05 % |
| 2025/09/30 | DFAT | DIMENSIONAL ETF TRUST | 3.91% | 5.396 M $ | 92697 | 2024/12/31 | 393.167 K $ | 7.88 % |
| 2025/09/30 | DFUV | DIMENSIONAL ETF TRUST | 3.34% | 4.617 M $ | 103319 | 2024/12/31 | 248.470 K $ | 5.70 % |
| 2025/09/30 | DFSD | DIMENSIONAL ETF TRUST | 2.90% | 4.007 M $ | 83142 | 2024/12/31 | 14.048 K $ | 0.37 % |
| 2025/09/30 | DFAX | DIMENSIONAL ETF TRUST | 2.68% | 3.701 M $ | 117940 | 2024/12/31 | 237.059 K $ | 6.84 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 2.63% | 3.635 M $ | 10349 | 2024/12/31 | 446.016 K $ | 13.99 % |
| 2025/09/30 | SGOV | ISHARES TR | 2.50% | 3.452 M $ | 34282 | 2024/12/31 | 282.000 $ | 0.01 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 2.46% | 3.399 M $ | 10356 | 2024/12/31 | 250.908 K $ | 7.98 % |
| 2025/09/30 | DFAU | DIMENSIONAL ETF TRUST | 2.39% | 3.299 M $ | 72101 | 2024/12/31 | 245.143 K $ | 8.03 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 2.39% | 3.296 M $ | 17673 | 2024/12/31 | 172.311 K $ | 5.52 % |
| 2025/09/30 | GOOG | ALPHABET INC | 2.13% | 2.947 M $ | 12101 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 2.08% | 2.874 M $ | 5993 | 2024/12/31 | 254.966 K $ | 9.40 % |
| 2025/09/30 | DFIV | DIMENSIONAL ETF TRUST | 2.04% | 2.812 M $ | 60971 | 2024/12/31 | 199.972 K $ | 7.68 % |
| 2025/09/30 | DFAI | DIMENSIONAL ETF TRUST | 1.84% | 2.537 M $ | 69784 | 2024/12/31 | 124.607 K $ | 5.15 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 1.47% | 2.027 M $ | 27588 | 2024/12/31 | 120.559 K $ | 6.33 % |
| 2025/09/30 | AVUS | AMERICAN CENTY ETF TR | 1.42% | 1.954 M $ | 17977 | 2025/06/30 | 150.870 K $ | 7.82 % |
| 2025/09/30 | DFAS | DIMENSIONAL ETF TRUST | 1.39% | 1.917 M $ | 28004 | 2024/12/31 | 133.018 K $ | 7.46 % |
| 2025/09/30 | VTEB | VANGUARD MUN BD FDS | 1.33% | 1.830 M $ | 36546 | 2024/12/31 | 37.669 K $ | 2.12 % |
| 2025/09/30 | DFNM | DIMENSIONAL ETF TRUST | 1.28% | 1.764 M $ | 36771 | 2024/12/31 | 18.768 K $ | 1.16 % |
| 2025/09/30 | DFAE | DIMENSIONAL ETF TRUST | 1.25% | 1.727 M $ | 54761 | 2024/12/31 | 141.474 K $ | 8.91 % |
| 2025/09/30 | DFCF | DIMENSIONAL ETF TRUST | 1.25% | 1.724 M $ | 40313 | 2024/12/31 | 19.935 K $ | 1.18 % |
| 2025/09/30 | DFUS | DIMENSIONAL ETF TRUST | 1.16% | 1.605 M $ | 22154 | 2024/12/31 | 120.074 K $ | 8.09 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 1.07% | 1.476 M $ | 2849 | 2024/12/31 | 56.669 K $ | 4.13 % |
| 2025/09/30 | AAPL | APPLE INC | 1.03% | 1.423 M $ | 5587 | 2024/12/31 | 266.045 K $ | 24.11 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 0.92% | 1.273 M $ | 5006 | 2024/12/31 | 86.603 K $ | 7.30 % |
| 2025/09/30 | VTES | VANGUARD WELLINGTON FD | 0.88% | 1.218 M $ | 11951 | 2024/12/31 | 11.897 K $ | 0.99 % |
| 2025/09/30 | IVV | ISHARES TR | 0.87% | 1.195 M $ | 1785 | 2024/12/31 | 86.393 K $ | 7.80 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.74% | 1.023 M $ | 1671 | 2024/12/31 | 74.685 K $ | 7.81 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.66% | 911.098 K $ | 4883 | 2024/12/31 | 129.512 K $ | 18.10 % |
| 2025/09/30 | DXUV | DIMENSIONAL ETF TRUST | 0.63% | 875.970 K $ | 14989 | 2025/06/30 | 49.307 K $ | 7.76 % |
| 2025/09/30 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.55% | 754.200 K $ | 1 | 2025/06/30 | 25.400 K $ | 3.49 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.50% | 683.594 K $ | 2812 | 2025/06/30 | 95.156 K $ | 37.94 % |
| 2025/09/30 | RSP | INVESCO EXCHANGE TRADED FD T | 0.49% | 680.479 K $ | 3587 | 2024/12/31 | 28.552 K $ | 4.38 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.46% | 633.954 K $ | 10580 | 2024/12/31 | 31.137 K $ | 5.10 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.46% | 630.548 K $ | 1254 | 2024/12/31 | 20.703 K $ | 3.49 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.41% | 566.710 K $ | 2581 | 2024/12/31 | 445.000 $ | 0.08 % |
| 2025/09/30 | IVW | ISHARES TR | 0.41% | 562.072 K $ | 4656 | 2024/12/31 | 49.446 K $ | 9.65 % |
| 2025/09/30 | WFC | WELLS FARGO CO NEW | 0.38% | 526.473 K $ | 6281 | 2025/03/31 | 23.087 K $ | 4.62 % |
| 2025/09/30 | DFEV | DIMENSIONAL ETF TRUST | 0.32% | 436.797 K $ | 13697 | 2024/12/31 | 26.024 K $ | 6.34 % |
| 2025/09/30 | EFV | ISHARES TR | 0.32% | 435.129 K $ | 6415 | 2025/06/30 | 27.905 K $ | 6.85 % |
| 2025/09/30 | WMT | WALMART INC | 0.27% | 374.448 K $ | 3633 | 2025/06/30 | 18.907 K $ | 5.40 % |
| 2025/09/30 | TPL | TEXAS PACIFIC LAND CORPORATI | 0.26% | 355.093 K $ | 380 | 2025/06/30 | -46.522 K $ | -11.61 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.24% | 331.991 K $ | 452 | 2024/12/31 | -1.532 K $ | -0.50 % |
| 2025/09/30 | ITOT | ISHARES TR | 0.24% | 327.713 K $ | 2250 | 2025/06/30 | 23.872 K $ | 7.86 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.22% | 307.652 K $ | 1094 | 2025/06/30 | 64.676 K $ | 28.65 % |
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 0.21% | 284.503 K $ | 3112 | 2024/12/31 | 7.294 K $ | 2.65 % |
| 2025/09/30 | DFGP | DIMENSIONAL ETF TRUST | 0.19% | 268.848 K $ | 4838 | 2024/12/31 | 5.225 K $ | 1.98 % |
| 2025/09/30 | DISV | DIMENSIONAL ETF TRUST | 0.19% | 265.998 K $ | 7453 | 2025/03/31 | 20.719 K $ | 8.45 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.19% | 262.257 K $ | 283 | 2024/12/31 | -18.328 K $ | -6.49 % |
| 2025/09/30 | FRDM | EA SERIES TRUST | 0.19% | 258.470 K $ | 5833 | 2025/06/30 | 22.068 K $ | 9.68 % |
| 2025/09/30 | VGIT | VANGUARD SCOTTSDALE FDS | 0.18% | 254.830 K $ | 4245 | 2024/12/31 | 924.000 $ | 0.37 % |
| 2025/09/30 | IWV | ISHARES TR | 0.17% | 240.248 K $ | 634 | 2024/12/31 | 17.713 K $ | 7.96 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.17% | 239.848 K $ | 314 | 2025/06/30 | -5.074 K $ | -2.12 % |
| 2025/09/30 | EDV | VANGUARD WORLD FD | 0.17% | 237.897 K $ | 3475 | 2025/03/31 | 3.996 K $ | 1.71 % |
| 2025/09/30 | IWM | ISHARES TR | 0.17% | 233.249 K $ | 964 | 2025/06/30 | 24.835 K $ | 12.13 % |
| 2025/09/30 | ELV | ELEVANCE HEALTH INC FORMERLY | 0.16% | 226.951 K $ | 702 | 2024/12/31 | -46.351 K $ | -16.93 % |
| 2025/09/30 | CNX | CNX RES CORP | 0.15% | 207.912 K $ | 6473 | 2024/12/31 | -10.107 K $ | -4.63 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.15% | 200.737 K $ | 1083 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SBSW | SIBANYE STILLWATER LTD | 0.09% | 122.291 K $ | 10880 | 2025/06/30 | 43.737 K $ | 55.68 % |