Switchpoint Financial Planning, LLC Top Holdings and 13F Report (2025) About Switchpoint Financial Planning, LLCInvestment ActivitySwitchpoint Financial Planning, LLC has $105.42 million in total holdings as of March 31, 2025.Switchpoint Financial Planning, LLC owns shares of 51 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Switchpoint Financial Planning, LLC has purchased 50 new stocks and bought additional shares in 17 stocks.Switchpoint Financial Planning, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $22,387,892Dimensional International Core Equity 2 ETF $17,557,323Dimensional Emerging Markets Core Equity 2 ETF $6,709,688Dimensional U.S. Targeted Value ETF $4,767,838Dimensional US Marketwide Value ETF $4,479,098 Largest New Holdings this Quarter 25434V625 - DIMENSIONAL ETF TRUST $1,496,575 Holding949746101 - Wells Fargo & Company $444,811 Holding921910709 - Vanguard Extended Duration Treasury ETF $247,190 Holding25434V781 - Dimensional International Small Cap Value ETF $217,031 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 24,402 shares (about $1.50M)iShares 0-3 Month Treasury Bond ETF 11,157 shares (about $1.12M)Dimensional Core Fixed Income ETF 13,181 shares (about $554.39K)Vanguard Total Stock Market ETF 1,636 shares (about $449.65K)Wells Fargo & Company 6,196 shares (about $444.81K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 19,849 shares (about $654.82K)Berkshire Hathaway 985 shares (about $524.59K)Dimensional U.S. Equity ETF 3,882 shares (about $234.79K)Dimensional National Municipal Bond ETF 4,921 shares (about $234.09K)Airbnb 1,523 shares (about $181.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSwitchpoint Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$22,387,892$654,818 ▼-2.8%678,62721.2%ETFDFICDimensional International Core Equity 2 ETF$17,557,323$191,030 ▲1.1%632,24116.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,709,688$48,528 ▲0.7%253,5796.4%ETFDFATDimensional U.S. Targeted Value ETF$4,767,838$6,282 ▲0.1%92,5974.5%ETFDFUVDimensional US Marketwide Value ETF$4,479,098$8,283 ▲0.2%108,6904.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$3,621,394$29,320 ▼-0.8%76,2083.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,090,0280.0%117,9402.9%ETFVTIVanguard Total Stock Market ETF$2,844,953$449,652 ▲18.8%10,3512.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,823,962$1,123,162 ▲66.0%28,0522.7%ETFVTVVanguard Value ETF$2,680,6370.0%15,5182.5%ETFCDNSCadence Design Systems$2,630,2810.0%10,3422.5%Computer and TechnologyDFIVDimensional International Value ETF$2,363,241$5,865 ▲0.2%60,0422.2%ETFDFAUDimensional US Core Equity Market ETF$1,995,1510.0%51,9031.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,873,999$447 ▲0.0%37,7671.8%ETFVUGVanguard Growth ETF$1,837,0150.0%4,9541.7%ETFDFNMDimensional National Municipal Bond ETF$1,822,882$234,092 ▼-11.4%38,3201.7%ETFVXUSVanguard Total International Stock ETF$1,713,2130.0%27,5881.6%ETFDFASDimensional U.S. Small Cap ETF$1,673,2390.0%28,0041.6%ETFDFCFDimensional Core Fixed Income ETF$1,613,920$554,391 ▲52.3%38,3721.5%ETFDIMENSIONAL ETF TRUST$1,496,575$1,496,575 ▲New Holding24,4021.4%US CORE EQUITY 1VTESVanguard Short-Term Tax-Exempt Bond ETF$1,325,526$15,177 ▼-1.1%13,1881.3%ETFDFUSDimensional U.S. Equity ETF$1,303,843$234,786 ▼-15.3%21,5581.2%ETFDFAIDimensional International Core Equity Market ETF$1,221,624$17,052 ▼-1.4%39,1171.2%ETFAAPLApple$1,165,634$142,373 ▲13.9%5,2481.1%Computer and TechnologyVBVanguard Small-Cap ETF$1,110,0810.0%5,0061.1%ETFMSFTMicrosoft$872,138$102,869 ▼-10.6%2,3230.8%Computer and TechnologyVOOVanguard S&P 500 ETF$858,7440.0%1,6710.8%ETFRSPInvesco S&P 500 Equal Weight ETF$621,3990.0%3,5870.6%ETFBRK.BBerkshire Hathaway$508,614$524,591 ▼-50.8%9550.5%FinanceWFCWells Fargo & Company$444,811$444,811 ▲New Holding6,1960.4%FinanceAMZNAmazon.com$443,306$116,439 ▼-20.8%2,3300.4%Retail/WholesaleNVDANVIDIA$435,270$24,928 ▲6.1%4,0160.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$432,2160.0%4,6560.4%ETFDFEVDimensional Emerging Markets Value ETF$370,5040.0%13,6970.4%ETFDFAEDimensional Emerging Core Equity Market ETF$369,9680.0%14,2900.4%ETFVEAVanguard FTSE Developed Markets ETF$366,8910.0%7,2180.3%ETFIVViShares Core S&P 500 ETF$337,1400.0%6000.3%ETFELVElevance Health$302,245$2,174 ▲0.7%6950.3%MedicalVNQVanguard Real Estate ETF$277,910$50,801 ▲22.4%3,0690.3%ETFCOSTCostco Wholesale$262,292$4,735 ▲1.8%2770.2%Retail/WholesaleDIMENSIONAL ETF TRUST$258,4940.0%4,8380.2%GLOBAL CORE PLUSVGITVanguard Intermediate-Term Treasury Index ETF$247,984$1,544 ▲0.6%4,1750.2%ETFEDVVanguard Extended Duration Treasury ETF$247,190$247,190 ▲New Holding3,4760.2%ETFSPDNDirexion Daily S&P 500 Bear 1x Shares$224,3110.0%19,3540.2%ETFMETAMeta Platforms$219,634$12,106 ▲5.8%3810.2%Computer and TechnologyDISVDimensional International Small Cap Value ETF$217,031$217,031 ▲New Holding7,4530.2%ETFDFARDimensional US Real Estate ETF$205,8480.0%8,6600.2%ETFCNXCNX Resources$202,983$157 ▲0.1%6,4480.2%EnergyABNBAirbnb$201,887$181,937 ▼-47.4%1,6900.2%Consumer DiscretionaryIWViShares Russell 3000 ETF$201,3840.0%6340.2%ETFMANAGER DIRECTED PORTFOLIOS$185,1670.0%18,2610.2%VERT GLB SUST REVGTVanguard Information Technology ETF$0$316,172 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$271,731 ▼-100.0%00.0%ETFTTDTrade Desk$0$235,765 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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