SwitchPoint Financial Planning, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST | 660,441 | 703,019 | +42,578 | 23,670,193 | 27,115,442 | 19.64% | +3,445,249 |
| ALPHABET INC(GOOG) | 0 | 12,101 | +12,101 | 0 | 2,947,199 | 2.13% | +2,947,199 |
| DIMENSIONAL ETF TRUST | 641,665 | 677,976 | +36,311 | 19,949,353 | 22,230,839 | 16.10% | +2,281,486 |
| DIMENSIONAL ETF TRUST | 232,004 | 246,517 | +14,513 | 6,885,874 | 7,905,792 | 5.73% | +1,019,918 |
| ISHARES TR | 28,295 | 34,282 | +5,987 | 2,849,004 | 3,452,178 | 2.50% | +603,174 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 10,346 | 10,349 | +3 | 3,188,120 | 3,635,189 | 2.63% | +447,069 |
| ALPHABET INC(GOOG) | 1,423 | 2,812 | +1,389 | 250,774 | 683,594 | 0.50% | +432,820 |
| DIMENSIONAL ETF TRUST | 92,510 | 92,697 | +187 | 4,991,834 | 5,395,879 | 3.91% | +404,045 |
| APPLE INC(AAPL) | 5,379 | 5,587 | +208 | 1,103,657 | 1,422,585 | 1.03% | +318,928 |
| DIMENSIONAL ETF TRUST | 78,049 | 83,142 | +5,093 | 3,747,155 | 4,006,624 | 2.90% | +259,469 |
| DIMENSIONAL ETF TRUST | 103,100 | 103,319 | +219 | 4,359,058 | 4,617,343 | 3.34% | +258,285 |
| VANGUARD INDEX FDS | 10,351 | 10,356 | +5 | 3,146,072 | 3,398,601 | 2.46% | +252,529 |
| DIMENSIONAL ETF TRUST | 72,101 | 72,101 | 0 | 3,054,198 | 3,299,342 | 2.39% | +245,144 |
| DIMENSIONAL ETF TRUST | 11,712 | 14,989 | +3,277 | 635,142 | 875,970 | 0.63% | +240,828 |
| DIMENSIONAL ETF TRUST | 117,940 | 117,940 | 0 | 3,463,898 | 3,700,957 | 2.68% | +237,059 |
| DIMENSIONAL ETF TRUST | 60,782 | 60,971 | +189 | 2,603,302 | 2,811,982 | 2.04% | +208,680 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,083 | +1,083 | 0 | 200,737 | 0.15% | +200,737 |
| NVIDIA CORPORATION(NVDA) | 4,530 | 4,883 | +353 | 715,718 | 911,098 | 0.66% | +195,380 |
| VANGUARD INDEX FDS | 17,673 | 17,673 | 0 | 3,123,585 | 3,295,900 | 2.39% | +172,315 |
| VANGUARD INDEX FDS | 6,187 | 5,993 | -194 | 2,712,348 | 2,874,267 | 2.08% | +161,919 |
| DIMENSIONAL ETF TRUST | 34,125 | 36,771 | +2,646 | 1,618,549 | 1,764,273 | 1.28% | +145,724 |
| DIMENSIONAL ETF TRUST | 54,835 | 54,761 | -74 | 1,587,473 | 1,726,614 | 1.25% | +139,141 |
| DIMENSIONAL ETF TRUST | 28,004 | 28,004 | 0 | 1,784,135 | 1,917,154 | 1.39% | +133,019 |
| VANGUARD STAR FDS | 27,588 | 27,588 | 0 | 1,906,053 | 2,026,612 | 1.47% | +120,559 |
| DIMENSIONAL ETF TRUST | 22,154 | 22,154 | 0 | 1,484,777 | 1,604,853 | 1.16% | +120,076 |
| DIMENSIONAL ETF TRUST | 70,004 | 69,784 | -220 | 2,420,038 | 2,536,648 | 1.84% | +116,610 |
| MICROSOFT CORP(MSFT) | 2,759 | 2,849 | +90 | 1,372,357 | 1,475,536 | 1.07% | +103,179 |
| VANGUARD INDEX FDS | 5,006 | 5,006 | 0 | 1,186,322 | 1,272,926 | 0.92% | +86,604 |
| ISHARES TR | 1,785 | 1,785 | 0 | 1,108,307 | 1,194,701 | 0.87% | +86,394 |
| ORACLE CORP(ORCL) | 1,033 | 1,094 | +61 | 225,785 | 307,652 | 0.22% | +81,867 |
| VANGUARD INDEX FDS | 1,684 | 1,671 | -13 | 956,563 | 1,023,287 | 0.74% | +66,724 |
| VANGUARD MUN BD FDS | 36,221 | 36,546 | +325 | 1,775,916 | 1,829,858 | 1.33% | +53,942 |
| ISHARES TR | 4,656 | 4,656 | 0 | 512,626 | 562,072 | 0.41% | +49,446 |
| SIBANYE STILLWATER LTD(SBSW) | 10,880 | 10,880 | 0 | 78,554 | 122,291 | 0.09% | +43,737 |
| DIMENSIONAL ETF TRUST | 39,870 | 40,313 | +443 | 1,684,901 | 1,723,804 | 1.25% | +38,903 |
| BERKSHIRE HATHAWAY INC DEL | 1,220 | 1,254 | +34 | 592,747 | 630,548 | 0.46% | +37,801 |
| EA SERIES TRUST | 5,644 | 5,833 | +189 | 228,015 | 258,470 | 0.19% | +30,455 |
| INVESCO EXCHANGE TRADED FD T | 3,587 | 3,587 | 0 | 651,926 | 680,479 | 0.49% | +28,553 |
| ISHARES TR | 949 | 964 | +15 | 204,785 | 233,249 | 0.17% | +28,464 |
| ISHARES TR | 6,415 | 6,415 | 0 | 407,224 | 435,129 | 0.32% | +27,905 |
| META PLATFORMS INC(META) | 413 | 452 | +39 | 304,884 | 331,991 | 0.24% | +27,107 |
| WELLS FARGO CO NEW(WFC) | 6,240 | 6,281 | +41 | 499,949 | 526,473 | 0.38% | +26,524 |
| DIMENSIONAL ETF TRUST | 13,697 | 13,697 | 0 | 410,773 | 436,797 | 0.32% | +26,024 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 1 | 0 | 728,800 | 754,200 | 0.55% | +25,400 |
| WALMART INC(WMT) | 3,581 | 3,633 | +52 | 350,180 | 374,448 | 0.27% | +24,268 |
| VANGUARD TAX-MANAGED FDS | 10,700 | 10,580 | -120 | 610,007 | 633,954 | 0.46% | +23,947 |
| AMAZON COM INC(AMZN) | 2,474 | 2,581 | +107 | 542,770 | 566,710 | 0.41% | +23,940 |
| ISHARES TR | 2,250 | 2,250 | 0 | 303,840 | 327,713 | 0.24% | +23,873 |
| AMERICAN CENTY ETF TR | 19,146 | 17,977 | -1,169 | 1,930,300 | 1,954,100 | 1.42% | +23,800 |
| DIMENSIONAL ETF TRUST | 7,453 | 7,453 | 0 | 245,278 | 265,998 | 0.19% | +20,720 |
| ISHARES TR | 634 | 634 | 0 | 222,534 | 240,248 | 0.17% | +17,714 |
| VANGUARD WELLINGTON FD | 11,897 | 11,951 | +54 | 1,200,764 | 1,218,106 | 0.88% | +17,342 |
| VANGUARD INDEX FDS | 3,091 | 3,112 | +21 | 275,273 | 284,503 | 0.21% | +9,230 |
| DIMENSIONAL ETF TRUST | 4,838 | 4,838 | 0 | 263,623 | 268,848 | 0.19% | +5,225 |
| VANGUARD WORLD FD | 3,475 | 3,475 | 0 | 233,899 | 237,897 | 0.17% | +3,998 |
| VANGUARD SCOTTSDALE FDS | 4,204 | 4,245 | +41 | 251,470 | 254,830 | 0.18% | +3,360 |
| ELI LILLY & CO(LLY) | 307 | 314 | +7 | 239,587 | 239,848 | 0.17% | +261 |
| CNX RES CORP(CNX) | 6,479 | 6,473 | -6 | 218,213 | 207,912 | 0.15% | -10,301 |
| COSTCO WHSL CORP NEW(COST) | 285 | 283 | -2 | 282,458 | 262,257 | 0.19% | -20,201 |
| TEXAS PACIFIC LAND CORPORATI(TPL) | 379 | 380 | +1 | 400,722 | 355,093 | 0.26% | -45,629 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 704 | 702 | -2 | 273,782 | 226,951 | 0.16% | -46,831 |