The Analysis of SwitchPoint Financial Planning, LLC's Holdings
Currently, SwitchPoint Financial Planning, LLC holds 62 types of securities in its portfolio with a total value $142.8M. In the most recent quarter, they have increased their positions in IBM (+1.5K shares, valued at $450.4K), DFAC (+10.6K shares, valued at $420.7K), CWCO (+8.1K shares, valued at $286.2K); decreased their positions in VTI (-1.7K shares, valued at $560.9K), DFIV (-7.2K shares, valued at $359.0K), DFUV (-5.3K shares, valued at $248.9K); initiated new positions in IBM (+1.5K shares, valued at $450.4K), CWCO (+8.1K shares, valued at $286.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST713.6K shares1.51%2025-12-312026-02-17
DFIC DIMENSIONAL ETF TRUST676.0K shares-0.30%2025-12-312026-02-17 DFEM DIMENSIONAL ETF TRUST250.0K shares1.40%2025-12-312026-02-17 DFAT DIMENSIONAL ETF TRUST92.1K shares-0.63%2025-12-312026-02-17 DFUV DIMENSIONAL ETF TRUST98.0K shares-5.17%2025-12-312026-02-17 DFSD DIMENSIONAL ETF TRUST88.5K shares6.43%2025-12-312026-02-17 DFAX DIMENSIONAL ETF TRUST117.9K shares0.00%2025-12-312026-02-17 ALPHABET INC ALPHABET INC12.1K shares-0.06%2025-12-312026-02-17 SGOV ISHARES TR35.7K shares4.01%2025-12-312026-02-17 VTV VANGUARD INDEX FDS17.7K shares0.00%2025-12-312026-02-17 DFAU DIMENSIONAL ETF TRUST72.1K shares0.00%2025-12-312026-02-17 CDNS CADENCE DESIGN SYSTEM INC10.4K shares0.02%2025-12-312026-02-17 VUG VANGUARD INDEX FDS6.0K shares-0.10%2025-12-312026-02-17 VTI VANGUARD INDEX FDS8.7K shares-16.15%2025-12-312026-02-17 DFIV DIMENSIONAL ETF TRUST53.8K shares-11.80%2025-12-312026-02-17 DFAI DIMENSIONAL ETF TRUST69.5K shares-0.46%2025-12-312026-02-17 VXUS VANGUARD STAR FDS27.6K shares0.00%2025-12-312026-02-17 AVUS AMERICAN CENTY ETF TR18.0K shares0.00%2025-12-312026-02-17 DFAS DIMENSIONAL ETF TRUST28.0K shares0.00%2025-12-312026-02-17 DFNM DIMENSIONAL ETF TRUST39.3K shares6.89%2025-12-312026-02-17 VTEB VANGUARD MUN BD FDS36.7K shares0.36%2025-12-312026-02-17 DFCF DIMENSIONAL ETF TRUST43.2K shares7.16%2025-12-312026-02-17 DFAE DIMENSIONAL ETF TRUST54.8K shares0.00%2025-12-312026-02-17 DFUS DIMENSIONAL ETF TRUST21.5K shares-3.17%2025-12-312026-02-17 MSFT MICROSOFT CORP3.0K shares5.02%2025-12-312026-02-17 AAPL APPLE INC5.2K shares-6.05%2025-12-312026-02-17 VB VANGUARD INDEX FDS5.0K shares0.00%2025-12-312026-02-17 IVV ISHARES TR1.8K shares0.00%2025-12-312026-02-17 VTES VANGUARD WELLINGTON FD11.8K shares-0.85%2025-12-312026-02-17 NVDA NVIDIA CORPORATION5.9K shares20.44%2025-12-312026-02-17 DXUV DIMENSIONAL ETF TRUST15.7K shares5.01%2025-12-312026-02-17 ALPHABET INC ALPHABET INC2.8K shares0.07%2025-12-312026-02-17 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS10.6K shares0.00%2025-12-312026-02-17 AMZN AMAZON COM INC2.8K shares9.88%2025-12-312026-02-17 IVW ISHARES TR4.7K shares0.00%2025-12-312026-02-17 DFEV DIMENSIONAL ETF TRUST13.7K shares0.00%2025-12-312026-02-17 EFV ISHARES TR6.4K shares0.00%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS1.5K sharesnew addition2025-12-312026-02-17 WMT WALMART INC3.7K shares1.68%2025-12-312026-02-17 LLY ELI LILLY & CO340 shares8.28%2025-12-312026-02-17 ITOT ISHARES TR2.3K shares0.00%2025-12-312026-02-17 TPL TEXAS PACIFIC LAND CORPORATI1.1K shares198.16%2025-12-312026-02-17 FRDM EA SERIES TRUST6.3K shares8.09%2025-12-312026-02-17 META META PLATFORMS INC483 shares6.86%2025-12-312026-02-17 CWCO CONSOLIDATED WATER CO INC8.1K sharesnew addition2025-12-312026-02-17 DISV DIMENSIONAL ETF TRUST7.5K shares0.00%2025-12-312026-02-17 DFGP DIMENSIONAL ETF TRUST4.8K shares0.00%2025-12-312026-02-17 VGIT VANGUARD SCOTTSDALE FDS4.3K shares1.15%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY726 shares3.42%2025-12-312026-02-17 IWV ISHARES TR634 shares0.00%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS2.8K shares-11.44%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW281 shares-0.71%2025-12-312026-02-17 CNX CNX RES CORP6.5K shares0.49%2025-12-312026-02-17 IWM ISHARES TR964 shares0.00%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON1.1K shares3.51%2025-12-312026-02-17 EDV VANGUARD WORLD FD3.5K shares0.00%2025-12-312026-02-17 ORCL ORACLE CORP1.1K shares-1.46%2025-12-312026-02-17 SBSW SIBANYE STILLWATER LTD10.9K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available