SwitchPoint Financial Planning, LLC

Period ended Sep 30, 2026 · Latest filing Nov 2, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values

Sep 30, 2026: $179,846,252

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

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View top holdings values

DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $37,029,883
DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $29,717,945
DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $10,970,277
DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $6,146,414
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $5,329,588
DIMENSIONAL ETF TRUST · SHOR DUR FIX ETF · 25434V864 · shares: $5,321,096
DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $4,366,139
ALPHABET INC · CAP STK CL C · 02079K107 · shares: $4,064,109
VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $3,818,854
DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $3,707,559

Reported holdings

107 reported entries

Issuer	Class	CUSIP	Type	Shares / principal	Reported value (USD)
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	25434V708	—	833,068 shares	$37,029,883
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	25434V799	—	790,161 shares	$29,717,945
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	25434V732	—	276,190 shares	$10,970,277
DIMENSIONAL ETF TRUST	US TARGETED VLU	25434V609	—	92,511 shares	$6,146,414
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	25434V724	—	96,902 shares	$5,329,588
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	25434V864	—	114,501 shares	$5,321,096
DIMENSIONAL ETF TRUST	WORLD EX US CORE	25434V880	—	117,940 shares	$4,366,139
VANGUARD INDEX FDS	MRNGSTR VAL ETF	922908744	—	17,673 shares	$3,818,854
ALPHABET INC	CAP STK CL C	02079K107	—	10,960 shares	$3,734,614
DIMENSIONAL ETF TRUST	US CORE EQT MKT	25434V104	—	70,809 shares	$3,707,559
VANGUARD INDEX FDS	MRNGSTR TTL STK	922908769	—	9,177 shares	$3,434,400
ISHARES TR	0-3 MTH TREASURY	46436E718	—	34,066 shares	$3,429,782
CADENCE DESIGN SYSTEM INC	COM	127387108	—	10,307 shares	$3,403,217
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	922908736	—	36,017 shares	$3,245,485
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	25434V203	—	77,428 shares	$3,207,842
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	25434V807	—	55,085 shares	$3,077,053
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	92206C680	—	21,952 shares	$2,830,271
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	92206C714	—	23,959 shares	$2,604,343
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	25434V872	—	62,633 shares	$2,512,839
AMERICAN CENTY ETF TR	US EQT ETF	025072885	—	18,802 shares	$2,408,348
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	25434V849	—	49,794 shares	$2,292,018
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	25434V500	—	28,004 shares	$2,168,070
VANGUARD STAR FDS	VG TL INTL STK F	921909768	—	25,422 shares	$2,159,851
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	25434V302	—	53,986 shares	$2,122,190
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	25434V401	—	21,451 shares	$1,781,114
VANGUARD INDEX FDS	MRNGSTR SML CAP	922908751	—	5,041 shares	$1,434,114
SPDR SERIES TRUST	ST STR NUVEE ETF	78468R721	—	33,164 shares	$1,418,424
VANGUARD MUN BD FDS	TAX EXEMPT BD	922907746	—	28,641 shares	$1,356,438
ISHARES TR	CORE MSCI EAFE	46432F842	—	13,240 shares	$1,282,691
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	921935870	—	12,278 shares	$1,210,603
APPLE INC	COM	037833100	—	3,455 shares	$1,150,584
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	—	1,585 shares	$1,110,863
NVIDIA CORPORATION	COM	67066G104	—	4,178 shares	$954,172
ISHARES INC	CORE MSCI EMKT	46434G103	—	11,718 shares	$951,033
MICROSOFT CORP	COM	594918104	—	1,781 shares	$913,495
ISHARES TR	S&P 500 GRWT ETF	464287309	—	5,699 shares	$810,740
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	—	11,208 shares	$791,397
ISHARES TR	CORE S&P500 ETF	464287200	—	1,002 shares	$767,382
ISHARES TR	CORE UNIVRSL USD	46434V613	—	17,386 shares	$766,549
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	—	3,587 shares	$746,196
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	—	21,356 shares	$696,846
NVIDIA CORPORATION	COM	67066G104	—	2,803 shares	$640,149
APPLE INC	COM	037833100	—	1,814 shares	$604,205
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	25434V740	—	13,697 shares	$580,753
ISHARES TR	3YRTB ETF	464288125	—	7,791 shares	$577,022
MICROSOFT CORP	COM	594918104	—	1,124 shares	$576,500
ISHARES TR	EAFE VALUE ETF	464288877	—	7,061 shares	$558,808
ALPHABET INC	CAP STK CL A	02079K305	—	1,483 shares	$510,271
AMAZON COM INC	COM	023135106	—	2,038 shares	$507,768
INTERNATIONAL BUSINESS MACHS	COM	459200101	—	2,112 shares	$464,515
DIMENSIONAL ETF TRUST	GLOB CO PLUS ETF	25434V583	—	8,884 shares	$461,311
EA SERIES TRUST	FREEDOM 100 EM	02072L607	—	5,995 shares	$419,422
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	—	725 shares	$361,014
AMAZON COM INC	COM	023135106	—	1,313 shares	$327,134
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	25434V781	—	7,453 shares	$322,640
ALPHABET INC	CAP STK CL C	02079K107	—	934 shares	$318,251
META PLATFORMS INC	CL A	30303M102	—	390 shares	$282,820
ISHARES TR	RUSSELL 3000 ETF	464287689	—	634 shares	$273,672
ELEVANCE HEALTH INC FORMERLY	COM	036752103	—	693 shares	$269,629
ISHARES TR	RUSSELL 2000 ETF	464287655	—	964 shares	$267,886
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	—	2,809 shares	$251,769
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	92206C706	—	4,406 shares	$249,663
COSTCO WHOLESALE CORPORATION	COM	22160K105	—	256 shares	$233,170
EXXONMOBIL HOLDINGS CORP	COM SHS	30233Q108	—	1,389 shares	$226,060
ELI LILLY & CO	COM	532457108	—	194 shares	$224,474
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	25434V567	—	4,300 shares	$223,198
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	—	3,674 shares	$217,905
SPDR SERIES TRUST	ST STR P500VAL	78464A508	—	3,500 shares	$213,955
MICRON TECHNOLOGY INC	COM	595112103	—	198 shares	$210,892
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	874039100	—	461 shares	$210,304
STATE STR SPDR S&P 500 ETF T	TR UNIT	78462F103	—	268 shares	$204,158
WISDOMTREE TR	US MIDCAP DIVID	97717W505	—	3,758 shares	$202,744
CNX RES CORP	COM	12653C108	—	6,458 shares	$201,296
JOHNSON & JOHNSON	COM	478160104	—	755 shares	$199,879
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	—	352 shares	$175,278
ALPHABET INC	CAP STK CL A	02079K305	—	488 shares	$167,911
CHEVRON CORPORATION	COM	166764100	—	797 shares	$162,755
SIBANYE STILLWATER LTD	SPONSORED ADR	82575P107	—	10,880 shares	$111,085
META PLATFORMS INC	CL A	30303M102	—	121 shares	$87,747
MICRON TECHNOLOGY INC	COM	595112103	—	77 shares	$82,013
CHEVRON CORPORATION	COM	166764100	—	344 shares	$70,248
ELI LILLY & CO	COM	532457108	—	49 shares	$56,697
NVIDIA CORPORATION	COM	67066G104	—	212 shares	$48,417
APPLE INC	COM	037833100	—	141 shares	$46,956
EXXONMOBIL HOLDINGS CORP	COM SHS	30233Q108	—	236 shares	$38,409
MICROSOFT CORP	COM	594918104	—	63 shares	$32,313
JOHNSON & JOHNSON	COM	478160104	—	101 shares	$26,739
COSTCO WHOLESALE CORPORATION	COM	22160K105	—	28 shares	$25,490
ELEVANCE HEALTH INC FORMERLY	COM	036752103	—	49 shares	$19,052
AMAZON COM INC	COM	023135106	—	76 shares	$18,935
CADENCE DESIGN SYSTEM INC	COM	127387108	—	43 shares	$14,198
ALPHABET INC	CAP STK CL A	02079K305	—	39 shares	$13,419
MICRON TECHNOLOGY INC	COM	595112103	—	12 shares	$12,781
INTERNATIONAL BUSINESS MACHS	COM	459200101	—	53 shares	$11,656
ALPHABET INC	CAP STK CL C	02079K107	—	33 shares	$11,244
META PLATFORMS INC	CL A	30303M102	—	13 shares	$9,427
ELI LILLY & CO	COM	532457108	—	6 shares	$6,942
EXXONMOBIL HOLDINGS CORP	COM SHS	30233Q108	—	40 shares	$6,510
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	—	10 shares	$4,980
JOHNSON & JOHNSON	COM	478160104	—	17 shares	$4,501