SwitchPoint Financial Planning, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), SwitchPoint Financial Planning, LLC reported 50 stock positions worth $104.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.1% of the portfolio, followed by Dimensional International (DFIC, 15.5%) and Dimensional Emrg MRKT Core (DFEM, 6.3%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0002055526
- Portfolio Value
- $104.4M (Q4 2024)
- SEC Filing
- 0002055526-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 50 stocks · $104.4M
| DFAC Dimensional US Core Equity 2 | 23.13% | 698,476 | $24.2M | — |
| DFIC Dimensional International Co. | 15.47% | 625,362 | $16.2M | — |
| DFEM Dimensional Emrg MRKT Core | 6.31% | 251,745 | $6.6M | — |
| DFAT Dimensional US Target Value | 4.93% | 92,475 | $5.1M | — |
| DFUV Dimensional US Marketwide Va | 4.25% | 108,489 | $4.4M | — |
| DFSD Dimensional Short Duration | 3.45% | 76,825 | $3.6M | — |
| CDNS Cadence Design SYS Inc. | 2.98% | 10,342 | $3.1M | — |
| DFAX Dimensional World Ex US Core | 2.81% | 117,940 | $2.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.52% | 15,518 | $2.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.42% | 8,715 | $2.5M | — |
| DFIV Dimensional International Va | 2.03% | 59,893 | $2.1M | — |
| DFAU Dimensional US Core Equity M | 2.01% | 51,903 | $2.1M | — |
| DFNM Dimensional National Muni BD | 1.98% | 43,241 | $2.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.95% | 4,954 | $2.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.81% | 37,758 | $1.9M | — |
| DFAS Dimensional US Small Cap ETF | 1.74% | 28,004 | $1.8M | — |
| SGOV iShares 0-3 Month Treasury B | 1.62% | 16,895 | $1.7M | — |
| VXUS Vanguard Total Intl Stock | 1.56% | 27,588 | $1.6M | — |
| DFUS Dimensional US Eq MKT ETF | 1.55% | 25,440 | $1.6M | — |
| VTES Vanguard SH Term Tax-Ex Bond | 1.28% | 13,339 | $1.3M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 5,006 | $1.2M | — |
| DFAI Dimensional International Co. | 1.11% | 39,663 | $1.2M | — |
| AAPL Apple Inc. | 1.10% | 4,607 | $1.2M | — |
| MSFT Microsoft Corp. | 1.05% | 2,597 | $1.1M | — |
| DFCF Dimensional Core Fixed Inc. | 1.00% | 25,191 | $1.0M | — |
| VOO Vanguard S&P 500 ETF | 0.86% | 1,671 | $900K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 1,940 | $879K | — |
| AMZN Amazon.com Inc. | 0.62% | 2,942 | $645K | — |
| RSP Invesco S&P 500 Equal Weight | 0.60% | 3,587 | $629K | — |
| NVDA Nvidia Corp. | 0.49% | 3,786 | $508K | — |
| IVW iShares S&P 500 Growth ETF | 0.45% | 4,656 | $473K | — |
| ABNB Airbnb Inc. Class A | 0.40% | 3,213 | $422K | — |
| DFAE Dimensional Emerging Core Eq | 0.35% | 14,290 | $363K | — |
| DFEV Dimensional Emrg MRKT Val | 0.34% | 13,697 | $359K | — |
| IVV iShares Core S&P 500 ETF | 0.34% | 600 | $353K | — |
| VEA Vanguard Ftse Developed ETF | 0.33% | 7,218 | $345K | — |
| VGT Vanguard Info Tech ETF | 0.30% | 508 | $316K | — |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 1,388 | $272K | — |
| DFGP Dimensional GLBL Core PL Fix | 0.24% | 4,838 | $256K | — |
| ELV Elevance Health Inc. | 0.24% | 690 | $255K | — |
| COST Costco Wholesale Corp. | 0.24% | 272 | $250K | — |
| VGIT Vanguard Intermediate-Term T | 0.23% | 4,149 | $241K | — |
| CNX CNX Resources Corp. | 0.23% | 6,443 | $236K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.23% | 2,006 | $236K | — |
| VNQ Vanguard Real Estate ETF | 0.21% | 2,508 | $223K | — |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 0.20% | 19,354 | $213K | — |
| IWV iShares Russell 3000 ETF | 0.20% | 634 | $212K | — |
| META Meta Platforms Inc. Class A | 0.20% | 360 | $211K | — |
| DFAR Dimensional US Real Est ETF | 0.19% | 8,660 | $202K | — |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.18% | 18,261 | $185K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $173.2M | DFAC, DFIC, DFEM, DFAT, DFSD |
| Q1 2026 | 64 | $147.5M | DFAC, DFIC, DFEM, DFAT, DFSD |
| Q4 2025 | 62 | $142.8M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q3 2025 | 61 | $138.1M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q2 2025 | 59 | $122.0M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q1 2025 | 51 | $105.4M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q4 2024 | 50 | $104.4M | DFAC, DFIC, DFEM, DFAT, DFUV |