SwitchPoint Financial Planning, LLC

Est. AUM

$131.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$28.7M	738764	21.81%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$25.0M	703061	18.98%	SOLE
3	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.9M	257206	6.75%	SOLE
4	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.8M	92239	4.38%	SOLE
5	DIMENSIONAL ETF TRUST	SHORT DURATION F	$5.4M	112064	4.08%	SOLE
6	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$4.7M	97085	3.58%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.0M	117940	3.04%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$3.5M	17683	2.64%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.3M	72101	2.47%	SOLE
10	ISHARES TR	0-3 MNTH TREASRY	$3.0M	29328	2.24%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	9177	2.24%	SOLE
12	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.9M	54369	2.18%	SOLE
13	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.7M	69460	2.06%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$2.6M	6003	1.99%	SOLE
15	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$2.2M	52751	1.69%	SOLE
16	VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	27827	1.63%	SOLE
17	AMERICAN CENTY ETF TR	US EQT ETF	$2.0M	17977	1.52%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.0M	28004	1.51%	SOLE
19	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.0M	40930	1.49%	SOLE
20	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.9M	54761	1.41%	SOLE
21	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.8M	36900	1.40%	SOLE
22	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.5M	21451	1.16%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	5095	1.01%	SOLE
24	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.3M	12448	0.96%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$1.2M	1785	0.89%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$980K	1640	0.74%	SOLE
27	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$938K	15799	0.71%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.55%	SOLE
29	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$718K	11208	0.55%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$688K	3587	0.52%	SOLE
31	ISHARES TR	3YRTB ETF	$578K	7791	0.44%	SOLE
32	ISHARES TR	S&P 500 GRWT ETF	$527K	4656	0.40%	SOLE
33	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$490K	13697	0.37%	SOLE
34	ISHARES TR	EAFE VALUE ETF	$477K	6415	0.36%	SOLE
35	EA SERIES TRUST	FREEDOM 100 EM	$343K	6278	0.26%	SOLE
36	ISHARES TR	CORE S&P TTL STK	$320K	2250	0.24%	SOLE
37	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$294K	7453	0.22%	SOLE
38	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$261K	4838	0.20%	SOLE
39	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$257K	4320	0.20%	SOLE
40	VANGUARD INDEX FDS	REAL ESTATE ETF	$246K	2776	0.19%	SOLE
41	ISHARES TR	RUSSELL 2000 ETF	$239K	964	0.18%	SOLE
42	ISHARES TR	RUSSELL 3000 ETF	$235K	634	0.18%	SOLE
43	CONSOLIDATED WATER CO INC	ORD	$235K	7109	0.18%	SOLE
44	VANGUARD WORLD FD	EXTENDED DUR	$226K	3474	0.17%	SOLE
45	SIBANYE STILLWATER LTD	SPONSORED ADR	$134K	10880	0.10%	DFND
46	NVIDIA CORPORATION	COM	$37K	212	0.03%	OTR
47	APPLE INC	COM	$36K	141	0.03%	OTR
48	MICROSOFT CORP	COM	$27K	72	0.02%	OTR
49	ALPHABET INC	CAP STK CL A	$11K	39	0.01%	OTR
50	AMAZON COM INC	COM	$10K	46	0.01%	OTR

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.