ACTION POINT FINANCIAL PLANNING, LLC

Est. AUM

$112.1M

13F long equity, this entity only

Positions

242

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$2.7M	24273	2.41%	SOLE
2	VANGUARD MALVERN FDS	CORE BD ETF	$1.2M	15092	1.04%	SOLE
3	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$1.1M	20642	0.99%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$974K	11480	0.87%	SOLE
5	ISHARES TR	ESG AWRE 1 5 YR	$913K	36420	0.81%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$907K	11254	0.81%	SOLE
7	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$889K	18337	0.79%	SOLE
8	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$887K	22480	0.79%	SOLE
9	AMERICAN CENTY ETF TR	US SML CP VALU	$815K	7381	0.73%	SOLE
10	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$762K	9620	0.68%	SOLE
11	ISHARES TR	ESG OPTIMIZED	$698K	5288	0.62%	SOLE
12	ISHARES TR	CORE S&P TTL STK	$576K	4046	0.51%	SOLE
13	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$574K	7638	0.51%	SOLE
14	AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$568K	12406	0.51%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$545K	1700	0.49%	SOLE
16	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$523K	12580	0.47%	SOLE
17	CATERPILLAR INC	COM	$482K	680	0.43%	SOLE
18	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$476K	12243	0.42%	SOLE
19	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$472K	11191	0.42%	SOLE
20	ISHARES TR	0-3 MNTH TREASRY	$450K	4473	0.40%	SOLE
21	NVIDIA CORPORATION	COM	$428K	2456	0.38%	SOLE
22	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$400K	9736	0.36%	SOLE
23	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$395K	7806	0.35%	SOLE
24	ISHARES TR	CORE S&P500 ETF	$384K	589	0.34%	SOLE
25	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$375K	11087	0.33%	SOLE
26	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$352K	7036	0.31%	SOLE
27	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$346K	4860	0.31%	SOLE
28	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$340K	10000	0.30%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$333K	4357	0.30%	SOLE
30	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$328K	3969	0.29%	SOLE
31	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$317K	6000	0.28%	SOLE
32	AMERICAN CENTY ETF TR	INTL SMCP VLU	$309K	3092	0.28%	SOLE
33	ISHARES TR	ESG AWARE MSCI	$291K	6196	0.26%	SOLE
34	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$291K	3617	0.26%	SOLE
35	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$290K	5600	0.26%	SOLE
36	DIMENSIONAL ETF TRUST	US TARGETED VLU	$286K	4580	0.26%	SOLE
37	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$281K	4379	0.25%	SOLE
38	VANGUARD WORLD FD	ESG INTL STK ETF	$279K	3883	0.25%	SOLE
39	VANGUARD INDEX FDS	SML CP GRW ETF	$278K	921	0.25%	SOLE
40	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$269K	4927	0.24%	SOLE
41	VANGUARD INDEX FDS	VALUE ETF	$261K	1330	0.23%	SOLE
42	ISHARES TR	CORE MSCI EAFE	$253K	2790	0.23%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	MLT MNGD LRG GRW	$251K	8000	0.22%	SOLE
44	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$244K	4826	0.22%	SOLE
45	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$240K	6754	0.21%	SOLE
46	FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$239K	2988	0.21%	SOLE
47	VANGUARD INDEX FDS	LARGE CAP ETF	$236K	790	0.21%	SOLE
48	ISHARES TR	ESG ADVANCED UNI	$234K	5378	0.21%	SOLE
49	DIMENSIONAL ETF TRUST	INTERNATIONAL	$232K	5480	0.21%	SOLE
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$231K	356	0.21%	SOLE

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