SwitchPoint Financial Planning, LLC - Portfolio overview

SwitchPoint Financial Planning, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 20.50%
2. DFIC - DIMENSIONAL ETF TRUST, 17.84%
3. DFEM - DIMENSIONAL ETF TRUST, 6.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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