SwitchPoint Financial Planning, LLC: 13F holdings
CIK 20555262026Q2
| Positions | 71 |
|---|
| Reported value | $173.2m |
|---|
| Filed | 2026-08-17 |
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Change since last quarter
| Positions | 71 (+7 vs prior quarter) |
|---|
| Reported value | $173.2m (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 814,210 | $36.1m | 20.9% |
| DFIC DIMENSIONAL ETF TRUST | 765,837 | $28.5m | 16.5% |
| DFEM DIMENSIONAL ETF TRUST | 270,393 | $11.0m | 6.3% |
| DIMENSIONAL ETF TRUST | 92,368 | $6.5m | 3.7% |
| DFSD DIMENSIONAL ETF TRUST | 119,350 | $5.7m | 3.3% |
| YM=F DIMENSIONAL ETF TRUST | 97,249 | $5.3m | 3.1% |
| DFAX DIMENSIONAL ETF TRUST | 117,940 | $4.3m | 2.5% |
| GOOG ALPHABET INC | 11,927 | $4.2m | 2.4% |
| CDNS CADENCE DESIGN SYSTEM INC | 10,354 | $3.9m | 2.2% |
| VTV VANGUARD INDEX FDS | 17,673 | $3.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055526")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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