☆SwitchPoint Financial Planning, LLC
Quality Q
0.575
AUM ($M)
173
Positions
71
Turnover
0.04
Top-10 wt
63%
Herfindahl
0.085
History (qtrs)
6
Excess Return
not eligible
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Holdings · 72 positions · portfolio value $173M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 20.9% | +1.4% | 36.1 | 814,210 | +75,446 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 16.5% | -0.5% | 28.5 | 765,837 | +62,776 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.3% | +0.3% | 11.0 | 270,393 | +13,187 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.7% | -0.2% | 6.5 | 92,368 | +129 | 5 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.3% | -0.3% | 5.7 | 119,350 | +7,286 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.1% | -0.1% | 5.3 | 97,249 | +164 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | HOLD | — | 2.5% | -0.2% | 4.3 | 117,940 | +0 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 2.4% | +0.1% | 4.2 | 11,927 | -167 | 4 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | ADD | — | 2.2% | +0.3% | 3.9 | 10,354 | +4 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 2.2% | -0.1% | 3.9 | 17,673 | -10 | 5 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | HOLD | — | 2.2% | -0.1% | 3.7 | 72,101 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 2.1% | +0.1% | 3.7 | 9,926 | +749 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 1.9% | -0.1% | 3.4 | 33,369 | +4,041 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 1.8% | +0.0% | 3.1 | 36,017 | +30,014 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.8% | -0.1% | 3.0 | 73,777 | +4,317 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.7% | -0.2% | 3.0 | 54,903 | +534 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 1.7% | +0.3% | 3.0 | 34,614 | +6,787 | 5 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.4% | -0.1% | 2.4 | 55,955 | +3,204 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 1.3% | -0.0% | 2.3 | 28,004 | +0 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.3% | -0.1% | 2.2 | 17,497 | -480 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.2% | -0.0% | 2.1 | 53,097 | -1,664 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 1.1% | -0.1% | 2.0 | 38,641 | +1,741 | 5 | — |
| ☆DFNM funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.0% | -0.3% | 1.8 | 36,592 | -4,338 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 1.0% | -0.0% | 1.8 | 21,451 | +0 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.9% | -0.0% | 1.5 | 5,356 | -4 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.9% | -0.0% | 1.5 | 5,041 | -54 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.8% | +0.1% | 1.4 | 6,915 | +673 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.8% | -0.0% | 1.3 | 1,785 | +0 | 5 | — |
| ☆VTES funds › | VANGUARD WELLINGTON FD | TRIM | — | 0.7% | -0.1% | 1.3 | 12,346 | -102 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.7% | -0.1% | 1.1 | 3,056 | +219 | 5 | — |
| ☆DXUV funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.7% | +0.0% | 1.1 | 17,034 | +1,235 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | -0.0% | 1.1 | 1,595 | -45 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.6% | +0.0% | 1.0 | 2,814 | +0 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | HOLD | — | 0.5% | -0.0% | 0.8 | 11,208 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.4% | +0.0% | 0.8 | 3,210 | +410 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.4% | -0.0% | 0.8 | 3,587 | +0 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.4% | -0.1% | 0.7 | 1 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.4% | -0.2% | 0.7 | 4,976 | -32 | 2 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.4% | -0.0% | 0.7 | 1,324 | +26 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.4% | +0.0% | 0.6 | 4,656 | +0 | 5 | — |
| ☆DFEV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.3% | +0.0% | 0.6 | 13,697 | +0 | 5 | — |
| ☆ISHG funds › | ISHARES TR | HOLD | — | 0.3% | -0.1% | 0.6 | 7,791 | +0 | 2 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.3% | -0.0% | 0.6 | 2,037 | -9 | 3 | — |
| ☆TPL funds › | TEXAS PACIFIC LAND CORPORATI | TRIM | — | 0.3% | -0.1% | 0.5 | 1,137 | -21 | 5 | — |
| ☆EFV funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.5 | 6,415 | +0 | 5 | — |
| ☆DFGP funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | +0.1% | 0.5 | 8,884 | +4,046 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.2% | -0.1% | 0.4 | 3,705 | -5 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.2% | +0.0% | 0.4 | 348 | +7 | 5 | — |
| ☆FRDM funds › | EA SERIES TRUST | TRIM | — | 0.2% | +0.0% | 0.4 | 5,619 | -659 | 5 | — |
| ☆ITOT funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.4 | 2,250 | +0 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.3 | 292 | +292 | 1 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.2% | -0.0% | 0.3 | 7,453 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.3 | 964 | +0 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | ADD | — | 0.2% | +0.0% | 0.3 | 738 | +5 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.2% | -0.0% | 0.3 | 1,115 | -31 | 4 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | -0.0% | 0.3 | 490 | +9 | 5 | — |
| ☆IWV funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.3 | 634 | +0 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.3 | 2,792 | +16 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.2% | -0.0% | 0.3 | 285 | -2 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.1% | -0.0% | 0.3 | 4,362 | +42 | 5 | — |
| ☆EDV funds › | VANGUARD WORLD FD | HOLD | — | 0.1% | -0.0% | 0.2 | 3,474 | +0 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.2 | 308 | +308 | 1 | — |
| ☆CNX funds › | CNX RES CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 6,492 | -22 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | NEW | — | 0.1% | +0.1% | 0.2 | 461 | +461 | 1 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 0.1% | +0.1% | 0.2 | 3,674 | +3,674 | 1 | — |
| ☆NUE funds › | NUCOR CORP | NEW | — | 0.1% | +0.1% | 0.2 | 979 | +979 | 1 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 3,500 | +3,500 | 1 | — |
| ☆DON funds › | WISDOMTREE TR | NEW | — | 0.1% | +0.1% | 0.2 | 3,758 | +3,758 | 1 | — |
| ☆CWCO funds › | CONSOLIDATED WATER CO INC | HOLD | — | 0.1% | -0.0% | 0.2 | 7,109 | +0 | 3 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 7,260 | +7,260 | 1 | — |
| ☆SBSW funds › | SIBANYE STILLWATER LTD | HOLD | — | 0.1% | -0.0% | 0.1 | 10,880 | +0 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,037 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 173 | 71 | 0.04 | 63% | 0.085 | 0.574 | — | in |
| 2026Q1 | 147 | 64 | 0.03 | 63% | 0.081 | 0.562 | — | in |
| 2025Q4 | 143 | 62 | 0.02 | 62% | 0.080 | 0.527 | — | in |
| 2025Q3 | 138 | 61 | 0.03 | 62% | 0.079 | 0.498 | — | in |
| 2025Q2 | 122 | 59 | 0.09 | 63% | 0.079 | 0.410 | — | entered |
| 2025Q1 | 105 | 51 | 0.00 | 67% | 0.089 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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