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SwitchPoint Financial Planning, LLC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $179,846,252
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $37,029,883
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $29,717,945
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $10,970,277
- DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $6,146,414
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $5,329,588
- DIMENSIONAL ETF TRUST · SHOR DUR FIX ETF · 25434V864 · shares: $5,321,096
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $4,366,139
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $4,064,109
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $3,818,854
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $3,707,559
Reported holdings
107 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CHEVRON CORPORATION | COM | 166764100 | — | 8 shares | $1,634 |
| CNX RES CORP | COM | 12653C108 | — | 45 shares | $1,403 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 6 shares | $1,320 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1 shares | $910 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 2 shares | $778 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1 shares | $330 |
| CNX RES CORP | COM | 12653C108 | — | 7 shares | $218 |