Instuitional Investor - Switchpoint Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Switchpoint Financial Planning, Llc |
| Portfolio Value | $138,076,551 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 703,019 | $27,115,442 | 19.64% | |
| 2. | Dimensional Etf Trust | 677,976 | $22,230,839 | 16.1% | |
| 3. | Dimensional Etf Trust | 246,517 | $7,905,792 | 5.73% | |
| 4. | Dimensional Etf Trust | 92,697 | $5,395,879 | 3.91% | |
| 5. | Dimensional Etf Trust | 103,319 | $4,617,343 | 3.34% |