Instuitional Investor - Switchpoint Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Switchpoint Financial Planning, Llc |
| Portfolio Value | $105,424,398 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 678,627 | $22,387,892 | 21.24% | |
| 2. | Dimensional Etf Trust | 632,241 | $17,557,323 | 16.65% | |
| 3. | Dimensional Etf Trust | 253,579 | $6,709,688 | 6.36% | |
| 4. | Dimensional Etf Trust | 92,597 | $4,767,838 | 4.52% | |
| 5. | Dimensional Etf Trust | 108,690 | $4,479,098 | 4.25% |
