Instuitional Investor - Switchpoint Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Switchpoint Financial Planning, Llc |
| Portfolio Value | $122,025,444 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 660,441 | $23,670,193 | 19.4% | |
| 2. | Dimensional Etf Trust | 641,665 | $19,949,353 | 16.35% | |
| 3. | Dimensional Etf Trust | 232,004 | $6,885,874 | 5.64% | |
| 4. | Dimensional Etf Trust | 92,510 | $4,991,834 | 4.09% | |
| 5. | Dimensional Etf Trust | 103,100 | $4,359,058 | 3.57% |
