Instuitional Investor - Switchpoint Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Switchpoint Financial Planning, Llc |
| Portfolio Value | $142,785,850 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 713,645 | $28,253,217 | 19.79% | |
| 2. | Dimensional Etf Trust | 675,961 | $23,293,631 | 16.31% | |
| 3. | Dimensional Etf Trust | 249,979 | $8,269,302 | 5.79% | |
| 4. | Dimensional Etf Trust | 92,109 | $5,484,199 | 3.84% | |
| 5. | Dimensional Etf Trust | 97,976 | $4,564,700 | 3.2% |