SwitchPoint Financial Planning

LEHI, UTfiles as SwitchPoint Financial Planning, LLC

$173m in 71 US stocks at the end of 30 June 2026. The top 10 are 63.2% of the money. It changed about 3.9% of the portfolio this quarter.

Value

$173m

Stocks

Top 10 share

63.2%

Turnover

3.9%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.2% of the fund
Applied MaterialsAMAT
0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
0.1% of the fund
Vanguard Intl Equity Index FVWO
0.1% of the fund
NucorNUE
0.1% of the fund
Spdr Series TrustSPYV
0.1% of the fund
Wisdomtree TRDON
0.1% of the fund
Schwab Strategic TRSCHF
0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
20.9% of the fund
+10%
Dimensional ETF TrustDFIC
16.5% of the fund
+9%
Dimensional ETF TrustDFEM
6.3% of the fund
+5%
Dimensional ETF TrustDFSD
3.3% of the fund
+7%
Vanguard Index FDSVTI
2.1% of the fund
+8%
Ishares TRSGOV
1.9% of the fund
+14%
Dimensional ETF TrustDFAI
1.8% of the fund
+6%
Vanguard Star FDSVXUS
1.7% of the fund
+24%
Dimensional ETF TrustDFCF
1.4% of the fund
+6%
Vanguard MUN BD FDSVTEB
1.1% of the fund
+5%
NvidiaNVDA
0.8% of the fund
+11%
MicrosoftMSFT
0.7% of the fund
+8%
Dimensional ETF TrustDXUV
0.7% of the fund
+8%
Amazon.comAMZN
0.4% of the fund
+15%
Berkshire HathawayBRK-B
0.4% of the fund
+2%
Dimensional ETF TrustDFGP
0.3% of the fund
+84%
Eli LillyLLY
0.2% of the fund
+2%

Cut

Sold some of their stake.

American Centy ETF TRAVUS
1.3% of the fund
-3%
Dimensional ETF TrustDFAE
1.2% of the fund
-3%
Dimensional ETF TrustDFNM
1.0% of the fund
-11%
Vanguard Index FDSVOO
0.6% of the fund
-3%
EA Series TrustFRDM
0.2% of the fund
-11%
Johnson & JohnsonJNJ
0.2% of the fund
-3%

Sold out

Sold their entire stake.

ChevronCVX
-100%

Holdings

Dimensional ETF TrustDFAC
Share
20.9%
Value
$36m
Shares
814,210
+10%
Dimensional ETF TrustDFIC
Share
16.5%
Value
$29m
Shares
765,837
+9%
Dimensional ETF TrustDFEM
Share
6.3%
Value
$11m
Shares
270,393
+5%
Dimensional ETF TrustDFAT
Share
3.7%
Value
$6m
Shares
92,368
Held
Dimensional ETF TrustDFSD
Share
3.3%
Value
$6m
Shares
119,350
+7%
Dimensional ETF TrustDFUV
Share
3.1%
Value
$5m
Shares
97,249
Held
Dimensional ETF TrustDFAX
Share
2.5%
Value
$4m
Shares
117,940
Held
AlphabetGOOG
Share
2.4%
Value
$4m
Shares
11,927
Held
Cadence Design SystemsCDNS
Share
2.2%
Value
$4m
Shares
10,354
Held
Vanguard Index FDSVTV
Share
2.2%
Value
$4m
Shares
17,673
Held
Dimensional ETF TrustDFAU
Share
2.2%
Value
$4m
Shares
72,101
Held
Vanguard Index FDSVTI
Share
2.1%
Value
$4m
Shares
9,926
+8%
Ishares TRSGOV
Share
1.9%
Value
$3m
Shares
33,369
+14%
Vanguard Index FDSVUG
Share
1.8%
Value
$3m
Shares
36,017
Held
Dimensional ETF TrustDFAI
Share
1.8%
Value
$3m
Shares
73,777
+6%
Dimensional ETF TrustDFIV
Share
1.7%
Value
$3m
Shares
54,903
Held
Vanguard Star FDSVXUS
Share
1.7%
Value
$3m
Shares
34,614
+24%
Dimensional ETF TrustDFCF
Share
1.4%
Value
$2m
Shares
55,955
+6%
Dimensional ETF TrustDFAS
Share
1.3%
Value
$2m
Shares
28,004
Held
American Centy ETF TRAVUS
Share
1.3%
Value
$2m
Shares
17,497
-3%
Dimensional ETF TrustDFAE
Share
1.2%
Value
$2m
Shares
53,097
-3%
Vanguard MUN BD FDSVTEB
Share
1.1%
Value
$2m
Shares
38,641
+5%
Dimensional ETF TrustDFNM
Share
1.0%
Value
$2m
Shares
36,592
-11%
Dimensional ETF TrustDFUS
Share
1.0%
Value
$2m
Shares
21,451
Held
AppleAAPL
Share
0.9%
Value
$2m
Shares
5,356
Held
Vanguard Index FDSVB
Share
0.9%
Value
$2m
Shares
5,041
Held
NvidiaNVDA
Share
0.8%
Value
$1m
Shares
6,915
+11%
Ishares TRIVV
Share
0.8%
Value
$1m
Shares
1,785
Held
Vanguard Wellington FDVTES
Share
0.7%
Value
$1m
Shares
12,346
Held
MicrosoftMSFT
Share
0.7%
Value
$1m
Shares
3,056
+8%
Dimensional ETF TrustDXUV
Share
0.7%
Value
$1m
Shares
17,034
+8%
Vanguard Index FDSVOO
Share
0.6%
Value
$1m
Shares
1,595
-3%
AlphabetGOOGL
Share
0.6%
Value
$1m
Shares
2,814
Held
Vanguard Tax-Managed FDSVEA
Share
0.5%
Value
$798,570
Shares
11,208
Held
Amazon.comAMZN
Share
0.4%
Value
$765,071
Shares
3,210
+15%
Invesco Exchange Traded FD TRSP
Share
0.4%
Value
$763,235
Shares
3,587
Held
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$748,850
Shares
1
Held
ExxonMobil HoldingsXOM
Share
0.4%
Value
$680,319
Shares
4,976
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$662,628
Shares
1,324
+2%
Ishares TRIVW
Share
0.4%
Value
$640,340
Shares
4,656
Held
Dimensional ETF TrustDFEV
Share
0.3%
Value
$584,411
Shares
13,697
Held
Ishares TRISHG
Share
0.3%
Value
$578,443
Shares
7,791
Held
International Business MachinesIBM
Share
0.3%
Value
$572,825
Shares
2,037
Held
Texas Pacific LandTPL
Share
0.3%
Value
$497,595
Shares
1,137
Held
Ishares TREFV
Share
0.3%
Value
$491,068
Shares
6,415
Held
Dimensional ETF TrustDFGP
Share
0.3%
Value
$483,823
Shares
8,884
+84%
WalmartWMT
Share
0.2%
Value
$419,628
Shares
3,705
Held
Eli LillyLLY
Share
0.2%
Value
$417,535
Shares
348
+2%
EA Series TrustFRDM
Share
0.2%
Value
$409,624
Shares
5,619
-11%
Ishares TRITOT
Share
0.2%
Value
$369,608
Shares
2,250
Held
Micron TechnologyMU
Share
0.2%
Value
$337,052
Shares
292
New
Dimensional ETF TrustDISV
Share
0.2%
Value
$299,089
Shares
7,453
Held
Ishares TRIWM
Share
0.2%
Value
$289,634
Shares
964
Held
Elevance HealthELV
Share
0.2%
Value
$285,235
Shares
738
Held
Johnson & JohnsonJNJ
Share
0.2%
Value
$283,119
Shares
1,115
-3%
Meta PlatformsMETA
Share
0.2%
Value
$276,012
Shares
490
Held
Ishares TRIWV
Share
0.2%
Value
$270,338
Shares
634
Held
Vanguard Index FDSVNQ
Share
0.2%
Value
$269,246
Shares
2,792
Held
Costco WholesaleCOST
Share
0.2%
Value
$266,735
Shares
285
Held
Vanguard Scottsdale FDSVGIT
Share
0.1%
Value
$257,284
Shares
4,362
Held
Vanguard World FDEDV
Share
0.1%
Value
$226,088
Shares
3,474
Held
Applied MaterialsAMAT
Share
0.1%
Value
$222,684
Shares
308
New
CNX ResourcesCNX
Share
0.1%
Value
$220,274
Shares
6,492
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$220,160
Shares
461
New
Vanguard Intl Equity Index FVWO
Share
0.1%
Value
$219,301
Shares
3,674
New
NucorNUE
Share
0.1%
Value
$218,072
Shares
979
New
Spdr Series TrustSPYV
Share
0.1%
Value
$212,765
Shares
3,500
New
Wisdomtree TRDON
Share
0.1%
Value
$212,402
Shares
3,758
New
Consolidated WaterCWCO
Share
0.1%
Value
$209,716
Shares
7,109
Held
Schwab Strategic TRSCHF
Share
0.1%
Value
$201,102
Shares
7,260
New
Sibanye StillwaterSBSW
Share
<0.1%
Value
$92,371
Shares
10,880
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	20.9%	$36m	814,210	+10%
Dimensional ETF TrustDFIC	16.5%	$29m	765,837	+9%
Dimensional ETF TrustDFEM	6.3%	$11m	270,393	+5%
Dimensional ETF TrustDFAT	3.7%	$6m	92,368	Held
Dimensional ETF TrustDFSD	3.3%	$6m	119,350	+7%
Dimensional ETF TrustDFUV	3.1%	$5m	97,249	Held
Dimensional ETF TrustDFAX	2.5%	$4m	117,940	Held
AlphabetGOOG	2.4%	$4m	11,927	Held
Cadence Design SystemsCDNS	2.2%	$4m	10,354	Held
Vanguard Index FDSVTV	2.2%	$4m	17,673	Held
Dimensional ETF TrustDFAU	2.2%	$4m	72,101	Held
Vanguard Index FDSVTI	2.1%	$4m	9,926	+8%
Ishares TRSGOV	1.9%	$3m	33,369	+14%
Vanguard Index FDSVUG	1.8%	$3m	36,017	Held
Dimensional ETF TrustDFAI	1.8%	$3m	73,777	+6%
Dimensional ETF TrustDFIV	1.7%	$3m	54,903	Held
Vanguard Star FDSVXUS	1.7%	$3m	34,614	+24%
Dimensional ETF TrustDFCF	1.4%	$2m	55,955	+6%
Dimensional ETF TrustDFAS	1.3%	$2m	28,004	Held
American Centy ETF TRAVUS	1.3%	$2m	17,497	-3%
Dimensional ETF TrustDFAE	1.2%	$2m	53,097	-3%
Vanguard MUN BD FDSVTEB	1.1%	$2m	38,641	+5%
Dimensional ETF TrustDFNM	1.0%	$2m	36,592	-11%
Dimensional ETF TrustDFUS	1.0%	$2m	21,451	Held
AppleAAPL	0.9%	$2m	5,356	Held
Vanguard Index FDSVB	0.9%	$2m	5,041	Held
NvidiaNVDA	0.8%	$1m	6,915	+11%
Ishares TRIVV	0.8%	$1m	1,785	Held
Vanguard Wellington FDVTES	0.7%	$1m	12,346	Held
MicrosoftMSFT	0.7%	$1m	3,056	+8%
Dimensional ETF TrustDXUV	0.7%	$1m	17,034	+8%
Vanguard Index FDSVOO	0.6%	$1m	1,595	-3%
AlphabetGOOGL	0.6%	$1m	2,814	Held
Vanguard Tax-Managed FDSVEA	0.5%	$798,570	11,208	Held
Amazon.comAMZN	0.4%	$765,071	3,210	+15%
Invesco Exchange Traded FD TRSP	0.4%	$763,235	3,587	Held
Berkshire Hathaway INC DELBRK-A	0.4%	$748,850	1	Held
ExxonMobil HoldingsXOM	0.4%	$680,319	4,976	Held
Berkshire HathawayBRK-B	0.4%	$662,628	1,324	+2%
Ishares TRIVW	0.4%	$640,340	4,656	Held
Dimensional ETF TrustDFEV	0.3%	$584,411	13,697	Held
Ishares TRISHG	0.3%	$578,443	7,791	Held
International Business MachinesIBM	0.3%	$572,825	2,037	Held
Texas Pacific LandTPL	0.3%	$497,595	1,137	Held
Ishares TREFV	0.3%	$491,068	6,415	Held
Dimensional ETF TrustDFGP	0.3%	$483,823	8,884	+84%
WalmartWMT	0.2%	$419,628	3,705	Held
Eli LillyLLY	0.2%	$417,535	348	+2%
EA Series TrustFRDM	0.2%	$409,624	5,619	-11%
Ishares TRITOT	0.2%	$369,608	2,250	Held
Micron TechnologyMU	0.2%	$337,052	292	New
Dimensional ETF TrustDISV	0.2%	$299,089	7,453	Held
Ishares TRIWM	0.2%	$289,634	964	Held
Elevance HealthELV	0.2%	$285,235	738	Held
Johnson & JohnsonJNJ	0.2%	$283,119	1,115	-3%
Meta PlatformsMETA	0.2%	$276,012	490	Held
Ishares TRIWV	0.2%	$270,338	634	Held
Vanguard Index FDSVNQ	0.2%	$269,246	2,792	Held
Costco WholesaleCOST	0.2%	$266,735	285	Held
Vanguard Scottsdale FDSVGIT	0.1%	$257,284	4,362	Held
Vanguard World FDEDV	0.1%	$226,088	3,474	Held
Applied MaterialsAMAT	0.1%	$222,684	308	New
CNX ResourcesCNX	0.1%	$220,274	6,492	Held
Taiwan Semiconductor ManufacturingTSM	0.1%	$220,160	461	New
Vanguard Intl Equity Index FVWO	0.1%	$219,301	3,674	New
NucorNUE	0.1%	$218,072	979	New
Spdr Series TrustSPYV	0.1%	$212,765	3,500	New
Wisdomtree TRDON	0.1%	$212,402	3,758	New
Consolidated WaterCWCO	0.1%	$209,716	7,109	Held
Schwab Strategic TRSCHF	0.1%	$201,102	7,260	New
Sibanye StillwaterSBSW	<0.1%	$92,371	10,880	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 41.9% since 30 June 2025.

Where the money is

Technology5.4%

Media & telecom3.2%

Energy0.8%

Health care0.6%

Retail & consumer0.4%

Everyday goods0.4%

Financial services0.4%

Materials0.2%

Utilities0.1%

Other88.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.