Switch Point Financial Planning, LLC Portfolio Holdings by Sector

Switch Point Financial Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIC DFEM DFAT DFUV DFSD VTV DFIV 33 stocks	$88.2 Million 88.45% of portfolio	33	-	33	-	0 Calls 0 Puts
Software—Application \| Technology CDNS TTD 2 stocks	$3.34 Million 3.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.53 Million 2.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.15 Million 1.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.09 Million 1.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$879,363 0.88% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$645,445 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$508,442 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$422,220 0.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$254,639 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$249,527 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNX 1 stocks	$236,265 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$210,825 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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