Switch Point Financial Planning, LLC Incresed Positions in Q2 2025

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.42K
+ 1.49%
$24.94 - $31.15 $235K - $294K
642K $19.9B
DFAE
Dimensional ETF Tr

ETFs
40.5K
+ 283.73%
$22.87 - $28.95 $927K - $1.17M
54.8K $1.59B
DFAI
Dimensional ETF Tr

ETFs
30.9K
+ 78.96%
$28.02 - $34.71 $865K - $1.07M
70K $2.42B
DFAU
Dimensional ETF Tr

ETFs
20.2K
+ 38.91%
$34.04 - $42.36 $688K - $856K
72.1K $3.05B
VUG
Vanguard Growth ETF

ETFs
1.23K
+ 24.89%
$329.49 - $438.4 $406K - $541K
6.19K $2.71B
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
+ 197.5%
$498.8 - $620.9 $591K - $736K
1.79K $1.11B
CDNS
Cadence Design Systems Inc

Technology
4
+ 0.04%
$231.64 - $323.08 $927 - $1.29K
10.3K $3.19B
MSFT
Microsoft Corp

Technology
436
+ 18.77%
$354.56 - $497.45 $155K - $217K
2.76K $1.37B
VTV
Vanguard Value ETF

ETFs
2.16K
+ 13.89%
$153.67 - $176.74 $331K - $381K
17.7K $3.12B
NVDA
Nvidia Corp

Technology
514
+ 12.8%
$94.31 - $157.99 $48.5K - $81.2K
4.53K $716M
DFIV
Dimensional ETF Tr

ETFs
740
+ 1.23%
$34.67 - $43.21 $25.7K - $32K
60.8K $2.6B
DFUS
Dimensional ETF Tr U S Equity

ETFs
596
+ 2.76%
$53.65 - $67.02 $32K - $39.9K
22.2K $1.48B
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.84K
+ 2.42%
$47.09 - $48.01 $86.7K - $88.4K
78K $3.75B
AMZN
Amazon Com Inc

Consumer Cyclical
144
+ 6.18%
$167.32 - $223.3 $24.1K - $32.2K
2.47K $543M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 0.78%
$456.74 - $568.03 $5.94K - $7.38K
1.68K $957M
META
Meta Platforms, Inc.

Communication Services
32
+ 8.4%
$484.66 - $738.09 $15.5K - $23.6K
413 $305M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
265
+ 27.75%
$483.48 - $539.8 $128K - $143K
1.22K $593M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.5K
+ 3.9%
$41.1 - $42.37 $61.6K - $63.5K
39.9K $1.68B
WFC
Wells Fargo & Company

Financial Services
44
+ 0.71%
$60.98 - $80.12 $2.68K - $3.53K
6.24K $500M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
243
+ 0.87%
$100.35 - $100.71 $24.4K - $24.5K
28.3K $2.85B
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 2.89%
$908.13 - $1056.85 $7.27K - $8.45K
285 $282M
CNX
Cnx Resources Corp

Energy
31
+ 0.48%
$28.13 - $34.85 $872 - $1.08K
6.48K $218M
VGIT
Vanguard Intermediate Term Tre

ETFs
29
+ 0.69%
$58.63 - $59.9 $1.7K - $1.74K
4.2K $251M
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.72%
$79.79 - $91.42 $1.76K - $2.01K
3.09K $275M
ELV
Elevance Health, Inc.

Healthcare
9
+ 1.29%
$372.27 - $452.69 $3.35K - $4.07K
704 $274M
AAPL
Apple Inc.

Technology
131
+ 2.5%
$172.42 - $223.89 $22.6K - $29.3K
5.38K $1.1B
Activity Summary
Buys All Purchases 40 New Holdings 13 Increased Positions 27 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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