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 SGOV VTV 33 stocks	$88.5 Million 89.37% of portfolio	12	5	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.84 Million 2.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CDNS 1 stocks	$2.63 Million 2.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.17 Million 1.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$872,138 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$508,614 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$444,811 0.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$443,306 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$435,270 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$302,245 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$262,292 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$219,634 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNX 1 stocks	$202,983 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$201,887 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts

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