SEC Form 13F

SwitchPoint Financial Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$173,193,838
Positions71

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$36,118,358814,210
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$28,535,074765,837
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$10,988,776270,393
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$6,456,53992,368
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$5,698,959119,350
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$5,349,69197,249
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$4,344,910117,940
ALPHABET INCGOOGCAP STK CL C$4,214,27411,927
CADENCE DESIGN SYSTEM INCCDNSCOM$3,886,06310,354
VANGUARD INDEX FDSVTVVALUE ETF$3,851,54917,673

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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