AI Portfolio Summary
In 2026 Q1, SwitchPoint Financial Planning, LLC maintained a portfolio of 65 distinct positions. The most significant new addition to the portfolio was EXXON MOBIL CORP, which now represents 0.58% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 3.5%. The fund also reduced its exposure to ISHARES TR by 17.7%.
Total Positions
65
Quarter
2026 Q1
Top Holding
DFAC (19.5%)
Top 10 Concentration
62.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 65
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 19.47% | 19.79% |
#1
Prev: #1
|
6.5 | 25,119 | 3.5% |
P
S
|
738,764 | $28,708,363 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 16.94% | 16.31% |
#2
Prev: #2
|
6.0 | 27,100 | 4.0% |
P
S
|
703,061 | $24,979,740 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 6.03% | 5.79% |
#3
Prev: #3
|
3.9 | 7,227 | 2.9% |
P
S
|
257,206 | $8,886,467 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 3.91% | 3.84% |
#4
Prev: #4
|
2.6 | 130 | 0.1% |
P
S
|
92,239 | $5,760,331 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 3.64% | 2.97% |
#5
1
Prev: #6
|
4.5 | 23,576 | 26.6% |
P
S
|
112,064 | $5,365,637 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 3.19% | 3.20% |
#6
1
Prev: #5
|
1.8 | -891 | -0.9% |
P
S
|
97,085 | $4,704,719 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 2.72% | 2.70% |
#7
Prev: #7
|
2.1 | no change | no change |
P
S
|
117,940 | $4,006,422 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.35% | 2.36% |
#8
2
Prev: #10
|
1.4 | 10 | 0.1% |
P
S
|
17,683 | $3,469,470 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.35% | 2.66% |
#9
1
Prev: #8
|
1.9 | no change | no change |
P
S
|
12,094 | $3,469,285 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 2.21% | 2.36% |
#10
1
Prev: #11
|
1.9 | no change | no change |
P
S
|
72,101 | $3,253,197 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 2.00% | 2.51% |
#11
2
Prev: #9
|
1.3 | -6,328 | -17.7% |
P
S
|
29,328 | $2,952,150 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.00% | 2.04% |
#12
2
Prev: #14
|
2.8 | 494 | 5.7% |
P
S
|
9,177 | $2,944,073 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 1.95% | 2.27% |
#13
1
Prev: #12
|
1.3 | -1 | -0.0% |
P
S
|
10,350 | $2,875,955 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.95% | 1.88% |
#14
1
Prev: #15
|
1.3 | 592 | 1.1% |
P
S
|
54,369 | $2,869,612 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.83% | 1.85% |
#15
1
Prev: #16
|
1.7 | no change | no change |
P
S
|
69,460 | $2,706,162 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.78% | 2.05% |
#16
3
Prev: #13
|
1.2 | 16 | 0.3% |
P
S
|
6,003 | $2,622,018 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 1.51% | 1.29% |
#17
5
Prev: #22
|
3.1 | 9,550 | 22.1% |
P
S
|
52,751 | $2,227,150 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.45% | 1.46% |
#18
1
Prev: #17
|
1.1 | 239 | 0.9% |
P
S
|
27,827 | $2,145,738 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.36% | 1.41% |
#19
1
Prev: #18
|
1.5 | no change | no change |
P
S
|
17,977 | $1,998,683 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.35% | 1.37% |
#20
1
Prev: #19
|
1.5 | no change | no change |
P
S
|
28,004 | $1,991,925 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 1.33% | 1.33% |
#21
1
Prev: #20
|
1.0 | 1,627 | 4.1% |
P
S
|
40,930 | $1,961,775 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.26% | 1.25% |
#22
1
Prev: #23
|
1.5 | no change | no change |
P
S
|
54,761 | $1,854,207 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.25% | 1.29% |
#23
2
Prev: #21
|
1.0 | 223 | 0.6% |
P
S
|
36,900 | $1,840,941 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.03% | 1.11% |
#24
Prev: #24
|
1.4 | no change | no change |
P
S
|
21,451 | $1,521,122 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AAPL
APPLE INC
|
Technology | 0.92% | 1.00% |
#25
1
Prev: #26
|
0.9 | 111 | 2.1% |
P
S
|
5,360 | $1,360,396 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.90% | 0.90% |
#26
1
Prev: #27
|
0.9 | 89 | 1.8% |
P
S
|
5,095 | $1,334,482 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.85% | 0.84% |
#27
2
Prev: #29
|
2.3 | 598 | 5.0% |
P
S
|
12,448 | $1,258,991 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IVV
ISHARES TR
|
ETF | 0.79% | 0.86% |
#28
Prev: #28
|
1.3 | no change | no change |
P
S
|
1,785 | $1,165,980 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.74% | 0.77% |
#29
1
Prev: #30
|
2.3 | 361 | 6.1% |
P
S
|
6,242 | $1,088,605 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.71% | 1.01% |
#30
5
Prev: #25
|
0.8 | -155 | -5.2% |
P
S
|
2,837 | $1,050,139 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.66% | 0.70% |
#31
Prev: #31
|
0.8 | 55 | 3.5% |
P
S
|
1,640 | $979,982 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DXUV
DIMENSIONAL ETF...
|
ETF | 0.64% | 0.66% |
#32
Prev: #32
|
0.8 | 59 | 0.4% |
P
S
|
15,799 | $937,671 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.58% | — |
#33
Prev: #—
|
3.7 | 5,008 | no change |
NEW
|
5,008 | $849,657 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.55% | 0.62% |
#34
1
Prev: #33
|
1.2 | no change | no change |
P
S
|
2,814 | $809,111 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.49% | 0.46% |
#35
1
Prev: #36
|
2.2 | 628 | 5.9% |
P
S
|
11,208 | $718,209 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.49% | 0.53% |
#36
2
Prev: #34
|
1.2 | no change | no change |
P
S
|
1 | $718,140 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.47% | 0.48% |
#37
2
Prev: #35
|
1.2 | no change | no change |
P
S
|
3,587 | $688,443 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.42% | 0.45% |
#38
Prev: #38
|
0.7 | 18 | 1.4% |
P
S
|
1,298 | $622,108 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.40% | 0.46% |
#39
2
Prev: #37
|
0.7 | -36 | -1.3% |
P
S
|
2,800 | $583,155 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ISHG
ISHARES TR
|
ETF | 0.39% | — |
#40
Prev: #—
|
3.7 | 7,791 | no change |
NEW
|
7,791 | $577,969 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.37% | 0.23% |
#41
5
Prev: #46
|
0.6 | 25 | 2.2% |
P
S
|
1,158 | $549,538 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IVW
ISHARES TR
|
Warrant | 0.36% | 0.40% |
#42
3
Prev: #39
|
1.1 | no change | no change |
P
S
|
4,656 | $526,640 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.34% | 0.32% |
#43
1
Prev: #42
|
2.6 | 525 | 34.5% |
P
S
|
2,046 | $495,931 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.33% | 0.32% |
#44
4
Prev: #40
|
1.1 | no change | no change |
P
S
|
13,697 | $490,079 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
EFV
ISHARES TR
|
ETF | 0.32% | 0.32% |
#45
4
Prev: #41
|
1.1 | no change | no change |
P
S
|
6,415 | $476,955 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.31% | 0.29% |
#46
3
Prev: #43
|
0.6 | 16 | 0.4% |
P
S
|
3,710 | $461,079 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FRDM
EA SERIES TRUST
|
ETF | 0.23% | 0.23% |
#47
Prev: #47
|
0.6 | -27 | -0.4% |
P
S
|
6,278 | $343,081 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ITOT
ISHARES TR
|
ETF | 0.22% | 0.23% |
#48
3
Prev: #45
|
1.1 | no change | no change |
P
S
|
2,250 | $320,468 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.21% | 0.26% |
#49
5
Prev: #44
|
0.6 | 1 | 0.3% |
P
S
|
341 | $313,744 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.20% | 0.20% |
#50
Prev: #50
|
1.1 | no change | no change |
P
S
|
7,453 | $293,946 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-50 of 65 holdings