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SFP

SwitchPoint Financial Planning Portfolio holdings

AUM $147M
1-Year Est. Return 21.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.01M
3
+$985K
4
XOM icon
Exxon Mobil
XOM
+$731K
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$588K

Top Sells

1
+$636K
2
+$210K
3
+$64.9K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$43.7K
5
CWCO icon
Consolidated Water Co
CWCO
+$35.9K

Sector Composition

1 Technology 4.66%
2 Communication Services 3.09%
3 Energy 1.26%
4 Financials 0.91%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
26
Vanguard Small-Cap ETF
VB
$78.7B
$1.33M 0.9%
5,095
+89
VTES icon
27
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.99B
$1.26M 0.85%
12,448
+598
IVV icon
28
iShares Core S&P 500 ETF
IVV
$832B
$1.17M 0.79%
1,785
NVDA icon
29
NVIDIA
NVDA
$4.98T
$1.09M 0.74%
6,242
+361
MSFT icon
30
Microsoft
MSFT
$3T
$1.05M 0.71%
2,837
-155
VOO icon
31
Vanguard S&P 500 ETF
VOO
$969B
$980K 0.66%
1,640
+55
DXUV
32
Dimensional US Vector Equity ETF
DXUV
$420M
$938K 0.64%
15,799
+59
XOM icon
33
Exxon Mobil
XOM
$623B
$850K 0.58%
+5,008
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.47T
$809K 0.55%
2,814
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$225B
$718K 0.49%
11,208
+628
BRK.A icon
36
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.49%
1
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$89.6B
$688K 0.47%
3,587
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.05T
$622K 0.42%
1,298
+18
AMZN icon
39
Amazon
AMZN
$2.6T
$583K 0.4%
2,800
-36
ISHG icon
40
iShares 1-3 Year International Treasury Bond ETF
ISHG
$896M
$578K 0.39%
+7,791
TPL icon
41
Texas Pacific Land
TPL
$26.5B
$550K 0.37%
1,158
+25
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$72.8B
$527K 0.36%
4,656
IBM icon
43
IBM
IBM
$263B
$496K 0.34%
2,046
+525
DFEV icon
44
Dimensional Emerging Markets Value ETF
DFEV
$1.94B
$490K 0.33%
13,697
EFV icon
45
iShares MSCI EAFE Value ETF
EFV
$26.2B
$477K 0.32%
6,415
WMT icon
46
Walmart Inc
WMT
$943B
$461K 0.31%
3,710
+16
FRDM icon
47
Freedom 100 Emerging Markets ETF
FRDM
$3.38B
$343K 0.23%
6,278
-27
ITOT icon
48
iShares Core S&P Total US Stock Market ETF
ITOT
$91.5B
$320K 0.22%
2,250
LLY icon
49
Eli Lilly
LLY
$1.03T
$314K 0.21%
341
+1
DISV icon
50
Dimensional International Small Cap Value ETF
DISV
$4.72B
$294K 0.2%
7,453
1
2
3