SFP
SwitchPoint Financial Planning Portfolio holdings
AUM
$122M
1 Year Est. Return
–
AUM
$122M
AUM Growth
+$16.6M
(+16%)
Holding
64
Top Buys
| 1 | +$1.93M | |
| 2 | +$1.17M | |
| 3 | +$1.07M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$856K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$736K |
Top Sells
| 1 | +$1.5M | |
| 2 | +$652K | |
| 3 | +$640K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$236K |
| 5 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
+$224K |
Sector Composition
| 1 | Technology | 5.41% |
| 2 | Financials | 1.49% |
| 3 | Consumer Staples | 0.52% |
| 4 | Energy | 0.51% |
| 5 | Communication Services | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional International Small Cap Value ETF
DISV
$3.57B
| $245K | 0.2% |
7,453
|
|
||
52
Eli Lilly
LLY
$717B
| $240K | 0.2% |
+307
|
|
||
53
Vanguard World Funds Extended Duration ETF
EDV
$4.08B
| $234K | 0.19% |
3,475
-1
|
|
||
54
Freedom 100 Emerging Markets ETF
FRDM
$1.5B
| $228K | 0.19% |
+5,644
|
|
||
55
Oracle
ORCL
$784B
| $226K | 0.19% |
+1,033
|
|
||
56
iShares Russell 3000 ETF
IWV
$17.3B
| $223K | 0.18% |
634
|
|
||
57
CNX Resources
CNX
$4.52B
| $218K | 0.18% |
6,479
+31
|
|
||
58
iShares Russell 2000 ETF
IWM
$70.9B
| $205K | 0.17% |
+949
|
|
||
59
Sibanye-Stillwater
SBSW
$7.32B
| $78.6K | 0.06% |
+10,880
|
|
||
60
Dimensional US Core Equity 1 ETF
DCOR
$2.14B
| – | – |
-24,402
|
|
||
61
Dimensional US Real Estate ETF
DFAR
$1.42B
| – | – |
-8,660
|
|
||
62
Airbnb
ABNB
$78.7B
| – | – |
-1,690
|
|
||
|
63
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$119M
| – | – |
-19,354
|
|
||
64
Vert Global Sustainable Real Estate ETF
VGSR
$449M
| – | – |
-18,261
|
|