SFP
SwitchPoint Financial Planning Portfolio holdings
AUM
$143M
1-Year Est. Return
20.4%
This Fund
S&P 500
1 Year Est. Return
+20.4%
AUM
$143M
AUM Growth
+$4.71M
(+3.4%)
Holding
63
Top Buys
| 1 | +$456K | |
| 2 | +$415K | |
| 3 | +$283K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$258K |
| 5 |
NVIDIA
NVDA
|
+$186K |
Top Sells
| 1 | +$557K | |
| 2 | +$526K | |
| 3 | +$342K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$242K |
| 5 |
Apple
AAPL
|
+$90.7K |
Sector Composition
| 1 | Technology | 5.51% |
| 2 | Communication Services | 3.5% |
| 3 | Financials | 0.98% |
| 4 | Healthcare | 0.6% |
| 5 | Consumer Discretionary | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.29B
| $262K | 0.18% |
4,838
|
|
||
52
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
| $257K | 0.18% |
4,294
+49
|
|
||
53
Elevance Health
ELV
$62.2B
| $254K | 0.18% |
726
+24
|
|
||
54
iShares Russell 3000 ETF
IWV
$18.3B
| $245K | 0.17% |
634
|
|
||
55
Vanguard Real Estate ETF
VNQ
$36.2B
| $244K | 0.17% |
2,756
-356
|
|
||
56
Costco
COST
$447B
| $243K | 0.17% |
281
-2
|
|
||
57
CNX Resources
CNX
$5.81B
| $239K | 0.17% |
6,505
+32
|
|
||
58
iShares Russell 2000 ETF
IWM
$72B
| $237K | 0.17% |
964
|
|
||
59
Johnson & Johnson
JNJ
$588B
| $232K | 0.16% |
1,121
+38
|
|
||
60
Vanguard World Funds Extended Duration ETF
EDV
$4.05B
| $226K | 0.16% |
3,475
|
|
||
61
Oracle
ORCL
$436B
| $210K | 0.15% |
1,078
-16
|
|
||
62
Sibanye-Stillwater
SBSW
$10.2B
| $155K | 0.11% |
10,880
|
|
||
63
Wells Fargo
WFC
$244B
| – | – |
-6,281
|
|