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SFP
SwitchPoint Financial Planning Portfolio holdings
AUM
$147M
1-Year Est. Return
21.66%
This Fund
S&P 500
1 Year Est. Return
+21.66%
AUM
$147M
AUM Growth
+$4.7M
(+3.3%)
Holding
65
Top Buys
| 1 | +$1.13M | |
| 2 | +$1.01M | |
| 3 | +$985K | |
| 4 |
Exxon Mobil
XOM
|
+$731K |
| 5 |
iShares 1-3 Year International Treasury Bond ETF
ISHG
|
+$588K |
Top Sells
| 1 | +$636K | |
| 2 | +$210K | |
| 3 | +$64.9K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$43.7K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Costco
COST
$431B
| $286K | 0.19% |
287
+6
|
|
||
52
Johnson & Johnson
JNJ
$575B
| $280K | 0.19% |
1,146
+25
|
|
||
53
Meta Platforms (Facebook)
META
$1.5T
| $275K | 0.19% |
481
-2
|
|
||
54
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.57B
| $261K | 0.18% |
4,838
|
|
||
55
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
| $257K | 0.17% |
4,320
+26
|
|
||
56
CNX Resources
CNX
$4.72B
| $251K | 0.17% |
6,514
+9
|
|
||
57
Vanguard Real Estate ETF
VNQ
$37.9B
| $246K | 0.17% |
2,776
+20
|
|
||
58
iShares Russell 2000 ETF
IWM
$79.5B
| $239K | 0.16% |
964
|
|
||
|
59
Consolidated Water Co
CWCO
$485M
| $235K | 0.16% |
7,109
-1,000
|
|
||
60
iShares Russell 3000 ETF
IWV
$19.1B
| $235K | 0.16% |
634
|
|
||
61
Vanguard World Funds Extended Duration ETF
EDV
$3.67B
| $226K | 0.15% |
3,474
-1
|
|
||
62
Chevron
CVX
$377B
| $215K | 0.15% |
+1,037
|
|
||
63
Elevance Health
ELV
$89B
| $214K | 0.15% |
733
+7
|
|
||
64
Sibanye-Stillwater
SBSW
$6.61B
| $134K | 0.09% |
10,880
|
|
||
65
Oracle
ORCL
$601B
| – | – |
-1,078
|
|