StockDriftsStockDriftsTop 50 SwitchPoint Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.47% | 738.8K | $28.7M | +3.52%(+25.12K) | $34.83(+24.09%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 16.94% | 703.1K | $25.0M | +4.01%(+27.10K) | $27.59(+38.05%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.03% | 257.2K | $8.9M | +2.89%(+7.23K) | $27.63(+46.24%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.91% | 92.2K | $5.8M | +0.14%(+130) | $55.65(+18.31%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.64% | 112.1K | $5.4M | +26.64%(+23.58K) | $47.52(+0.78%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.19% | 97.1K | $4.7M | -0.91%(-891) | $41.31(+27.41%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.72% | 117.9K | $4.0M | +0.00%(+0) | $25.94(+44.67%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.35% | 17.7K | $3.5M | +0.06%(+10) | $172.17(+21.02%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.35% | 12.1K | $3.5M | +0.00%(+0) | $210.47(+89.59%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.21% | 72.1K | $3.3M | +0.00%(+0) | $40.15(+26.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.83% | +51.41% |
| Top 20 Holdings Unweighted | +12.75% | +43.33% |
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