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Home > Institutional Investor > Switchpoint Financial Planning, Llc > 13F Holdings

Instuitional Investor - Switchpoint Financial Planning, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 698,476 $24,160,291 23.13%
2.
Dimensional Etf Trust
 625,362 $16,162,472 15.47%
3.
Dimensional Etf Trust
 251,745 $6,593,210 6.31%
4.
Dimensional Etf Trust
 92,475 $5,147,183 4.92%
5.
Dimensional Etf Trust
 108,489 $4,439,382 4.25%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)