Titelia

Holdings of SwitchPoint Financial Planning, LLC

57 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.4 % of the equity sleeve

Sector breakdown

  • Technology 5.5 %
  • Funds 4.7 %
  • Communication 3.7 %
  • Financials 1.1 %
  • Energy 0.7 %
  • Health care 0.6 %
  • Consumer staples 0.6 %
  • Consumer discretionary 0.5 %
  • Unattributed 82.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • ZA 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US56124.4M $99.89 %
2ZA1134K $0.11 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 738,76428.7M $
2Dimensional International Core 703,06125M $
3Dimensional U S Targeted Value ETF 92,2395.8M $
4DFA Dimensional US Marketwide Value ETF 97,0854.7M $
5Vanguard Value ETF 17,6833.5M $
6Alphabet Inc 12,0943.5M $
7iShares Trust 29,3283M $
8Vanguard Total Stock Market ETF 9,1772.9M $
9Cadence Design Systems Inc 10,3502.9M $
10Dimensional International Value ETF 54,3692.9M $
11Dimensional ETF Trust 69,4602.7M $
12Vanguard Growth ETF 6,0032.6M $
13Dimensional ETF Trust 52,7512.2M $
14Vanguard Total International S 27,8272.1M $
15Avantis US Equity ETF 17,9772M $
16Dimensional U S Small Cap ETF 28,0042M $
17DFA Dimensional National Municipal Bond ETF 40,9302M $
18Dimensional ETF Trust 54,7611.9M $
19Vanguard Tax-Exempt Bond Index ETF 36,9001.8M $
20Dimensional ETF Trust 21,4511.5M $
21Apple Inc 5,3601.4M $
22Vanguard Small-Cap ETF 5,0951.3M $
23Vanguard Short-Term Tax-Exempt Bond ETF 12,4481.3M $
24iShares Core S&P 500 ETF 1,7851.2M $
25NVIDIA Corp 6,2421.1M $
26Microsoft Corp 2,8371.1M $
27Vanguard S&P 500 ETF 1,640980K $
28Exxon Mobil Corp 5,008849.7K $
29Alphabet Inc 2,814809.1K $
30Vanguard FTSE Developed Markets ETF 11,208718.2K $
31Berkshire Hathaway Inc 1718.1K $
32Invesco S&P 500 Equal Weight ETF 3,587688.4K $
33Berkshire Hathaway Inc 1,298622.1K $
34Amazon.com Inc 2,800583.2K $
35iShares Trust 7,791578K $
36Texas Pacific Land Corp 1,158549.5K $
37iShares Trust 4,656526.6K $
38International Business Machines Corp. 2,046495.9K $
39Dimensional Emerging Markets V 13,697490.1K $
40iShares Trust 6,415477K $
41Walmart Inc 3,710461.1K $
42Freedom 100 Emerging Markets E 6,278343.1K $
43iShares Core S&P Total U.S. Stock Market ETF 2,250320.5K $
44Eli Lilly & Co 341313.7K $
45Dimensional International Smal 7,453293.9K $
46Costco Wholesale Corp 287286.1K $
47Johnson & Johnson 1,146280.1K $
48Meta Platforms Inc 481275.2K $
49Vanguard Scottsdale Funds 4,320257.2K $
50CNX Resources Corp 6,514251.1K $
51Vanguard Real Estate ETF 2,776246.2K $
52iShares Russell 2000 ETF 964239.1K $
53iShares Russell 3000 ETF 634235K $
54Vanguard World Fund 3,474225.6K $
55Chevron Corp 1,037214.6K $
56Elevance Health Inc 733214.5K $
57Sibanye Stillwater Ltd 10,880134K $