SwitchPoint Financial Planning, LLC
CIK 2055526 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $160.3M
- Posisi
- 71
- Per tanggal
- 30 Juni 2026
#7.175 dari 9.443 berdasarkan nilai 13F · top 76.0%
Nilai portofolio QoQ: +17.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 67,84%
- Bobot 25 kepemilikan teratas
- 89,09%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 10,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,43% Perkiraan pembelian $13.549.794 · penjualan $631.446
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,6% masih dipegang
- Posisi baru
- 8
- Meningkat
- 33
- Menurun
- 11
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
1,8%
Communication Services
0,8%
Energy
0,6%
Retail
0,4%
Healthcare
0,3%
Materials
0,2%
Utilities
0,1%
Lainnya/Tidak terpetakan
95,8%
Portofolio lengkap 71 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $36.118.358 | 22,53% | 814.210 | $7.409.995 | Naik ×4 | ||
| DFIC | $28.535.074 | 17,80% | 765.837 | $3.555.334 | Naik ×2 | ||
| DFEM | $10.988.776 | 6,86% | 270.393 | $2.102.309 | Naik ×4 | ||
| DFAT | $6.456.539 | 4,03% | 92.368 | $696.208 | Naik ×2 | ||
| DFSD | $5.698.959 | 3,56% | 119.350 | $333.322 | Naik ×5 | ||
| DFUV | $5.349.691 | 3,34% | 97.249 | $644.972 | Naik ×1 | ||
| DFAX | $4.344.910 | 2,71% | 117.940 | $338.488 | |||
| VTV | $3.851.549 | 2,40% | 17.673 | $382.079 | Turun ×1 | ||
| DFAU | $3.726.901 | 2,33% | 72.101 | $473.704 | |||
| VTI | $3.673.017 | 2,29% | 9.926 | $728.944 | Naik ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3.359.234 | 2,10% | 33.369 | $407.084 | Naik ×1 | ||
| VUG | $3.102.498 | 1,94% | 36.017 | $480.480 | Naik ×2 | ||
| DFAI | $3.043.301 | 1,90% | 73.777 | $337.139 | Naik ×1 | ||
| DFIV | $2.965.863 | 1,85% | 54.903 | $96.251 | Naik ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2.959.148 | 1,85% | 34.614 | $813.410 | Naik ×2 | ||
| DFCF | $2.361.851 | 1,47% | 55.955 | $134.701 | Naik ×6 | ||
| DFAS | $2.305.849 | 1,44% | 28.004 | $313.924 | |||
| AVUS | $2.241.016 | 1,40% | 17.497 | $242.333 | Turun ×1 | ||
| DFAE | $2.135.030 | 1,33% | 53.097 | $280.823 | Turun ×1 | ||
| VTEB | $1.954.462 | 1,22% | 38.641 | $113.521 | Naik ×4 | ||
| DFNM | $1.768.674 | 1,10% | 36.592 | $-193.101 | Turun ×1 | ||
| DFUS | $1.757.732 | 1,10% | 21.451 | $236.610 | |||
| VB | $1.528.028 | 0,95% | 5.041 | $193.546 | Turun ×1 | ||
| IVV | $1.336.769 | 0,83% | 1.785 | $170.789 | |||
| VTES | $1.250.773 | 0,78% | 12.346 | $-8.218 | Turun ×1 | ||
| DXUV | $1.132.761 | 0,71% | 17.034 | $195.090 | Naik ×4 | ||
| VOO | $1.095.462 | 0,68% | 1.595 | $115.480 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $991.637 | 0,62% | 3.427 | $159.713 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $833.575 | 0,52% | 4.166 | $144.346 | Naik ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $817.202 | 0,51% | 2.287 | $143.244 | Turun ×1 | ||
| VEA | $798.570 | 0,50% | 11.208 | $80.361 | |||
| RSP | $763.235 | 0,48% | 3.587 | $74.792 | |||
| BRKA | $748.850 | 0,47% | 1 | $30.710 | |||
| IVW | $640.340 | 0,40% | 4.656 | $113.700 | |||
| DFEV | $584.411 | 0,36% | 13.697 | $94.332 | |||
| ISHG iShares 1-3 Year International Treasury Bond ETF | $578.443 | 0,36% | 7.791 | $474 | |||
| TPL Texas Pacific Land Corporation Common Stock | $493.656 | 0,31% | 1.128 | $482.267 | Naik ×1 | ||
| EFV | $491.068 | 0,31% | 6.415 | $14.113 | |||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $483.823 | 0,30% | 8.884 | $222.619 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $412.560 | 0,26% | 1.106 | $26.103 | Naik ×3 | ||
| FRDM | $409.624 | 0,26% | 5.619 | $66.543 | Turun ×2 | ||
| ITOT | $369.608 | 0,23% | 2.250 | $49.140 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $330.010 | 0,21% | 934 | $75.565 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $310.795 | 0,19% | 1.304 | $58.372 | Naik ×3 | ||
| DISV | $299.089 | 0,19% | 7.453 | $5.143 | |||
| IWM | $289.634 | 0,18% | 964 | $50.562 | |||
| IWV | $270.338 | 0,17% | 634 | $35.327 | |||
| VNQ | $269.246 | 0,17% | 2.792 | $23.042 | Naik ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $257.284 | 0,16% | 4.362 | $35 | Naik ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $239.606 | 0,15% | 256 | $-13.621 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $232.689 | 0,15% | 194 | $62.532 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $226.241 | 0,14% | 196 | Naik ×1 | |||
| EDV | $226.088 | 0,14% | 3.474 | $452 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $220.160 | 0,14% | 461 | Naik ×1 | |||
| VWO | $219.301 | 0,14% | 3.674 | Naik ×1 | |||
| CNX CNX Resources Corporation Common Stock | $218.543 | 0,14% | 6.441 | $-30.683 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $214.050 | 0,13% | 380 | $-4.504 | Turun ×1 | ||
| SPYV | $212.765 | 0,13% | 3.500 | Naik ×1 | |||
| NUE Nucor Corporation Common Stock | $212.726 | 0,13% | 955 | Naik ×1 | |||
| DON | $212.402 | 0,13% | 3.758 | Naik ×1 | |||
| CWCO Consolidated Water Co. Ltd. - Ordinary Shares | $209.716 | 0,13% | 7.109 | $-25.734 | |||
| SCHF | $201.102 | 0,13% | 7.260 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $189.631 | 0,12% | 1.387 | $-39.071 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $183.642 | 0,11% | 254 | Naik ×1 | |||
| BRKB | $175.637 | 0,11% | 351 | $32.356 | Naik ×3 | ||
| JNJ Johnson & Johnson Common Stock | $159.493 | 0,10% | 628 | $11.607 | Naik ×3 | ||
| WMT Walmart Inc. - Common Stock | $114.279 | 0,07% | 1.009 | $-7.640 | Naik ×3 | ||
| SBSW D/B/A Sibanye-Stillwater Limited ADS | $92.371 | 0,06% | 10.880 | $-41.671 | |||
| ELV Elevance Health, Inc. Common Stock | $19.336 | 0,01% | 50 | $5.577 | Naik ×3 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $16.514 | 0,01% | 44 | $5.121 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $14.061 | 0,01% | 50 | $3.153 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFAC | $36.118.358 | 22,53% | naik ×4 |
| DFEM | $10.988.776 | 6,86% | naik ×4 |
| DFSD | $5.698.959 | 3,56% | naik ×5 |
| DFCF | $2.361.851 | 1,47% | naik ×6 |
| VTEB | $1.954.462 | 1,22% | naik ×4 |
| DXUV | $1.132.761 | 0,71% | naik ×4 |
| NVDA | $833.575 | 0,52% | naik ×3 |
| MSFT | $412.560 | 0,26% | naik ×3 |
| AMZN | $310.795 | 0,19% | naik ×3 |
| VGIT | $257.284 | 0,16% | naik ×6 |
| BRKB | $175.637 | 0,11% | naik ×3 |
| JNJ | $159.493 | 0,10% | naik ×3 |
| WMT | $114.279 | 0,07% | naik ×3 |
| ELV | $19.336 | 0,01% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Beli lebih banyak | +75K | +$7.4M |
| DFIC | Beli lebih banyak | +63K | +$3.6M |
| DFEM | Beli lebih banyak | +13K | +$2.1M |
| VXUS | Beli lebih banyak | +7K | +$813K |
| VTI | Beli lebih banyak | +749 | +$729K |
| DFAT | Beli lebih banyak | +129 | +$696K |
| DFUV | Beli lebih banyak | +164 | +$645K |
| VUG | Beli lebih banyak | +30K | +$480K |
| DFAU | Hanya pergerakan harga | +0 | +$474K |
| SGOV | Beli lebih banyak | +4K | +$407K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| DCOR | 30 Juni 2025 | 24.402 | $1.496.575 | Tidak lagi dilacak |
| VGT | 31 Maret 2025 | 508 | $316.172 | Tidak lagi dilacak |
| VIG | 31 Maret 2025 | 1.388 | $271.731 | Tidak lagi dilacak |
| TTD | 31 Maret 2025 | 2.006 | $235.765 | -75,4% |
| SPDN | 30 Juni 2025 | 19.354 | $224.311 | Tidak lagi dilacak |
| DFAR | 30 Juni 2025 | 8.660 | $205.848 | Tidak lagi dilacak |
| ABNB | 30 Juni 2025 | 1.688 | $201.648 | 40,7% |
| VGSR | 30 Juni 2025 | 18.261 | $185.167 | |
| CVX | 30 Juni 2026 | 789 | $163.244 | 25,4% |
| ORCL | 31 Maret 2026 | 406 | $79.165 | -3,1% |
| WFC | 31 Des. 2025 | 603 | $50.543 | -8,6% |