Switchpoint-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABNB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  "IVW",
  null,
  "MSFT",
  null,
  "VGIT",
  "IVV",
  "AAPL",
  "NVDA",
  null,
  null,
  "VNQ",
  null,
  "IWV",
  null,
  null,
  null,
  "AMZN",
  null,
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VTEB",
  "VB",
  "VOO",
  "VTV",
  "WFC",
  null,
  "BRK-B",
  "CDNS",
  "CNX",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "ELV",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 51
Total Value: 102623683
Accession Number: 0002055526-25-000002
Form Type: 13F-HR
CIK: switchpoint-financial-planning
Manager Name: Switchpoint-Financial-Planning

Data Enrichment

55% identified

28 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $102.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921935870

Shares:13.2K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$102.6M)

25434V401

Shares:21.6K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$102.6M)

25434V203

Shares:39.1K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$102.6M)

922908751

VB|922908751

Shares:5.0K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$102.6M)

922908363

VOO|922908363

Shares:1.7K

Value:$858.7K

% of Portfolio:0.8% ($858.7K/$102.6M)

46137V357

RSP|46137V357

Shares:3.6K

Value:$621.4K

% of Portfolio:0.6% ($621.4K/$102.6M)

MICROSOFT CORP

MSFT|594918104

Shares:1.3K

Value:$494.9K

% of Portfolio:0.5% ($494.9K/$102.6M)

Apple Inc.

AAPL|037833100

Shares:2.0K

Value:$447.3K

% of Portfolio:0.4% ($447.3K/$102.6M)

464287309

IVW|464287309

Shares:4.7K

Value:$432.2K

% of Portfolio:0.4% ($432.2K/$102.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.6K

Value:$401.2K

% of Portfolio:0.4% ($401.2K/$102.6M)

25434V740

Shares:13.7K

Value:$370.5K

% of Portfolio:0.4% ($370.5K/$102.6M)

25434V302

Shares:14.3K

Value:$370.0K

% of Portfolio:0.4% ($370.0K/$102.6M)

921943858

VEA|921943858

Shares:7.2K

Value:$366.9K

% of Portfolio:0.4% ($366.9K/$102.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:663

Value:$353.1K

% of Portfolio:0.3% ($353.1K/$102.6M)

464287200

IVV|464287200

Shares:600

Value:$337.1K

% of Portfolio:0.3% ($337.1K/$102.6M)

Elevance Health, Inc.

ELV|036752103

Shares:658

Value:$286.2K

% of Portfolio:0.3% ($286.2K/$102.6M)

922908553

VNQ|922908553

Shares:3.1K

Value:$277.9K

% of Portfolio:0.3% ($277.9K/$102.6M)

25434V583

Shares:4.8K

Value:$258.5K

% of Portfolio:0.3% ($258.5K/$102.6M)

92206C706

VGIT|92206C706

Shares:4.2K

Value:$248.0K

% of Portfolio:0.2% ($248.0K/$102.6M)

921910709

Shares:3.5K

Value:$247.2K

% of Portfolio:0.2% ($247.2K/$102.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip921935870)✕	13.2K	QoQ -1.13% (-151) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$102.6M)	QoQ -0.87% (-$11.7K) YoY-
(cusip25434V401)✕	21.6K	QoQ -15.25% (-3.9K) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$102.6M)	QoQ -19.60% (-$318.0K) YoY-
(cusip25434V203)✕	39.1K	QoQ -1.37% (-546) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$102.6M)	QoQ +5.47% (-$63.5K) YoY-
(VBcusip922908751)	5.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$102.6M)	QoQ -7.71% (-$92.8K) YoY-
(VOOcusip922908363)	1.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$858.7K	0.8% ($858.7K/$102.6M)	QoQ -4.62% (-$41.6K) YoY-
(RSPcusip46137V357)	3.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$621.4K	0.6% ($621.4K/$102.6M)	QoQ -1.14% (-$7.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.3K	QoQ -49.24% (-1.3K) YoY-	All Managers (Combined)	$494.9K	0.5% ($494.9K/$102.6M)	QoQ -54.79% (-$599.8K) YoY-
Apple Inc.(AAPLcusip037833100)	2.0K	QoQ -56.28% (-2.6K) YoY-	All Managers (Combined)	$447.3K	0.4% ($447.3K/$102.6M)	QoQ -61.23% (-$706.5K) YoY-
(IVWcusip464287309)	4.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$432.2K	0.4% ($432.2K/$102.6M)	QoQ -8.56% (-$40.5K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.6K	QoQ NEW(+5.6K) YoY-	All Managers (Combined)	$401.2K	0.4% ($401.2K/$102.6M)	QoQ NEW(+$401.2K) YoY-
(cusip25434V740)✕	13.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$370.5K	0.4% ($370.5K/$102.6M)	QoQ +3.20% (+$11.5K) YoY-
(cusip25434V302)✕	14.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$370.0K	0.4% ($370.0K/$102.6M)	QoQ +2.04% (+$7.4K) YoY-
(VEAcusip921943858)	7.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$366.9K	0.4% ($366.9K/$102.6M)	QoQ +6.29% (+$21.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	663	QoQ -65.82% (-1.3K) YoY-	All Managers (Combined)	$353.1K	0.3% ($353.1K/$102.6M)	QoQ -59.84% (-$526.3K) YoY-
(IVVcusip464287200)	600	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$337.1K	0.3% ($337.1K/$102.6M)	QoQ -4.54% (-$16.1K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	658	QoQ -4.63% (-32) YoY-	All Managers (Combined)	$286.2K	0.3% ($286.2K/$102.6M)	QoQ +12.37% (-$31.5K) YoY-
(VNQcusip922908553)	3.1K	QoQ +22.36% (+561) YoY-	All Managers (Combined)	$277.9K	0.3% ($277.9K/$102.6M)	QoQ +24.39% (+$54.5K) YoY-
(cusip25434V583)✕	4.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$258.5K	0.3% ($258.5K/$102.6M)	QoQ +1.13% (+$2.9K) YoY-
(VGITcusip92206C706)	4.2K	QoQ +0.62% (+26) YoY-	All Managers (Combined)	$248.0K	0.2% ($248.0K/$102.6M)	QoQ +3.05% (+$7.3K) YoY-
(cusip921910709)✕	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$247.2K	0.2% ($247.2K/$102.6M)	QoQ NEW(+$247.2K) YoY-