SwitchPoint Financial Planning, LLC

**SwitchPoint Financial Planning, LLC** manages $143M across a diversified portfolio of 62 positions. The fund exhibits a notable concentration in the DFAC ecosystem, with the top three holdings—DFAC, DFIC, and DFEM—accounting for over $60 million in combined exposure. Significant allocations are also maintained in technology leaders like GOOG ($3.8M) and broad market ETFs such as VTV ($3.4M). This structure suggests a tactical approach balancing sector-specific growth plays with established market indices.

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