SwitchPoint Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Lehi, UT
CIK
0002055526
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
51
105,424
DFAC, DFIC, DFEM, DFAT
13F-HR
4/29/2025
000205552625000002
Q4 2024
50
104,448
DFAC, DFIC, DFEM, DFAT
13F-HR
2/11/2025
000205552625000001