SwitchPoint Financial Planning, LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	713,645 (+1.5%)	$28,253 (+4.2%)	19.8%	$34.90	—	US CORE EQUITY 2	25434V708
DFEM	DIMENSIONAL ETF TRUST	249,979 (+1.4%)	$8,269 (+4.6%)	5.8%	$26.63	—	EMERGING MKTS CO	25434V732
DFSD	DIMENSIONAL ETF TRUST	88,488 (+6.4%)	$4,243 (+5.9%)	3.0%	$47.04	—	SHORT DURATION F	25434V864
NVDA	NVIDIA CORPORATION	5,881 (+20.4%)	$1,097 (+20.4%)	0.8%	$146.70	+26.9%	COM	67066G104
DFNM	DIMENSIONAL ETF TRUST	39,303 (+6.9%)	$1,893 (+7.3%)	1.3%	$47.81	—	NATL MUN BD ETF	25434V849
SGOV	ISHARES TR	35,656 (+4.0%)	$3,579 (+3.7%)	2.5%	$100.50	—	0-3 MNTH TREASRY	46436E718
LLY	ELI LILLY & CO	340 (+8.3%)	$366 (+52.5%)	0.3%	$786.69	+21.5%	COM	532457108
DFCF	DIMENSIONAL ETF TRUST	43,201 (+7.2%)	$1,839 (+6.7%)	1.3%	$41.65	—	CORE FIXED INCOM	25434V872
AMZN	AMAZON COM INC	2,836 (+9.9%)	$655 (+15.5%)	0.5%	$207.24	+10.4%	COM	023135106
DXUV	DIMENSIONAL ETF TRUST	15,740 (+5.0%)	$941 (+7.4%)	0.7%	$55.37	—	DIMENSIONAL US	25434V559
FRDM	EA SERIES TRUST	6,305 (+8.1%)	$323 (+25.1%)	0.2%	$41.33	—	FREEDOM 100 EM	02072L607
WMT	WALMART INC	3,694 (+1.7%)	$412 (+9.9%)	0.3%	$95.03	+12.8%	COM	931142103
JNJ	JOHNSON & JOHNSON	1,121 (+3.5%)	$232 (+15.5%)	0.2%	$170.44	+15.6%	COM	478160104
TPL	TEXAS PACIFIC LAND CORPORATI	1,133 (+198.2%)	$325 (-8.4%)	0.2%	$339.23	-10.1%	COM	88262P102
MSFT	MICROSOFT CORP	2,992 (+5.0%)	$1,447 (-1.9%)	1.0%	$430.15	+16.4%	COM	594918104
ELV	ELEVANCE HEALTH INC FORMERLY	726 (+3.4%)	$254 (+12.1%)	0.2%	$406.71	-17.2%	COM	036752103
META	META PLATFORMS INC	483 (+6.9%)	$319 (-4.0%)	0.2%	$607.49	+9.8%	CL A	30303M102
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,280 (+2.1%)	$644 (+2.1%)	0.5%	$472.61	+5.3%	CL B NEW	084670702
VGIT	VANGUARD SCOTTSDALE FDS	4,294 (+1.2%)	$257 (+1.0%)	0.2%	$58.02	—	INTER TERM TREAS	92206C706

Exited Positions (1)

WFC WELLS FARGO CO NEW 0.4%

Value ($000) $526 Shares 6,281 Est. Cost $73.70 Unrealized +17.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WFC	WELLS FARGO CO NEW	6,281	$526	0.4%	$73.70	+17.5%	—	949746101

Decreased Positions (8)

VTI VANGUARD INDEX FDS 2.0%

Value ($000) $2,911 (-14.3%) Shares 8,683 (-16.2%) Est. Cost $287.45 Unrealized —

DFIV DIMENSIONAL ETF TRUST 1.9%

Value ($000) $2,683 (-4.6%) Shares 53,777 (-11.8%) Est. Cost $35.57 Unrealized —

ORCL ORACLE CORP 0.1%

Value ($000) $210 (-31.7%) Shares 1,078 (-1.5%) Est. Cost $166.01 Unrealized +43.4%

DFUV DIMENSIONAL ETF TRUST 3.2%

Value ($000) $4,565 (-1.1%) Shares 97,976 (-5.2%) Est. Cost $40.92 Unrealized —

VNQ VANGUARD INDEX FDS 0.2%

Value ($000) $244 (-14.3%) Shares 2,756 (-11.4%) Est. Cost $89.35 Unrealized —

VOO VANGUARD INDEX FDS 0.7%

Value ($000) $994 (-2.9%) Shares 1,585 (-5.1%) Est. Cost $538.81 Unrealized —

DFUS DIMENSIONAL ETF TRUST 1.1%

Value ($000) $1,591 (-0.9%) Shares 21,451 (-3.2%) Est. Cost $63.84 Unrealized —

AAPL APPLE INC 1.0%

Value ($000) $1,427 (+0.3%) Shares 5,249 (-6.0%) Est. Cost $232.97 Unrealized +15.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	8,683 (-16.2%)	$2,911 (-14.3%)	2.0%	$287.45	—	TOTAL STK MKT	922908769
DFIV	DIMENSIONAL ETF TRUST	53,777 (-11.8%)	$2,683 (-4.6%)	1.9%	$35.57	—	INTERNATNAL VAL	25434V807
ORCL	ORACLE CORP	1,078 (-1.5%)	$210 (-31.7%)	0.1%	$166.01	+43.4%	COM	68389X105
DFUV	DIMENSIONAL ETF TRUST	97,976 (-5.2%)	$4,565 (-1.1%)	3.2%	$40.92	—	US MKTWIDE VALUE	25434V724
VNQ	VANGUARD INDEX FDS	2,756 (-11.4%)	$244 (-14.3%)	0.2%	$89.35	—	REAL ESTATE ETF	922908553
VOO	VANGUARD INDEX FDS	1,585 (-5.1%)	$994 (-2.9%)	0.7%	$538.81	—	S&P 500 ETF SHS	922908363
DFUS	DIMENSIONAL ETF TRUST	21,451 (-3.2%)	$1,591 (-0.9%)	1.1%	$63.84	—	US EQUITY MARKET	25434V401
AAPL	APPLE INC	5,249 (-6.0%)	$1,427 (+0.3%)	1.0%	$232.97	+15.2%	COM	037833100

Unchanged Positions (33)

DFIC DIMENSIONAL ETF TRUST 16.3%

Value ($000) $23,294 Shares 675,961 Est. Cost $26.31 Unrealized —

GOOG ALPHABET INC 2.7%

Value ($000) $3,795 Shares 12,094 Est. Cost $209.93 Unrealized +36.4%

CDNS CADENCE DESIGN SYSTEM INC 2.3%

Value ($000) $3,236 Shares 10,351 Est. Cost $290.70 Unrealized +12.2%

GOOGL ALPHABET INC 0.6%

Value ($000) $881 Shares 2,814 Est. Cost $185.97 Unrealized +53.6%

DFAX DIMENSIONAL ETF TRUST 2.7%

Value ($000) $3,860 Shares 117,940 Est. Cost $24.86 Unrealized —

DFAI DIMENSIONAL ETF TRUST 1.9%

Value ($000) $2,647 Shares 69,460 Est. Cost $31.57 Unrealized —

DFAT DIMENSIONAL ETF TRUST 3.8%

Value ($000) $5,484 Shares 92,109 Est. Cost $55.66 Unrealized —

VTV VANGUARD INDEX FDS 2.4%

Value ($000) $3,375 Shares 17,673 Est. Cost $170.21 Unrealized —

DFAU DIMENSIONAL ETF TRUST 2.4%

Value ($000) $3,374 Shares 72,101 Est. Cost $41.01 Unrealized —

DFAE DIMENSIONAL ETF TRUST 1.2%

Value ($000) $1,784 Shares 54,761 Est. Cost $28.02 Unrealized —

AVUS AMERICAN CENTY ETF TR 1.4%

Value ($000) $2,009 Shares 17,977 Est. Cost $100.82 Unrealized —

VXUS VANGUARD STAR FDS 1.5%

Value ($000) $2,081 Shares 27,588 Est. Cost $58.93 Unrealized —

VUG VANGUARD INDEX FDS 2.0%

Value ($000) $2,921 Shares 5,987 Est. Cost $416.01 Unrealized —

DFAS DIMENSIONAL ETF TRUST 1.4%

Value ($000) $1,951 Shares 28,004 Est. Cost $65.08 Unrealized —

SBSW SIBANYE STILLWATER LTD 0.1%

Value ($000) $155 Shares 10,880 Est. Cost $7.22 Unrealized —

CNX CNX RES CORP 0.2%

Value ($000) $239 Shares 6,505 Est. Cost $36.83 Unrealized -2.8%

IVV ISHARES TR 0.9%

Value ($000) $1,223 Shares 1,785 Est. Cost $610.07 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 0.5%

Value ($000) $661 Shares 10,580 Est. Cost $50.81 Unrealized —

DFEV DIMENSIONAL ETF TRUST 0.3%

Value ($000) $462 Shares 13,697 Est. Cost $26.21 Unrealized —

EFV ISHARES TR 0.3%

Value ($000) $458 Shares 6,415 Est. Cost $63.48 Unrealized —

COST COSTCO WHSL CORP NEW 0.2%

Value ($000) $243 Shares 281 Est. Cost $925.39 Unrealized -2.1%

VB VANGUARD INDEX FDS 0.9%

Value ($000) $1,291 Shares 5,006 Est. Cost $240.28 Unrealized —

DISV DIMENSIONAL ETF TRUST 0.2%

Value ($000) $283 Shares 7,453 Est. Cost $29.12 Unrealized —

VTEB VANGUARD MUN BD FDS 1.3%

Value ($000) $1,844 Shares 36,677 Est. Cost $50.13 Unrealized —

VTES VANGUARD WELLINGTON FD 0.8%

Value ($000) $1,204 Shares 11,850 Est. Cost $100.25 Unrealized —

EDV VANGUARD WORLD FD 0.2%

Value ($000) $226 Shares 3,475 Est. Cost $71.11 Unrealized —

IVW ISHARES TR 0.4%

Value ($000) $574 Shares 4,656 Est. Cost $101.53 Unrealized —

DFGP DIMENSIONAL ETF TRUST 0.2%

Value ($000) $262 Shares 4,838 Est. Cost $52.83 Unrealized —

ITOT ISHARES TR 0.2%

Value ($000) $335 Shares 2,250 Est. Cost $135.04 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 0.5%

Value ($000) $687 Shares 3,587 Est. Cost $175.24 Unrealized —

IWV ISHARES TR 0.2%

Value ($000) $245 Shares 634 Est. Cost $334.25 Unrealized —

IWM ISHARES TR 0.2%

Value ($000) $237 Shares 964 Est. Cost $216.20 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%

Value ($000) $755 Shares 1 Est. Cost $761794.56 Unrealized -2.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFIC	DIMENSIONAL ETF TRUST	675,961	$23,294	16.3%	$26.31	—	INTL CORE EQUITY	25434V799
GOOG	ALPHABET INC	12,094	$3,795	2.7%	$209.93	+36.4%	CAP STK CL C	02079K107
CDNS	CADENCE DESIGN SYSTEM INC	10,351	$3,236	2.3%	$290.70	+12.2%	COM	127387108
GOOGL	ALPHABET INC	2,814	$881	0.6%	$185.97	+53.6%	CAP STK CL A	02079K305
DFAX	DIMENSIONAL ETF TRUST	117,940	$3,860	2.7%	$24.86	—	WORLD EX US CORE	25434V880
DFAI	DIMENSIONAL ETF TRUST	69,460	$2,647	1.9%	$31.57	—	INTL CORE EQT MK	25434V203
DFAT	DIMENSIONAL ETF TRUST	92,109	$5,484	3.8%	$55.66	—	US TARGETED VLU	25434V609
VTV	VANGUARD INDEX FDS	17,673	$3,375	2.4%	$170.21	—	VALUE ETF	922908744
DFAU	DIMENSIONAL ETF TRUST	72,101	$3,374	2.4%	$41.01	—	US CORE EQT MKT	25434V104
DFAE	DIMENSIONAL ETF TRUST	54,761	$1,784	1.2%	$28.02	—	EMGR CRE EQT MNG	25434V302
AVUS	AMERICAN CENTY ETF TR	17,977	$2,009	1.4%	$100.82	—	US EQT ETF	025072885
VXUS	VANGUARD STAR FDS	27,588	$2,081	1.5%	$58.93	—	VG TL INTL STK F	921909768
VUG	VANGUARD INDEX FDS	5,987	$2,921	2.0%	$416.01	—	GROWTH ETF	922908736
DFAS	DIMENSIONAL ETF TRUST	28,004	$1,951	1.4%	$65.08	—	US SMALL CAP ETF	25434V500
SBSW	SIBANYE STILLWATER LTD	10,880	$155	0.1%	$7.22	—	SPONSORED ADR	82575P107
CNX	CNX RES CORP	6,505	$239	0.2%	$36.83	-2.8%	COM	12653C108
IVV	ISHARES TR	1,785	$1,223	0.9%	$610.07	—	CORE S&P500 ETF	464287200
VEA	VANGUARD TAX-MANAGED FDS	10,580	$661	0.5%	$50.81	—	VAN FTSE DEV MKT	921943858
DFEV	DIMENSIONAL ETF TRUST	13,697	$462	0.3%	$26.21	—	EMERGING MKTS VA	25434V740
EFV	ISHARES TR	6,415	$458	0.3%	$63.48	—	EAFE VALUE ETF	464288877
COST	COSTCO WHSL CORP NEW	281	$243	0.2%	$925.39	-2.1%	COM	22160K105
VB	VANGUARD INDEX FDS	5,006	$1,291	0.9%	$240.28	—	SMALL CP ETF	922908751
DISV	DIMENSIONAL ETF TRUST	7,453	$283	0.2%	$29.12	—	INTL SMALL CAP V	25434V781
VTEB	VANGUARD MUN BD FDS	36,677	$1,844	1.3%	$50.13	—	TAX EXEMPT BD	922907746
VTES	VANGUARD WELLINGTON FD	11,850	$1,204	0.8%	$100.25	—	SHORT TRM TAX EX	921935870
EDV	VANGUARD WORLD FD	3,475	$226	0.2%	$71.11	—	EXTENDED DUR	921910709
IVW	ISHARES TR	4,656	$574	0.4%	$101.53	—	S&P 500 GRWT ETF	464287309
DFGP	DIMENSIONAL ETF TRUST	4,838	$262	0.2%	$52.83	—	GLOBAL CORE PLUS	25434V583
ITOT	ISHARES TR	2,250	$335	0.2%	$135.04	—	CORE S&P TTL STK	464287150
RSP	INVESCO EXCHANGE TRADED FD T	3,587	$687	0.5%	$175.24	—	S&P500 EQL WGT	46137V357
IWV	ISHARES TR	634	$245	0.2%	$334.25	—	RUSSELL 3000 ETF	464287689
IWM	ISHARES TR	964	$237	0.2%	$216.20	—	RUSSELL 2000 ETF	464287655
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$755	0.5%	$761794.56	-2.0%	CL A	084670108