SwitchPoint Financial Planning LLC Portfolio
Invests via SwitchPoint Financial Planning LLC | Managed by James R. Sweeney, Beau Michael Kemp, Kyle David Wilhelm
Invests via SwitchPoint Financial Planning LLC
Managed by James R. Sweeney, Beau Michael Kemp, Kyle David Wilhelm
Automatically Tracked
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.4%
Gain
Monthly
0.02%
Yearly
0.26%
Drawdown
26.39%
$161.6M
Equity
Holdings
$161.6M
Investment
$128.21M
$33.8M
Profit -$1.44M
Realized
$410,205.06
Unrealized
$33.39M
Dividends
$3.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.44M
Win %
74%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.58M
Win %
74%
This Month
Compared to last month
Gain
-0.78%
Profit
-$1.27M
Win %
74%
This Year
Compared to last year
Gain
9.57%
Profit
$14.12M
Win %
71%
JNJ Johnson & Johnson
+1.83%
+$5,237.21 
XOM Exxon Mobil Corporation
+1.32%
+$9,665.44 
BRK-A Berkshire Hathaway Inc.
+1.32%
+$9,750 
CVX Chevron Corporation
+1.26%
+$2,405.83 
LLY Eli Lilly and Company
+1.17%
+$4,651.26 
WMT Walmart Inc.
+1.04%
+$4,444.58 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$6,652.25 
VNQ Vanguard Real Estate ETF
+0.89%
+$2,484.52 
EDV Vanguard Extended Duration Treasury ETF
+0.88%
+$1,893.33 
CNX CNX Resources Corporation
+0.48%
+$1,042.24 
TPL Texas Pacific Land Corporation
+0.41%
+$1,997.55 
VTV Vanguard Value ETF
+0.4%
+$15,561.04 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$496.8 
DFCF Dimensional Core Fixed Income ETF
+0.15%
+$3,428.82 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$8,252.23 
ISHG iShares 3 Year International Treasury Bond ETF
+0.09%
+$491.61 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$2,801.6 
DFGP Dimensional Global Core Fixed Income Fund
+0.05%
+$120.95 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$733.2 
COST Costco Wholesale Corporation
+0.02%
+$52.8 
CDNS Cadence Design Systems, Inc.
-10.19%
-$384,554.25 
META Meta Platforms Inc Class A
-5.7%
-$18,220.3 
FRDM Freedom 100 Emerging Markets ETF
-3.37%
-$13,811.6 
IBM International Business Machines Corporation
-2.58%
-$11,539.44 
GOOGL Alphabet Inc
-2.54%
-$25,340.1 
GOOG Alphabet Inc
-2.48%
-$106,306.38 
MSFT Microsoft Corp.
-2.36%
-$26,865.51 
NVDA NVIDIA Corporation
-2.08%
-$26,903.02 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$191,618.47 
SBSW Sibanye Stillwater Ltd - ADR
-1.79%
-$1,577.6 
DFAE Dimensional Emerging Core Equity Market ETF
-1.78%
-$36,963.68 
VUG Vanguard Growth ETF
-1.69%
-$52,586.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.53%
-$9,684.48 
DFEV Dimensional Emerging Markets Value ETF
-1.47%
-$8,149.72 
ELV Elevance Health, Inc.
-1.46%
-$4,002.18 
CWCO Consolidated Water Co. Ltd.
-1.18%
-$2,488.15 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.08%
-$25,183.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.02%
-$43,637.8 
IVV iShares Core S&P 500 ETF
-0.79%
-$10,674.3 
VOO Vanguard S&P 500 ETF
-0.78%
-$8,872.4 
DFUS Dimensional U.S. Equity Market ETF
-0.78%
-$13,728.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$2,835 
IWV ISHARES RUSSELL 3000 ETF
-0.75%
-$2,031.97 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$2,273.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$24,686.04 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$27,037.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$5,547.96 
DFAI Dimensional International Core Equity Market ETF
-0.6%
-$17,365 
DFIC Dimensional International Core Equity Market ETF
-0.6%
-$158,188.73 
AVUS Avantis U.S. Equity ETF
-0.57%
-$13,213.09 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.57%
-$188,384.82 
DXUV Dimensional US Vector Equity ETF
-0.48%
-$5,208.93 
DFAS Dimensional U.S. Small Cap ETF
-0.44%
-$10,081.44 
AMZN Amazon.com Inc
-0.44%
-$3,052 
VB Vanguard Small-Cap ETF
-0.38%
-$5,808.3 
IWM iShares Russell 2000 ETF
-0.35%
-$1,012.19 
EFV iShares MSCI EAFE Value ETF
-0.33%
-$1,667.9 
DFAT Dimensional US Targeted Value ETF
-0.32%
-$21,214.97 
DFIV Dimensional International Value ETF
-0.29%
-$8,699.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$1,076.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$1,107 
AAPL Apple Inc.
-0.06%
-$1,018.4 
DFNM Dimensional National Municipal Bond ETF
-0.02%
-$409.3 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$124.48 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 254 | Longs Won 175/254 68% | Profit Factor 50.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $650,355.26 |
| Average Win $197,076.74 | Best Trade (Jul 14) $7.34M | Sharpe Ratio -14.83 |
| Average Loss -$8,676.7 | Worst Trade (Jul 10) -$142,877.96 | Z-Score 9.05 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $133,082.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
