ACTION POINT FINANCIAL PLANNING, LLC
Q1 2026 13F Holdings
- Locationgrand rapids, MI
- Num holdings
69
- Value ($000)
$112,097
- Date Filed 05/07/2026
- Form type13F-HR
- CIK 0002116119
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $12.01M | 11 % | 148,952 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $10.63M | 10 % | 273,537 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.64M | 8 % | 77,728 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $6.89M | 6 % | 81,237 | ||
DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $6.07M | 5 % | 112,348 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.85M | 5 % | 13,408 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $5.25M | 5 % | 108,407 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $4.57M | 4 % | 56,713 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $3.89M | 4 % | 35,180 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $3.36M | 3 % | 43,410 |
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