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LINDSAY RIDER

Action Point Financial Planning, Llc

Assets Managed
$112.097M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Action Point Financial Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Action Point Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 112.097M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by LINDSAY RIDER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVLV
Avantis Us Large Cap Value
Recent Activity
New Position
10.72%
$12.006M
148,952 shares@ $80.61 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
New Position
9.49%
$10.63M
273,537 shares@ $38.86 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
New Position
7.71%
$8.641M
77,728 shares@ $111.18 avg price
AVDE
Avantis International Equity
Recent Activity
New Position
6.15%
$6.892M
81,237 shares@ $84.84 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
New Position
5.42%
$6.066M
112,348 shares@ $53.99 avg price
VUG
Vanguard Growth Etf
Recent Activity
New Position
5.23%
$5.853M
13,408 shares@ $436.56 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
New Position
4.69%
$5.253M
108,407 shares@ $48.46 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
New Position
4.08%
$4.57M
56,713 shares@ $80.58 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
New Position
3.47%
$3.886M
35,180 shares@ $110.47 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
New Position
3%
$3.359M
43,410 shares@ $77.38 avg price

1-10 of 69