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XY Planning Network

Latest statistics and disclosures from XY Planning Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, DFAC, VOO, DFIC, VEA, and represent 23.07% of XY Planning Network's stock portfolio.
Added to shares of these 10 stocks: VOO (+$19M), DFAC (+$18M), VTI (+$15M), DFIC (+$10M), VEA (+$7.4M), BNDX (+$6.7M), VXUS (+$6.3M), DCOR (+$6.1M), VCIT (+$5.6M), SPMD.
Started 85 new stock positions in DUK, MBB, LLY, SHLD, SPGM, BAI, IAGG, AGG, SPTM, EUSA.
Reduced shares in these 10 stocks: IVV, VGT, MOAT, DISV, BSCP, IWV, JPLD, DXJ, AFIF, DFAT.
Sold out of its positions in DFEV, DFAR, BSCP, SMLF, JPLD, SPSB, SCHJ, SMCI, VONE, VTEB.
XY Planning Network was a net buyer of stock by $258M.
XY Planning Network has $574M in assets under management (AUM), dropping by 95.36%.
Central Index Key (CIK): 0001873438

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Portfolio Holdings for XY Planning Network

XY Planning Network holds 248 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	6.7	$39M	+66%	115k	335.27	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.3	$36M	+100%	918k	39.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.4	$25M	+299%	40k	627.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.9	$17M	+165%	479k	34.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$16M	+89%	252k	62.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$16M	+56%	187k	83.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.0	$11M	+18%	268k	42.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.8	$11M	+148%	139k	75.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$10M	+20%	15k	681.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$9.8M	+215%	203k	48.32	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.7	$9.8M	+30%	187k	52.41	View chart
Spdr Series Trust State Street Spd (SPMD)	1.7	$9.7M	+102%	167k	57.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$8.2M	+50%	153k	53.76	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.4	$8.2M	+63%	310k	26.42	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$7.9M	+123%	240k	33.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.4	$7.9M	+58%	106k	74.17	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$7.1M	+72%	143k	49.46	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.2	$7.1M	+628%	96k	73.63	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$7.0M	+18%	14k	487.88	View chart
Apple (AAPL)	1.2	$6.9M	+49%	26k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$6.9M	-23%	10k	684.97	View chart
NVIDIA Corporation (NVDA)	1.2	$6.7M	+130%	36k	186.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.0	$6.0M	+418%	59k	102.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$6.0M	+5%	64k	93.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.0	$5.7M	+80%	98k	58.73	View chart
Spdr Series Trust State Street Spd (SPTI)	0.9	$5.4M	+668%	189k	28.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$5.1M	+84%	64k	79.73	View chart
Spdr Series Trust State Street Spd (SPSM)	0.9	$4.9M	+241%	106k	46.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$4.6M		141k	32.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$4.6M	NEW	198k	23.37	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$4.4M	-2%	134k	32.73	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	0.7	$4.0M		234k	16.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$3.9M	+111%	28k	141.06	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$3.7M	NEW	61k	60.81	View chart
Timothy Plan Intl Etf (TPIF)	0.6	$3.7M	+4%	107k	34.68	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$3.6M	+8%	75k	47.95	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$3.5M	NEW	47k	75.05	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$3.5M	NEW	32k	106.70	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$3.4M	NEW	42k	80.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$3.1M	+988%	15k	212.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$3.0M	NEW	66k	46.04	View chart
Cme (CME)	0.5	$3.0M	+48%	11k	273.07	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$3.0M	-10%	51k	59.54	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$3.0M	+106%	121k	24.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$3.0M	NEW	24k	123.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$2.9M	+83%	29k	100.38	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$2.9M	+761%	77k	38.03	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.5	$2.9M	-12%	20k	144.16	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.5	$2.8M	+5%	11k	248.19	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$2.7M	-18%	7.0k	386.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$2.7M	+139%	14k	190.98	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.4	$2.6M	+263%	52k	49.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.5M	+595%	105k	24.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$2.5M	+118%	17k	148.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.4M	+80%	89k	27.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.4M	-3%	24k	101.98	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.4	$2.4M	+8%	47k	51.14	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$2.3M	+22%	32k	72.68	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$2.3M	NEW	94k	24.37	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$2.2M	-37%	22k	103.56	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$2.2M	-27%	59k	38.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$2.2M	NEW	31k	71.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$2.2M	-4%	22k	102.54	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$2.2M	+6%	49k	44.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$2.2M	-4%	19k	111.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.2M		3.5k	614.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.1M	NEW	11k	198.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$2.1M	+214%	23k	94.16	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.1M	NEW	42k	50.86	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.4	$2.1M	-15%	221k	9.41	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$2.0M	+68%	47k	43.43	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.3	$2.0M	+7%	48k	41.45	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$2.0M	NEW	33k	59.28	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.9M	NEW	42k	46.54	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.9M	NEW	29k	67.22	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$1.9M	+41%	36k	54.07	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.9M	+5%	43k	44.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.8M	+169%	5.8k	313.83	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.3	$1.8M	+15%	24k	75.16	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$1.8M		15k	118.75	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$1.8M	+17%	18k	97.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.8M	+196%	23k	77.02	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$1.7M	+107%	31k	55.58	View chart
Amazon (AMZN)	0.3	$1.7M	+12%	7.4k	230.82	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$1.7M	+223%	80k	20.60	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$1.7M	-6%	33k	50.65	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.6M	+43%	15k	107.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$1.6M	+175%	82k	19.74	View chart
Ishares Msci Equal Weite (EUSA)	0.3	$1.6M	NEW	16k	103.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$1.6M	+152%	81k	19.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$1.6M	+62%	33k	46.59	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$1.5M	NEW	32k	48.66	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$1.5M	+22%	31k	50.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M	NEW	2.00	754800.00	View chart
Broadcom (AVGO)	0.3	$1.5M	+22%	4.4k	346.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.5M	+28%	40k	38.11	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$1.5M	+73%	31k	48.17	View chart
Microsoft Corporation (MSFT)	0.3	$1.5M	+72%	3.0k	483.61	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$1.4M	NEW	76k	18.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.4M		48k	28.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.4M	+67%	4.3k	313.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$1.3M	+162%	29k	46.80	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$1.3M	-10%	13k	102.39	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$1.3M	NEW	28k	46.22	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.3M	NEW	26k	48.75	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$1.3M	+161%	16k	78.11	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.2	$1.2M	NEW	16k	76.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	+43%	2.5k	502.65	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$1.2M	NEW	36k	33.30	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$1.2M	NEW	32k	37.40	View chart
Ea Series Trust Us Quan Value (QVAL)	0.2	$1.2M	+12%	24k	48.80	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.2	$1.2M	+12%	18k	65.29	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.1M	NEW	30k	38.56	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.1M	+189%	17k	69.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.1M	+10%	17k	66.00	View chart
CBOE Holdings (CBOE)	0.2	$1.1M	-6%	4.4k	251.00	View chart
Ea Series Trust Alpha Architect (HIDE)	0.2	$1.1M	+46%	48k	22.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.1M	-20%	9.0k	120.19	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$1.0M	+26%	25k	41.56	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.0M	+10%	11k	95.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M	+25%	5.3k	191.56	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$992k	NEW	19k	52.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$989k	-24%	19k	52.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$954k	NEW	8.0k	119.32	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$954k	NEW	56k	16.92	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$945k	+5%	6.3k	148.98	View chart
Wal-Mart Stores (WMT)	0.2	$912k	NEW	8.2k	111.41	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$908k	NEW	9.5k	95.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$901k	+23%	5.1k	177.37	View chart
JPMorgan Chase & Co. (JPM)	0.2	$862k	+18%	2.7k	322.17	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.1	$848k	NEW	14k	61.62	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$842k	NEW	19k	43.33	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$830k		9.0k	92.43	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$826k	-12%	5.3k	154.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$823k	NEW	9.9k	82.82	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$816k		2.7k	302.11	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$815k	+52%	18k	45.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$761k	-2%	2.4k	314.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$751k	NEW	13k	57.24	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$745k	NEW	15k	49.90	View chart
Duke Energy Corp Com New (DUK)	0.1	$738k	NEW	6.3k	117.21	View chart
Visa Com Cl A (V)	0.1	$720k	+47%	2.1k	350.67	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$712k	+67%	8.3k	85.37	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$709k	+17%	7.8k	91.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$682k		4.8k	143.52	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$676k	-4%	15k	45.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$659k	NEW	6.9k	96.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$657k	+8%	14k	46.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$634k	+12%	3.0k	211.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$629k	NEW	13k	50.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$629k	NEW	12k	50.59	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$626k	+79%	6.7k	93.30	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.1	$624k	+11%	16k	38.12	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$617k	+139%	13k	47.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$613k	+68%	6.9k	89.45	View chart
Caterpillar (CAT)	0.1	$612k	+47%	1.1k	572.87	View chart
Costco Wholesale Corporation (COST)	0.1	$595k	+24%	690.00	862.81	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.1	$590k	+11%	19k	31.46	View chart
Altria (MO)	0.1	$588k	NEW	10k	57.66	View chart
Dimensional Etf Trust International (DFSI)	0.1	$573k	+121%	13k	42.85	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$570k	NEW	15k	39.02	View chart
Exxon Mobil Corporation (XOM)	0.1	$558k	+54%	4.6k	120.35	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$557k	-36%	18k	31.45	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$557k	+39%	22k	25.08	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$551k	+38%	12k	47.35	View chart
Meta Platforms Cl A (META)	0.1	$547k	+82%	828.00	660.37	View chart
Procter & Gamble Company (PG)	0.1	$534k	+24%	3.7k	143.31	View chart
Ea Series Trust Alpha Architect (CAOS)	0.1	$530k	+39%	5.9k	89.78	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$519k	+35%	18k	29.28	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$510k	+13%	9.9k	51.27	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$508k	+97%	8.0k	63.63	View chart
Johnson & Johnson (JNJ)	0.1	$507k	+4%	2.5k	206.91	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$499k	NEW	5.4k	93.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$492k	-15%	15k	32.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$482k	NEW	1.4k	343.01	View chart
UnitedHealth (UNH)	0.1	$473k	+90%	1.4k	330.07	View chart
Philip Morris International (PM)	0.1	$470k	NEW	2.9k	160.42	View chart
Tesla Motors (TSLA)	0.1	$470k	+22%	1.0k	449.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$467k	-79%	619.00	753.98	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$460k	NEW	22k	20.89	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$450k	NEW	6.9k	64.79	View chart
McDonald's Corporation (MCD)	0.1	$442k	NEW	1.4k	305.63	View chart
Waste Management (WM)	0.1	$426k		1.9k	219.71	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.1	$419k	NEW	8.5k	49.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$401k	+44%	1.1k	373.44	View chart
Home Depot (HD)	0.1	$395k	+34%	1.1k	344.02	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$389k		2.8k	136.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$386k	+46%	1.9k	199.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$371k	NEW	6.2k	59.93	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$367k	NEW	6.8k	54.24	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$365k		7.1k	51.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$362k	NEW	11k	32.57	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$362k	NEW	17k	21.15	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$360k	NEW	7.0k	51.10	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$348k		8.8k	39.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$347k		8.4k	41.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$345k	NEW	4.4k	77.87	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$344k	NEW	2.4k	141.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$343k	NEW	1.3k	257.95	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$342k	-23%	7.4k	46.01	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$341k	-3%	5.9k	58.31	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$335k	NEW	14k	23.38	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$329k	NEW	4.4k	73.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$327k	-2%	3.1k	106.70	View chart
Oracle Corporation (ORCL)	0.1	$324k	-26%	1.7k	194.91	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$324k	+24%	2.8k	115.10	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$323k	NEW	19k	16.70	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$322k	NEW	1.4k	224.67	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$322k	-12%	534.00	603.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$322k	NEW	3.3k	96.28	View chart
American Express Company (AXP)	0.1	$322k	NEW	869.00	369.95	View chart
Morgan Stanley Com New (MS)	0.1	$321k	+8%	1.8k	177.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$321k	+35%	3.3k	96.03	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$319k	NEW	3.7k	85.77	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$317k		1.1k	276.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$311k	NEW	784.00	396.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$308k	NEW	6.1k	50.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$306k		1.4k	219.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$304k	NEW	3.0k	99.87	View chart
Abbvie (ABBV)	0.1	$304k	NEW	1.3k	228.44	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$298k	-15%	9.9k	30.07	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$294k	-11%	3.2k	90.96	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$293k	NEW	2.9k	100.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$293k	NEW	3.6k	81.17	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$282k	NEW	3.4k	82.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$279k	+35%	3.8k	74.07	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.0	$278k	+16%	3.8k	73.52	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$275k	+23%	6.3k	43.26	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$272k	NEW	2.7k	101.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$269k	+33%	3.4k	78.81	View chart
Ssga Active Tr State Street Dou (STOT)	0.0	$265k	NEW	5.6k	47.28	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$265k	NEW	5.0k	52.63	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$256k	NEW	3.8k	67.43	View chart
Eli Lilly & Co. (LLY)	0.0	$255k	NEW	237.00	1074.68	View chart
Coca-Cola Company (KO)	0.0	$247k	NEW	3.5k	69.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$238k	NEW	949.00	250.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$229k	NEW	2.6k	88.47	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$229k	NEW	7.2k	31.66	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$229k	+21%	4.6k	49.65	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$225k	NEW	4.9k	46.29	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$225k	NEW	5.4k	41.48	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$215k	-12%	2.8k	77.67	View chart
McKesson Corporation (MCK)	0.0	$214k	NEW	261.00	820.92	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$210k	NEW	8.4k	24.94	View chart
Netflix (NFLX)	0.0	$209k	+1303%	2.2k	93.76	View chart
Fifth Third Ban (FITB)	0.0	$209k	NEW	4.5k	46.81	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.0	$208k	NEW	6.4k	32.47	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.0	$203k	NEW	3.0k	67.83	View chart

Past Filings by XY Planning Network

SEC 13F filings are viewable for XY Planning Network going back to 2024

XY Planning Network 2025 Q4 filed Jan. 26, 2026
XY Planning Network 2025 Q3 filed Nov. 13, 2025
XY Planning Network 2025 Q2 filed July 17, 2025
XY Planning Network 2025 Q1 filed April 22, 2025
XY Planning Network 2024 Q4 filed Feb. 27, 2025

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