Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

XY Planning Network

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

Central Index Key (CIK): 0001873438

Tip: Access up to 7 years of quarterly data

Positions held by XY Planning Network consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for XY Planning Network

XY Planning Network holds 92 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.0	$9.3M	269k	34.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.5	$8.7M	211k	41.27	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	5.9	$7.8M	151k	51.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.8	$7.7M	95k	80.27	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.7	$4.9M	194k	25.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.6	$4.7M	73k	65.08	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$4.4M	11k	410.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$3.8M	87k	44.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$3.2M	52k	62.31	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.3	$3.1M	119k	25.85	View chart
Timothy Plan Intl Etf (TPIF)	2.1	$2.8M	104k	26.58	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	2.0	$2.7M	69k	38.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.0	$2.6M	106k	24.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$2.5M	46k	55.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$2.2M	19k	115.22	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.6	$2.2M	84k	26.19	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$2.2M	34k	63.75	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$2.1M	6.4k	334.27	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.6	$2.1M	23k	92.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$2.1M	44k	47.82	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.4	$1.9M	41k	46.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$1.9M	20k	96.53	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.4	$1.9M	70k	26.57	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.4	$1.8M	60k	30.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$1.8M	37k	48.42	View chart
NVIDIA Corporation (NVDA)	1.3	$1.7M	13k	134.29	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.2	$1.6M	16k	100.60	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	1.2	$1.6M	38k	41.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$1.5M	57k	27.32	View chart
Ishares Tr Esg Eafe Etf (DMXF)	1.1	$1.5M	23k	64.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$1.4M	18k	78.01	View chart
Microsoft Corporation (MSFT)	1.1	$1.4M	3.4k	421.46	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$1.4M	15k	96.93	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.0	$1.3M	16k	85.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.3M	4.6k	289.80	View chart
Ishares Esg Awr Msci Em (ESGE)	0.9	$1.3M	38k	33.39	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$1.2M	24k	51.70	View chart
Apple (AAPL)	0.8	$1.1M	4.4k	250.39	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$1.1M	21k	50.32	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.8	$1.1M	27k	39.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1000k	5.9k	169.30	View chart
Amazon (AMZN)	0.7	$954k	4.3k	219.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$916k	4.7k	195.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$878k	5.0k	175.23	View chart
Broadcom (AVGO)	0.6	$766k	3.3k	231.84	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.5	$713k	18k	40.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$688k	1.3k	538.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$660k	5.2k	127.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$614k	6.2k	98.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$606k	22k	27.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$575k	8.0k	71.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$499k	10k	49.05	View chart
JPMorgan Chase & Co. (JPM)	0.4	$469k	2.0k	239.71	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$455k	11k	40.92	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.3	$452k	6.0k	75.17	View chart
Advanced Micro Devices (AMD)	0.3	$451k	3.7k	120.79	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$445k	8.3k	53.44	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$439k	12k	38.37	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$432k	11k	39.37	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.3	$430k	12k	37.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$427k	7.2k	58.93	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$412k	8.6k	47.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$393k	3.7k	105.49	View chart
Tesla Motors (TSLA)	0.3	$381k	943.00	403.84	View chart
UnitedHealth (UNH)	0.3	$377k	746.00	505.82	View chart
Home Depot (HD)	0.3	$373k	958.00	389.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$370k	631.00	586.08	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$359k	631.00	569.58	View chart
C H Robinson Worldwide Com New (CHRW)	0.3	$351k	3.4k	103.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$346k	6.0k	57.53	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$344k	3.9k	87.25	View chart
Costco Wholesale Corporation (COST)	0.3	$338k	368.00	917.18	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$311k	8.2k	37.90	View chart
Cardinal Health (CAH)	0.2	$303k	2.6k	118.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$291k	11k	27.71	View chart
Waste Management (WM)	0.2	$288k	1.4k	201.81	View chart
Regions Financial Corporation (RF)	0.2	$281k	12k	23.52	View chart
Visa Com Cl A (V)	0.2	$280k	885.00	316.04	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$268k	11k	24.67	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$264k	5.7k	46.20	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.2	$256k	21k	12.27	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$253k	7.5k	33.74	View chart
Exxon Mobil Corporation (XOM)	0.2	$251k	2.3k	107.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$249k	3.8k	65.08	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$248k	9.1k	27.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$243k	1.3k	189.30	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.2	$239k	5.1k	46.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$235k	1.2k	198.18	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$235k	3.8k	61.99	View chart
Coca-Cola Company (KO)	0.2	$230k	3.7k	62.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$218k	4.4k	50.13	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$202k	3.4k	58.79	View chart

Past Filings by XY Planning Network

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

XY Planning Network 2024 Q4 filed Feb. 27, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z