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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 DFAC, VTI, VOO, VEA, DFIC, and represent 20.60% of XY Planning Network's stock portfolio.
Added to shares of these 10 stocks: VUG (+$14M), VTV (+$7.8M), VCRB (+$7.3M), VEA (+$6.2M), SPYM (+$5.4M), Horizon Fds, DFSD, BNDX, SGOV, CRWD.
Started 85 new stock positions in DFEV, SPDW, BKIE, ESML, SPHY, DFLV, CGDV, CLSE, VONV, IALT.
Reduced shares in these 10 stocks: TPIF, AESR, PTL, EFV, NUSC, TPSC, QUAL, AFIF, DMXF, NULG.
Sold out of its positions in BP, BALT, IGSB, STIP, DMXF, NFLX, PTL, BIBL, NULG, NUSC. PWR, SLYV, TPIF, TPSC, AESR, AFIF, VCEB, WM.
XY Planning Network was a net buyer of stock by $127M.
XY Planning Network has $797M in assets under management (AUM), dropping by 27.33%.
Central Index Key (CIK): 0001873438

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Portfolio Holdings for XY Planning Network

XY Planning Network holds 340 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	5.4	$43M	+2%	976k	44.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.2	$41M	+5%	111k	370.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.2	$34M	+4%	49k	686.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.2	$26M	+31%	363k	71.25	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$20M	+9%	548k	37.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$18M	+5%	220k	82.65	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$15M	+938%	179k	86.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$15M	+32%	310k	48.43	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.8	$15M	+11%	346k	42.21	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.5	$12M	+8%	234k	52.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$12M	+4%	141k	85.49	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.5	$12M	-2%	174k	67.56	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$12M	+205%	53k	217.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$11M		15k	746.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$11M	+6%	270k	40.64	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.4	$11M	+8%	374k	28.97	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.3	$11M	+104%	121k	87.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$11M	+17%	14k	748.86	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.3	$10M	+11%	126k	81.94	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.3	$10M	+28%	91k	112.88	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	1.2	$9.8M	+12%	119k	81.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$9.7M		163k	59.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$9.5M	+19%	189k	50.23	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.1	$8.5M	+70%	84k	100.67	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$8.3M	+18%	81k	103.05	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.9	$7.3M	NEW	95k	77.23	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.9	$7.2M	+10%	252k	28.39	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.8	$6.7M		117k	57.67	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.8	$6.6M		171k	38.79	View chart
NVIDIA Corporation (NVDA)	0.8	$6.1M	-14%	31k	200.09	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$5.9M	+4%	101k	58.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$5.7M	+7%	72k	79.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$5.5M	+53%	57k	96.49	View chart
Apple (AAPL)	0.7	$5.4M	-22%	19k	289.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$5.4M	-4%	34k	156.95	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$5.3M	+77%	41k	128.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$5.3M		77k	68.01	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.6	$5.0M	+1905%	105k	47.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$4.9M	+3%	213k	23.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$4.8M	+15%	35k	137.53	View chart
Horizon Fds Anfield Us Eqty	0.6	$4.8M	NEW	231k	20.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$4.5M	+171%	109k	41.25	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$4.4M	+5%	121k	36.84	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$4.4M	-3%	49k	90.10	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.5	$4.4M	+6%	37k	118.99	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$4.0M	+80%	87k	46.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$3.9M	-11%	17k	227.06	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$3.7M		134k	27.62	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.4	$3.5M	+7%	68k	51.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$3.5M	NEW	4.6k	763.14	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.4	$3.5M		20k	173.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$3.4M	+20%	28k	124.76	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.4	$3.4M	+6%	69k	49.78	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.4	$3.3M		80k	41.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$3.3M	+4%	73k	45.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.3M	+4%	119k	27.70	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$3.3M	+30%	64k	51.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$3.2M	+499%	41k	77.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$3.2M	+3%	46k	69.90	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.4	$3.2M	NEW	143k	22.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$3.1M	+514%	76k	40.21	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$3.0M	-5%	29k	102.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.9M	+40%	8.3k	353.35	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$2.9M	+57%	39k	76.11	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$2.9M	+36%	80k	36.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.9M	+6%	91k	31.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.8M	+3%	3.8k	736.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$2.8M	-2%	6.6k	426.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$2.8M	NEW	21k	132.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.7M	+358%	11k	242.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$2.7M	+170%	7.3k	365.69	View chart
Microsoft Corporation (MSFT)	0.3	$2.7M	+119%	7.1k	373.01	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$2.6M		106k	24.14	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$2.5M		63k	40.13	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.5M	+27%	23k	107.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$2.5M	+2%	23k	110.15	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$2.4M	-11%	46k	52.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.4M		15k	164.27	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$2.4M		20k	117.09	View chart
Ishares Msci Equal Weite (EUSA)	0.3	$2.3M	+3%	21k	114.19	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$2.3M	-5%	42k	54.69	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.3	$2.2M	+50%	44k	50.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.2M	+60%	27k	82.34	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$2.2M	+43%	42k	51.69	View chart
Cme (CME)	0.3	$2.1M	-5%	9.7k	220.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$2.1M	-4%	20k	103.96	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$2.1M	-4%	45k	46.63	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$2.1M	+31%	43k	48.34	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.3	$2.1M	+32%	43k	48.25	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.3	$2.0M		38k	54.46	View chart
Amazon (AMZN)	0.3	$2.0M	+5%	8.4k	238.34	View chart
Horizon Fds Anfield Universl	0.2	$2.0M	NEW	209k	9.40	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.9M	-9%	20k	96.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.9M	+2%	12k	161.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.9M	+737%	25k	73.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.9M	+4%	24k	77.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.8M		12k	148.32	View chart
Broadcom (AVGO)	0.2	$1.8M	+9%	4.8k	377.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$1.8M	-2%	32k	55.01	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$1.8M	-2%	15k	120.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.8M		49k	36.13	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$1.7M	+340%	35k	50.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.7M	+1017%	14k	119.52	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$1.7M	+34%	41k	41.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.6M	-8%	4.5k	357.35	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$1.6M	-8%	30k	52.38	View chart
Johnson & Johnson (JNJ)	0.2	$1.6M		6.2k	253.96	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$1.6M	NEW	62k	24.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	-4%	3.0k	500.39	View chart
Ea Series Trust Alpha Architect (HIDE)	0.2	$1.5M	+11%	63k	23.90	View chart
Dimensional Etf Trust International (DFSI)	0.2	$1.4M	+137%	32k	45.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$1.4M	+39%	26k	54.02	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$1.4M	+26%	30k	46.94	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.2	$1.4M		16k	85.67	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$1.4M	+4%	18k	77.58	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.4M	+12%	14k	94.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.4M	+60%	13k	106.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.3M	+62%	59k	22.78	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$1.3M	-27%	31k	43.11	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	+33%	12k	113.26	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$1.3M	+113%	22k	59.71	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.2	$1.3M	-13%	16k	78.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.3M		6.0k	212.78	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$1.3M		34k	37.02	View chart
Ea Series Trust Us Quan Value (QVAL)	0.2	$1.2M	-11%	22k	55.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.2M	+40%	24k	50.57	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.2M		24k	50.35	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.2M	+33%	23k	51.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.2M	+20%	12k	96.58	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.2M	-30%	26k	45.58	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.1M	+4%	11k	102.81	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M	+20%	14k	82.84	View chart
Caterpillar (CAT)	0.1	$1.1M	-15%	1.1k	1064.92	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$1.1M	+8%	23k	49.18	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$1.1M	NEW	40k	28.05	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M	+11%	8.1k	136.72	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$1.1M	NEW	44k	25.17	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$1.1M	+8%	9.7k	112.09	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.1	$1.1M	+2%	18k	59.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	+31%	6.7k	158.03	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$1.1M	+47%	12k	91.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.0M	-20%	13k	79.42	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$1.0M	+18%	6.6k	158.66	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$1.0M	+3%	51k	20.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$1.0M	+3%	53k	19.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.0M	+3%	53k	19.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.0M		5.2k	197.62	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$982k	NEW	39k	25.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$980k	+7%	17k	56.48	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$962k		19k	49.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$955k	+3%	5.8k	163.67	View chart
JPMorgan Chase & Co. (JPM)	0.1	$919k	+14%	2.8k	327.34	View chart
UnitedHealth (UNH)	0.1	$908k	+182%	2.2k	415.76	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$906k		20k	46.04	View chart
CBOE Holdings (CBOE)	0.1	$896k	-8%	3.7k	242.67	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$877k	+29%	36k	24.66	View chart
Duke Energy Corp Com New (DUK)	0.1	$874k	+6%	6.9k	126.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$859k		3.5k	242.43	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$838k		29k	29.01	View chart
Altria (MO)	0.1	$835k	+6%	12k	71.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$832k		2.4k	343.84	View chart
Goldman Sachs Etf Tr Ult Sho Mun Etf (GUMI)	0.1	$830k	NEW	17k	50.41	View chart
Meta Platforms Cl A (META)	0.1	$820k	+66%	1.5k	563.39	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$816k	+7%	12k	66.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$810k		9.9k	82.11	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$769k		29k	26.52	View chart
Visa Com Cl A (V)	0.1	$753k		2.2k	343.06	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Ea Series Trust Alpha Architect (CAOS)	0.1	$727k	+9%	8.0k	90.36	View chart
Philip Morris International (PM)	0.1	$716k	+5%	4.0k	180.92	View chart
Tesla Motors (TSLA)	0.1	$702k	+83%	1.7k	420.60	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$693k	NEW	14k	50.29	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$688k		9.4k	72.90	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$684k	+68%	10k	65.60	View chart
Micron Technology (MU)	0.1	$683k	NEW	592.00	1154.29	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$680k	NEW	5.3k	127.82	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$674k		12k	58.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$674k	NEW	8.0k	83.75	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$662k	+149%	14k	48.88	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$660k	NEW	13k	51.00	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$657k	+27%	19k	34.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$643k	NEW	8.5k	75.79	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$635k	+7%	6.9k	92.21	View chart
Lam Research Corp Com New (LRCX)	0.1	$617k	+35%	1.4k	433.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$617k	+70%	2.4k	252.23	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.1	$607k		18k	34.51	View chart
Chevron Corporation (CVX)	0.1	$603k	+26%	3.6k	165.75	View chart
Procter & Gamble Company (PG)	0.1	$600k	+10%	4.1k	146.64	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.1	$590k	-12%	14k	43.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$590k	+33%	1.7k	342.86	View chart
Home Depot (HD)	0.1	$580k	+2%	1.6k	352.61	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$574k		31k	18.57	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$570k	NEW	22k	26.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$567k	+36%	5.9k	96.43	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$567k	NEW	9.4k	60.29	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$562k	-9%	12k	47.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$556k	NEW	16k	33.84	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$554k	NEW	6.7k	82.34	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.1	$547k	-11%	16k	34.07	View chart
Eli Lilly & Co. (LLY)	0.1	$546k	+60%	455.00	1199.67	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$546k		11k	50.66	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$540k		6.5k	82.63	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$528k	NEW	8.7k	60.79	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$526k	-13%	5.6k	94.57	View chart
Wells Fargo & Company (WFC)	0.1	$517k	+12%	6.3k	82.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$511k	+26%	1.7k	303.12	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$511k	-57%	9.8k	52.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$508k	+22%	2.1k	236.62	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$507k	NEW	15k	34.13	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$507k	NEW	22k	23.16	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.1	$505k	+6%	5.0k	101.73	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$493k	NEW	10k	48.35	View chart
Morgan Stanley Com New (MS)	0.1	$493k	+14%	2.4k	209.04	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$486k	NEW	14k	35.03	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.1	$483k		7.9k	61.09	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$481k	+20%	5.8k	82.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$479k	+99%	10k	46.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$477k	-81%	2.2k	219.43	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.1	$476k	NEW	4.7k	100.60	View chart
Deere & Company (DE)	0.1	$475k	+5%	748.00	634.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$454k	+5%	19k	23.68	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$440k		1.1k	409.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$437k		3.0k	146.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$436k		2.6k	164.60	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$433k	+7%	11k	41.43	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$431k	+97%	17k	25.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$423k	+23%	4.1k	103.88	View chart
Oracle Corporation (ORCL)	0.1	$420k	+7%	2.9k	146.55	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$418k	NEW	21k	19.54	View chart
Costco Wholesale Corporation (COST)	0.1	$415k	-33%	443.00	935.64	View chart
McDonald's Corporation (MCD)	0.1	$413k	+2%	1.5k	270.31	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$411k		7.0k	58.98	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$405k	NEW	7.6k	53.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$404k	+74%	5.3k	76.70	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$403k	NEW	8.0k	50.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$401k	+17%	3.2k	124.42	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$398k		3.7k	109.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$396k	+508%	4.9k	80.57	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$396k	+8%	11k	36.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$395k	-85%	5.2k	76.55	View chart
Coca-Cola Company (KO)	0.0	$394k	+54%	4.9k	81.27	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.0	$392k		17k	22.65	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$391k	NEW	7.7k	50.66	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$383k	NEW	19k	20.19	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$383k		1.3k	285.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$379k	NEW	13k	29.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$379k	-27%	1.0k	368.38	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$375k		533.00	703.34	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$373k	NEW	751.00	496.73	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$373k		6.8k	54.67	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$373k	NEW	17k	21.65	View chart
American Express Company (AXP)	0.0	$372k	+10%	1.1k	338.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$370k	-9%	3.7k	98.98	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$368k		7.1k	52.11	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$367k	+44%	8.0k	46.05	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.0	$364k	+9%	12k	30.61	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$361k	+8%	16k	23.15	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$361k	NEW	9.3k	38.58	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$360k	+5%	4.0k	90.79	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$359k	+4%	7.9k	45.34	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$357k	NEW	3.7k	95.62	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$357k	NEW	16k	21.80	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$356k	+54%	4.3k	83.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$356k	-15%	7.0k	50.49	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$355k	NEW	7.7k	45.95	View chart
T Rowe Price Exchange-traded Price Grw Stock (TGRW)	0.0	$355k		7.4k	47.72	View chart
Merck & Co (MRK)	0.0	$354k	+23%	2.8k	128.49	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.0	$351k	-22%	6.6k	53.19	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$349k	NEW	8.4k	41.41	View chart
Abbvie (ABBV)	0.0	$348k	+4%	1.4k	251.61	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$344k	NEW	3.5k	98.30	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.0	$343k	+3%	7.4k	46.14	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$342k		1.2k	290.62	View chart
Cisco Systems (CSCO)	0.0	$340k	NEW	2.9k	117.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$339k	NEW	3.8k	89.20	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$338k	NEW	7.9k	42.66	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.0	$336k	+4%	6.3k	53.59	View chart
Ssga Active Tr St Str Total Etf (STOT)	0.0	$334k	+8%	7.1k	47.06	View chart
Advanced Micro Devices (AMD)	0.0	$325k	NEW	559.00	580.91	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$324k		20k	16.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$324k		20k	16.38	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.0	$324k	+3%	3.9k	82.38	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.0	$322k	NEW	9.3k	34.52	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.0	$319k	-73%	6.3k	50.58	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$308k	NEW	5.8k	52.76	View chart
Intel Corporation (INTC)	0.0	$304k	NEW	2.2k	139.63	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$302k	NEW	4.9k	61.23	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$294k		2.9k	100.60	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.0	$291k	NEW	7.3k	39.54	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$289k	NEW	606.00	477.57	View chart
Truist Financial Corp equities (TFC)	0.0	$285k	NEW	5.7k	49.82	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$282k	+14%	3.7k	75.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$282k	+25%	8.5k	33.29	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$281k	NEW	3.8k	73.34	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.0	$275k		12k	22.31	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$274k	NEW	12k	22.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$272k	-25%	6.3k	43.49	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$271k		9.8k	27.48	View chart
Fifth Third Ban (FITB)	0.0	$267k	+2%	4.7k	56.37	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$264k	NEW	3.5k	75.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$264k	NEW	1.1k	246.21	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$264k	NEW	11k	23.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$263k	NEW	132.00	1989.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$257k	NEW	1.7k	154.29	View chart
McKesson Corporation (MCK)	0.0	$253k	+15%	334.00	756.34	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.0	$252k		3.3k	75.50	View chart
Mastercard Incorporated Cl A (MA)	0.0	$251k	NEW	489.00	513.61	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$251k	NEW	4.7k	53.90	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$250k	NEW	5.3k	47.20	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$249k	-4%	3.7k	67.24	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$246k	NEW	6.3k	39.15	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$245k	NEW	3.0k	82.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$239k	-7%	2.4k	100.35	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$238k	NEW	4.8k	49.28	View chart
Applied Materials (AMAT)	0.0	$237k	NEW	327.00	723.99	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$235k	NEW	11k	22.14	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$234k	NEW	4.2k	55.93	View chart
Qualcomm (QCOM)	0.0	$232k	NEW	1.3k	184.73	View chart
Verizon Communications (VZ)	0.0	$228k	+13%	5.4k	42.34	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$227k	NEW	2.3k	99.10	View chart
Bank of America Corporation (BAC)	0.0	$227k	NEW	4.0k	56.98	View chart
Xcel Energy (XEL)	0.0	$226k	+4%	2.8k	80.30	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$223k	+10%	2.2k	100.81	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$222k	+5%	2.3k	95.61	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$221k	NEW	722.00	306.39	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$221k	-3%	3.2k	68.93	View chart
United Rentals (URI)	0.0	$219k	NEW	193.00	1132.89	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$218k	NEW	2.0k	106.31	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$218k	NEW	1.2k	188.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$215k	NEW	5.9k	36.26	View chart
Servicenow (NOW)	0.0	$214k	NEW	2.2k	99.28	View chart
Kla Corp Com New (KLAC)	0.0	$211k	NEW	698.00	301.71	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.0	$211k	NEW	5.0k	42.19	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.0	$209k	NEW	4.2k	49.88	View chart
Raytheon Technologies Corp (RTX)	0.0	$209k	NEW	1.1k	189.74	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$209k	NEW	8.0k	25.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$208k	-77%	4.1k	50.60	View chart
Goldman Sachs (GS)	0.0	$207k	NEW	205.00	1008.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$206k	NEW	1.2k	170.14	View chart
General Dynamics Corporation (GD)	0.0	$204k	NEW	576.00	354.25	View chart

Past Filings by XY Planning Network

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

XY Planning Network 2026 Q2 filed July 15, 2026
XY Planning Network 2026 Q1 filed April 14, 2026
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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