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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, DFIC, VEA, and represent 21.63% of XY Planning Network's stock portfolio.
Added to shares of these 10 stocks: VOO, BOXX, SGOV, CORO, VCIT, DFCF, ACWX, VEA, MUNI, BNDX.
Started 32 new stock positions in MRK, PYLD, CORO, IWD, DBMF, PWR, VZ, SPMB, EFG, ACWX.
Reduced shares in these 10 stocks: DFSD, VTI, XLG, IEMG, PTLC, BSCT, BRK.A, DFAX, BSCS, BSCU.
Sold out of its positions in SWAN, UJAN, XLG, OEF, EMB, SCHG, GDX.
XY Planning Network was a net buyer of stock by $53M.
XY Planning Network has $626M in assets under management (AUM), dropping by 9.10%.
Central Index Key (CIK): 0001873438

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Portfolio Holdings for XY Planning Network

XY Planning Network holds 273 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.9	$37M	+3%	950k	39.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$34M	-7%	106k	323.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.5	$28M	+15%	47k	602.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.9	$18M	+4%	502k	36.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$18M	+9%	276k	65.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.8	$17M	+12%	210k	82.52	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.1	$13M	+15%	309k	42.24	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.8	$11M	+15%	217k	52.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$11M	+15%	234k	48.01	View chart
Spdr Series Trust State Street Spd (SPMD)	1.7	$11M	+7%	179k	59.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.7	$11M	-2%	136k	78.01	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$9.6M		15k	655.25	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.5	$9.3M	+11%	346k	26.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$9.0M	+8%	166k	54.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$8.8M	+5%	253k	34.80	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$8.1M	+6%	113k	71.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$7.9M	+19%	12k	658.07	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$7.9M	+10%	158k	49.87	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.2	$7.7M	+10%	106k	72.51	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$7.6M	+19%	17k	441.54	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$7.5M	+22%	71k	104.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.1	$7.0M	+7%	68k	101.74	View chart
Spdr Series Trust State Street Spd (SPTI)	1.0	$6.5M	+20%	227k	28.54	View chart
NVIDIA Corporation (NVDA)	1.0	$6.3M		36k	175.75	View chart
Apple (AAPL)	1.0	$6.2M	-5%	24k	255.64	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.9	$5.9M	+19%	169k	35.11	View chart
Spdr Series Trust State Street Spd (SPSM)	0.9	$5.7M	+11%	117k	48.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$5.6M		97k	58.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$5.3M	+4%	67k	79.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$5.0M	+28%	36k	139.69	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.8	$4.9M	+68%	49k	100.39	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$4.8M	+3%	206k	23.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$4.5M	+26%	78k	58.73	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$4.5M	+40%	59k	77.12	View chart
Timothy Plan Intl Etf (TPIF)	0.7	$4.3M	+10%	118k	36.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$4.1M	+30%	19k	211.49	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	0.6	$4.0M		234k	17.03	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$3.9M	-14%	114k	34.42	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$3.8M	+6%	51k	75.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.5M	+25%	30k	114.61	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$3.5M	+12%	136k	25.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$3.4M	+23%	17k	196.66	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$3.4M	+5%	34k	99.20	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.5	$3.2M	+35%	64k	51.04	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.5	$3.2M		20k	162.16	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$3.2M	+25%	65k	49.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$3.2M	+6%	70k	45.61	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.5	$3.2M	+13%	13k	251.70	View chart
Cme (CME)	0.5	$3.1M	-7%	10k	296.93	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$3.0M	+5%	81k	36.99	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$3.0M	+60%	37k	81.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.9M	+8%	114k	25.14	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$2.8M	-12%	44k	62.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$2.7M	+17%	36k	75.27	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$2.6M	+19%	23k	111.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.6M	-4%	85k	30.51	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$2.6M	+13%	107k	24.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.5M	-3%	23k	110.67	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$2.5M	+7%	64k	39.90	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$2.5M	-4%	6.7k	373.22	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.5M	+16%	49k	50.72	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$2.5M	-3%	31k	79.53	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$2.3M	+616%	20k	116.21	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$2.3M	+2%	51k	45.44	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.4	$2.3M	+12%	54k	42.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.3M	+8%	12k	192.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$2.3M	+2%	22k	102.39	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.2M	+15%	48k	46.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.2M	+5%	3.7k	584.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.1M	-9%	15k	143.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$2.0M		21k	96.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$2.0M	-3%	22k	92.67	View chart
Ishares Msci Equal Weite (EUSA)	0.3	$2.0M	+28%	20k	102.11	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$2.0M		44k	45.80	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$2.0M	+3%	37k	54.08	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.3	$2.0M	-3%	214k	9.35	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$2.0M		47k	41.42	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.9M	+20%	18k	106.31	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.3	$1.9M	NEW	58k	32.70	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.3	$1.9M	+3%	25k	76.63	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$1.8M		15k	119.52	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.8M	+42%	52k	34.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.7M		5.9k	294.92	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$1.7M	+2%	19k	91.91	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.7M	+33%	37k	45.66	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$1.7M	NEW	24k	69.39	View chart
Amazon (AMZN)	0.3	$1.7M	+8%	8.0k	210.57	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$1.6M	+4%	33k	48.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$1.6M		33k	48.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.6M		40k	39.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.6M	+34%	23k	68.10	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$1.6M	+6%	33k	48.03	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.6M	+97%	17k	94.30	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.6M	+23%	32k	48.30	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.5M	+41%	42k	36.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.5M	+35%	12k	124.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	+28%	3.2k	478.50	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M	+151%	6.2k	244.12	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$1.5M	-11%	29k	50.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.5M	+14%	4.9k	297.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.4M		48k	29.35	View chart
Broadcom (AVGO)	0.2	$1.4M		4.3k	313.52	View chart
Ea Series Trust Alpha Architect (HIDE)	0.2	$1.4M	+17%	57k	24.00	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$1.3M		29k	45.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.3M	+42%	11k	114.50	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$1.3M	+4%	17k	77.30	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.2	$1.3M	+3%	19k	69.75	View chart
Ea Series Trust Us Quan Value (QVAL)	0.2	$1.3M	+2%	25k	52.43	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$1.3M	-2%	12k	103.12	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$1.3M	+23%	30k	41.72	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.2	$1.2M		16k	76.42	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$1.2M	+2%	33k	36.73	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.2M	+33%	13k	94.67	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.2M	+23%	23k	51.84	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$1.2M	NEW	24k	50.37	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	+7%	3.2k	369.32	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.2M		17k	71.52	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.2M	-23%	23k	50.34	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	+55%	7.2k	160.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M	+13%	6.0k	192.55	View chart
CBOE Holdings (CBOE)	0.2	$1.1M	-8%	4.1k	280.29	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$1.1M	+105%	24k	46.88	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M	+6%	8.7k	124.74	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.0M		11k	97.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$1.0M	+26%	19k	53.33	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$1.0M	-38%	49k	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$997k	-38%	51k	19.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$988k	-37%	51k	19.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$950k	-3%	18k	52.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$946k		5.1k	184.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$939k	+49%	10k	91.91	View chart
Caterpillar (CAT)	0.1	$917k	+17%	1.3k	730.33	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.1	$917k	NEW	18k	52.35	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$917k	+46%	18k	49.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$908k	+22%	16k	56.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$898k	+105%	1.3k	706.83	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$875k	+5%	19k	45.85	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$872k		9.0k	97.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$862k	+37%	17k	50.44	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$860k		20k	43.85	View chart
Duke Energy Corp Com New (DUK)	0.1	$852k	+3%	6.5k	130.91	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$850k	+44%	21k	40.36	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$840k	+157%	7.9k	106.38	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$826k	NEW	36k	22.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$826k		2.7k	304.82	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$825k	+59%	28k	29.09	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$817k	+3%	5.5k	147.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$812k		9.9k	82.32	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$809k	+22%	17k	47.07	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$799k	-11%	5.6k	142.44	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$796k	-60%	11k	70.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$762k	NEW	3.5k	214.94	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$759k	NEW	29k	26.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$746k	+6%	5.0k	147.94	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$739k	+44%	10k	73.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$728k		2.4k	301.04	View chart
JPMorgan Chase & Co. (JPM)	0.1	$726k	-8%	2.5k	295.35	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$716k	-50%	1.00	716258.00	View chart
Altria (MO)	0.1	$711k	+6%	11k	65.48	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$711k		7.8k	91.40	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$704k		15k	47.68	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$680k	+23%	27k	24.81	View chart
Ea Series Trust Alpha Architect (CAOS)	0.1	$665k	+24%	7.3k	90.64	View chart
Costco Wholesale Corporation (COST)	0.1	$663k	-3%	665.00	996.57	View chart
Visa Com Cl A (V)	0.1	$652k	+6%	2.2k	298.46	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$639k		18k	36.10	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.1	$639k	-4%	16k	40.94	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.1	$628k	-3%	18k	34.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$625k	+82%	1.4k	437.82	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$621k	NEW	12k	54.09	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$618k		13k	47.27	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$609k	-62%	12k	52.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$608k	-6%	6.4k	95.04	View chart
Philip Morris International (PM)	0.1	$592k	+28%	3.8k	157.34	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$589k	+19%	6.4k	92.02	View chart
Dimensional Etf Trust International (DFSI)	0.1	$579k		13k	43.18	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$573k	-59%	31k	18.66	View chart
Chevron Corporation (CVX)	0.1	$567k	NEW	2.9k	197.39	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$546k	+52%	11k	50.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$540k	+102%	6.9k	78.16	View chart
Procter & Gamble Company (PG)	0.1	$535k		3.7k	144.09	View chart
Home Depot (HD)	0.1	$532k	+40%	1.6k	329.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$531k	-18%	2.4k	218.14	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$518k	-6%	9.3k	55.84	View chart
Meta Platforms Cl A (META)	0.1	$507k	+5%	874.00	579.53	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.1	$501k	-43%	7.8k	63.92	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$498k		7.9k	62.68	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$493k	+108%	15k	32.69	View chart
McDonald's Corporation (MCD)	0.1	$459k	+3%	1.5k	307.29	View chart
Ishares Tr Future Exponenti (XT)	0.1	$452k	NEW	6.5k	69.10	View chart
Wells Fargo & Company (WFC)	0.1	$450k	NEW	5.6k	80.58	View chart
Waste Management (WM)	0.1	$449k		1.9k	231.00	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$440k	-30%	4.7k	94.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$422k	+11%	12k	34.13	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$422k	+37%	8.4k	50.37	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$416k	+10%	9.7k	42.64	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$413k		17k	23.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$410k	+11%	6.9k	59.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$409k	+35%	4.1k	99.00	View chart
Deere & Company (DE)	0.1	$406k	NEW	712.00	570.79	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.1	$398k		8.5k	46.87	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$397k	NEW	3.7k	108.65	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$394k	-17%	18k	21.58	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$389k	+6%	3.0k	128.79	View chart
Oracle Corporation (ORCL)	0.1	$389k	+61%	2.7k	145.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$386k		1.1k	359.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$384k	+66%	4.3k	89.03	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$382k	+6%	2.6k	146.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$378k	+25%	1.8k	215.68	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$372k	+5%	6.2k	60.13	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$369k		6.8k	54.21	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$365k		7.1k	51.77	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$360k	+8%	4.8k	74.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$352k		1.3k	263.42	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$349k	NEW	7.6k	46.11	View chart
Tesla Motors (TSLA)	0.1	$347k	-12%	909.00	381.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$344k		8.4k	40.94	View chart
Morgan Stanley Com New (MS)	0.1	$342k	+13%	2.1k	166.17	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$332k	NEW	9.9k	33.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$332k		534.00	621.79	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$332k		14k	23.05	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$328k	NEW	7.9k	41.73	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$327k	NEW	11k	30.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$325k		3.3k	98.61	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$322k	-65%	19k	16.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$322k		20k	16.46	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$317k	+19%	6.0k	52.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$316k	+35%	1.3k	245.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$311k	NEW	2.7k	113.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$309k		9.9k	31.25	View chart
Ssga Active Tr State Street Dou (STOT)	0.0	$308k	+16%	6.6k	46.96	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$304k		7.4k	40.94	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$303k		3.2k	94.68	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.0	$302k	NEW	7.2k	42.19	View chart
American Express Company (AXP)	0.0	$301k	+14%	998.00	301.45	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$300k	+10%	3.8k	79.66	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$295k	+2%	1.2k	251.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$293k	-9%	3.3k	89.68	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.0	$293k		3.8k	77.33	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$290k		2.9k	99.11	View chart
Abbvie (ABBV)	0.0	$286k		1.3k	214.94	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$282k	-6%	1.3k	210.71	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$275k	NEW	12k	22.33	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.0	$275k	+9%	3.3k	83.89	View chart
Eli Lilly & Co. (LLY)	0.0	$271k	+19%	284.00	954.74	View chart
Merck & Co (MRK)	0.0	$270k	NEW	2.2k	120.87	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$265k	-25%	1.4k	184.42	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$261k	+46%	6.8k	38.64	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$258k	-3%	2.6k	100.24	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$256k	+2%	3.9k	65.60	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$254k	+13%	5.5k	45.90	View chart
McKesson Corporation (MCK)	0.0	$253k	+11%	290.00	873.31	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$249k	-93%	5.2k	47.87	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$245k	NEW	9.7k	25.23	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$240k	NEW	5.1k	46.83	View chart
Coca-Cola Company (KO)	0.0	$238k	-11%	3.1k	76.08	View chart
Verizon Communications (VZ)	0.0	$236k	NEW	4.8k	49.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$234k	NEW	808.00	289.00	View chart
Lam Research Corp Com New (LRCX)	0.0	$233k	NEW	1.0k	222.06	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$232k		5.4k	42.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$232k	-31%	3.0k	76.90	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$228k	NEW	3.3k	68.51	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$225k		2.8k	81.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$223k	-19%	3.0k	73.42	View chart
Quanta Services (PWR)	0.0	$218k	NEW	389.00	560.25	View chart
Fifth Third Ban (FITB)	0.0	$217k	+3%	4.6k	46.82	View chart
Xcel Energy (XEL)	0.0	$214k	NEW	2.7k	79.71	View chart
BP Sponsored Adr (BP)	0.0	$213k	NEW	4.6k	46.17	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$213k		8.6k	24.86	View chart
UnitedHealth (UNH)	0.0	$212k	-46%	772.00	273.98	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$211k	NEW	2.2k	95.44	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$201k	NEW	2.0k	100.28	View chart
Netflix (NFLX)	0.0	$201k	-5%	2.1k	95.55	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 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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