XY Planning Network

XY Planning Network as of Dec. 31, 2024

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