XY Planning Network

XY Planning Network as of March 31, 2025

Portfolio Holdings for XY Planning Network

XY Planning Network holds 102 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.7 $13M 394k 32.99
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.9 $8.9M 211k 42.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.2 $7.8M 96k 81.76
Pimco Etf Tr Inter Mun Bd Act (MUNI) 4.9 $7.4M 143k 51.55
Dimensional Etf Trust Global Real Est (DFGR) 3.5 $5.2M 199k 26.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $4.7M 92k 50.83
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.1 $4.6M 67k 69.74
Dimensional Etf Trust Intl Core Equity (DFIC) 2.9 $4.3M 156k 27.77
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $4.2M 15k 274.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $4.0M 88k 45.26
Vanguard Index Fds Growth Etf (VUG) 2.5 $3.8M 10k 370.83
Timothy Plan Intl Etf (TPIF) 2.2 $3.3M 114k 28.75
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.9 $2.8M 105k 26.46
Dimensional Etf Trust World Ex Us Core (DFAX) 1.8 $2.6M 101k 26.20
Dimensional Etf Trust Short Duration F (DFSD) 1.6 $2.5M 52k 47.52
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $2.4M 48k 49.90
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.4 $2.1M 42k 51.18
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $2.1M 41k 51.49
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $2.1M 23k 92.29
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 1.4 $2.1M 10k 205.50
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.0M 3.6k 561.90
Dimensional Etf Trust Us Equity Market (DFUS) 1.3 $2.0M 33k 60.48
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $2.0M 67k 29.12
Ishares Tr Russell 3000 Etf (IWV) 1.3 $1.9M 6.1k 317.62
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.3 $1.9M 68k 28.15
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $1.8M 20k 87.17
Ishares Tr Esg Eafe Etf (DMXF) 1.0 $1.5M 22k 67.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $1.5M 14k 103.47
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.0 $1.5M 38k 38.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $1.4M 18k 78.94
Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.9 $1.4M 27k 51.09
NVIDIA Corporation (NVDA) 0.9 $1.3M 12k 108.38
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $1.3M 14k 92.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $1.3M 22k 58.69
Ishares Esg Awr Msci Em (ESGE) 0.8 $1.3M 36k 34.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.2M 2.4k 513.94
Apple (AAPL) 0.8 $1.2M 5.3k 222.16
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.8 $1.2M 15k 78.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.2M 41k 27.96
Dimensional Etf Trust Global Core Plus (DFGP) 0.8 $1.1M 22k 53.43
Wisdomtree Tr Floatng Rat Trea (USFR) 0.8 $1.1M 23k 50.33
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $1.1M 21k 52.37
Timothy Plan U S Sm Cp Core (TPSC) 0.7 $1.1M 29k 37.03
Ishares Msci Emrg Chn (EMXC) 0.7 $1.0M 19k 55.09
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.0M 21k 48.82
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $948k 9.1k 104.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $880k 5.1k 173.23
Vanguard Index Fds Value Etf (VTV) 0.6 $878k 5.1k 172.74
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $824k 20k 40.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $794k 13k 62.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $787k 14k 58.35
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $754k 18k 42.11
Amazon (AMZN) 0.5 $727k 3.8k 190.26
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $677k 13k 50.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $665k 6.6k 100.67
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $657k 21k 31.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $630k 4.9k 128.96
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $613k 6.7k 91.53
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.4 $600k 16k 38.41
Ea Series Trust Us Quan Momentum (QMOM) 0.4 $588k 9.9k 59.40
Ea Series Trust Us Quan Value (QVAL) 0.4 $543k 13k 42.65
Broadcom (AVGO) 0.3 $520k 3.1k 167.43
Ea Series Trust Alpha Architect (HIDE) 0.3 $514k 23k 22.80
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $482k 10k 47.57
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $458k 11k 41.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $454k 12k 39.37
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $442k 11k 40.49
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $434k 7.1k 61.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $434k 17k 25.04
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $433k 4.6k 93.66
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $429k 8.3k 51.45
UnitedHealth (UNH) 0.3 $392k 749.00 523.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $367k 782.00 468.92
C H Robinson Worldwide Com New (CHRW) 0.2 $348k 3.4k 102.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $346k 3.3k 105.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $344k 644.00 533.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $330k 2.8k 115.95
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $290k 3.7k 78.40
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.2 $289k 3.5k 82.17
Visa Com Cl A (V) 0.2 $287k 820.00 350.46
Vanguard Index Fds Large Cap Etf (VV) 0.2 $283k 1.1k 257.03
Alphabet Cap Stk Cl C (GOOG) 0.2 $281k 1.8k 156.25
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $281k 9.1k 31.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $277k 11k 26.20
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $277k 7.7k 35.81
Microsoft Corporation (MSFT) 0.2 $266k 709.00 375.39
Ea Series Trust Intl Quan Value (IVAL) 0.2 $266k 10k 25.54
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $261k 9.2k 28.21
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $258k 10k 24.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $257k 13k 19.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $257k 459.00 559.39
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $248k 5.2k 47.36
Ea Series Trust Alpha Architect (CAOS) 0.2 $248k 2.8k 87.95
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $246k 4.1k 60.17
Vanguard World Esg Us Corp Bd (VCEB) 0.2 $244k 3.9k 62.92
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $230k 3.9k 59.75
Exxon Mobil Corporation (XOM) 0.2 $230k 1.9k 118.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $221k 1.1k 193.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $221k 1.2k 186.29
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $220k 4.7k 47.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $219k 3.0k 73.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $212k 4.3k 49.62