XY Planning Network

XY Planning Network as of Sept. 30, 2025

Portfolio Holdings for XY Planning Network

XY Planning Network holds 173 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $21M 69k 303.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.6 $16M 457k 35.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.4 $9.9M 119k 82.92
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.3 $9.6M 227k 42.26
Ishares Tr Core S&p500 Etf (IVV) 2.8 $8.1M 13k 620.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $7.6M 133k 57.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $7.5M 12k 617.87
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.5 $7.4M 144k 51.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $5.7M 10k 568.04
Dimensional Etf Trust Intl Core Equity (DFIC) 1.9 $5.6M 181k 31.09
Vanguard Index Fds Growth Etf (VUG) 1.8 $5.3M 12k 438.39
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $5.1M 189k 26.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $5.0M 101k 49.46
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.6 $4.8M 61k 79.28
Dimensional Etf Trust Us Equity Market (DFUS) 1.5 $4.5M 67k 67.02
Spdr Series Trust Portfolio S&p400 (SPMD) 1.5 $4.5M 83k 54.38
Two Rds Shared Tr Anfield Us Equ (AESR) 1.5 $4.5M 237k 18.95
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.4 $4.2M 143k 29.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $4.2M 83k 50.27
Dimensional Etf Trust World Ex Us Core (DFAX) 1.4 $4.0M 137k 29.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.3 $3.9M 56k 69.09
Apple (AAPL) 1.2 $3.5M 17k 205.18
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $3.3M 69k 48.01
Timothy Plan Intl Etf (TPIF) 1.1 $3.3M 102k 32.29
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.1 $3.3M 35k 93.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $3.2M 107k 29.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $3.2M 64k 49.51
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $3.2M 54k 58.78
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.0 $3.1M 57k 53.96
Ishares Tr Russell 3000 Etf (IWV) 1.0 $3.0M 8.6k 350.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $2.7M 35k 79.50
Dimensional Etf Trust Intl Small Cap V (DISV) 0.9 $2.7M 81k 32.91
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.9 $2.6M 23k 114.27
NVIDIA Corporation (NVDA) 0.8 $2.4M 16k 157.99
Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.8 $2.4M 260k 9.31
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.8 $2.4M 11k 229.30
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $2.3M 25k 91.10
Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.8 $2.2M 44k 51.07
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $2.1M 23k 94.63
Cme (CME) 0.7 $2.1M 7.5k 275.63
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $2.0M 20k 100.82
Vanguard World Inf Tech Etf (VGT) 0.7 $2.0M 3.0k 663.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.9M 3.5k 551.70
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.6 $1.9M 46k 40.74
Ishares Msci Gbl Min Vol (ACWV) 0.6 $1.8M 15k 118.57
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.6 $1.8M 35k 50.75
Timothy Plan U S Sm Cp Core (TPSC) 0.6 $1.7M 44k 38.68
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.7M 13k 128.52
Ishares Msci Emrg Chn (EMXC) 0.6 $1.7M 26k 63.14
Ishares Esg Awr Msci Em (ESGE) 0.5 $1.6M 41k 39.17
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.6M 16k 100.69
Ishares Tr Esg Eafe Etf (DMXF) 0.5 $1.6M 21k 74.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.5M 14k 102.91
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.5 $1.5M 15k 93.95
Ishares Tr Global Reit Etf (REET) 0.5 $1.4M 59k 24.70
Amazon (AMZN) 0.5 $1.4M 6.5k 219.39
Dimensional Etf Trust Global Core Plus (DFGP) 0.5 $1.4M 25k 54.49
Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $1.3M 31k 42.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.3M 50k 26.50
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.3M 25k 52.76
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $1.3M 25k 50.31
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.2M 11k 109.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.2M 48k 25.30
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $1.1M 11k 98.24
CBOE Holdings (CBOE) 0.4 $1.1M 4.7k 233.21
Ishares Tr National Mun Etf (MUB) 0.4 $1.1M 11k 104.48
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.1M 28k 39.25
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.1M 31k 34.57
Ea Series Trust Us Quan Momentum (QMOM) 0.4 $1.0M 16k 64.98
Vanguard Index Fds Value Etf (VTV) 0.4 $1.0M 5.8k 176.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.0M 7.6k 135.04
Broadcom (AVGO) 0.3 $979k 3.6k 275.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $964k 16k 62.02
Ea Series Trust Us Quan Value (QVAL) 0.3 $952k 22k 44.01
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $881k 13k 66.85
Microsoft Corporation (MSFT) 0.3 $872k 1.8k 497.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $871k 21k 42.28
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $863k 9.7k 89.22
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $838k 18k 47.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $836k 1.7k 485.77
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $825k 6.1k 134.79
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.3 $814k 28k 29.09
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $812k 19k 41.81
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $810k 6.0k 135.30
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.3 $780k 9.0k 86.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $765k 4.2k 181.74
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $755k 15k 50.76
Ea Series Trust Alpha Architect (HIDE) 0.3 $749k 33k 22.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $739k 2.7k 276.94
Spdr Series Trust Portfli Intrmdit (SPTI) 0.2 $707k 25k 28.77
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $706k 14k 49.87
Vanguard Index Fds Large Cap Etf (VV) 0.2 $704k 2.5k 285.30
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $679k 4.1k 164.46
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $678k 7.2k 93.87
JPMorgan Chase & Co. (JPM) 0.2 $656k 2.3k 289.88
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $645k 16k 41.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $640k 4.8k 133.31
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $638k 31k 20.68
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $624k 32k 19.52
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $607k 6.6k 91.73
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $584k 30k 19.65
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $552k 13k 42.74
Costco Wholesale Corporation (COST) 0.2 $550k 555.00 990.48
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $531k 7.7k 68.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $519k 18k 29.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $518k 2.7k 195.00
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $508k 25k 20.49
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $498k 15k 33.96
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $497k 12k 41.91
Oracle Corporation (ORCL) 0.2 $497k 2.3k 218.64
Visa Com Cl A (V) 0.2 $495k 1.4k 355.14
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $481k 6.2k 77.80
Procter & Gamble Company (PG) 0.2 $476k 3.0k 159.32
Ea Series Trust Intl Quan Value (IVAL) 0.2 $468k 17k 27.88
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $463k 11k 42.36
Alphabet Cap Stk Cl A (GOOGL) 0.2 $455k 2.6k 176.26
Waste Management (WM) 0.1 $437k 1.9k 228.82
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.1 $437k 8.4k 52.23
T Rowe Price Etf Price Grw Stock (TGRW) 0.1 $407k 9.7k 42.04
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $397k 16k 25.03
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $396k 8.4k 47.06
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $394k 2.8k 138.68
Alphabet Cap Stk Cl C (GOOG) 0.1 $384k 2.2k 177.43
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $384k 13k 29.29
Ea Series Trust Alpha Architect (CAOS) 0.1 $375k 4.2k 88.84
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $370k 7.1k 52.43
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $363k 5.7k 63.71
Johnson & Johnson (JNJ) 0.1 $359k 2.3k 152.75
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $356k 8.8k 40.40
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $345k 609.00 566.21
Ishares Tr Core Msci Eafe (IEFA) 0.1 $339k 4.1k 83.48
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $336k 3.2k 106.35
Meta Platforms Cl A (META) 0.1 $335k 454.00 738.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $334k 15k 22.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $327k 12k 28.05
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $327k 5.0k 65.52
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $325k 6.1k 53.55
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $325k 8.4k 38.69
Exxon Mobil Corporation (XOM) 0.1 $325k 3.0k 107.80
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.1 $323k 3.7k 86.40
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $318k 8.9k 35.56
Home Depot (HD) 0.1 $313k 853.00 366.70
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $310k 9.0k 34.51
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $294k 4.3k 67.95
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $292k 3.7k 79.76
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $291k 9.7k 29.99
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $288k 1.0k 280.84
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $284k 1.4k 204.67
Caterpillar (CAT) 0.1 $282k 726.00 388.21
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $279k 1.1k 246.51
Tesla Motors (TSLA) 0.1 $270k 849.00 317.66
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $266k 1.4k 195.40
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $257k 4.1k 63.40
Ishares Tr Usd Grn Bond Etf (BGRN) 0.1 $257k 5.4k 47.67
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $255k 3.1k 80.96
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $254k 2.3k 112.68
Ishares Tr Rus 1000 Etf (IWB) 0.1 $252k 742.00 339.57
Dimensional Etf Trust International (DFSI) 0.1 $238k 6.0k 39.41
UnitedHealth (UNH) 0.1 $235k 754.00 312.17
Morgan Stanley Com New (MS) 0.1 $234k 1.7k 140.86
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $232k 3.8k 61.21
Ishares Tr U.s. Tech Etf (IYW) 0.1 $229k 1.3k 173.27
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $221k 8.9k 24.81
Ishares Tr Msci Eafe Etf (EFA) 0.1 $220k 2.5k 89.37
Spdr Series Trust Portfolio Short (SPSB) 0.1 $220k 7.3k 30.19
Netflix (NFLX) 0.1 $213k 159.00 1339.13
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $213k 9.1k 23.46
American Centy Etf Tr Avantis All Int (AVNM) 0.1 $212k 3.2k 65.31
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $209k 5.2k 40.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $205k 2.8k 73.63
Super Micro Computer Com New (SMCI) 0.1 $205k 4.2k 49.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $204k 4.2k 49.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $202k 2.6k 78.70