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Two Rds Shared Tr anfield us equ shares owned by XY Planning Network

Quarter-by-quarter ownership of Two Rds Shared Tr anfield us equ (AESR) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network investment in Two Rds Shared Tr anfield us equ

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr anfield us equ held by XY Planning Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr anfield us equ by XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 237k 18.95
2025-06-30 $4.5M 237k 18.95

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for XY Planning Network

Top funds holding Two Rds Shared Tr anfield us equ

Foundations Investment Advisors
Anfield Capital Management
First International Bank & Trust
Geneos Wealth Management
XY Planning Network
GeoWealth Management
Independent Advisor Alliance
AdvisorNet Financial
SLT Holdings
Atria Investments
Jane Street
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
DecisionPoint Financial

View all funds holding Two Rds Shared Tr anfield us equ