XY Planning Network, Inc.
274 holdingsFiling period: 2026-03-31Current AUM: $683.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 950.2K | $37.2M | $42.6M | 6.23% | +32.5K | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS | 105.6K | $34.1M | $39.2M | 5.73% | -9,123 | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 46.5K | $28.0M | $32.2M | 4.71% | +6.1K | 2026-03-31 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 502.3K | $18.1M | $19.4M | 2.84% | +23.6K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 275.7K | $18.0M | $19.8M | 2.90% | +23.9K | 2026-03-31 |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 209.7K | $17.3M | $17.0M | 2.49% | +23.0K | 2026-03-31 |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 309.4K | $13.1M | $12.8M | 1.88% | +41.2K | 2026-03-31 |
| 8 | MUNI | PIMCO ETF TR | 217.0K | $11.3M | $11.2M | 1.64% | +29.7K | 2026-03-31 |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 234.0K | $11.2M | $11.2M | 1.63% | +30.8K | 2026-03-31 |
| 10 | SPMD | SPDR SERIES TRUST | 179.3K | $10.7M | $11.9M | 1.74% | +12.0K | 2026-03-31 |
| 11 | VXUS | VANGUARD STAR FDS | 135.5K | $10.6M | $11.6M | 1.70% | -3,410 | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 14.7K | $9.6M | $11.0M | 1.61% | +43 | 2026-03-31 |
| 13 | DFGR | DIMENSIONAL ETF TRUST | 346.2K | $9.3M | $10.4M | 1.52% | +36.2K | 2026-03-31 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | 166.3K | $9.0M | $9.8M | 1.43% | +13.5K | 2026-03-31 |
| 15 | DFEM | DIMENSIONAL ETF TRUST | 253.4K | $8.8M | $9.6M | 1.41% | +13.6K | 2026-03-31 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | 113.1K | $8.1M | $9.3M | 1.36% | +7.0K | 2026-03-31 |
| 17 | IVV | ISHARES TR | 12.0K | $7.9M | $9.1M | 1.33% | +2.0K | 2026-03-31 |
| 18 | VTIP | VANGUARD MALVERN FDS | 157.7K | $7.9M | $7.8M | 1.14% | +14.6K | 2026-03-31 |
| 19 | DCOR | DIMENSIONAL ETF TRUST | 106.2K | $7.7M | $8.8M | 1.29% | +10.2K | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 17.2K | $7.6M | $8.9M | 1.30% | +2.9K | 2026-03-31 |
| 21 | XMHQ | INVESCO EXCHANGE TRADED FD T | 71.4K | $7.5M | $8.3M | 1.21% | +13.0K | 2026-03-31 |
| 22 | AVDV | AMERICAN CENTY ETF TR | 68.3K | $7.0M | $7.3M | 1.07% | +4.6K | 2026-03-31 |
| 23 | SPTI | SPDR SERIES TRUST | 227.4K | $6.5M | $6.4M | 0.93% | +38.6K | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 36.0K | $6.3M | $7.3M | 1.06% | +236 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 24.2K | $6.2M | $7.5M | 1.10% | -1,384 | 2026-03-31 |
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