XY Planning Network, Inc.
341 holdingsFiling period: 2026-06-30Current AUM: $798.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 975.9K | $43.3M | $43.7M | 5.47% | +25.8K | 2026-06-30 |
| 2 | VTI | VANGUARD INDEX FDS | 111.1K | $41.1M | $41.4M | 5.19% | +5.5K | 2026-06-30 |
| 3 | VOO | VANGUARD INDEX FDS | 48.8K | $33.5M | $34.0M | 4.26% | +2.3K | 2026-06-30 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 363.1K | $25.9M | $26.0M | 3.25% | +87.3K | 2026-06-30 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 547.9K | $20.4M | $21.1M | 2.64% | +45.6K | 2026-06-30 |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 220.2K | $18.2M | $17.5M | 2.19% | +10.6K | 2026-06-30 |
| 7 | VUG | VANGUARD INDEX FDS | 178.7K | $15.4M | $15.6M | 1.95% | +161.4K | 2026-06-30 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 310.2K | $15.0M | $14.5M | 1.82% | +76.2K | 2026-06-30 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 345.8K | $14.6M | $14.1M | 1.77% | +36.4K | 2026-06-30 |
| 10 | MUNI | PIMCO ETF TR | 234.4K | $12.3M | $11.8M | 1.48% | +17.4K | 2026-06-30 |
| 11 | VXUS | VANGUARD STAR FDS | 141.0K | $12.1M | $12.1M | 1.51% | +5.5K | 2026-06-30 |
| 12 | SPMD | SPDR SERIES TRUST | 174.1K | $11.8M | $11.2M | 1.40% | -5,170 | 2026-06-30 |
| 13 | VTV | VANGUARD INDEX FDS | 53.0K | $11.5M | $11.8M | 1.48% | +35.6K | 2026-06-30 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 14.8K | $11.1M | $11.2M | 1.40% | +152 | 2026-06-30 |
| 15 | DFEM | DIMENSIONAL ETF TRUST | 269.5K | $11.0M | $10.6M | 1.33% | +16.1K | 2026-06-30 |
| 16 | DFGR | DIMENSIONAL ETF TRUST | 374.3K | $10.8M | $10.6M | 1.32% | +28.1K | 2026-06-30 |
| 17 | SPYM | SPDR SERIES TRUST | 120.5K | $10.6M | $10.7M | 1.34% | +61.6K | 2026-06-30 |
| 18 | IVV | ISHARES TR | 14.1K | $10.6M | $10.7M | 1.34% | +2.1K | 2026-06-30 |
| 19 | DFUS | DIMENSIONAL ETF TRUST | 126.2K | $10.3M | $10.4M | 1.31% | +13.1K | 2026-06-30 |
| 20 | XMHQ | INVESCO EXCHANGE TRADED FD T | 91.4K | $10.3M | $10.5M | 1.32% | +20.0K | 2026-06-30 |
| 21 | DCOR | DIMENSIONAL ETF TRUST | 119.3K | $9.8M | $9.9M | 1.24% | +13.1K | 2026-06-30 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | 163.1K | $9.7M | $9.7M | 1.21% | -3,188 | 2026-06-30 |
| 23 | VTIP | VANGUARD MALVERN FDS | 188.5K | $9.5M | $9.3M | 1.17% | +30.8K | 2026-06-30 |
| 24 | SGOV | ISHARES TR | 84.1K | $8.5M | $8.5M | 1.06% | +34.9K | 2026-06-30 |
| 25 | AVDV | AMERICAN CENTY ETF TR | 81.0K | $8.3M | $8.9M | 1.12% | +12.6K | 2026-06-30 |
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