XY Planning Network, Inc.
- SEC CIK
- 0001873438
- Latest filing
- Jul 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 27, 2025. Long positions only.
- Positions
- 92
- No filing for Q3 2024
- Portfolio value
- $133.2M
- No filing for Q3 2024
XY Planning Network, Inc. did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 268,631 | $9.29M | 7.0% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 210,654 | $8.69M | 6.5% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 151,171 | $7.82M | 5.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 95,396 | $7.66M | 5.8% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 193,557 | $4.94M | 3.7% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 72,946 | $4.75M | 3.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,718 | $4.40M | 3.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 86,982 | $3.83M | 2.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 52,128 | $3.25M | 2.4% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 118,658 | $3.07M | 2.3% | – | – | – |
| Timothy Plan887432334 | INTL ETF | 104,158 | $2.77M | 2.1% | – | – | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 69,335 | $2.70M | 2.0% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 105,780 | $2.63M | 2.0% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 45,660 | $2.54M | 1.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,174 | $2.21M | 1.7% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 83,570 | $2.19M | 1.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 33,998 | $2.17M | 1.6% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,406 | $2.14M | 1.6% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 22,729 | $2.10M | 1.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43,518 | $2.08M | 1.6% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 41,079 | $1.93M | 1.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 19,600 | $1.89M | 1.4% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 70,142 | $1.86M | 1.4% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 59,726 | $1.84M | 1.4% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 36,880 | $1.79M | 1.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,503 | $1.68M | 1.3% | – | – | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 16,389 | $1.65M | 1.2% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 38,265 | $1.60M | 1.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,472 | $1.54M | 1.2% | – | – | – |
| iShares Tr46436E759 | ESG EAFE ETF | 22,944 | $1.48M | 1.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 18,294 | $1.43M | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,375 | $1.42M | 1.1% | – | – | History |
| American Centy ETF Tr025072885 | US EQT ETF | 14,667 | $1.42M | 1.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 15,462 | $1.33M | 1.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,555 | $1.32M | 1.0% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 37,464 | $1.25M | 0.9% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 23,661 | $1.22M | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 4,376 | $1.10M | 0.8% | – | – | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 21,447 | $1.08M | 0.8% | – | – | – |
| Timothy Plan887432342 | U S SM CP CORE | 26,946 | $1.05M | 0.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,906 | $999.9K | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,347 | $953.7K | 0.7% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,678 | $916.2K | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,011 | $878.1K | 0.7% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,305 | $766.2K | 0.6% | – | – | History |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 17,602 | $712.7K | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,277 | $688.0K | 0.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,170 | $659.6K | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 6,232 | $613.7K | 0.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 21,739 | $605.9K | 0.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,001 | $575.4K | 0.4% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,170 | $498.8K | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,958 | $469.4K | 0.4% | – | – | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 11,112 | $454.7K | 0.3% | – | – | – |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 6,016 | $452.2K | 0.3% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,734 | $451.0K | 0.3% | – | – | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 8,329 | $445.1K | 0.3% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 11,451 | $439.4K | 0.3% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 10,962 | $431.6K | 0.3% | – | – | – |
| WisdomTree Tr97717Y568 | EFFICIENT GLD PL | 11,587 | $429.8K | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,237 | $426.5K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,615 | $411.6K | 0.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,722 | $392.6K | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 943 | $380.8K | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 746 | $377.3K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 958 | $372.7K | 0.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 631 | $369.8K | 0.3% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 631 | $359.4K | 0.3% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,397 | $351.0K | 0.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 6,018 | $346.2K | 0.3% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,945 | $344.2K | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 368 | $337.5K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 8,192 | $310.5K | 0.2% | – | – | – |
| CAHCardinal Health Inc | Stock | 2,563 | $303.2K | 0.2% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,513 | $291.3K | 0.2% | – | – | – |
| WMWaste Management Inc | Stock | 1,428 | $288.2K | 0.2% | – | – | History |
| RFRegions Financial Corp | COM | 11,925 | $280.5K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 885 | $279.7K | 0.2% | – | – | History |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 10,848 | $267.6K | 0.2% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 5,705 | $263.6K | 0.2% | – | – | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 20,823 | $255.6K | 0.2% | – | – | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 7,485 | $252.5K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,337 | $251.4K | 0.2% | – | – | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,819 | $248.5K | 0.2% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 9,060 | $248.1K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,285 | $243.3K | 0.2% | – | – | History |
| iShares Tr46435U440 | USD GRN BOND ETF | 5,125 | $238.9K | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,185 | $234.8K | 0.2% | – | – | – |
| Vanguard World FD921910691 | ESG US CORP BD | 3,784 | $234.6K | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 3,698 | $230.2K | 0.2% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,350 | $218.1K | 0.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 3,428 | $201.5K | 0.2% | – | – | – |