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Livermore
Livermore
ZHEN

XY Planning Network, Inc.

SEC CIK
0001873438
Latest filing
Jul 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
173
0 vs. Q2 2025
Portfolio value
$293.7M
$0 (0.0%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of XY Planning Network, Inc. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF68,911$20.9M7.1%00.0%Unchanged–
Dimensional U.S. Core Equity 2 ETF25434V708ETF456,678$16.4M5.6%00.0%Unchanged–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF119,352$9.90M3.4%00.0%Unchanged–
Dimensional ETF Trust25434V872CORE FIXE IN ETF227,250$9.60M3.3%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF13,058$8.11M2.8%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF133,205$7.59M2.6%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF12,078$7.46M2.5%00.0%UnchangedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT143,504$7.37M2.5%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF10,117$5.75M2.0%00.0%Unchanged–
Dimensional ETF Trust25434V799INTL CORE EQUITY180,535$5.61M1.9%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF12,078$5.29M1.8%00.0%Unchanged–
Dimensional ETF Trust25434V658GLOBAL REAL EST189,126$5.07M1.7%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF101,344$5.01M1.7%00.0%Unchanged–
American Centy ETF Tr025072802INTL SMCP VLU60,623$4.81M1.6%00.0%Unchanged–
Dimensional ETF Trust25434V401US EQUI MARK ETF67,117$4.50M1.5%00.0%Unchanged–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF82,593$4.49M1.5%00.0%Unchanged–
Two RDS Shared Tr90214Q733ANFIELD US EQU236,807$4.49M1.5%00.0%Unchanged–
Dimensional ETF Trust25434V815US SMALL CAP ETF143,039$4.21M1.4%00.0%Unchanged–
Vanguard Malvern FDS922020805STRM INFPROIDX82,976$4.17M1.4%00.0%Unchanged–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF137,431$4.04M1.4%00.0%Unchanged–
Vanguard Star FDS921909768VG TL INTL STK F55,998$3.87M1.3%00.0%Unchanged–
AAPLApple Inc.Stock17,055$3.50M1.2%00.0%UnchangedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF69,337$3.33M1.1%00.0%Unchanged–
Timothy Plan887432334INTL ETF102,192$3.30M1.1%00.0%Unchanged–
VanEck Morningstar Wide Moat ETF92189F643ETF34,696$3.25M1.1%00.0%Unchanged–
Dimensional ETF Trust25434V732EMERGING MKTS CO107,424$3.19M1.1%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF64,364$3.19M1.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS53,912$3.17M1.1%00.0%Unchanged–
Dimensional U.S. Targeted Value ETF25434V609ETF56,848$3.07M1.0%00.0%Unchanged–
iShares Tr464287689RUSSELL 3000 ETF8,613$3.02M1.0%00.0%Unchanged–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD34,586$2.75M0.9%00.0%Unchanged–
Dimensional ETF Trust25434V781INTL SMALL CAP V81,282$2.67M0.9%00.0%Unchanged–
WisdomTree Tr97717W851JAPN HEDGE EQT22,837$2.61M0.9%00.0%Unchanged–
NVDANVIDIA CorpStock15,505$2.45M0.8%00.0%UnchangedHistory
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF260,163$2.42M0.8%00.0%Unchanged–
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF10,555$2.42M0.8%00.0%Unchanged–
American Centy ETF Tr025072877US SML CP VALU24,764$2.26M0.8%00.0%Unchanged–
Angel Oak Funds Trust03463K752OAK ULTRASHORT43,500$2.22M0.8%00.0%Unchanged–
iShares Core S&P US Value ETF464287663ETF22,509$2.13M0.7%00.0%Unchanged–
CMECME Group Inc.COM7,475$2.06M0.7%00.0%UnchangedHistory
American Centy ETF Tr025072885US EQT ETF20,298$2.05M0.7%00.0%Unchanged–
Vanguard Information Technology ETF92204A702ETF3,011$2.00M0.7%00.0%Unchanged–
Invesco QQQ Trust Series I46090E103ETF3,489$1.92M0.7%00.0%Unchanged–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP46,146$1.88M0.6%00.0%Unchanged–
iShares Inc464286525MSCI GBL MIN VOL15,100$1.79M0.6%00.0%Unchanged–
Dimensional Ultrashort Fixed Income ETF25434V591ETF34,825$1.77M0.6%00.0%Unchanged–
Timothy Plan887432342U S SM CP CORE44,373$1.72M0.6%00.0%Unchanged–
Vanguard Total World Stock ETF922042742ETF13,238$1.70M0.6%00.0%Unchanged–
iShares Inc46434G764MSCI EMRG CHN26,226$1.66M0.6%00.0%Unchanged–
iShares Inc46434G863ESG AWR MSCI EM41,069$1.61M0.5%00.0%Unchanged–
iShares Tr46436E7180-3 MTH TREASURY15,886$1.60M0.5%00.0%Unchanged–
iShares Tr46436E759ESG EAFE ETF20,837$1.55M0.5%00.0%Unchanged–
iShares Tr46429B7470-5 YR TIPS ETF14,145$1.46M0.5%00.0%Unchanged–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP15,446$1.45M0.5%00.0%Unchanged–
iShares Tr46434V647GLOBAL REIT ETF58,651$1.45M0.5%00.0%Unchanged–
AMZNAmazon Com IncStock6,548$1.44M0.5%00.0%UnchangedHistory
Dimensional ETF Trust25434V583GLOB CO PLUS ETF25,264$1.38M0.5%00.0%Unchanged–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF30,903$1.32M0.4%00.0%Unchanged–
Schwab US Dividend Equity ETF808524797ETF49,563$1.31M0.4%00.0%Unchanged–
iShares Tr464288646ISHS 1-5YR INVS24,794$1.31M0.4%00.0%Unchanged–
WisdomTree Tr97717Y527FLOATNG RAT TREA24,947$1.26M0.4%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF11,312$1.24M0.4%00.0%Unchanged–
Schwab U.S. Small-Cap ETF808524607ETF47,856$1.21M0.4%00.0%Unchanged–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY11,287$1.11M0.4%00.0%Unchanged–
CBOECboe Global Markets, Inc.COM4,740$1.11M0.4%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF10,570$1.10M0.4%00.0%Unchanged–
Dimensional ETF Trust25434V716US SUSTAINABILTY27,907$1.10M0.4%00.0%Unchanged–
Dimensional ETF Trust25434V203INTL CORE EQT MK30,725$1.06M0.4%00.0%Unchanged–
Alpha Architect ETF Tr02072L409US QUAN MOMENTUM16,060$1.04M0.4%00.0%Unchanged–
Vanguard Morningstar Value ETF922908744ETF5,848$1.03M0.4%00.0%Unchanged–
iShares Tr464287150CORE S&P TTL STK7,563$1.02M0.3%00.0%Unchanged–
AVGOBroadcom Inc.Stock3,552$979.1K0.3%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF15,541$963.8K0.3%00.0%Unchanged–
Alpha Architect ETF Tr02072L102US QUAN VALUE21,627$951.8K0.3%00.0%Unchanged–
Dimensional ETF Trust25434V625US COR EQU 1 ETF13,178$881.0K0.3%00.0%Unchanged–
MSFTMicrosoft CorpStock1,754$872.2K0.3%00.0%UnchangedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE20,588$870.5K0.3%00.0%Unchanged–
iShares Tr46435G516ESG AW MSCI EAFE9,669$862.7K0.3%00.0%Unchanged–
Dimensional ETF Trust25434V849NATL MUN BD ETF17,674$838.3K0.3%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock1,720$835.5K0.3%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,121$825.1K0.3%00.0%Unchanged–
Ssga Active ETF Tr78467V103ST STR REAL ETF27,972$813.7K0.3%00.0%Unchanged–
Dimensional ETF Trust25434V856INFLATION PROTE19,416$811.8K0.3%00.0%Unchanged–
iShares Tr46435G425ESG AWR MSCI USA5,987$810.0K0.3%00.0%Unchanged–
SPDR Series Trust78464A821ST STR SP400GRW8,983$780.4K0.3%00.0%Unchanged–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,207$764.6K0.3%00.0%Unchanged–
Pacer Trendpilot US Large Cap ETF69374H105ETF14,877$755.2K0.3%00.0%Unchanged–
Ea Series Trust02072L631ALPHA ARCHITECT32,867$749.0K0.3%00.0%Unchanged–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,670$739.4K0.3%00.0%Unchanged–
SPDR Series Trust78464A672ST INTER ETF24,559$706.6K0.2%00.0%Unchanged–
Vanguard BD Index FDS92203C303VANGUARD ULTRA14,156$705.9K0.2%00.0%Unchanged–
Vanguard Morningstar Large-Cap ETF922908637ETF2,469$704.4K0.2%00.0%Unchanged–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF4,129$679.1K0.2%00.0%Unchanged–
iShares MSCI USA Min Vol Factor ETF46429B697ETF7,226$678.3K0.2%00.0%Unchanged–
JPMJPMorgan Chase & CoStock2,264$656.3K0.2%00.0%UnchangedHistory
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF15,608$645.1K0.2%00.0%Unchanged–
Vanguard High Dividend Yield Index ETF921946406ETF4,803$640.3K0.2%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB30,856$638.1K0.2%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB31,970$624.0K0.2%00.0%Unchanged–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF6,614$606.7K0.2%00.0%Unchanged–