XY Planning Network, Inc.
- SEC CIK
- 0001873438
- 最新申報
- 2026/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 173
- 較 2025 年第 1 季 +71
- 總值
- $2.94 億
- 較 2025 年第 1 季 +$1.44 億 (+95.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 68,911 | $2,094 萬 | 7.1% | +53,482+346.6% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 456,678 | $1,637 萬 | 5.6% | +62,822+16.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 119,352 | $989.7 萬 | 3.4% | +23,399+24.4% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 227,250 | $960.4 萬 | 3.3% | +16,524+7.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,058 | $810.8 萬 | 2.8% | +9,454+262.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 133,205 | $759.4 萬 | 2.6% | +41,444+45.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,078 | $746.3 萬 | 2.5% | +11,619+2,531.4% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 143,504 | $737.0 萬 | 2.5% | +554+0.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,117 | $574.7 萬 | 2.0% | +7,705+319.4% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 180,535 | $561.3 萬 | 1.9% | +24,309+15.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,078 | $529.5 萬 | 1.8% | +1,946+19.2% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 189,126 | $507.4 萬 | 1.7% | −10,068−5.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,344 | $501.2 萬 | 1.7% | +13,011+14.7% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 60,623 | $480.6 萬 | 1.6% | −5,897−8.9% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 67,117 | $449.8 萬 | 1.5% | +34,137+103.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 82,593 | $449.1 萬 | 1.5% | +40,740+97.3% | 加碼 | – |
| Two RDS Shared Tr90214Q733 | ANFIELD US EQU | 236,807 | $448.7 萬 | 1.5% | +236,807 | 新進 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 143,039 | $421.0 萬 | 1.4% | +75,044+110.4% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 82,976 | $417.1 萬 | 1.4% | +34,620+71.6% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 137,431 | $403.6 萬 | 1.4% | +36,808+36.6% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 55,998 | $386.9 萬 | 1.3% | +43,221+338.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 17,055 | $349.9 萬 | 1.2% | +11,757+221.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 69,337 | $332.9 萬 | 1.1% | +17,758+34.4% | 加碼 | – |
| Timothy Plan887432334 | INTL ETF | 102,192 | $330.0 萬 | 1.1% | −11,314−10.0% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 34,696 | $325.4 萬 | 1.1% | +34,696 | 新進 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 107,424 | $318.8 萬 | 1.1% | +2,536+2.4% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 64,364 | $318.7 萬 | 1.1% | +42,948+200.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 53,912 | $316.9 萬 | 1.1% | +31,617+141.8% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 56,848 | $306.8 萬 | 1.0% | +15,602+37.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 8,613 | $302.3 萬 | 1.0% | +2,478+40.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 34,586 | $275.0 萬 | 0.9% | +16,500+91.2% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 81,282 | $267.5 萬 | 0.9% | +14,218+21.2% | 加碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 22,837 | $261.0 萬 | 0.9% | +22,837 | 新進 | – |
| NVDANVIDIA Corp | Stock | 15,505 | $245.0 萬 | 0.8% | +3,100+25.0% | 加碼 | 歷史 |
| Two RDS Shared Tr90214Q766 | ANFIELD UNVL ETF | 260,163 | $242.3 萬 | 0.8% | +260,163 | 新進 | – |
| Northern LTS FD Tr IV66537J796 | INSPIRE 500 ETF | 10,555 | $242.0 萬 | 0.8% | +539+5.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 24,764 | $225.6 萬 | 0.8% | +4,409+21.7% | 加碼 | – |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 43,500 | $222.2 萬 | 0.8% | +16,456+60.8% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 22,509 | $213.0 萬 | 0.7% | −254−1.1% | 減碼 | – |
| CMECME Group Inc. | COM | 7,475 | $206.0 萬 | 0.7% | +7,475 | 新進 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 20,298 | $204.6 萬 | 0.7% | +5,996+41.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,011 | $199.7 萬 | 0.7% | +3,011 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,489 | $192.5 萬 | 0.7% | +2,707+346.2% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 46,146 | $188.0 萬 | 0.6% | +8,067+21.2% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 15,100 | $179.0 萬 | 0.6% | +15,100 | 新進 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 34,825 | $176.7 萬 | 0.6% | +21,475+160.9% | 加碼 | – |
| Timothy Plan887432342 | U S SM CP CORE | 44,373 | $171.6 萬 | 0.6% | +15,917+55.9% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 13,238 | $170.1 萬 | 0.6% | +10,395+365.6% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 26,226 | $165.6 萬 | 0.6% | +7,196+37.8% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 41,069 | $160.9 萬 | 0.5% | +4,924+13.6% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 15,886 | $160.0 萬 | 0.5% | +9,284+140.6% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 20,837 | $155.1 萬 | 0.5% | −1,204−5.5% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,145 | $145.6 萬 | 0.5% | −112−0.8% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 15,446 | $145.1 萬 | 0.5% | +441+2.9% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 58,651 | $144.9 萬 | 0.5% | +58,651 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 6,548 | $143.7 萬 | 0.5% | +2,726+71.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 25,264 | $137.7 萬 | 0.5% | +3,749+17.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 30,903 | $131.6 萬 | 0.4% | +10,699+53.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 49,563 | $131.3 萬 | 0.4% | +8,247+20.0% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 24,794 | $130.8 萬 | 0.4% | +3,770+17.9% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 24,947 | $125.5 萬 | 0.4% | +2,293+10.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,312 | $123.6 萬 | 0.4% | +2,246+24.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 47,856 | $121.1 萬 | 0.4% | +47,856 | 新進 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 11,287 | $110.9 萬 | 0.4% | +4,592+68.6% | 加碼 | – |
| CBOECboe Global Markets, Inc. | COM | 4,740 | $110.5 萬 | 0.4% | +4,740 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,570 | $110.4 萬 | 0.4% | +10,570 | 新進 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 27,907 | $109.5 萬 | 0.4% | +20,172+260.8% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 30,725 | $106.2 萬 | 0.4% | +9,677+46.0% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 16,060 | $104.4 萬 | 0.4% | +6,156+62.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,848 | $103.4 萬 | 0.4% | +768+15.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,563 | $102.1 萬 | 0.3% | +7,563 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 3,552 | $97.9 萬 | 0.3% | +448+14.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,541 | $96.4 萬 | 0.3% | +2,054+15.2% | 加碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 21,627 | $95.2 萬 | 0.3% | +8,893+69.8% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 13,178 | $88.1 萬 | 0.3% | +6,100+86.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,754 | $87.2 萬 | 0.3% | +1,045+147.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 20,588 | $87.0 萬 | 0.3% | +9,476+85.3% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 9,669 | $86.3 萬 | 0.3% | +9,669 | 新進 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 17,674 | $83.8 萬 | 0.3% | +7,544+74.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,720 | $83.6 萬 | 0.3% | +1,720 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,121 | $82.5 萬 | 0.3% | +6,121 | 新進 | – |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 27,972 | $81.4 萬 | 0.3% | +27,972 | 新進 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 19,416 | $81.2 萬 | 0.3% | +1,521+8.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 5,987 | $81.0 萬 | 0.3% | +5,987 | 新進 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 8,983 | $78.0 萬 | 0.3% | +8,983 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,207 | $76.5 萬 | 0.3% | −873−17.2% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 14,877 | $75.5 萬 | 0.3% | +6,543+78.5% | 加碼 | – |
| Ea Series Trust02072L631 | ALPHA ARCHITECT | 32,867 | $74.9 萬 | 0.3% | +10,328+45.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,670 | $73.9 萬 | 0.3% | +2,670 | 新進 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 24,559 | $70.7 萬 | 0.2% | +24,559 | 新進 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 14,156 | $70.6 萬 | 0.2% | +14,156 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,469 | $70.4 萬 | 0.2% | +1,368+124.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,129 | $67.9 萬 | 0.2% | +4,129 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 7,226 | $67.8 萬 | 0.2% | +2,600+56.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,264 | $65.6 萬 | 0.2% | +2,264 | 新進 | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 15,608 | $64.5 萬 | 0.2% | −14−0.1% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,803 | $64.0 萬 | 0.2% | −80−1.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 30,856 | $63.8 萬 | 0.2% | +30,856 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 31,970 | $62.4 萬 | 0.2% | +31,970 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,614 | $60.7 萬 | 0.2% | +6,614 | 新進 | – |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。