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CIK: 0001873438
Total reported value
$797.1M
$797.1M
92 檔
4.8%
In Q4 2024, XY Planning Network, Inc.'s U.S. equity holdings reached a combined market value of $797.1M, distributed across 92 disclosed stock positions.
During Q4 2024, XY Planning Network, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.98% | -0.51% | — | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.53% | -0.26% | — | |
| 3 | MUNI | Pimco Intermediate Municipal | ETF-Other | 5.87% | -0.26% | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.75% | -0.48% | — | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.71% | -0.12% | — | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.57% | -0.06% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.30% | +0.72% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.88% | -0.22% | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.44% | -0.02% | — | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.30% | -0.33% | — | |
| 11 | TPIF | Timothy Plan Intl ETF | ETF-Other | 2.08% | -0.69% | EXIT | |
| 12 | BIBL | Inspire 100 ETF | ETF-Other | 2.03% | -0.11% | EXIT | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.97% | -0.07% | — | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 1.91% | -0.04% | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | -0.01% | — | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.64% | -0.04% | — | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.63% | +0.01% | — | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.61% | -0.05% | — | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.58% | -0.05% | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | +0.38% | — | |
| 21 | DFSD | Dimensional Short Duration | ETF-Other | 1.45% | +0.59% | — | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.42% | +0.02% | — | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 1.40% | -0.09% | — | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.38% | -0.12% | — | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.34% | -0.07% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.24% | — | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.24% | -0.20% | EXIT | |
| 28 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.20% | -0.37% | EXIT | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.16% | -0.06% | — | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.11% | -0.30% | EXIT | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.07% | -0.13% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.14% | — | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.07% | +0.24% | — | |
| 34 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.00% | -0.27% | EXIT | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | -0.29% | — | |
| 36 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.94% | -0.03% | — | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.92% | -0.15% | EXIT | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.82% | -0.31% | — | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.81% | -0.04% | — | |
| 40 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.79% | -0.37% | EXIT | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.75% | +0.91% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | -0.02% | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | — | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | -0.02% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.01% | — | |
| 46 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.54% | +0.01% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.27% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | +0.01% | — | |
| 49 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.46% | +0.11% | — | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.07% | NEW |
According to official SEC Form 13F filings, XY Planning Network, Inc. reported a total U.S. public equity portfolio value of $797.1M across 92 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, MUNI) accounted for 4.8% of total reported equity market value during Q4 2024.
During Q4 2024, XY Planning Network, Inc.'s top holdings by market value included DFAC (7.0%)、DFCF (6.5%)、MUNI (5.9%). The largest single position, DFAC, represented 7.0% of total portfolio value.
In Q4 2024, XY Planning Network, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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