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CIK: 0001873438
Total reported value
$797.1M
$797.1M
102 檔
5.3%
The Q1 2025 SEC filing reveals that XY Planning Network, Inc. held a total portfolio value of $797.1M, covering 102 public equity positions.
During Q1 2025, XY Planning Network, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, VCIT) accounted for 5.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.67% | -0.51% | +46.62% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.91% | -0.26% | +0.03% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.23% | -0.48% | +0.58% | |
| 4 | MUNI | Pimco Intermediate Municipal | ETF-Other | 4.92% | -0.26% | -5.44% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.49% | -0.12% | +2.91% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.11% | +0.38% | +110.86% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.09% | -0.06% | -8.81% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 2.89% | -0.33% | +31.66% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.83% | -0.29% | +238.73% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.67% | -0.22% | +1.55% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.51% | +0.72% | -5.47% | |
| 12 | TPIF | Timothy Plan Intl ETF | ETF-Other | 2.18% | -0.69% | EXIT | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.85% | -0.04% | +25.51% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.76% | -0.07% | -4.88% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.63% | +0.59% | +25.56% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.61% | -0.07% | +31.12% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.43% | -0.23% | — | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.42% | -0.04% | -9.67% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.40% | -0.05% | +0.15% | |
| 20 | PTL | Inspire 500 ETF | ETF-Other | 1.37% | -0.51% | EXIT | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.07% | — | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.33% | +0.01% | -2.99% | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 1.30% | -0.09% | -4.39% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.30% | -0.05% | -4.23% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.28% | -0.12% | +13.84% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.18% | +0.02% | +3.85% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.99% | -0.30% | EXIT | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.98% | -0.20% | EXIT | |
| 29 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.97% | -0.37% | EXIT | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.95% | -0.13% | -1.14% | |
| 31 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.92% | -0.08% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | -0.24% | -0.78% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.88% | +0.24% | -2.49% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.87% | -0.16% | — | |
| 35 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.84% | -0.03% | -3.52% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.27% | +88.88% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.31% | +21.07% | |
| 38 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.78% | -0.27% | EXIT | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | -0.06% | -26.84% | |
| 40 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.77% | -0.06% | — | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.76% | -0.04% | +5.63% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.73% | -0.15% | EXIT | |
| 43 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.70% | -0.37% | EXIT | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.70% | -0.01% | — | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | +0.09% | +110.58% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | -0.01% | -52.72% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.02% | +1.38% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | +0.91% | -13.99% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.55% | -0.07% | — | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.18% | +76.55% |
According to official SEC Form 13F filings, XY Planning Network, Inc. reported a total U.S. public equity portfolio value of $797.1M across 102 disclosed positions in Q1 2025.
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During Q1 2025, XY Planning Network, Inc.'s top holdings by market value included DFAC (8.7%)、DFCF (5.9%)、VCIT (5.2%). The largest single position, DFAC, represented 8.7% of total portfolio value.
In Q1 2025, 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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