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CIK: 0001873438
Total reported value
$797.1M
$797.1M
173 檔
8.1%
At the close of Q2 2025, XY Planning Network, Inc. disclosed equity holdings valued at approximately $797.1M, spread across 173 reported holdings.
During Q2 2025, 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.13% | -0.29% | +346.63% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.57% | -0.51% | +15.95% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.37% | -0.48% | +24.39% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.27% | -0.26% | +7.84% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | +0.07% | +262.32% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.59% | +0.38% | +45.17% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.54% | -0.14% | +2531.37% | |
| 8 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.51% | -0.26% | +0.39% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.27% | +319.44% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 1.91% | -0.33% | +15.56% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.80% | +0.72% | +19.21% | |
| 12 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.73% | -0.12% | -5.05% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.71% | -0.22% | +14.73% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.64% | -0.06% | -8.87% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.53% | +0.01% | +103.51% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.53% | -0.23% | +97.34% | |
| 17 | AESR | Anfield US Equity Sector Rot | ETF-Other | 1.53% | -0.64% | EXIT | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.43% | -0.12% | +110.37% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.42% | -0.07% | +71.59% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.37% | -0.07% | +36.58% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.32% | -0.18% | +338.27% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.31% | +221.91% | |
| 23 | DFSD | Dimensional Short Duration | ETF-Other | 1.13% | +0.59% | +34.43% | |
| 24 | TPIF | Timothy Plan Intl ETF | ETF-Other | 1.12% | -0.69% | EXIT | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.11% | -0.07% | — | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.09% | -0.04% | +2.42% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.08% | +0.09% | +200.54% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.08% | -0.16% | +141.81% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 1.04% | -0.04% | +37.83% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.03% | -0.05% | +40.39% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.94% | -0.13% | +91.23% | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.91% | -0.09% | +21.20% | |
| 33 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.89% | -0.09% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.24% | +24.99% | |
| 35 | AFIF | Anfield Universal Fixed Inco | ETF-Other | 0.82% | -0.32% | EXIT | |
| 36 | PTL | Inspire 500 ETF | ETF-Other | 0.82% | -0.51% | EXIT | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | +0.02% | +21.66% | |
| 38 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.76% | -0.08% | +60.85% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.73% | -0.05% | -1.12% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.70% | -0.22% | — | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.70% | +0.24% | +41.92% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | +0.07% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | — | +346.16% | |
| 44 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.64% | -0.37% | EXIT | |
| 45 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.61% | -0.07% | — | |
| 46 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.60% | +0.04% | +160.86% | |
| 47 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.58% | -0.37% | EXIT | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.58% | -0.12% | +365.63% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.56% | -0.01% | +37.81% | |
| 50 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.55% | -0.03% | +13.62% |
According to official SEC Form 13F filings, XY Planning Network, Inc. reported a total U.S. public equity portfolio value of $797.1M across 173 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, DFAC, VCIT) accounted for 8.1% of total reported equity market value during Q2 2025.
During Q2 2025, XY Planning Network, Inc.'s top holdings by market value included VTI (7.1%)、DFAC (5.6%)、VCIT (3.4%). The largest single position, VTI, represented 7.1% of total portfolio value.
In Q2 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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