XY Planning Network, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $38.46M | 6.7% |
| DIMENSIONAL ETF TRUST | $36.33M | 6.3% |
| VANGUARD INDEX FDS | $25.36M | 4.4% |
| DIMENSIONAL ETF TRUST | $16.49M | 2.9% |
| VANGUARD TAX-MANAGED FDS | $15.73M | 2.7% |
| VANGUARD SCOTTSDALE FDS | $15.64M | 2.7% |
| DIMENSIONAL ETF TRUST | $11.42M | 2.0% |
| VANGUARD STAR FDS | $10.48M | 1.8% |
| SPDR S&P 500 ETF TR | $9.96M | 1.7% |
| VANGUARD CHARLOTTE FDS | $9.82M | 1.7% |
| PIMCO ETF TR | $9.81M | 1.7% |
| SPDR SERIES TRUST | $9.69M | 1.7% |
| VANGUARD INTL EQUITY INDEX F | $8.21M | 1.4% |
| DIMENSIONAL ETF TRUST | $8.19M | 1.4% |
| DIMENSIONAL ETF TRUST | $7.93M | 1.4% |
| DIMENSIONAL ETF TRUST | $7.87M | 1.4% |
| VANGUARD MALVERN FDS | $7.08M | 1.2% |
| DIMENSIONAL ETF TRUST | $7.07M | 1.2% |
| VANGUARD INDEX FDS | $7.00M | 1.2% |
| Apple Inc. | $6.95M | 1.2% |
| ISHARES TR | $6.86M | 1.2% |
| NVIDIA Corp | $6.66M | 1.2% |
| INVESCO EXCHANGE TRADED FD T | $5.99M | 1.0% |
| AMERICAN CENTY ETF TR | $5.99M | 1.0% |
| VANGUARD SCOTTSDALE FDS | $5.73M | 1.0% |
| SPDR SERIES TRUST | $5.45M | 0.9% |
| VANGUARD SCOTTSDALE FDS | $5.09M | 0.9% |
| SPDR SERIES TRUST | $4.94M | 0.9% |
| DIMENSIONAL ETF TRUST | $4.64M | 0.8% |
| SCHWAB STRATEGIC TR | $4.64M | 0.8% |
| DIMENSIONAL ETF TRUST | $4.40M | 0.8% |
| TWO RDS SHARED TR | $3.96M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $3.94M | 0.7% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $3.72M | 0.6% |
| TIMOTHY PLAN | $3.71M | 0.6% |
| DIMENSIONAL ETF TRUST | $3.59M | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $3.55M | 0.6% |
| SPDR SERIES TRUST | $3.46M | 0.6% |
| SPDR SERIES TRUST | $3.35M | 0.6% |
| ISHARES TR | $3.14M | 0.5% |
| FIDELITY MERRIMACK STR TR | $3.04M | 0.5% |
| CME Group Inc | $3.03M | 0.5% |
| DIMENSIONAL ETF TRUST | $3.02M | 0.5% |
| ISHARES TR | $3.02M | 0.5% |
| ISHARES TR | $2.98M | 0.5% |
| ISHARES TR | $2.93M | 0.5% |
| DIMENSIONAL ETF TRUST | $2.93M | 0.5% |
| WISDOMTREE TR | $2.87M | 0.5% |
| NORTHERN LTS FD TR IV | $2.76M | 0.5% |
| ISHARES TR | $2.70M | 0.5% |