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XY Planning Network, Inc.

All holdings · as of Dec 31, 2025

248 positions

CompanyClassValueShares% of portfolio
SPDR INDEX SHS FDS—$202.9K2,9920.0%
AMPLIFY ETF TR—$207.8K6,4000.0%
FIFTH THIRD BANCORP—$209.0K4,4640.0%
Netflix Inc—$209.3K2,2320.0%
SPDR SERIES TRUST—$210.0K8,4210.0%
MCKESSON CORP—$214.3K2610.0%
SELECT SECTOR SPDR TR—$214.7K2,7640.0%
DIMENSIONAL ETF TRUST—$224.8K5,4210.0%
J P MORGAN EXCHANGE TRADED F—$224.9K4,8580.0%
ISHARES BITCOIN TRUST ETF—$228.7K4,6070.0%
DIMENSIONAL ETF TRUST—$229.0K7,2320.0%
VANGUARD INDEX FDS—$229.4K2,5930.0%
iShares MSCI UAE ETF—$237.5K9490.0%
COCA COLA CO—$247.0K3,5330.0%
ELI LILLY & Co—$254.7K2370.0%
VANGUARD WHITEHALL FDS—$256.4K3,8030.0%
DIMENSIONAL ETF TRUST—$264.7K5,0290.0%
SSGA ACTIVE TR—$265.3K5,6120.0%
VANGUARD BD INDEX FDS—$269.3K3,4170.0%
ISHARES TR—$272.0K2,6750.0%
INNOVATOR ETFS TRUST—$274.7K6,3490.0%
AMERICAN CENTY ETF TR—$278.3K3,7850.0%
VANGUARD BD INDEX FDS—$278.9K3,7650.0%
SPDR SERIES TRUST—$282.0K3,4180.0%
ISHARES GOLD TR—$292.5K3,6030.1%
VANGUARD CALIF TAX FREE FDS—$293.1K2,9230.1%
SPDR SERIES TRUST—$294.3K3,2350.1%
SCHWAB STRATEGIC TR—$297.8K9,9030.1%
AbbVie Inc.—$303.8K1,3300.1%
ISHARES TR—$304.1K3,0450.1%
VANGUARD SPECIALIZED FUNDS—$305.7K1,3910.1%
JANUS DETROIT STR TR—$308.3K6,0950.1%
SPDR GOLD TR—$310.7K7840.1%
ISHARES TR—$317.4K1,1460.1%
VANECK ETF TRUST—$318.8K3,7170.1%
ISHARES TR—$320.5K3,3380.1%
Morgan Stanley—$321.0K1,8080.1%
AMERICAN EXPRESS CO—$321.5K8690.1%
ISHARES TR—$322.0K3,3440.1%
SPDR S&P MIDCAP 400 ETF TR—$322.2K5340.1%
FIDELITY COVINGTON TRUST—$322.4K1,4350.1%
INVESCO EXCH TRD SLF IDX FD—$322.5K19,3170.1%
EA SERIES TRUST—$323.8K2,8130.1%
ORACLE CORP—$324.1K1,6630.1%
iShares MSCI UAE ETF—$327.2K3,0660.1%
DIMENSIONAL ETF TRUST—$328.5K4,4410.1%
ISHARES TR—$335.4K14,3430.1%
AMERICAN CENTURY ETF TRUST—$341.4K5,8550.1%
T ROWE PRICE ETF INC—$341.8K7,4280.1%
VANGUARD INDEX FDS—$343.1K1,3300.1%
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