XY Planning Network, Inc.
CIK: 0001873438SEC EDGAR →
Portfolio Value
$573.8B
Holdings
248
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 114,709 | $38.5B | 6.70% |
| 2 | DIMENSIONAL ETF TRUST | 917,707 | $36.3B | 6.33% |
| 3 | VANGUARD INDEX FDS | 40,432 | $25.4B | 4.42% |
| 4 | DIMENSIONAL ETF TRUST | 478,664 | $16.5B | 2.87% |
| 5 | VANGUARD TAX-MANAGED FDS | 251,855 | $15.7B | 2.74% |
| 6 | VANGUARD SCOTTSDALE FDS | 186,690 | $15.6B | 2.72% |
| 7 | DIMENSIONAL ETF TRUST | 268,242 | $11.4B | 1.99% |
| 8 | VANGUARD STAR FDS | 138,955 | $10.5B | 1.83% |
| 9 | SPDR S&P 500 ETF TR | 14,610 | $10.0B | 1.74% |
| 10 | VANGUARD CHARLOTTE FDS | 203,212 | $9.8B | 1.71% |
Quarterly Changes
Top Buys
New Positions (85)
$4.6B · 198K shares
$3.7B · 61K shares
$3.5B · 47K shares
$3.5B · 32K shares
$3.4B · 42K shares
$3.0B · 66K shares
$3.0B · 24K shares
$2.3B · 94K shares
$2.2B · 31K shares
$2.1B · 11K shares
$2.1B · 42K shares
$2.0B · 33K shares
$1.9B · 42K shares
$1.9B · 29K shares
$1.6B · 15K shares
$1.5B · 32K shares
$1.5B · 2 shares
$1.4B · 75K shares
$1.3B · 28K shares
$1.3B · 26K shares
$1.2B · 16K shares
$1.2B · 36K shares
$1.2B · 32K shares
$1.1B · 30K shares
$992.0M · 19K shares
$954.0M · 8K shares
$953.0M · 56K shares
$911.0M · 8K shares
$908.0M · 10K shares
$847.0M · 14K shares
$841.0M · 19K shares
$822.0M · 10K shares
$750.0M · 13K shares
$744.0M · 15K shares
$737.0M · 6K shares
$658.0M · 7K shares
$628.0M · 13K shares
$628.0M · 12K shares
$588.0M · 10K shares
$569.0M · 15K shares
$498.0M · 5K shares
$481.0M · 1K shares
$469.0M · 3K shares
$460.0M · 22K shares
$450.0M · 7K shares
$441.0M · 1K shares
$419.0M · 9K shares
$371.0M · 6K shares
$366.0M · 7K shares
$361.0M · 17K shares
$361.0M · 11K shares
$360.0M · 7K shares
$344.0M · 4K shares
$344.0M · 2K shares
$343.0M · 1K shares
$335.0M · 14K shares
$328.0M · 4K shares
$322.0M · 1K shares
$322.0M · 19K shares
$321.0M · 3K shares
$321.0M · 869 shares
$318.0M · 4K shares
$310.0M · 784 shares
$308.0M · 6K shares
$304.0M · 3K shares
$303.0M · 1K shares
$293.0M · 3K shares
$292.0M · 4K shares
$281.0M · 3K shares
$271.0M · 3K shares
$265.0M · 6K shares
$264.0M · 5K shares
$256.0M · 4K shares
$254.0M · 237 shares
$246.0M · 4K shares
$237.0M · 949 shares
$229.0M · 7K shares
$229.0M · 3K shares
$224.0M · 5K shares
$224.0M · 5K shares
$214.0M · 261 shares
$210.0M · 8K shares
$208.0M · 4K shares
$207.0M · 6K shares
$202.0M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 207 | $533.1B | 92.9% |
| Technology | 6 | $17.6B | 3.1% |
| Unknown | 13 | $9.1B | 1.6% |
| Communication Services | 4 | $3.9B | 0.7% |
| Consumer Cyclical | 4 | $3.0B | 0.5% |
| Consumer Defensive | 5 | $2.9B | 0.5% |
| Healthcare | 5 | $1.8B | 0.3% |
| Industrials | 2 | $1.0B | 0.2% |
| Utilities | 1 | $737.0M | 0.1% |
| Energy | 1 | $558.0M | 0.1% |