XP
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XY Planning Network, Inc.13F | |
| XY Planning Network, Inc. | |
| Last update 2025-07-17 | 173 Stocks (72 new) |
| Value $294.00 Mil | Turnover 46 % |
XY Planning Network, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 68,911 | 20,944.0 | +346.63% | 7.130 | +5.53% | 0.000 | +20.02% | +7.65% | 474,648.7 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 456,678 | 16,367.3 | +15.95% | 5.570 | +0.77% | 0.050 | +18.94% | +6.58% | 35,711.6 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 119,352 | 9,896.7 | +24.39% | 3.370 | +0.66% | 0.020 | +4.10% | +5.37% | 53,441.8 | ||
DFCF | Dimensional Core Fixed Income ETF | 227,250 | 9,603.6 | +7.84% | 3.270 | +0.24% | 0.130 | +2.62% | +3.84% | 7,145.3 | ||
IVV | iShares Core S&P 500 ETF | 13,058 | 8,108.0 | +262.32% | 2.760 | +2.00% | 0.000 | +19.81% | +8.08% | 637,115.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 133,205 | 7,594.0 | +45.17% | 2.590 | +0.81% | 0.000 | +12.09% | +21.27% | 160,149.0 | ||
SPY | SPDR S&P 500 ETF Trust | 12,078 | 7,462.6 | +2,531.37% | 2.540 | +2.44% | 0.000 | +19.71% | +8.01% | 649,295.3 | ||
MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
| 143,504 | 7,370.4 | +0.39% | 2.510 | +0.01% | 0.370 | +1.72% | +0.29% | 2,020.7 | ||
VOO | Vanguard S&P 500 ETF | 10,117 | 5,746.9 | +319.44% | 1.960 | +1.49% | 0.000 | +19.80% | +8.05% | 658,544.9 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 180,535 | 5,612.8 | +15.56% | 1.910 | +0.26% | 0.060 | +12.53% | +23.22% | 9,790.7 |
XY Planning Network, Inc.'s Historical Top Holdings Breakdowns
XY Planning Network, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +5.53% | 243.75 ($281.15) 303.93 | $309.94 | 10.24% | Add 346.63% | 68,911 | 53,482 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +2.44% | 496.48 ($571.44) 617.85 | $629.29 | 10.12% | Add 2531.37% | 12,078 | 11,619 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +2.00% | 498.8 ($573.99) 620.9 | $632.27 | 10.15% | Add 262.32% | 13,058 | 9,454 | |
AESR |
Anfield U.S. Equity Sector Rotation ETF
Anfield U.S. Equity Sector Rotation ETF
| 2025-06-30 | New Buy New Buy | +1.53% | 14.74 ($17.26) 18.95 | $19.41 | 12.46% | New holding | 236,807 | 236,807 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.49% | 456.74 ($525.37) 568.03 | $578.40 | 10.09% | Add 319.44% | 10,117 | 7,705 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | New Buy New Buy | +1.11% | 76.53 ($87.73) 93.79 | $97.24 | 10.84% | New holding | 34,696 | 34,696 | |
VXUS | Vanguard Total International Stock | 2025-06-30 | Add Add | +1.02% | 55.54 ($64.89) 69.09 | $69.81 | 7.59% | Add 338.27% | 55,998 | 43,221 | |
DXJ | WisdomTree Japan Hedged Equity Fund | 2025-06-30 | New Buy New Buy | +0.89% | 95.74 ($109.3) 115.54 | $114.96 | 5.18% | New holding | 22,837 | 22,837 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.82% | 172.42 ($202.27) 223.89 | $214.34 | 5.97% | Add 221.91% | 17,055 | 11,757 | |
AFIF | Anfield Universal Fixed Income ETF | 2025-06-30 | New Buy New Buy | +0.82% | 9.07 ($9.22) 9.31 | $9.32 | 1.08% | New holding | 260,163 | 260,163 |
XY Planning Network, Inc. Total Holding History ($B)
XY Planning Network, Inc.'s Asset Allocation
XY Planning Network, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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XY Planning Network, Inc.'s Hypothetical Growth since 2025-06-30
XY Planning Network, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
XY Planning Network, Inc.'s Holdings Heat Map
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XY Planning Network, Inc.'s Holdings Bubble Chart
XY Planning Network, Inc. News
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