The Analysis of XY Planning Network, Inc.'s Holdings
Currently, XY Planning Network, Inc. holds 248 types of securities in its portfolio with a total value $573.8M. In the most recent quarter, they have increased their positions in N/A (+30.3K shares, valued at $19.0M), DFAC (+461.0K shares, valued at $18.3M), VTI (+45.8K shares, valued at $15.4M); decreased their positions in IVV (-3.0K shares, valued at $2.1M), VGT (-2.4K shares, valued at $1.8M), MOAT (-13.0K shares, valued at $1.4M); initiated new positions in SCHZ (+198.3K shares, valued at $4.6M), DYNF (+61.2K shares, valued at $3.7M), SPHQ (+47.3K shares, valued at $3.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS114.7K shares66.46%2025-12-312026-01-26
DFAC DIMENSIONAL ETF TRUST917.7K shares100.95%2025-12-312026-01-26 DFIC DIMENSIONAL ETF TRUST478.7K shares165.14%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS251.9K shares89.07%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS186.7K shares56.42%2025-12-312026-01-26 DFCF DIMENSIONAL ETF TRUST268.2K shares18.04%2025-12-312026-01-26 VXUS VANGUARD STAR FDS139.0K shares148.14%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR14.6K shares20.96%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS203.2K shares215.72%2025-12-312026-01-26 MUNI PIMCO ETF TR187.3K shares30.49%2025-12-312026-01-26 SPMD SPDR SERIES TRUST167.3K shares102.53%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F152.7K shares50.72%2025-12-312026-01-26 DFGR DIMENSIONAL ETF TRUST310.0K shares63.94%2025-12-312026-01-26 DFEM DIMENSIONAL ETF TRUST239.8K shares123.23%2025-12-312026-01-26 DFUS DIMENSIONAL ETF TRUST106.1K shares58.09%2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS143.1K shares72.46%2025-12-312026-01-26 DCOR DIMENSIONAL ETF TRUST96.1K shares628.93%2025-12-312026-01-26 VUG VANGUARD INDEX FDS14.3K shares18.78%2025-12-312026-01-26 AAPL APPLE INC25.6K shares49.81%2025-12-312026-01-26 IVV ISHARES TR10.0K shares-23.26%2025-12-312026-01-26 NVDA NVIDIA CORPORATION35.7K shares130.47%2025-12-312026-01-26 XMHQ INVESCO EXCHANGE TRADED FD T58.5K shares418.19%2025-12-312026-01-26 AVDV AMERICAN CENTY ETF TR63.7K shares5.12%2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS97.5K shares80.86%2025-12-312026-01-26 SPTI SPDR SERIES TRUST188.8K shares668.80%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS63.9K shares84.66%2025-12-312026-01-26 SPSM SPDR SERIES TRUST105.5K shares241.26%2025-12-312026-01-26 DFSV DIMENSIONAL ETF TRUST141.1K shares-1.37%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR198.3K sharesnew addition2025-12-312026-01-26 DFAX DIMENSIONAL ETF TRUST134.3K shares-2.28%2025-12-312026-01-26 AESR TWO RDS SHARED TR233.7K shares-1.31%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F27.9K shares111.07%2025-12-312026-01-26 DYNF BLACKROCK ETF TRUST61.2K sharesnew addition2025-12-312026-01-26 TPIF TIMOTHY PLAN107.0K shares4.69%2025-12-312026-01-26 DFSD DIMENSIONAL ETF TRUST75.0K shares8.10%2025-12-312026-01-26 SPHQ INVESCO EXCHANGE TRADED FD T47.3K sharesnew addition2025-12-312026-01-26 SPYG SPDR SERIES TRUST32.4K sharesnew addition2025-12-312026-01-26 SPYM SPDR SERIES TRUST41.8K sharesnew addition2025-12-312026-01-26 IVE ISHARES TR14.8K shares988.83%2025-12-312026-01-26 FBND FIDELITY MERRIMACK STR TR66.0K sharesnew addition2025-12-312026-01-26 CME CME GROUP INC11.1K shares48.66%2025-12-312026-01-26 DFAT DIMENSIONAL ETF TRUST50.8K shares-10.69%2025-12-312026-01-26 REET ISHARES TR120.9K shares106.08%2025-12-312026-01-26 IVW ISHARES TR24.1K sharesnew addition2025-12-312026-01-26 SGOV ISHARES TR29.2K shares83.92%2025-12-312026-01-26 DUHP DIMENSIONAL ETF TRUST77.0K shares761.34%2025-12-312026-01-26 DXJ WISDOMTREE TR19.9K shares-12.77%2025-12-312026-01-26 PTL NORTHERN LTS FD TR IV11.1K shares5.46%2025-12-312026-01-26 IWV ISHARES TR7.0K shares-18.84%2025-12-312026-01-26 VTV VANGUARD INDEX FDS14.0K shares139.11%2025-12-312026-01-26 VUSB VANGUARD BD INDEX FDS51.5K shares263.56%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR105.1K shares595.17%2025-12-312026-01-26 ITOT ISHARES TR16.5K shares118.09%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR89.3K shares80.09%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR23.9K shares-3.61%2025-12-312026-01-26 UYLD ANGEL OAK FUNDS TRUST47.0K shares8.03%2025-12-312026-01-26 EMXC ISHARES INC32.0K shares22.17%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR93.6K sharesnew addition2025-12-312026-01-26 MOAT VANECK ETF TRUST21.6K shares-37.60%2025-12-312026-01-26 DISV DIMENSIONAL ETF TRUST59.0K shares-27.45%2025-12-312026-01-26 EFV ISHARES TR30.9K sharesnew addition2025-12-312026-01-26 IUSV ISHARES TR21.5K shares-4.30%2025-12-312026-01-26 NUSC NUSHARES ETF TR49.3K shares6.77%2025-12-312026-01-26 AVUS AMERICAN CENTY ETF TR19.4K shares-4.26%2025-12-312026-01-26 QUAL ISHARES TR10.8K sharesnew addition2025-12-312026-01-26 USMV ISHARES TR22.7K shares214.72%2025-12-312026-01-26 FLOT ISHARES TR41.9K sharesnew addition2025-12-312026-01-26 AFIF TWO RDS SHARED TR220.8K shares-15.15%2025-12-312026-01-26 DFSU DIMENSIONAL ETF TRUST46.9K shares68.00%2025-12-312026-01-26 TPSC TIMOTHY PLAN47.8K shares7.65%2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T33.3K sharesnew addition2025-12-312026-01-26 IUSB ISHARES TR41.8K sharesnew addition2025-12-312026-01-26 IEMG ISHARES INC28.9K sharesnew addition2025-12-312026-01-26 DFGP DIMENSIONAL ETF TRUST35.8K shares41.58%2025-12-312026-01-26 ESGE ISHARES INC43.4K shares5.56%2025-12-312026-01-26 ALPHABET INC ALPHABET INC5.8K shares169.93%2025-12-312026-01-26 DMXF ISHARES TR24.0K shares15.27%2025-12-312026-01-26 ACWV ISHARES INC15.2K shares0.60%2025-12-312026-01-26 NULG NUSHARES ETF TR18.2K shares17.88%2025-12-312026-01-26 AVEM AMERICAN CENTY ETF TR23.0K shares196.77%2025-12-312026-01-26 PTLC PACER FDS TR30.9K shares107.76%2025-12-312026-01-26 AMZN AMAZON COM INC7.4K shares12.87%2025-12-312026-01-26 BSCS INVESCO EXCH TRD SLF IDX FD80.3K shares223.96%2025-12-312026-01-26 DUSB DIMENSIONAL ETF TRUST32.7K shares-6.21%2025-12-312026-01-26 MUB ISHARES TR15.2K shares43.76%2025-12-312026-01-26 BSCR INVESCO EXCH TRD SLF IDX FD81.9K shares175.89%2025-12-312026-01-26 EUSA ISHARES INC15.5K sharesnew addition2025-12-312026-01-26 BSCQ INVESCO EXCH TRD SLF IDX FD80.6K shares152.11%2025-12-312026-01-26 DFUV DIMENSIONAL ETF TRUST33.4K shares62.08%2025-12-312026-01-26 IHDG WISDOMTREE TR31.8K sharesnew addition2025-12-312026-01-26 USFR WISDOMTREE TR30.4K shares22.06%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2025-12-312026-01-26 BROADCOM INC BROADCOM INC4.4K shares22.78%2025-12-312026-01-26 DFAI DIMENSIONAL ETF TRUST39.5K shares28.48%2025-12-312026-01-26 DFNM DIMENSIONAL ETF TRUST30.6K shares73.34%2025-12-312026-01-26 MSFT MICROSOFT CORP3.0K shares72.98%2025-12-312026-01-26 BSCT INVESCO EXCH TRD SLF IDX FD75.5K sharesnew addition2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR48.1K shares0.53%2025-12-312026-01-26 ALPHABET INC ALPHABET INC4.3K shares67.39%2025-12-312026-01-26 DFAU DIMENSIONAL ETF TRUST28.7K shares162.35%2025-12-312026-01-26 STIP ISHARES TR12.6K shares-10.83%2025-12-312026-01-26 XTEN BONDBLOXX ETF TRUST27.9K sharesnew addition2025-12-312026-01-26 ISTB ISHARES TR26.0K sharesnew addition2025-12-312026-01-26 VPLS VANGUARD MALVERN FDS16.2K shares161.89%2025-12-312026-01-26 SPGM SPDR INDEX SHS FDS16.2K sharesnew addition2025-12-312026-01-26 BAI BLACKROCK ETF TRUST36.4K sharesnew addition2025-12-312026-01-26 USHY ISHARES TR32.4K sharesnew addition2025-12-312026-01-26 QVAL EA SERIES TRUST24.3K shares12.57%2025-12-312026-01-26 QMOM EA SERIES TRUST18.1K shares12.52%2025-12-312026-01-26 THRO BLACKROCK ETF TRUST29.8K sharesnew addition2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST16.5K shares189.17%2025-12-312026-01-26 IJH ISHARES TR17.2K shares10.87%2025-12-312026-01-26 CBOE CBOE GLOBAL MKTS INC4.4K shares-6.58%2025-12-312026-01-26 HIDE EA SERIES TRUST48.0K shares46.11%2025-12-312026-01-26 IJR ISHARES TR9.0K shares-20.46%2025-12-312026-01-26 DFIP DIMENSIONAL ETF TRUST24.5K shares26.32%2025-12-312026-01-26 ESGD ISHARES TR10.7K shares10.69%2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II18.8K sharesnew addition2025-12-312026-01-26 IGSB ISHARES TR18.7K shares-24.53%2025-12-312026-01-26 SPMO INVESCO EXCH TRADED FD TR II8.0K sharesnew addition2025-12-312026-01-26 BSCU INVESCO EXCH TRD SLF IDX FD56.4K sharesnew addition2025-12-312026-01-26 ESGU ISHARES TR6.3K shares5.90%2025-12-312026-01-26 WMT WALMART INC8.2K sharesnew addition2025-12-312026-01-26 MBB ISHARES TR9.5K sharesnew addition2025-12-312026-01-26 VOE VANGUARD INDEX FDS5.1K shares23.08%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.2.7K shares18.11%2025-12-312026-01-26 GDE WISDOMTREE TR13.8K sharesnew addition2025-12-312026-01-26 SMMV ISHARES TR19.4K sharesnew addition2025-12-312026-01-26 MDYG SPDR SERIES TRUST9.0K shares0.00%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR5.3K shares-12.84%2025-12-312026-01-26 SHY ISHARES TR9.9K sharesnew addition2025-12-312026-01-26 VBK VANGUARD INDEX FDS2.7K shares1.20%2025-12-312026-01-26 NULV NUSHARES ETF TR18.1K shares52.70%2025-12-312026-01-26 VV VANGUARD INDEX FDS2.4K shares-2.07%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F13.1K sharesnew addition2025-12-312026-01-26 DFIV DIMENSIONAL ETF TRUST14.9K sharesnew addition2025-12-312026-01-26 V VISA INC2.1K shares47.17%2025-12-312026-01-26 GLDM WORLD GOLD TR8.3K shares67.13%2025-12-312026-01-26 BIL SPDR SERIES TRUST7.8K shares17.27%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS4.8K shares-1.10%2025-12-312026-01-26 BIBL NORTHERN LTS FD TR IV15.0K shares-4.01%2025-12-312026-01-26 IEF ISHARES TR6.8K sharesnew addition2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS14.0K shares8.67%2025-12-312026-01-26 VBR VANGUARD INDEX FDS3.0K shares12.81%2025-12-312026-01-26 IAGG ISHARES TR12.6K sharesnew addition2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F12.4K sharesnew addition2025-12-312026-01-26 WTV WISDOMTREE TR6.7K shares79.75%2025-12-312026-01-26 IMOM EA SERIES TRUST16.4K shares11.77%2025-12-312026-01-26 BGRN ISHARES TR12.9K shares139.01%2025-12-312026-01-26 IEFA ISHARES TR6.9K shares68.79%2025-12-312026-01-26 CAT CATERPILLAR INC1.1K shares47.11%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW690 shares24.32%2025-12-312026-01-26 IVAL EA SERIES TRUST18.8K shares11.63%2025-12-312026-01-26 MO ALTRIA GROUP INC10.2K sharesnew addition2025-12-312026-01-26 DFSI DIMENSIONAL ETF TRUST13.4K shares121.32%2025-12-312026-01-26 XSOE WISDOMTREE TR14.6K sharesnew addition2025-12-312026-01-26 XOM EXXON MOBIL CORP4.6K shares54.02%2025-12-312026-01-26 RLY SSGA ACTIVE ETF TR17.7K shares-36.69%2025-12-312026-01-26 SCHR SCHWAB STRATEGIC TR22.2K shares39.96%2025-12-312026-01-26 JCPB J P MORGAN EXCHANGE TRADED F11.6K shares38.40%2025-12-312026-01-26 META META PLATFORMS INC828 shares82.38%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO3.7K shares24.71%2025-12-312026-01-26 CAOS EA SERIES TRUST5.9K shares39.66%2025-12-312026-01-26 SPTS SPDR SERIES TRUST17.7K shares35.37%2025-12-312026-01-26 FRDM EA SERIES TRUST9.9K shares13.01%2025-12-312026-01-26 VCEB VANGUARD WORLD FD8.0K shares97.06%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON2.5K shares4.39%2025-12-312026-01-26 BOND PIMCO ETF TR5.4K sharesnew addition2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR15.1K shares-15.15%2025-12-312026-01-26 OEF ISHARES TR1.4K sharesnew addition2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC1.4K shares90.05%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC2.9K sharesnew addition2025-12-312026-01-26 TSLA TESLA INC1.0K shares22.97%2025-12-312026-01-26 VGT VANGUARD WORLD FD619 shares-79.44%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR22.0K sharesnew addition2025-12-312026-01-26 SHLD GLOBAL X FDS6.9K sharesnew addition2025-12-312026-01-26 MCD MCDONALDS CORP1.4K sharesnew addition2025-12-312026-01-26 WM WASTE MGMT INC DEL1.9K shares1.41%2025-12-312026-01-26 IWB ISHARES TR1.1K shares44.61%2025-12-312026-01-26 HD HOME DEPOT INC1.1K shares34.47%2025-12-312026-01-26 IWP ISHARES TR2.8K shares0.00%2025-12-312026-01-26 IYW ISHARES TR1.9K shares46.52%2025-12-312026-01-26 VGIT VANGUARD SCOTTSDALE FDS6.2K sharesnew addition2025-12-312026-01-26 DGCB DIMENSIONAL ETF TRUST6.8K sharesnew addition2025-12-312026-01-26 DFSB DIMENSIONAL ETF TRUST7.1K shares0.00%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST11.1K sharesnew addition2025-12-312026-01-26 GCC WISDOMTREE TR17.1K sharesnew addition2025-12-312026-01-26 NEAR ISHARES U S ETF TR7.0K sharesnew addition2025-12-312026-01-26 IDV ISHARES TR8.8K shares-1.81%2025-12-312026-01-26 GJUL FIRST TR EXCHNG TRADED FD VI8.4K shares0.00%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS4.4K sharesnew addition2025-12-312026-01-26 IWS ISHARES TR2.4K sharesnew addition2025-12-312026-01-26 VB VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-26 TGRW T ROWE PRICE ETF INC7.4K shares-23.31%2025-12-312026-01-26 AVES AMERICAN CENTY ETF TR5.9K shares-3.65%2025-12-312026-01-26 SUSC ISHARES TR14.3K sharesnew addition2025-12-312026-01-26 DFAW DIMENSIONAL ETF TRUST4.4K sharesnew addition2025-12-312026-01-26 SUB ISHARES TR3.1K shares-2.85%2025-12-312026-01-26 ORCL ORACLE CORP1.7K shares-26.77%2025-12-312026-01-26 BOXX EA SERIES TRUST2.8K shares24.69%2025-12-312026-01-26 BSCV INVESCO EXCH TRD SLF IDX FD19.3K sharesnew addition2025-12-312026-01-26 FTEC FIDELITY COVINGTON TRUST1.4K sharesnew addition2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR534 shares-12.32%2025-12-312026-01-26 EMB ISHARES TR3.3K sharesnew addition2025-12-312026-01-26 AXP AMERICAN EXPRESS CO869 sharesnew addition2025-12-312026-01-26 MS MORGAN STANLEY1.8K shares8.98%2025-12-312026-01-26 EFA ISHARES TR3.3K shares35.47%2025-12-312026-01-26 GDX VANECK ETF TRUST3.7K sharesnew addition2025-12-312026-01-26 IWY ISHARES TR1.1K shares1.33%2025-12-312026-01-26 GLD SPDR GOLD TR784 sharesnew addition2025-12-312026-01-26 JAAA JANUS DETROIT STR TR6.1K sharesnew addition2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.29%2025-12-312026-01-26 AGG ISHARES TR3.0K sharesnew addition2025-12-312026-01-26 ABBV ABBVIE INC1.3K sharesnew addition2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR9.9K shares-15.10%2025-12-312026-01-26 SLYV SPDR SERIES TRUST3.2K shares-11.61%2025-12-312026-01-26 VTEC VANGUARD CALIF TAX FREE FDS2.9K sharesnew addition2025-12-312026-01-26 SPTM SPDR SERIES TRUST3.4K sharesnew addition2025-12-312026-01-26 BND VANGUARD BD INDEX FDS3.8K shares35.09%2025-12-312026-01-26 AVNM AMERICAN CENTY ETF TR3.8K shares16.68%2025-12-312026-01-26 UJAN INNOVATOR ETFS TRUST6.3K shares23.21%2025-12-312026-01-26 TLH ISHARES TR2.7K sharesnew addition2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS3.4K shares33.16%2025-12-312026-01-26 STOT SSGA ACTIVE TR5.6K sharesnew addition2025-12-312026-01-26 DFGX DIMENSIONAL ETF TRUST5.0K sharesnew addition2025-12-312026-01-26 VWOB VANGUARD WHITEHALL FDS3.8K sharesnew addition2025-12-312026-01-26 LLY ELI LILLY & CO237 sharesnew addition2025-12-312026-01-26 KO COCA COLA CO3.5K sharesnew addition2025-12-312026-01-26 MTUM ISHARES TR949 sharesnew addition2025-12-312026-01-26 VNQ VANGUARD INDEX FDS2.6K sharesnew addition2025-12-312026-01-26 DIHP DIMENSIONAL ETF TRUST7.2K sharesnew addition2025-12-312026-01-26 IBIT ISHARES BITCOIN TRUST ETF4.6K shares21.81%2025-12-312026-01-26 JPIE J P MORGAN EXCHANGE TRADED F4.9K sharesnew addition2025-12-312026-01-26 DFSE DIMENSIONAL ETF TRUST5.4K sharesnew addition2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR2.8K shares-12.23%2025-12-312026-01-26 MCK MCKESSON CORP261 sharesnew addition2025-12-312026-01-26 HYMB SPDR SERIES TRUST8.4K sharesnew addition2025-12-312026-01-26 NFLX NETFLIX INC2.2K shares1303.77%2025-12-312026-01-26 FITB FIFTH THIRD BANCORP4.5K sharesnew addition2025-12-312026-01-26 SWAN AMPLIFY ETF TR6.4K sharesnew addition2025-12-312026-01-26 NANR SPDR INDEX SHS FDS3.0K sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available