Filer Name: XY PLANNING NETWORK, INC.
CIK: 1873438
Period: 2024-12-31
Filed At: 2025-02-27
Number of Holdings: 92
Portfolio Value: $0.13B

Xy Planning Network, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 268,631 $9M 6.98% - -
DFCF US DIMENSIONAL CORE FIXED INC 210,654 $9M 6.53% - -
MUNI US PIMCO INTERMEDIATE MUNICIPAL 151,171 $8M 5.87% - -
VCIT US VANGUARD INT-TERM CORPORATE 95,396 $8M 5.75% - -
DFGR US DIM GLOBAL REAL ESTATE ETF 193,557 $5M 3.71% - -
AVDV US AVANTIS INTL S/C VALUE ETF 72,946 $5M 3.57% - -
VUG US VANGUARD GROWTH ETF 10,718 $4M 3.30% - -
VWO US VANGUARD FTSE EMERGING MARKE 86,982 $4M 2.88% - -
IJH US ISHARES CORE S&P MIDCAP ETF 52,128 $3M 2.44% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 118,658 $3M 2.30% - -
TPIF US TIMOTHY PLAN INTERNATIONAL E 104,158 $3M 2.08% - -
BIBL US INSPIRE 100 ETF 69,335 $3M 2.03% - -
DFAX US DIMENSIONAL WORLD EX US CORE 105,780 $3M 1.97% - -
DFAT US DIMENSIONAL US TARGET VALUE 45,660 $3M 1.91% - -
IJR US ISHARES CORE S&P SMALL-CAP E 19,174 $2M 1.66% - -
DFEM US DIMENSIONAL EMERGING MARKETS 83,570 $2M 1.64% - -
DFUS US DIMENSIONAL US EQ MKT ETF 33,998 $2M 1.63% - -
IWV US ISHARES RUSSELL 3000 ETF 6,406 $2M 1.61% - -
IUSV US ISHARES CORE S&P U.S. VALUE 22,729 $2M 1.58% - -
VEA US VANGUARD FTSE DEVELOPED ETF 43,518 $2M 1.56% - -
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