Xy Planning Network, Inc. Top Holdings and 13F Report (2025) About Xy Planning Network, Inc.Investment ActivityXy Planning Network, Inc. has $133.16 million in total holdings as of December 31, 2024.Xy Planning Network, Inc. owns shares of 92 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $9,291,914Dimensional Core Fixed Income ETF $8,693,668PIMCO Intermediate Municipal Bond Exchange-Traded Fund $7,820,057Vanguard Intermediate-Term Corporate Bond ETF $7,657,467Dimensional Global Real Estate ETF $4,943,441 Sector AllocationMap of 500 Largest Holdings ofXy Planning Network, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$9,291,914268,6317.0%ETFDFCFDimensional Core Fixed Income ETF$8,693,668210,6546.5%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$7,820,057151,1715.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,657,46795,3965.8%ETFDFGRDimensional Global Real Estate ETF$4,943,441193,5573.7%ETFAVDVAvantis International Small Cap Value ETF$4,747,34072,9463.6%ETFVUGVanguard Growth ETF$4,399,12410,7183.3%ETFVWOVanguard FTSE Emerging Markets ETF$3,830,67786,9822.9%ETFIJHiShares Core S&P Mid-Cap ETF$3,248,13052,1282.4%ETFDFICDimensional International Core Equity 2 ETF$3,066,723118,6582.3%ETFTPIFTimothy Plan International ETF$2,768,634104,1582.1%ETFBIBLInspire 100 ETF$2,697,56169,3352.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,629,691105,7802.0%ETFDFATDimensional U.S. Targeted Value ETF$2,541,43245,6601.9%ETFIJRiShares Core S&P Small-Cap ETF$2,209,16719,1741.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,188,67883,5701.6%ETFDFUSDimensional U.S. Equity ETF$2,167,36233,9981.6%ETFIWViShares Russell 3000 ETF$2,141,3616,4061.6%ETFIUSViShares Core S&P U.S. Value ETF$2,104,47822,7291.6%ManufacturingVEAVanguard FTSE Developed Markets ETF$2,081,01843,5181.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,925,78041,0791.4%ETFAVUVAvantis U.S. Small Cap Value ETF$1,891,98819,6001.4%ETFDISVDimensional International Small Cap Value ETF$1,863,67970,1421.4%ETFDFSVDimensional US Small Cap Value ETF$1,838,37059,7261.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,785,72336,8801.3%ManufacturingNVDANVIDIA$1,679,04212,5031.3%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,648,71716,3891.2%ETFNUSCNuveen ESG Small-Cap ETF$1,602,61938,2651.2%ETFSCHDSchwab US Dividend Equity ETF$1,542,80556,4721.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,482,65722,9441.1%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$1,427,12318,2941.1%ETFMSFTMicrosoft$1,422,4293,3751.1%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,421,67214,6671.1%ETFNULGNuveen ESG Large-Cap Growth ETF$1,327,22215,4621.0%ETFVTIVanguard Total Stock Market ETF$1,320,0554,5551.0%ETFESGEiShares ESG Aware MSCI EM ETF$1,250,92737,4640.9%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,223,25623,6610.9%ManufacturingAAPLApple$1,095,7024,3760.8%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,079,21321,4470.8%FinanceTPSCTimothy Plan US Small Cap Core ETF$1,052,19026,9460.8%ETFVTVVanguard Value ETF$999,8865,9060.8%ETFAMZNAmazon.com$953,6884,3470.7%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$916,1714,6780.7%ETFRSPInvesco S&P 500 Equal Weight ETF$878,0785,0110.7%ETFAVGOBroadcom$766,2313,3050.6%Computer and TechnologyDFIPDimensional Inflation-Protected Securities ETF$712,72017,6020.5%ETFVOOVanguard S&P 500 ETF$687,9591,2770.5%ETFVYMVanguard High Dividend Yield ETF$659,6405,1700.5%ETFXMHQInvesco S&P MidCap Quality ETF$613,6656,2320.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$605,86621,7390.5%ETFBNDVanguard Total Bond Market ETF$575,3578,0010.4%ETFBNDXVanguard Total International Bond ETF$498,83910,1700.4%ETFJPMJPMorgan Chase & Co.$469,3531,9580.4%FinanceDFUVDimensional US Marketwide Value ETF$454,70311,1120.3%ETFRAVIFlexShares Ultra-Short Income Fund$452,2296,0160.3%ETFAMDAdvanced Micro Devices$451,0303,7340.3%Computer and TechnologyPTLCPacer Trendpilot US Large Cap ETF$445,1028,3290.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$439,37511,4510.3%ETFNULVNuveen ESG Large-Cap Value ETF$431,56910,9620.3%ETFGDEWisdomTree Efficient Gold Plus Equity Strategy Fund$429,76211,5870.3%ETFVXUSVanguard Total International Stock ETF$426,4767,2370.3%ETFDFNMDimensional National Municipal Bond ETF$411,5538,6150.3%ETFSUBiShares Short-Term National Muni Bond ETF$392,6483,7220.3%ETFTSLATesla$380,8219430.3%Auto/Tires/TrucksUNHUnitedHealth Group$377,3407460.3%MedicalHDHome Depot$372,6999580.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$369,8166310.3%FinanceMDYSPDR S&P MidCap 400 ETF Trust$359,4056310.3%ETFCHRWC.H. Robinson Worldwide$350,9783,3970.3%TransportationJEPIJPMorgan Equity Premium Income ETF$346,2106,0180.3%ETFSLYVSPDR S&P 600 Small CapValue ETF$344,2013,9450.3%ETFCOSTCostco Wholesale$337,5243680.3%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$310,4778,1920.2%ETFCAHCardinal Health$303,1682,5630.2%MedicalSCHMSchwab U.S. Mid-Cap ETF$291,31510,5130.2%ETFWMWaste Management$288,1831,4280.2%Business ServicesRFRegions Financial$280,47611,9250.2%FinanceVVisa$279,6958850.2%Business ServicesCGXUCapital Group International Focus Equity ETF$267,62010,8480.2%ETFAVESAvantis Emerging Markets Value ETF$263,5715,7050.2%ETFTYASimplify Intermediate Term Treasury Futures Strategy ETF$255,59020,8230.2%ETFGCOWPacer Global Cash Cows Dividend ETF$252,5447,4850.2%ETFXOMExxon Mobil$251,3912,3370.2%EnergyDFASDimensional U.S. Small Cap ETF$248,5413,8190.2%ETFIDViShares International Select Dividend ETF$248,0639,0600.2%ETFGOOGLAlphabet$243,2511,2850.2%Computer and TechnologyBGRNiShares USD Green Bond ETF$238,9495,1250.2%ManufacturingVBRVanguard Small-Cap Value ETF$234,8431,1850.2%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$234,5623,7840.2%ETFKOCoca-Cola$230,2303,6980.2%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$218,0704,3500.2%ETFAVEMAvantis Emerging Markets Equity ETF$201,5323,4280.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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