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Xy Planning Network, Inc. Top Holdings and 13F Report (2025)

About Xy Planning Network, Inc.

Investment Activity

  • Xy Planning Network, Inc. has $293.72 million in total holdings as of June 30, 2025.
  • Xy Planning Network, Inc. owns shares of 173 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
  • Approximately 46.01% of the portfolio was purchased this quarter.
  • About 0.61% of the portfolio was sold this quarter.
  • This quarter, Xy Planning Network, Inc. has purchased 102 new stocks and bought additional shares in 86 stocks.
  • Xy Planning Network, Inc. sold shares of 15 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

90214Q733 - Anfield U.S. Equity Sector Rotation ETF
$4,487,493 Holding
92189F643 - VanEck Morningstar Wide Moat ETF
$3,254,138 Holding
97717W851 - WisdomTree Japan Hedged Equity Fund
$2,609,584 Holding
90214Q766 - Anfield Universal Fixed Income ETF
$2,423,158 Holding
12572Q105 - CME Group
$2,060,362 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
53,482 shares (about $16.25M)
SPDR S&P 500 ETF Trust
11,619 shares (about $7.18M)
iShares Core S&P 500 ETF
9,454 shares (about $5.87M)
Anfield U.S. Equity Sector Rotation ETF
236,807 shares (about $4.49M)
Vanguard S&P 500 ETF
7,705 shares (about $4.38M)

Largest Sales this Quarter

Avantis International Small Cap Value ETF
5,897 shares (about $467.51K)
Timothy Plan International ETF
11,314 shares (about $365.37K)
Dimensional Global Real Estate ETF
10,068 shares (about $270.12K)
Invesco S&P 500 Equal Weight ETF
873 shares (about $158.66K)
iShares ESG Advanced MSCI EAFE ETF
1,204 shares (about $89.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofXy Planning Network, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$20,943,989$16,254,682 346.6%68,9117.1%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$16,367,336$2,251,540 16.0%456,6785.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$9,896,662$1,940,244 24.4%119,3523.4%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$9,603,562$698,303 7.8%227,2503.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,107,985$5,870,186 262.3%13,0582.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$7,594,002$2,362,718 45.2%133,2052.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,462,644$7,179,041 2,531.4%12,0782.5%Finance
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$7,370,388$28,454 0.4%143,5042.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,746,907$4,376,783 319.4%10,1172.0%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$5,612,835$755,767 15.6%180,5351.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,294,922$853,115 19.2%12,0781.8%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$5,074,233$270,124 -5.1%189,1261.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$5,012,479$643,525 14.7%101,3441.7%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$4,806,193$467,514 -8.9%60,6231.6%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$4,498,238$2,287,891 103.5%67,1171.5%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$4,491,397$2,215,436 97.3%82,5931.5%ETF
Anfield U.S. Equity Sector Rotation ETF stock logo
AESR
Anfield U.S. Equity Sector Rotation ETF
$4,487,493$4,487,493 New Holding236,8071.5%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$4,209,627$2,208,539 110.4%143,0391.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$4,171,229$1,740,358 71.6%82,9761.4%Manufacturing
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$4,036,337$1,081,048 36.6%137,4311.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,868,876$2,986,119 338.3%55,9981.3%ETF
Apple Inc. stock logo
AAPL
Apple
$3,499,303$2,412,272 221.9%17,0551.2%Computer and Technology
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$3,328,867$852,561 34.4%69,3371.1%ETF
TPIF
Timothy Plan International ETF
$3,300,178$365,373 -10.0%102,1921.1%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$3,254,138$3,254,138 New Holding34,6961.1%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$3,188,343$75,268 2.4%107,4241.1%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$3,186,649$2,126,347 200.5%64,3641.1%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,168,952$1,858,450 141.8%53,9121.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$3,067,548$841,892 37.8%56,8481.0%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$3,023,086$869,756 40.4%8,6131.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,749,585$1,311,749 91.2%34,5860.9%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$2,674,990$467,914 21.2%81,2820.9%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$2,609,584$2,609,584 New Holding22,8370.9%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,449,626$489,767 25.0%15,5050.8%Computer and Technology
AFIF
Anfield Universal Fixed Income ETF
$2,423,158$2,423,158 New Holding260,1630.8%ETF
NORTHERN LTS FD TR IV
$2,420,262$123,593 5.4%10,5550.8%INSPIRE 500 ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$2,256,016$401,663 21.7%24,7640.8%ETF
ANGEL OAK FUNDS TRUST
$2,221,545$840,408 60.8%43,5000.8%OAK ULTRASHORT
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$2,130,027$24,036 -1.1%22,5090.7%Manufacturing
CME Group Inc. stock logo
CME
CME Group
$2,060,362$2,060,362 New Holding7,4750.7%Finance
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$2,046,444$604,517 41.9%20,2980.7%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,997,246$1,997,246 New Holding3,0110.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,924,883$1,493,453 346.2%3,4890.7%Finance
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$1,879,993$328,650 21.2%46,1460.6%ETF
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$1,790,407$1,790,407 New Holding15,1000.6%ETF
DIMENSIONAL ETF TRUST
$1,767,369$1,089,856 160.9%34,8250.6%ULTRASHORT FIXED
Timothy Plan US Small Cap Core ETF stock logo
TPSC
Timothy Plan US Small Cap Core ETF
$1,716,348$615,670 55.9%44,3730.6%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,701,348$1,335,966 365.6%13,2380.6%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,655,927$454,360 37.8%26,2260.6%Manufacturing
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$1,608,681$192,874 13.6%41,0690.5%Manufacturing
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,599,561$934,806 140.6%15,8860.5%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$1,551,140$89,628 -5.5%20,8370.5%Manufacturing
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,455,704$11,526 -0.8%14,1450.5%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$1,451,112$41,431 2.9%15,4460.5%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$1,448,680$1,448,680 New Holding58,6510.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,436,566$598,057 71.3%6,5480.5%Retail/Wholesale
DIMENSIONAL ETF TRUST
$1,376,635$204,283 17.4%25,2640.5%GLOBAL CORE PLUS
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,316,465$455,776 53.0%30,9030.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,313,411$218,544 20.0%49,5630.4%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,308,148$198,908 17.9%24,7940.4%Manufacturing
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$1,255,084$115,361 10.1%24,9470.4%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,236,348$245,477 24.8%11,3120.4%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,210,757$1,210,757 New Holding47,8560.4%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$1,108,835$451,118 68.6%11,2870.4%ETF
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$1,105,415$1,105,415 New Holding4,7400.4%Financial Services
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,104,354$1,104,354 New Holding10,5700.4%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$1,095,359$791,758 260.8%27,9070.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,062,160$334,533 46.0%30,7250.4%ETF
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
$1,043,579$400,017 62.2%16,0600.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,033,576$135,736 15.1%5,8480.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,021,308$1,021,308 New Holding7,5630.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$979,098$123,490 14.4%3,5520.3%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$963,838$127,387 15.2%15,5410.3%ETF
QVAL
Alpha Architect U.S. Quantitative Value ETF
$951,804$391,381 69.8%21,6270.3%ETF
DIMENSIONAL ETF TRUST
$880,950$407,785 86.2%13,1780.3%US CORE EQUITY 1
Microsoft Corporation stock logo
MSFT
Microsoft
$872,229$519,658 147.4%1,7540.3%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$870,480$400,654 85.3%20,5880.3%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$862,668$862,668 New Holding9,6690.3%Manufacturing
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$838,273$357,810 74.5%17,6740.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$835,525$835,525 New Holding1,7200.3%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$825,079$825,079 New Holding6,1210.3%ETF
SPDR SSgA Multi-Asset Real Return ETF stock logo
RLY
SPDR SSgA Multi-Asset Real Return ETF
$813,705$813,705 New Holding27,9720.3%ETF
Dimensional Inflation-Protected Securities ETF stock logo
DFIP
Dimensional Inflation-Protected Securities ETF
$811,785$63,593 8.5%19,4160.3%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$810,041$810,041 New Holding5,9870.3%Manufacturing
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$780,353$780,353 New Holding8,9830.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$764,580$158,659 -17.2%4,2070.3%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$755,157$332,123 78.5%14,8770.3%ETF
HIDE
Alpha Architect High Inflation and Deflation ETF
$749,039$235,375 45.8%32,8670.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$739,430$739,430 New Holding2,6700.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$706,562$706,562 New Holding24,5590.2%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$705,889$705,889 New Holding14,1560.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$704,406$390,291 124.3%2,4690.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$679,055$679,055 New Holding4,1290.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$678,305$244,062 56.2%7,2260.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$656,279$656,279 New Holding2,2640.2%Finance
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$645,093$579 -0.1%15,6080.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$640,288$10,665 -1.6%4,8030.2%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$638,099$638,099 New Holding30,8560.2%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$624,047$624,047 New Holding31,9700.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$606,702$606,702 New Holding6,6140.2%ETF

Showing largest 100 holdings. View all holdings.
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