XY Planning Network, Inc.

Est. AUM

$626.0M

13F long equity, this entity only

Positions

273

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$37.2M	950162	5.94%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$34.1M	105586	5.45%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$28.0M	46544	4.48%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$18.1M	502259	2.89%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.0M	275743	2.87%	SOLE
6	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$17.3M	209677	2.76%	SOLE
7	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$13.1M	309411	2.09%	SOLE
8	PIMCO ETF TR	INTER MUN BD ACT	$11.3M	216985	1.81%	SOLE
9	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$11.2M	233977	1.79%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$10.7M	179274	1.71%	SOLE
11	VANGUARD STAR FDS	VG TL INTL STK F	$10.6M	135545	1.69%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.6M	14653	1.53%	SOLE
13	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$9.3M	346201	1.48%	SOLE
14	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.0M	166254	1.44%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.8M	253398	1.41%	SOLE
16	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$8.1M	113071	1.29%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$7.9M	12021	1.26%	SOLE
18	VANGUARD MALVERN FDS	STRM INFPROIDX	$7.9M	157714	1.26%	SOLE
19	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$7.7M	106219	1.23%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$7.6M	17204	1.21%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$7.5M	71439	1.19%	SOLE
22	AMERICAN CENTY ETF TR	INTL SMCP VLU	$7.0M	68313	1.11%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$6.5M	227423	1.04%	SOLE
24	NVIDIA CORPORATION	COM	$6.3M	35971	1.01%	SOLE
25	APPLE INC	COM	$6.2M	24166	0.99%	SOLE
26	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$5.9M	169013	0.95%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$5.7M	117355	0.91%	SOLE
28	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.6M	96572	0.90%	SOLE
29	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.3M	66475	0.84%	SOLE
30	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.0M	35954	0.80%	SOLE
31	ISHARES TR	0-3 MNTH TREASRY	$4.9M	49250	0.79%	SOLE
32	SCHWAB STRATEGIC TR	US AGGREGATE B	$4.8M	205904	0.76%	SOLE
33	BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.5M	77457	0.73%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	58869	0.73%	SOLE
35	TIMOTHY PLAN	INTL ETF	$4.3M	117713	0.69%	SOLE
36	ISHARES TR	S&P 500 VAL ETF	$4.1M	19384	0.65%	SOLE
37	TWO RDS SHARED TR	ANFIELD US EQU	$4.0M	233715	0.64%	SOLE
38	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.9M	114201	0.63%	SOLE
39	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$3.8M	50547	0.61%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$3.5M	30372	0.56%	SOLE
41	ISHARES TR	GLOBAL REIT ETF	$3.5M	136181	0.55%	SOLE
42	VANGUARD INDEX FDS	VALUE ETF	$3.4M	17325	0.54%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	34258	0.54%	SOLE
44	ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$3.2M	63626	0.52%	SOLE
45	WISDOMTREE TR	JAPN HEDGE EQT	$3.2M	19921	0.52%	SOLE
46	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$3.2M	64735	0.51%	SOLE
47	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.2M	70065	0.51%	SOLE
48	NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$3.2M	12652	0.51%	SOLE
49	CME GROUP INC	COM	$3.1M	10291	0.49%	SOLE
50	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.0M	81277	0.48%	SOLE

1–50 of 273

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.