EdgeMarket › What Xy Planning Network, Inc. reported owning
What Xy Planning Network, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
626.0MPositions
273Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | 37.2M | 5.9% | 950.2K | 45.61 | +22.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 34.1M | 5.5% | 105.6K | 378.24 | +20.5% |
| VOO Vanguard S&P 500 ETF | 28.0M | 4.5% | 46.5K | 703.71 | +20.0% |
| DFIC Dimensional International Core Equity 2 ETF | 18.1M | 2.9% | 502.3K | 39.41 | +22.0% |
| VEA Vanguard FTSE Developed Markets ETF | 18.0M | 2.9% | 275.7K | 73.42 | +24.7% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 17.3M | 2.8% | 209.7K | 81.05 | -2.5% |
| DFCF Dimensional Core Fixed Income ETF | 13.1M | 2.1% | 309.4K | 41.47 | -1.9% |
| MUNI PIMCO Intermediate Municipal Bond Active Excha | 11.3M | 1.8% | 217.0K | 51.72 | +0.8% |
| BNDX Vanguard Total International Bond ETF | 11.2M | 1.8% | 234.0K | 47.65 | -3.3% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 10.7M | 1.7% | 179.3K | 67.27 | +20.8% |
| VXUS Vanguard Total International Stock ETF | 10.6M | 1.7% | 135.5K | 87.71 | +22.7% |
| SPY SPDR S&P 500 ETF TRUST | 9.6M | 1.5% | 14.7K | 765.72 | +20.0% |
| DFGR Dimensional Global Real Estate ETF | 9.3M | 1.5% | 346.2K | 29.46 | +8.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 9.0M | 1.4% | 166.3K | 60.45 | +17.7% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 8.8M | 1.4% | 253.4K | 39.93 | +29.9% |
| DFUS Dimensional U.S. Equity Market ETF | 8.1M | 1.3% | 113.1K | 83.64 | +20.8% |
| IVV iShares Core S&P 500 ETF | 7.9M | 1.3% | 12.0K | 769.31 | +20.0% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 7.9M | 1.3% | 157.7K | 49.79 | -1.1% |
| DCOR Dimensional US Core Equity 1 ETF | 7.7M | 1.2% | 106.2K | 84.54 | +22.0% |
| VUG Vanguard Morningstar Growth ETF | 7.6M | 1.2% | 17.2K | 87.50 | +15.9% |
| XMHQ Invesco S&P MidCap Quality ETF | 7.5M | 1.2% | 71.4K | 119.27 | +16.0% |
| AVDV Avantis International Small Cap Value ETF | 7.0M | 1.1% | 68.3K | 111.95 | +32.8% |
| SPTI State Street SPDR Portfolio Intermediate Term | 6.5M | 1.0% | 227.4K | 28.07 | -2.3% |
| NVDA NVIDIA CORP | 6.3M | 1.0% | 36.0K | 214.72 | +22.4% |
| AAPL Apple Inc. | 6.2M | 1.0% | 24.2K | 309.35 | +36.9% |
| DFSV Dimensional US Small Cap Value ETF | 5.9M | 0.9% | 169.0K | 40.29 | +30.3% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 5.7M | 0.9% | 117.4K | 57.28 | +28.7% |
| VGSH Vanguard Short-Term Treasury ETF | 5.6M | 0.9% | 96.6K | 58.13 | -0.9% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 5.3M | 0.8% | 66.5K | 78.59 | -1.3% |
| VT Vanguard Total World Stock Index ETF | 5.0M | 0.8% | 36.0K | 160.77 | +21.2% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 4.9M | 0.8% | 49.2K | 100.63 | +0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 4.8M | 0.8% | 205.9K | 22.77 | -1.8% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 4.5M | 0.7% | 77.5K | 69.08 | +22.3% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 4.5M | 0.7% | 58.9K | 90.13 | +20.1% |
| TPIF Timothy Plan International ETF | 4.3M | 0.7% | 117.7K | 38.92 | +17.6% |
| IVE iShares S&P 500 Value ETF | 4.1M | 0.7% | 19.4K | 237.24 | +17.6% |
| AESR Anfield U.S. Equity Sector Rotation ETF | 4.0M | 0.6% | 233.7K | 20.11 | +3.2% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 3.9M | 0.6% | 114.2K | 38.16 | +24.9% |
| SPHQ Invesco S&P 500 Quality ETF | 3.8M | 0.6% | 50.5K | 85.95 | +18.7% |
| IVW iShares S&P 500 Growth ETF | 3.5M | 0.6% | 30.4K | 138.83 | +22.2% |
| REET iShares Global REIT ETF | 3.5M | 0.6% | 136.2K | 28.02 | +11.4% |
| VTV Vanguard Morningstar Value ETF | 3.4M | 0.5% | 17.3K | 226.40 | +24.6% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 3.4M | 0.5% | 34.3K | 120.21 | +22.2% |
| UYLD Angel Oak UltraShort Income ETF | 3.2M | 0.5% | 63.6K | 51.13 | -0.2% |
| DXJ WisdomTree Japan Hedged Equity Fund | 3.2M | 0.5% | 19.9K | 177.54 | +41.1% |
| VUSB Vanguard Ultra-Short Bond ETF | 3.2M | 0.5% | 64.7K | 49.75 | -0.2% |
| FBND Fidelity Total Bond ETF | 3.2M | 0.5% | 70.1K | 44.90 | -2.1% |
| PTL Inspire 500 ETF | 3.2M | 0.5% | 12.7K | 285.35 | +20.1% |
| CME CME GROUP INC. | 3.1M | 0.5% | 10.3K | 274.98 | +0.1% |
| DUHP Dimensional US High Profitability ETF | 3.0M | 0.5% | 81.3K | 42.41 | +15.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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