XY Planning Network, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001873438

As of Sep 30, 2025, XY Planning Network, Inc. reported 173 positions worth $293.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD TOTAL STOCK MKT ETF	VTI	—	68,911	$20.9M	7.13%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	456,678	6.4M	5.57%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	119,352	$9.9M	3.37%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	227,250	$9.6M	3.27%
ISHARES CORE S&P 500 ETF	IVV	—	13,058	$8.1M	2.76%
VANGUARD TAX-MANAGED FUNDS	VEA	—	133,205	$7.6M	2.59%
SPDR S&P 500 ETF TRUST	SPY	—	12,078	$7.5M	2.54%
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	MUNI	—	143,504	$7.4M	2.51%
VANGUARD 500 INDEX FUND	VOO	—	10,117	$5.7M	1.96%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	180,535	$5.6M	1.91%
VANGUARD GROWTH INDEX FUND	VUG	—	12,078	$5.3M	1.80%
DIMENSIONAL GLOBAL REAL ESTATE ETF	DFGR	—	189,126	$5.1M	1.73%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	101,344	$5.0M	1.71%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	AVDV	Equity	60,623	$4.8M	1.64%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	67,117	$4.5M	1.53%
SS SPDR P S&P 400 MIDCAP ETF	SPMD	—	82,593	$4.5M	1.53%
TWO RDS SHARED TR	AESR	—	236,807	$4.5M	1.53%
DIMENSIONAL US SMALL CAP VALUE ETF	DFSV	—	143,039	$4.2M	1.43%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	82,976	$4.2M	1.42%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	137,431	$4.0M	1.37%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	55,998	$3.9M	1.32%
APPLE INC	AAPL	Technology	17,055	$3.5M	1.19%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	69,337	$3.3M	1.13%
TIMOTHY PLAN INTERNATIONAL ETF	TPIF	—	102,192	$3.3M	1.12%
VANECK MORNINGSTAR WIDE MOAT ETF	MOAT	—	34,696	$3.3M	1.11%