Xy Planning Network, Inc. Portfolio Stock Holdings
Xy Planning Network, Inc. disclosed 273 stock positions valued at approximately $626.0 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 273
- Portfolio Value
- $626.0M
Holdings by Sector
Xy Planning Network, Inc. Portfolio Holdings in Q1 2026
261 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 5.94% | 950,162 | +32,455 | +3.54% | $37,170,319 |
| VANGUARD INDEX FDS | VTI | Other | 5.45% | 105,586 | -9,123 | -7.95% | $34,129,512 |
| VANGUARD INDEX FDS | VOO | Other | 4.48% | 46,544 | +6,112 | +15.12% | $28,033,530 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 2.89% | 502,259 | +23,595 | +4.93% | $18,116,463 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.87% | 275,743 | +23,888 | +9.48% | $17,961,920 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.76% | 209,677 | +22,987 | +12.31% | $17,302,558 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.09% | 309,411 | +41,169 | +15.35% | $13,069,504 |
| PIMCO ETF TR | MUNI | Other | 1.81% | 216,985 | +29,733 | +15.88% | $11,311,418 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.79% | 233,977 | +30,765 | +15.14% | $11,233,254 |
| SPDR SERIES TRUST | SPMD | Other | 1.71% | 179,274 | +11,997 | +7.17% | $10,700,897 |
| VANGUARD STAR FDS | VXUS | Other | 1.69% | 135,545 | -3,410 | -2.45% | $10,573,868 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.53% | 14,653 | +43 | +0.29% | $9,601,375 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.48% | 346,201 | +36,155 | +11.66% | $9,257,400 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.44% | 166,254 | +13,509 | +8.84% | $9,012,602 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.41% | 253,398 | +13,592 | +5.67% | $8,818,238 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.29% | 113,071 | +6,964 | +6.56% | $8,080,070 |
| ISHARES TR | IVV | Other | 1.26% | 12,021 | +2,000 | +19.96% | $7,910,612 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.26% | 157,714 | +14,614 | +10.21% | $7,865,185 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 1.23% | 106,219 | +10,160 | +10.58% | $7,701,941 |
| VANGUARD INDEX FDS | VUG | Other | 1.21% | 17,204 | +2,858 | +19.92% | $7,596,180 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.19% | 71,439 | +12,951 | +22.14% | $7,458,906 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.11% | 68,313 | +4,585 | +7.19% | $6,950,172 |
| SPDR SERIES TRUST | SPTI | Other | 1.04% | 227,423 | +38,614 | +20.45% | $6,490,642 |
| NVIDIA CORPORATION | NVDA | Technology | 1.01% | 35,971 | +236 | +0.66% | $6,321,945 |
| APPLE INC | AAPL | Technology | 0.99% | 24,166 | -1,384 | -5.42% | $6,177,677 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.95% | 169,013 | +27,938 | +19.80% | $5,934,033 |
| SPDR SERIES TRUST | SPSM | Other | 0.91% | 117,355 | +11,896 | +11.28% | $5,708,107 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.90% | 96,572 | -934 | -0.96% | $5,634,037 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.84% | 66,475 | +2,610 | +4.09% | $5,254,189 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.80% | 35,954 | +8,013 | +28.68% | $5,022,414 |
| ISHARES TR | SGOV | Other | 0.79% | 49,250 | +20,032 | +68.56% | $4,944,208 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.76% | 205,904 | +7,563 | +3.81% | $4,768,727 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.73% | 77,457 | +16,235 | +26.52% | $4,549,021 |
| SPDR SERIES TRUST | SPLG | Other | 0.73% | 58,869 | +17,074 | +40.85% | $4,540,013 |
| TIMOTHY PLAN | TPIF | Other | 0.69% | 117,713 | +10,729 | +10.03% | $4,296,525 |
| ISHARES TR | IVE | Other | 0.65% | 19,384 | +4,565 | +30.81% | $4,099,527 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.63% | 114,201 | -20,093 | -14.96% | $3,930,789 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.61% | 50,547 | +3,296 | +6.98% | $3,834,496 |
| ISHARES TR | IVW | Other | 0.56% | 30,372 | +6,230 | +25.81% | $3,480,884 |
| ISHARES TR | REET | Other | 0.55% | 136,181 | +15,312 | +12.67% | $3,458,996 |
| VANGUARD INDEX FDS | VTV | Other | 0.54% | 17,325 | +3,342 | +23.90% | $3,407,219 |
| SPDR SERIES TRUST | SPYG | Other | 0.54% | 34,258 | +1,818 | +5.60% | $3,398,437 |
| ANGEL OAK FUNDS TRUST | UYLD | Other | 0.52% | 63,626 | +16,633 | +35.39% | $3,247,363 |
| WISDOMTREE TR | DXJ | Other | 0.52% | 19,921 | - | - | $3,230,389 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.51% | 64,735 | +13,270 | +25.78% | $3,211,520 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.51% | 70,065 | +4,096 | +6.21% | $3,195,673 |
| NORTHERN LTS FD TR IV | PTL | Other | 0.51% | 12,652 | +1,521 | +13.66% | $3,184,508 |
| CME GROUP INC | CME | Financial Services | 0.49% | 10,291 | -821 | -7.39% | $3,055,665 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.48% | 81,277 | +4,265 | +5.54% | $3,006,452 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.48% | 36,975 | +13,990 | +60.87% | $3,005,331 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.46% | 113,864 | +8,741 | +8.32% | $2,862,540 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.44% | 44,333 | -6,437 | -12.68% | $2,777,042 |
| ISHARES TR | EFV | Other | 0.44% | 36,259 | +5,313 | +17.17% | $2,729,215 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.42% | 23,307 | +3,873 | +19.93% | $2,608,286 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.42% | 85,267 | -3,991 | -4.47% | $2,601,487 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.41% | 106,687 | +13,053 | +13.94% | $2,581,829 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.41% | 22,937 | -932 | -3.90% | $2,538,407 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.41% | 63,572 | +4,601 | +7.80% | $2,536,513 |
| ISHARES TR | IWV | Other | 0.40% | 6,707 | -283 | -4.05% | $2,503,198 |
| ISHARES TR | FLOT | Other | 0.40% | 48,980 | +7,054 | +16.82% | $2,484,272 |
| ISHARES INC | EMXC | Other | 0.39% | 31,000 | -1,041 | -3.25% | $2,465,438 |
| EA SERIES TRUST | BOXX | Other | 0.37% | 20,145 | +17,332 | +616.14% | $2,341,050 |
| NUSHARES ETF TR | NUSC | Other | 0.37% | 50,553 | +1,282 | +2.60% | $2,297,126 |
| TIMOTHY PLAN | TPSC | Other | 0.37% | 53,729 | +5,962 | +12.48% | $2,296,377 |
| ISHARES TR | QUAL | Other | 0.36% | 11,700 | +904 | +8.37% | $2,255,419 |
| ISHARES TR | IUSV | Other | 0.36% | 21,988 | +446 | +2.07% | $2,251,351 |
| ISHARES TR | IUSB | Other | 0.36% | 48,347 | +6,529 | +15.61% | $2,228,313 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 3,709 | +179 | +5.07% | $2,166,948 |
| ISHARES TR | ITOT | Other | 0.34% | 14,845 | -1,649 | -10.00% | $2,129,457 |
| VANECK ETF TRUST | MOAT | Other | 0.33% | 21,227 | -423 | -1.95% | $2,047,344 |
| ISHARES TR | USMV | Other | 0.33% | 22,006 | -736 | -3.24% | $2,039,306 |
| ISHARES INC | EUSA | Other | 0.32% | 19,898 | +4,435 | +28.68% | $2,031,836 |
| ISHARES INC | ESGE | Other | 0.32% | 43,796 | +444 | +1.02% | $2,005,900 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 0.32% | 37,014 | +1,246 | +3.48% | $2,001,532 |
| TWO RDS SHARED TR | AFIF | Other | 0.32% | 213,770 | -6,983 | -3.16% | $1,998,750 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.31% | 47,203 | +319 | +0.68% | $1,955,131 |
| ISHARES TR | MUB | Other | 0.31% | 18,247 | +3,052 | +20.09% | $1,939,807 |
| ISHARES TR | DMXF | Other | 0.30% | 24,815 | +796 | +3.31% | $1,901,552 |
| ISHARES INC | ACWV | Other | 0.29% | 15,168 | -23 | -0.15% | $1,812,930 |
| ALPHABET INC | GOOG | Communication Services | 0.28% | 5,915 | +71 | +1.21% | $1,744,445 |
| NUSHARES ETF TR | NULG | Other | 0.27% | 18,684 | +477 | +2.62% | $1,717,252 |
| ISHARES TR | ACWX | Other | 0.27% | 24,396 | +24,396 | +100.00% | $1,692,838 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.27% | 8,030 | +639 | +8.65% | $1,690,877 |
| WISDOMTREE TR | IHDG | Other | 0.26% | 33,242 | +1,474 | +4.64% | $1,627,533 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.26% | 32,965 | -405 | -1.21% | $1,602,119 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.25% | 40,152 | +678 | +1.72% | $1,587,619 |
| ISHARES TR | IJH | Other | 0.25% | 23,094 | +5,864 | +34.03% | $1,572,733 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.25% | 32,706 | +2,070 | +6.76% | $1,570,884 |
| WORLD GOLD TR | GLDM | Other | 0.25% | 16,493 | +8,153 | +97.76% | $1,555,290 |
| ISHARES TR | ISTB | Other | 0.25% | 32,164 | +6,204 | +23.90% | $1,553,528 |
| ISHARES TR | IJR | Other | 0.24% | 12,152 | +3,154 | +35.05% | $1,517,931 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 3,171 | +709 | +28.80% | $1,517,324 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.24% | 6,153 | +3,702 | +151.04% | $1,502,078 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.24% | 29,023 | -3,638 | -11.14% | $1,471,466 |
| ALPHABET INC | GOOGL | Communication Services | 0.23% | 4,945 | +628 | +14.55% | $1,470,725 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.23% | 48,343 | +234 | +0.49% | $1,418,874 |
| BROADCOM INC | AVGO | Technology | 0.22% | 4,331 | -30 | -0.69% | $1,357,835 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.21% | 28,958 | +257 | +0.90% | $1,315,854 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.21% | 11,433 | +3,436 | +42.97% | $1,309,092 |
| EA SERIES TRUST | QMOM | Other | 0.21% | 18,721 | +650 | +3.60% | $1,305,789 |