The Analysis of XY Planning Network, Inc.'s Holdings & P&L


Currently, XY Planning Network, Inc. holds 273 types of securities in its portfolio with a total value $626.0M. In the most recent quarter, they have increased their positions in N/A (+6.1K shares, valued at $3.7M), BOXX (+17.3K shares, valued at $2.0M), SGOV (+20.0K shares, valued at $2.0M); decreased their positions in DFSD (-69.7K shares, valued at $3.3M), VTI (-9.1K shares, valued at $2.9M), IEMG (-17.6K shares, valued at $1.2M); initiated new positions in CORO (+58.4K shares, valued at $1.9M), ACWX (+24.4K shares, valued at $1.7M), GSST (+23.8K shares, valued at $1.2M).


1M P&L
+16.7M+2.72%
3M P&L
-28.4M-4.32%
HY P&L
+6.2M+1.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A551.1M
94.0%
2Semiconductors6.3M
1.1%
3Consumer Electronics6.2M
1.1%

Top Industries by Stock Count

1N/A223 stocks
85.4%
2Drug Manufacturers - General3 stocks
1.1%
3Oil & Gas Integrated3 stocks
1.1%
Stock Holdings
DFAC
DIMENSIONAL ETF TRUST
3.54%
Shares950.2K
Event2026-03-31
Filed2026-04-14
VTI
VANGUARD INDEX FDS
-7.95%
Shares105.6K
Event2026-03-31
Filed2026-04-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
15.12%
Shares46.5K
Event2026-03-31
Filed2026-04-14
DFIC
DIMENSIONAL ETF TRUST
4.93%
Shares502.3K
Event2026-03-31
Filed2026-04-14
VEA
VANGUARD TAX-MANAGED FDS
9.48%
Shares275.7K
Event2026-03-31
Filed2026-04-14
VCIT
VANGUARD SCOTTSDALE FDS
12.31%
Shares209.7K
Event2026-03-31
Filed2026-04-14
DFCF
DIMENSIONAL ETF TRUST
15.35%
Shares309.4K
Event2026-03-31
Filed2026-04-14
MUNI
PIMCO ETF TR
15.88%
Shares217.0K
Event2026-03-31
Filed2026-04-14
BNDX
VANGUARD CHARLOTTE FDS
15.14%
Shares234.0K
Event2026-03-31
Filed2026-04-14
SPMD
SPDR SERIES TRUST
7.17%
Shares179.3K
Event2026-03-31
Filed2026-04-14
VXUS
VANGUARD STAR FDS
-2.45%
Shares135.5K
Event2026-03-31
Filed2026-04-14
SPY
STATE STR SPDR S&P 500 ETF T
0.29%
Shares14.7K
Event2026-03-31
Filed2026-04-14
DFGR
DIMENSIONAL ETF TRUST
11.66%
Shares346.2K
Event2026-03-31
Filed2026-04-14
VWO
VANGUARD INTL EQUITY INDEX F
8.84%
Shares166.3K
Event2026-03-31
Filed2026-04-14
DFEM
DIMENSIONAL ETF TRUST
5.67%
Shares253.4K
Event2026-03-31
Filed2026-04-14
DFUS
DIMENSIONAL ETF TRUST
6.56%
Shares113.1K
Event2026-03-31
Filed2026-04-14
IVV
ISHARES TR
19.96%
Shares12.0K
Event2026-03-31
Filed2026-04-14
VTIP
VANGUARD MALVERN FDS
10.21%
Shares157.7K
Event2026-03-31
Filed2026-04-14
DCOR
DIMENSIONAL ETF TRUST
10.58%
Shares106.2K
Event2026-03-31
Filed2026-04-14
VUG
VANGUARD INDEX FDS
19.92%
Shares17.2K
Event2026-03-31
Filed2026-04-14
XMHQ
INVESCO EXCHANGE TRADED FD T
22.14%
Shares71.4K
Event2026-03-31
Filed2026-04-14
AVDV
AMERICAN CENTY ETF TR
7.19%
Shares68.3K
Event2026-03-31
Filed2026-04-14
SPTI
SPDR SERIES TRUST
20.45%
Shares227.4K
Event2026-03-31
Filed2026-04-14
NVDA
NVIDIA CORPORATION
0.66%
Shares36.0K
Event2026-03-31
Filed2026-04-14
AAPL
APPLE INC
-5.42%
Shares24.2K
Event2026-03-31
Filed2026-04-14
DFSV
DIMENSIONAL ETF TRUST
19.80%
Shares169.0K
Event2026-03-31
Filed2026-04-14
SPSM
SPDR SERIES TRUST
11.28%
Shares117.4K
Event2026-03-31
Filed2026-04-14
VGSH
VANGUARD SCOTTSDALE FDS
-0.96%
Shares96.6K
Event2026-03-31
Filed2026-04-14
VCSH
VANGUARD SCOTTSDALE FDS
4.09%
Shares66.5K
Event2026-03-31
Filed2026-04-14
VT
VANGUARD INTL EQUITY INDEX F
28.68%
Shares36.0K
Event2026-03-31
Filed2026-04-14
SGOV
ISHARES TR
68.56%
Shares49.3K
Event2026-03-31
Filed2026-04-14
SCHZ
SCHWAB STRATEGIC TR
3.81%
Shares205.9K
Event2026-03-31
Filed2026-04-14
DYNF
BLACKROCK ETF TRUST
26.52%
Shares77.5K
Event2026-03-31
Filed2026-04-14
SPYM
SPDR SERIES TRUST
40.85%
Shares58.9K
Event2026-03-31
Filed2026-04-14
TPIF
TIMOTHY PLAN
10.03%
Shares117.7K
Event2026-03-31
Filed2026-04-14
IVE
ISHARES TR
30.81%
Shares19.4K
Event2026-03-31
Filed2026-04-14
AESR
TWO RDS SHARED TR
0.00%
Shares233.7K
Event2026-03-31
Filed2026-04-14
DFAX
DIMENSIONAL ETF TRUST
-14.96%
Shares114.2K
Event2026-03-31
Filed2026-04-14
SPHQ
INVESCO EXCHANGE TRADED FD T
6.98%
Shares50.5K
Event2026-03-31
Filed2026-04-14
IVW
ISHARES TR
25.81%
Shares30.4K
Event2026-03-31
Filed2026-04-14
REET
ISHARES TR
12.67%
Shares136.2K
Event2026-03-31
Filed2026-04-14
VTV
VANGUARD INDEX FDS
23.90%
Shares17.3K
Event2026-03-31
Filed2026-04-14
SPYG
SPDR SERIES TRUST
5.60%
Shares34.3K
Event2026-03-31
Filed2026-04-14
UYLD
ANGEL OAK FUNDS TRUST
35.39%
Shares63.6K
Event2026-03-31
Filed2026-04-14
DXJ
WISDOMTREE TR
0.00%
Shares19.9K
Event2026-03-31
Filed2026-04-14
VUSB
VANGUARD BD INDEX FDS
25.78%
Shares64.7K
Event2026-03-31
Filed2026-04-14
FBND
FIDELITY MERRIMACK STR TR
6.21%
Shares70.1K
Event2026-03-31
Filed2026-04-14
PTL
NORTHERN LTS FD TR IV
13.66%
Shares12.7K
Event2026-03-31
Filed2026-04-14
CME
CME GROUP INC
-7.39%
Shares10.3K
Event2026-03-31
Filed2026-04-14
DUHP
DIMENSIONAL ETF TRUST
5.54%
Shares81.3K
Event2026-03-31
Filed2026-04-14
AVEM
AMERICAN CENTY ETF TR
60.87%
Shares37.0K
Event2026-03-31
Filed2026-04-14
SCHF
SCHWAB STRATEGIC TR
8.32%
Shares113.9K
Event2026-03-31
Filed2026-04-14
DFAT
DIMENSIONAL ETF TRUST
-12.68%
Shares44.3K
Event2026-03-31
Filed2026-04-14
EFV
ISHARES TR
17.17%
Shares36.3K
Event2026-03-31
Filed2026-04-14
AVUS
AMERICAN CENTY ETF TR
19.93%
Shares23.3K
Event2026-03-31
Filed2026-04-14
SCHD
SCHWAB STRATEGIC TR
-4.47%
Shares85.3K
Event2026-03-31
Filed2026-04-14
SCHO
SCHWAB STRATEGIC TR
13.94%
Shares106.7K
Event2026-03-31
Filed2026-04-14
AVUV
AMERICAN CENTY ETF TR
-3.90%
Shares22.9K
Event2026-03-31
Filed2026-04-14
DISV
DIMENSIONAL ETF TRUST
7.80%
Shares63.6K
Event2026-03-31
Filed2026-04-14
IWV
ISHARES TR
-4.05%
Shares6.7K
Event2026-03-31
Filed2026-04-14
FLOT
ISHARES TR
16.82%
Shares49.0K
Event2026-03-31
Filed2026-04-14
EMXC
ISHARES INC
-3.25%
Shares31.0K
Event2026-03-31
Filed2026-04-14
BOXX
EA SERIES TRUST
616.14%
Shares20.1K
Event2026-03-31
Filed2026-04-14
NUSC
NUSHARES ETF TR
2.60%
Shares50.6K
Event2026-03-31
Filed2026-04-14
TPSC
TIMOTHY PLAN
12.48%
Shares53.7K
Event2026-03-31
Filed2026-04-14
QUAL
ISHARES TR
8.37%
Shares11.7K
Event2026-03-31
Filed2026-04-14
IUSV
ISHARES TR
2.07%
Shares22.0K
Event2026-03-31
Filed2026-04-14
IUSB
ISHARES TR
15.61%
Shares48.3K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TR
INVESCO QQQ TR
5.07%
Shares3.7K
Event2026-03-31
Filed2026-04-14
ITOT
ISHARES TR
-10.00%
Shares14.8K
Event2026-03-31
Filed2026-04-14
MOAT
VANECK ETF TRUST
-1.95%
Shares21.2K
Event2026-03-31
Filed2026-04-14
USMV
ISHARES TR
-3.24%
Shares22.0K
Event2026-03-31
Filed2026-04-14
EUSA
ISHARES INC
28.68%
Shares19.9K
Event2026-03-31
Filed2026-04-14
ESGE
ISHARES INC
1.02%
Shares43.8K
Event2026-03-31
Filed2026-04-14
DFGP
DIMENSIONAL ETF TRUST
3.48%
Shares37.0K
Event2026-03-31
Filed2026-04-14
AFIF
TWO RDS SHARED TR
-3.16%
Shares213.8K
Event2026-03-31
Filed2026-04-14
DFSU
DIMENSIONAL ETF TRUST
0.68%
Shares47.2K
Event2026-03-31
Filed2026-04-14
MUB
ISHARES TR
20.09%
Shares18.2K
Event2026-03-31
Filed2026-04-14
CORO
BLACKROCK ETF TRUST
New
Shares58.4K
Event2026-03-31
Filed2026-04-14
DMXF
ISHARES TR
3.31%
Shares24.8K
Event2026-03-31
Filed2026-04-14
ACWV
ISHARES INC
-0.15%
Shares15.2K
Event2026-03-31
Filed2026-04-14
BAI
BLACKROCK ETF TRUST
42.99%
Shares52.1K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
ALPHABET INC
1.21%
Shares5.9K
Event2026-03-31
Filed2026-04-14
NULG
NUSHARES ETF TR
2.62%
Shares18.7K
Event2026-03-31
Filed2026-04-14
XTEN
BONDBLOXX ETF TRUST
33.66%
Shares37.3K
Event2026-03-31
Filed2026-04-14
ACWX
ISHARES TR
New
Shares24.4K
Event2026-03-31
Filed2026-04-14
AMZN
AMAZON COM INC
8.65%
Shares8.0K
Event2026-03-31
Filed2026-04-14
IHDG
WISDOMTREE TR
4.64%
Shares33.2K
Event2026-03-31
Filed2026-04-14
DFUV
DIMENSIONAL ETF TRUST
-1.21%
Shares33.0K
Event2026-03-31
Filed2026-04-14
DFAI
DIMENSIONAL ETF TRUST
1.72%
Shares40.2K
Event2026-03-31
Filed2026-04-14
IJH
ISHARES TR
34.03%
Shares23.1K
Event2026-03-31
Filed2026-04-14
DFNM
DIMENSIONAL ETF TRUST
6.76%
Shares32.7K
Event2026-03-31
Filed2026-04-14
GLDM
WORLD GOLD TR
97.76%
Shares16.5K
Event2026-03-31
Filed2026-04-14
ISTB
ISHARES TR
23.90%
Shares32.2K
Event2026-03-31
Filed2026-04-14
THRO
BLACKROCK ETF TRUST
41.43%
Shares42.2K
Event2026-03-31
Filed2026-04-14
IJR
ISHARES TR
35.05%
Shares12.2K
Event2026-03-31
Filed2026-04-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
28.80%
Shares3.2K
Event2026-03-31
Filed2026-04-14
JNJ
JOHNSON & JOHNSON
151.04%
Shares6.2K
Event2026-03-31
Filed2026-04-14
DUSB
DIMENSIONAL ETF TRUST
-11.14%
Shares29.0K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
ALPHABET INC
14.55%
Shares4.9K
Event2026-03-31
Filed2026-04-14
SCHA
SCHWAB STRATEGIC TR
0.49%
Shares48.3K
Event2026-03-31
Filed2026-04-14
BROADCOM INC
BROADCOM INC
-0.69%
Shares4.3K
Event2026-03-31
Filed2026-04-14
HIDE
EA SERIES TRUST
17.80%
Shares56.6K
Event2026-03-31
Filed2026-04-14
DFAU
DIMENSIONAL ETF TRUST
0.90%
Shares29.0K
Event2026-03-31
Filed2026-04-14
SPMO
INVESCO EXCH TRADED FD TR II
42.97%
Shares11.4K
Event2026-03-31
Filed2026-04-14
VPLS
VANGUARD MALVERN FDS
4.48%
Shares16.9K
Event2026-03-31
Filed2026-04-14
QMOM
EA SERIES TRUST
3.60%
Shares18.7K
Event2026-03-31
Filed2026-04-14
QVAL
EA SERIES TRUST
2.05%
Shares24.8K
Event2026-03-31
Filed2026-04-14
STIP
ISHARES TR
-2.80%
Shares12.3K
Event2026-03-31
Filed2026-04-14
DFIP
DIMENSIONAL ETF TRUST
23.21%
Shares30.2K
Event2026-03-31
Filed2026-04-14
SPGM
SPDR INDEX SHS FDS
0.00%
Shares16.2K
Event2026-03-31
Filed2026-04-14
USHY
ISHARES TR
2.46%
Shares33.2K
Event2026-03-31
Filed2026-04-14
MBB
ISHARES TR
33.77%
Shares12.8K
Event2026-03-31
Filed2026-04-14
BINC
BLACKROCK ETF TRUST II
23.19%
Shares23.2K
Event2026-03-31
Filed2026-04-14
GSST
GOLDMAN SACHS ETF TR
New
Shares23.8K
Event2026-03-31
Filed2026-04-14
MSFT
MICROSOFT CORP
7.02%
Shares3.2K
Event2026-03-31
Filed2026-04-14
DFAS
DIMENSIONAL ETF TRUST
0.61%
Shares16.6K
Event2026-03-31
Filed2026-04-14
USFR
WISDOMTREE TR
-23.44%
Shares23.3K
Event2026-03-31
Filed2026-04-14
XOM
EXXON MOBIL CORP
55.29%
Shares7.2K
Event2026-03-31
Filed2026-04-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
13.06%
Shares6.0K
Event2026-03-31
Filed2026-04-14
CBOE
CBOE GLOBAL MKTS INC
-8.45%
Shares4.1K
Event2026-03-31
Filed2026-04-14
JCPB
J P MORGAN EXCHANGE TRADED F
105.31%
Shares23.9K
Event2026-03-31
Filed2026-04-14
WMT
WALMART INC
6.07%
Shares8.7K
Event2026-03-31
Filed2026-04-14
ESGD
ISHARES TR
-0.42%
Shares10.7K
Event2026-03-31
Filed2026-04-14
DFIV
DIMENSIONAL ETF TRUST
26.94%
Shares18.9K
Event2026-03-31
Filed2026-04-14
BSCS
INVESCO EXCH TRD SLF IDX FD
-38.69%
Shares49.2K
Event2026-03-31
Filed2026-04-14
BSCR
INVESCO EXCH TRD SLF IDX FD
-38.03%
Shares50.8K
Event2026-03-31
Filed2026-04-14
BSCQ
INVESCO EXCH TRD SLF IDX FD
-37.18%
Shares50.6K
Event2026-03-31
Filed2026-04-14
IGSB
ISHARES TR
-3.16%
Shares18.1K
Event2026-03-31
Filed2026-04-14
VOE
VANGUARD INDEX FDS
0.81%
Shares5.1K
Event2026-03-31
Filed2026-04-14
IEFA
ISHARES TR
49.04%
Shares10.2K
Event2026-03-31
Filed2026-04-14
CAT
CATERPILLAR INC
17.60%
Shares1.3K
Event2026-03-31
Filed2026-04-14
NTSX
WISDOMTREE TR
New
Shares17.5K
Event2026-03-31
Filed2026-04-14
IAGG
ISHARES TR
46.21%
Shares18.4K
Event2026-03-31
Filed2026-04-14
JEPI
J P MORGAN EXCHANGE TRADED F
22.66%
Shares16.1K
Event2026-03-31
Filed2026-04-14
VGT
VANGUARD WORLD FD
105.33%
Shares1.3K
Event2026-03-31
Filed2026-04-14
NULV
NUSHARES ETF TR
5.40%
Shares19.1K
Event2026-03-31
Filed2026-04-14
MDYG
SPDR SERIES TRUST
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-14
JPST
J P MORGAN EXCHANGE TRADED F
37.54%
Shares17.1K
Event2026-03-31
Filed2026-04-14
SMMV
ISHARES TR
0.90%
Shares19.6K
Event2026-03-31
Filed2026-04-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
3.42%
Shares6.5K
Event2026-03-31
Filed2026-04-14
XSOE
WISDOMTREE TR
44.17%
Shares21.1K
Event2026-03-31
Filed2026-04-14
SUB
ISHARES TR
157.57%
Shares7.9K
Event2026-03-31
Filed2026-04-14
GOVT
ISHARES TR
New
Shares36.2K
Event2026-03-31
Filed2026-04-14
VBK
VANGUARD INDEX FDS
0.22%
Shares2.7K
Event2026-03-31
Filed2026-04-14
SPTS
SPDR SERIES TRUST
59.82%
Shares28.3K
Event2026-03-31
Filed2026-04-14
XLV
SELECT SECTOR SPDR TR
3.64%
Shares5.5K
Event2026-03-31
Filed2026-04-14
SHY
ISHARES TR
-0.74%
Shares9.9K
Event2026-03-31
Filed2026-04-14
SPEM
SPDR INDEX SHS FDS
22.44%
Shares17.2K
Event2026-03-31
Filed2026-04-14
ESGU
ISHARES TR
-11.51%
Shares5.6K
Event2026-03-31
Filed2026-04-14
IEMG
ISHARES INC
-60.84%
Shares11.3K
Event2026-03-31
Filed2026-04-14
IWD
ISHARES TR
New
Shares3.5K
Event2026-03-31
Filed2026-04-14
PYLD
PIMCO ETF TR
New
Shares29.0K
Event2026-03-31
Filed2026-04-14
VYM
VANGUARD WHITEHALL FDS
6.21%
Shares5.0K
Event2026-03-31
Filed2026-04-14
SHLD
GLOBAL X FDS
44.85%
Shares10.1K
Event2026-03-31
Filed2026-04-14
VV
VANGUARD INDEX FDS
0.04%
Shares2.4K
Event2026-03-31
Filed2026-04-14
JPM
JPMORGAN CHASE & CO
-8.04%
Shares2.5K
Event2026-03-31
Filed2026-04-14
BRK.A
BERKSHIRE HATHAWAY INC DEL
-50.00%
Shares1
Event2026-03-31
Filed2026-04-14
MO
ALTRIA GROUP INC
6.46%
Shares10.9K
Event2026-03-31
Filed2026-04-14
BIL
SPDR SERIES TRUST
0.24%
Shares7.8K
Event2026-03-31
Filed2026-04-14
BIBL
NORTHERN LTS FD TR IV
-1.43%
Shares14.8K
Event2026-03-31
Filed2026-04-14
SCHR
SCHWAB STRATEGIC TR
23.44%
Shares27.4K
Event2026-03-31
Filed2026-04-14
CAOS
EA SERIES TRUST
24.35%
Shares7.3K
Event2026-03-31
Filed2026-04-14
COST
COSTCO WHOLESALE CORPORATION
-3.62%
Shares665
Event2026-03-31
Filed2026-04-14
V
VISA INC
6.48%
Shares2.2K
Event2026-03-31
Filed2026-04-14
RLY
SSGA ACTIVE ETF TR
0.00%
Shares17.7K
Event2026-03-31
Filed2026-04-14
IMOM
EA SERIES TRUST
-4.65%
Shares15.6K
Event2026-03-31
Filed2026-04-14
IVAL
EA SERIES TRUST
-3.13%
Shares18.2K
Event2026-03-31
Filed2026-04-14
GLD
SPDR GOLD TR
82.02%
Shares1.4K
Event2026-03-31
Filed2026-04-14
QGRW
WISDOMTREE TR
New
Shares11.5K
Event2026-03-31
Filed2026-04-14
BGRN
ISHARES TR
1.50%
Shares13.1K
Event2026-03-31
Filed2026-04-14
PTLC
PACER FDS TR
-62.55%
Shares11.6K
Event2026-03-31
Filed2026-04-14
IEF
ISHARES TR
-6.58%
Shares6.4K
Event2026-03-31
Filed2026-04-14
PM
PHILIP MORRIS INTL INC
28.51%
Shares3.8K
Event2026-03-31
Filed2026-04-14
BOND
PIMCO ETF TR
19.48%
Shares6.4K
Event2026-03-31
Filed2026-04-14
DFSI
DIMENSIONAL ETF TRUST
0.16%
Shares13.4K
Event2026-03-31
Filed2026-04-14
BSCT
INVESCO EXCH TRD SLF IDX FD
-59.34%
Shares30.7K
Event2026-03-31
Filed2026-04-14
CVX
CHEVRON CORPORATION
New
Shares2.9K
Event2026-03-31
Filed2026-04-14
NEAR
ISHARES U S ETF TR
52.78%
Shares10.8K
Event2026-03-31
Filed2026-04-14
BSV
VANGUARD BD INDEX FDS
102.05%
Shares6.9K
Event2026-03-31
Filed2026-04-14
PG
PROCTER & GAMBLE CO
-0.40%
Shares3.7K
Event2026-03-31
Filed2026-04-14
HD
HOME DEPOT INC
40.63%
Shares1.6K
Event2026-03-31
Filed2026-04-14
VBR
VANGUARD INDEX FDS
-18.66%
Shares2.4K
Event2026-03-31
Filed2026-04-14
FRDM
EA SERIES TRUST
-6.77%
Shares9.3K
Event2026-03-31
Filed2026-04-14
META
META PLATFORMS INC
5.56%
Shares874
Event2026-03-31
Filed2026-04-14
GDE
WISDOMTREE TR
-43.00%
Shares7.8K
Event2026-03-31
Filed2026-04-14
VCEB
VANGUARD WORLD FD
-0.54%
Shares7.9K
Event2026-03-31
Filed2026-04-14
DIHP
DIMENSIONAL ETF TRUST
108.56%
Shares15.1K
Event2026-03-31
Filed2026-04-14
MCD
MCDONALDS CORP
3.25%
Shares1.5K
Event2026-03-31
Filed2026-04-14
XT
ISHARES TR
New
Shares6.5K
Event2026-03-31
Filed2026-04-14
WFC
WELLS FARGO & CO
New
Shares5.6K
Event2026-03-31
Filed2026-04-14
WM
WASTE MGMT INC DEL
0.26%
Shares1.9K
Event2026-03-31
Filed2026-04-14
WTV
WISDOMTREE TR
-30.66%
Shares4.7K
Event2026-03-31
Filed2026-04-14
DFAE
DIMENSIONAL ETF TRUST
11.19%
Shares12.4K
Event2026-03-31
Filed2026-04-14
JAAA
JANUS DETROIT STR TR
37.34%
Shares8.4K
Event2026-03-31
Filed2026-04-14
IDV
ISHARES TR
10.49%
Shares9.7K
Event2026-03-31
Filed2026-04-14
GCC
WISDOMTREE TR
1.20%
Shares17.3K
Event2026-03-31
Filed2026-04-14
VGIT
VANGUARD SCOTTSDALE FDS
11.69%
Shares6.9K
Event2026-03-31
Filed2026-04-14
AGG
ISHARES TR
35.53%
Shares4.1K
Event2026-03-31
Filed2026-04-14
DE
DEERE & CO
New
Shares712
Event2026-03-31
Filed2026-04-14
EA SERIES TRUST
EA SERIES TRUST
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-14
LQD
ISHARES TR
New
Shares3.7K
Event2026-03-31
Filed2026-04-14
SCHH
SCHWAB STRATEGIC TR
-17.21%
Shares18.2K
Event2026-03-31
Filed2026-04-14
IWP
ISHARES TR
6.33%
Shares3.0K
Event2026-03-31
Filed2026-04-14
ORCL
ORACLE CORP
61.03%
Shares2.7K
Event2026-03-31
Filed2026-04-14
IWB
ISHARES TR
0.09%
Shares1.1K
Event2026-03-31
Filed2026-04-14
VNQ
VANGUARD INDEX FDS
66.53%
Shares4.3K
Event2026-03-31
Filed2026-04-14
IWS
ISHARES TR
6.64%
Shares2.6K
Event2026-03-31
Filed2026-04-14
VIG
VANGUARD SPECIALIZED FUNDS
25.88%
Shares1.8K
Event2026-03-31
Filed2026-04-14
AVES
AMERICAN CENTY ETF TR
5.67%
Shares6.2K
Event2026-03-31
Filed2026-04-14
DGCB
DIMENSIONAL ETF TRUST
0.77%
Shares6.8K
Event2026-03-31
Filed2026-04-14
DFSB
DIMENSIONAL ETF TRUST
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-14
DFAW
DIMENSIONAL ETF TRUST
8.98%
Shares4.8K
Event2026-03-31
Filed2026-04-14
VB
VANGUARD INDEX FDS
0.38%
Shares1.3K
Event2026-03-31
Filed2026-04-14
XLU
SELECT SECTOR SPDR TR
New
Shares7.6K
Event2026-03-31
Filed2026-04-14
TSLA
TESLA INC
-12.93%
Shares909
Event2026-03-31
Filed2026-04-14
GJUL
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-14
MS
MORGAN STANLEY
13.94%
Shares2.1K
Event2026-03-31
Filed2026-04-14
BALT
INNOVATOR ETFS TRUST
New
Shares9.9K
Event2026-03-31
Filed2026-04-14
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares534
Event2026-03-31
Filed2026-04-14
SUSC
ISHARES TR
0.24%
Shares14.4K
Event2026-03-31
Filed2026-04-14
BLCR
BLACKROCK ETF TRUST
New
Shares7.9K
Event2026-03-31
Filed2026-04-14
DBMF
LITMAN GREGORY FDS TR
New
Shares10.8K
Event2026-03-31
Filed2026-04-14
EFA
ISHARES TR
-1.14%
Shares3.3K
Event2026-03-31
Filed2026-04-14
BSCU
INVESCO EXCH TRD SLF IDX FD
-65.82%
Shares19.3K
Event2026-03-31
Filed2026-04-14
BSCV
INVESCO EXCH TRD SLF IDX FD
1.13%
Shares19.5K
Event2026-03-31
Filed2026-04-14
DFGX
DIMENSIONAL ETF TRUST
19.75%
Shares6.0K
Event2026-03-31
Filed2026-04-14
MTUM
ISHARES TR
35.93%
Shares1.3K
Event2026-03-31
Filed2026-04-14
EFG
ISHARES TR
New
Shares2.7K
Event2026-03-31
Filed2026-04-14
SCHM
SCHWAB STRATEGIC TR
-0.18%
Shares9.9K
Event2026-03-31
Filed2026-04-14
STOT
SSGA ACTIVE TR
16.93%
Shares6.6K
Event2026-03-31
Filed2026-04-14
TGRW
T ROWE PRICE ETF INC
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-14
SLYV
SPDR SERIES TRUST
-0.96%
Shares3.2K
Event2026-03-31
Filed2026-04-14
ACIO
ETF SER SOLUTIONS
New
Shares7.2K
Event2026-03-31
Filed2026-04-14
AXP
AMERICAN EXPRESS CO
14.84%
Shares998
Event2026-03-31
Filed2026-04-14
SPTM
SPDR SERIES TRUST
10.01%
Shares3.8K
Event2026-03-31
Filed2026-04-14
IWY
ISHARES TR
2.53%
Shares1.2K
Event2026-03-31
Filed2026-04-14
ISHARES GOLD TR
ISHARES GOLD TR
-9.35%
Shares3.3K
Event2026-03-31
Filed2026-04-14
AVNM
AMERICAN CENTY ETF TR
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-14
VTEC
VANGUARD CALIF TAX FREE FDS
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-14
ABBV
ABBVIE INC
-0.08%
Shares1.3K
Event2026-03-31
Filed2026-04-14
FTEC
FIDELITY COVINGTON TRUST
-6.69%
Shares1.3K
Event2026-03-31
Filed2026-04-14
SPMB
SPDR SERIES TRUST
New
Shares12.3K
Event2026-03-31
Filed2026-04-14
NANR
SPDR INDEX SHS FDS
9.56%
Shares3.3K
Event2026-03-31
Filed2026-04-14
LLY
ELI LILLY & CO
19.83%
Shares284
Event2026-03-31
Filed2026-04-14
MERCK & CO INC
MERCK & CO INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-14
IYW
ISHARES TR
-25.70%
Shares1.4K
Event2026-03-31
Filed2026-04-14
IBIT
ISHARES BITCOIN TRUST ETF
46.60%
Shares6.8K
Event2026-03-31
Filed2026-04-14
TLH
ISHARES TR
-3.70%
Shares2.6K
Event2026-03-31
Filed2026-04-14
VWOB
VANGUARD WHITEHALL FDS
2.60%
Shares3.9K
Event2026-03-31
Filed2026-04-14
JPIE
J P MORGAN EXCHANGE TRADED F
13.69%
Shares5.5K
Event2026-03-31
Filed2026-04-14
MCK
MCKESSON CORP
11.11%
Shares290
Event2026-03-31
Filed2026-04-14
DFSD
DIMENSIONAL ETF TRUST
-93.05%
Shares5.2K
Event2026-03-31
Filed2026-04-14
IDUB
ETF SER SOLUTIONS
New
Shares9.7K
Event2026-03-31
Filed2026-04-14
VMBS
VANGUARD SCOTTSDALE FDS
New
Shares5.1K
Event2026-03-31
Filed2026-04-14
KO
COCA COLA CO
-11.35%
Shares3.1K
Event2026-03-31
Filed2026-04-14
VZ
VERIZON COMMUNICATIONS INC
New
Shares4.8K
Event2026-03-31
Filed2026-04-14
VO
VANGUARD INDEX FDS
New
Shares808
Event2026-03-31
Filed2026-04-14
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-14
DFSE
DIMENSIONAL ETF TRUST
0.20%
Shares5.4K
Event2026-03-31
Filed2026-04-14
BIV
VANGUARD BD INDEX FDS
-31.99%
Shares3.0K
Event2026-03-31
Filed2026-04-14
BLV
VANGUARD BD INDEX FDS
New
Shares3.3K
Event2026-03-31
Filed2026-04-14
XLP
SELECT SECTOR SPDR TR
0.04%
Shares2.8K
Event2026-03-31
Filed2026-04-14
BND
VANGUARD BD INDEX FDS
-19.47%
Shares3.0K
Event2026-03-31
Filed2026-04-14
PWR
QUANTA SVCS INC
New
Shares389
Event2026-03-31
Filed2026-04-14
FITB
FIFTH THIRD BANCORP
3.61%
Shares4.6K
Event2026-03-31
Filed2026-04-14
XEL
XCEL ENERGY INC
New
Shares2.7K
Event2026-03-31
Filed2026-04-14
BP
BP PLC
New
Shares4.6K
Event2026-03-31
Filed2026-04-14
HYMB
SPDR SERIES TRUST
1.79%
Shares8.6K
Event2026-03-31
Filed2026-04-14
UNH
UNITEDHEALTH GROUP INC
-46.13%
Shares772
Event2026-03-31
Filed2026-04-14
LDUR
PIMCO ETF TR
New
Shares2.2K
Event2026-03-31
Filed2026-04-14
MINT
PIMCO ETF TR
New
Shares2.0K
Event2026-03-31
Filed2026-04-14
NFLX
NETFLIX INC.
-5.91%
Shares2.1K
Event2026-03-31
Filed2026-04-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
XY Planning Network, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo