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

Currently, XY Planning Network, Inc. holds 173 types of securities in its portfolio with a total value $293.7M.

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS68.9K shares0.00%2025-09-302025-11-13

DFAC DIMENSIONAL ETF TRUST456.7K shares0.00%2025-09-302025-11-13

VCIT VANGUARD SCOTTSDALE FDS119.4K shares0.00%2025-09-302025-11-13

DFCF DIMENSIONAL ETF TRUST227.3K shares0.00%2025-09-302025-11-13

IVV ISHARES TR13.1K shares0.00%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS133.2K shares0.00%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR12.1K shares0.00%2025-09-302025-11-13

MUNI PIMCO ETF TR143.5K shares0.00%2025-09-302025-11-13

Sponsored

VOO VANGUARD INDEX FDS10.1K shares0.00%2025-09-302025-11-13

DFIC DIMENSIONAL ETF TRUST180.5K shares0.00%2025-09-302025-11-13

VUG VANGUARD INDEX FDS12.1K shares0.00%2025-09-302025-11-13

DFGR DIMENSIONAL ETF TRUST189.1K shares0.00%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F101.3K shares0.00%2025-09-302025-11-13

AVDV AMERICAN CENTY ETF TR60.6K shares0.00%2025-09-302025-11-13

DFUS DIMENSIONAL ETF TRUST67.1K shares0.00%2025-09-302025-11-13

SPMD SPDR SERIES TRUST82.6K shares0.00%2025-09-302025-11-13

Sponsored

AESR TWO RDS SHARED TR236.8K shares0.00%2025-09-302025-11-13

DFSV DIMENSIONAL ETF TRUST143.0K shares0.00%2025-09-302025-11-13

VTIP VANGUARD MALVERN FDS83.0K shares0.00%2025-09-302025-11-13

DFAX DIMENSIONAL ETF TRUST137.4K shares0.00%2025-09-302025-11-13

VXUS VANGUARD STAR FDS56.0K shares0.00%2025-09-302025-11-13

AAPL APPLE INC17.1K shares0.00%2025-09-302025-11-13

DFSD DIMENSIONAL ETF TRUST69.3K shares0.00%2025-09-302025-11-13

TPIF TIMOTHY PLAN102.2K shares0.00%2025-09-302025-11-13

Sponsored

MOAT VANECK ETF TRUST34.7K shares0.00%2025-09-302025-11-13

DFEM DIMENSIONAL ETF TRUST107.4K shares0.00%2025-09-302025-11-13

BNDX VANGUARD CHARLOTTE FDS64.4K shares0.00%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS53.9K shares0.00%2025-09-302025-11-13

DFAT DIMENSIONAL ETF TRUST56.8K shares0.00%2025-09-302025-11-13

IWV ISHARES TR8.6K shares0.00%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS34.6K shares0.00%2025-09-302025-11-13

DISV DIMENSIONAL ETF TRUST81.3K shares0.00%2025-09-302025-11-13

Sponsored

DXJ WISDOMTREE TR22.8K shares0.00%2025-09-302025-11-13

NVDA NVIDIA CORPORATION15.5K shares0.00%2025-09-302025-11-13

AFIF TWO RDS SHARED TR260.2K shares0.00%2025-09-302025-11-13

PTL NORTHERN LTS FD TR IV10.6K shares0.00%2025-09-302025-11-13

AVUV AMERICAN CENTY ETF TR24.8K shares0.00%2025-09-302025-11-13

UYLD ANGEL OAK FUNDS TRUST43.5K shares0.00%2025-09-302025-11-13

IUSV ISHARES TR22.5K shares0.00%2025-09-302025-11-13

CME CME GROUP INC7.5K shares0.00%2025-09-302025-11-13

Sponsored

AVUS AMERICAN CENTY ETF TR20.3K shares0.00%2025-09-302025-11-13

VGT VANGUARD WORLD FD3.0K shares0.00%2025-09-302025-11-13

QQQ INVESCO QQQ TR3.5K shares0.00%2025-09-302025-11-13

NUSC NUSHARES ETF TR46.1K shares0.00%2025-09-302025-11-13

ACWV ISHARES INC15.1K shares0.00%2025-09-302025-11-13

DUSB DIMENSIONAL ETF TRUST34.8K shares0.00%2025-09-302025-11-13

TPSC TIMOTHY PLAN44.4K shares0.00%2025-09-302025-11-13

VT VANGUARD INTL EQUITY INDEX F13.2K shares0.00%2025-09-302025-11-13

Sponsored

EMXC ISHARES INC26.2K shares0.00%2025-09-302025-11-13

ESGE ISHARES INC41.1K shares0.00%2025-09-302025-11-13

SGOV ISHARES TR15.9K shares0.00%2025-09-302025-11-13

DMXF ISHARES TR20.8K shares0.00%2025-09-302025-11-13

STIP ISHARES TR14.1K shares0.00%2025-09-302025-11-13

NULG NUSHARES ETF TR15.4K shares0.00%2025-09-302025-11-13

REET ISHARES TR58.7K shares0.00%2025-09-302025-11-13

AMZN AMAZON COM INC6.5K shares0.00%2025-09-302025-11-13

Sponsored

DFGP DIMENSIONAL ETF TRUST25.3K shares0.00%2025-09-302025-11-13

SPSM SPDR SERIES TRUST30.9K shares0.00%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR49.6K shares0.00%2025-09-302025-11-13

IGSB ISHARES TR24.8K shares0.00%2025-09-302025-11-13

USFR WISDOMTREE TR24.9K shares0.00%2025-09-302025-11-13

IJR ISHARES TR11.3K shares0.00%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR47.9K shares0.00%2025-09-302025-11-13

XMHQ INVESCO EXCHANGE TRADED FD T11.3K shares0.00%2025-09-302025-11-13

Sponsored

CBOE CBOE GLOBAL MKTS INC4.7K shares0.00%2025-09-302025-11-13

MUB ISHARES TR10.6K shares0.00%2025-09-302025-11-13

DFSU DIMENSIONAL ETF TRUST27.9K shares0.00%2025-09-302025-11-13

DFAI DIMENSIONAL ETF TRUST30.7K shares0.00%2025-09-302025-11-13

QMOM EA SERIES TRUST16.1K shares0.00%2025-09-302025-11-13

VTV VANGUARD INDEX FDS5.8K shares0.00%2025-09-302025-11-13

ITOT ISHARES TR7.6K shares0.00%2025-09-302025-11-13

AVGO BROADCOM INC3.6K shares0.00%2025-09-302025-11-13

Sponsored

IJH ISHARES TR15.5K shares0.00%2025-09-302025-11-13

QVAL EA SERIES TRUST21.6K shares0.00%2025-09-302025-11-13

DCOR DIMENSIONAL ETF TRUST13.2K shares0.00%2025-09-302025-11-13

MSFT MICROSOFT CORP1.8K shares0.00%2025-09-302025-11-13

DFUV DIMENSIONAL ETF TRUST20.6K shares0.00%2025-09-302025-11-13

ESGD ISHARES TR9.7K shares0.00%2025-09-302025-11-13

DFNM DIMENSIONAL ETF TRUST17.7K shares0.00%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2025-09-302025-11-13

Sponsored

XLV SELECT SECTOR SPDR TR6.1K shares0.00%2025-09-302025-11-13

RLY SSGA ACTIVE ETF TR28.0K shares0.00%2025-09-302025-11-13

DFIP DIMENSIONAL ETF TRUST19.4K shares0.00%2025-09-302025-11-13

ESGU ISHARES TR6.0K shares0.00%2025-09-302025-11-13

MDYG SPDR SERIES TRUST9.0K shares0.00%2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2025-09-302025-11-13

PTLC PACER FDS TR14.9K shares0.00%2025-09-302025-11-13

HIDE EA SERIES TRUST32.9K shares0.00%2025-09-302025-11-13

Sponsored

VBK VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-11-13

SPTI SPDR SERIES TRUST24.6K shares0.00%2025-09-302025-11-13

VUSB VANGUARD BD INDEX FDS14.2K shares0.00%2025-09-302025-11-13

VV VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-11-13

VOE VANGUARD INDEX FDS4.1K shares0.00%2025-09-302025-11-13

USMV ISHARES TR7.2K shares0.00%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.2.3K shares0.00%2025-09-302025-11-13

BIBL NORTHERN LTS FD TR IV15.6K shares0.00%2025-09-302025-11-13

Sponsored

VYM VANGUARD WHITEHALL FDS4.8K shares0.00%2025-09-302025-11-13

BSCP INVESCO EXCH TRD SLF IDX FD30.9K shares0.00%2025-09-302025-11-13

BSCQ INVESCO EXCH TRD SLF IDX FD32.0K shares0.00%2025-09-302025-11-13

BIL SPDR SERIES TRUST6.6K shares0.00%2025-09-302025-11-13

BSCR INVESCO EXCH TRD SLF IDX FD29.7K shares0.00%2025-09-302025-11-13

SPEM SPDR INDEX SHS FDS12.9K shares0.00%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW555 shares0.00%2025-09-302025-11-13

AVEM AMERICAN CENTY ETF TR7.7K shares0.00%2025-09-302025-11-13

Sponsored

SCHG SCHWAB STRATEGIC TR17.8K shares0.00%2025-09-302025-11-13

VBR VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-11-13

BSCS INVESCO EXCH TRD SLF IDX FD24.8K shares0.00%2025-09-302025-11-13

IMOM EA SERIES TRUST14.7K shares0.00%2025-09-302025-11-13

NULV NUSHARES ETF TR11.9K shares0.00%2025-09-302025-11-13

ORCL ORACLE CORP2.3K shares0.00%2025-09-302025-11-13

V VISA INC1.4K shares0.00%2025-09-302025-11-13

VPLS VANGUARD MALVERN FDS6.2K shares0.00%2025-09-302025-11-13

Sponsored

PG PROCTER AND GAMBLE CO3.0K shares0.00%2025-09-302025-11-13

IVAL EA SERIES TRUST16.8K shares0.00%2025-09-302025-11-13

DFAU DIMENSIONAL ETF TRUST10.9K shares0.00%2025-09-302025-11-13

GOOGL ALPHABET INC2.6K shares0.00%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.9K shares0.00%2025-09-302025-11-13

JPLD J P MORGAN EXCHANGE TRADED F8.4K shares0.00%2025-09-302025-11-13

TGRW T ROWE PRICE ETF INC9.7K shares0.00%2025-09-302025-11-13

SCHR SCHWAB STRATEGIC TR15.9K shares0.00%2025-09-302025-11-13

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F8.4K shares0.00%2025-09-302025-11-13

IWP ISHARES TR2.8K shares0.00%2025-09-302025-11-13

GOOG ALPHABET INC2.2K shares0.00%2025-09-302025-11-13

SPTS SPDR SERIES TRUST13.1K shares0.00%2025-09-302025-11-13

CAOS EA SERIES TRUST4.2K shares0.00%2025-09-302025-11-13

DFSB DIMENSIONAL ETF TRUST7.1K shares0.00%2025-09-302025-11-13

DFAS DIMENSIONAL ETF TRUST5.7K shares0.00%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON2.3K shares0.00%2025-09-302025-11-13

Sponsored

FRDM EA SERIES TRUST8.8K shares0.00%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR609 shares0.00%2025-09-302025-11-13

IEFA ISHARES TR4.1K shares0.00%2025-09-302025-11-13

SUB ISHARES TR3.2K shares0.00%2025-09-302025-11-13

META META PLATFORMS INC454 shares0.00%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR15.1K shares0.00%2025-09-302025-11-13

SCHM SCHWAB STRATEGIC TR11.7K shares0.00%2025-09-302025-11-13

GLDM WORLD GOLD TR5.0K shares0.00%2025-09-302025-11-13

Sponsored

AVES AMERICAN CENTY ETF TR6.1K shares0.00%2025-09-302025-11-13

GJUL FIRST TR EXCHNG TRADED FD VI8.4K shares0.00%2025-09-302025-11-13

XOM EXXON MOBIL CORP3.0K shares0.00%2025-09-302025-11-13

WTV WISDOMTREE TR3.7K shares0.00%2025-09-302025-11-13

DUHP DIMENSIONAL ETF TRUST8.9K shares0.00%2025-09-302025-11-13

HD HOME DEPOT INC853 shares0.00%2025-09-302025-11-13

IDV ISHARES TR9.0K shares0.00%2025-09-302025-11-13

SMLF ISHARES TR4.3K shares0.00%2025-09-302025-11-13

Sponsored

SLYV SPDR SERIES TRUST3.7K shares0.00%2025-09-302025-11-13

DFEV DIMENSIONAL ETF TRUST9.7K shares0.00%2025-09-302025-11-13

VONE VANGUARD SCOTTSDALE FDS1.0K shares0.00%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-09-302025-11-13

CAT CATERPILLAR INC726 shares0.00%2025-09-302025-11-13

IWY ISHARES TR1.1K shares0.00%2025-09-302025-11-13

TSLA TESLA INC849 shares0.00%2025-09-302025-11-13

IVE ISHARES TR1.4K shares0.00%2025-09-302025-11-13

Sponsored

VCEB VANGUARD WORLD FD4.1K shares0.00%2025-09-302025-11-13

BGRN ISHARES TR5.4K shares0.00%2025-09-302025-11-13

XLP SELECT SECTOR SPDR TR3.1K shares0.00%2025-09-302025-11-13

BOXX EA SERIES TRUST2.3K shares0.00%2025-09-302025-11-13

IWB ISHARES TR742 shares0.00%2025-09-302025-11-13

DFSI DIMENSIONAL ETF TRUST6.0K shares0.00%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC754 shares0.00%2025-09-302025-11-13

MS MORGAN STANLEY1.7K shares0.00%2025-09-302025-11-13

Sponsored

IBIT ISHARES BITCOIN TRUST ETF3.8K shares0.00%2025-09-302025-11-13

IYW ISHARES TR1.3K shares0.00%2025-09-302025-11-13

SCHJ SCHWAB STRATEGIC TR8.9K shares0.00%2025-09-302025-11-13

EFA ISHARES TR2.5K shares0.00%2025-09-302025-11-13

SPSB SPDR SERIES TRUST7.3K shares0.00%2025-09-302025-11-13

NFLX NETFLIX INC159 shares0.00%2025-09-302025-11-13

DFAR DIMENSIONAL ETF TRUST9.1K shares0.00%2025-09-302025-11-13

AVNM AMERICAN CENTY ETF TR3.2K shares0.00%2025-09-302025-11-13

Sponsored

UJAN INNOVATOR ETFS TRUST5.2K shares0.00%2025-09-302025-11-13

BND VANGUARD BD INDEX FDS2.8K shares0.00%2025-09-302025-11-13

SMCI SUPER MICRO COMPUTER INC4.2K shares0.00%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS4.2K shares0.00%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS2.6K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available