account_balance
Investment manager · 13F filer · SEC CIK 1873438
XY Planning Network, Inc.
Reported value$929Mas of Sep 30, 2026
Positions380 56 new, 16 sold out
Top 10 weight28.1%VTI alone is 5%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
5.4%Added +20%
VOOVanguard Index FDS
3.7%
DFACDimensional ETF Trust
3.6%Trimmed −23%
VEAVanguard Tax-Managed FDS
3.4%Added +25%
DFICDimensional ETF Trust
2.6%Added +16%
DFCFDimensional ETF Trust
2.3%Added +53%
VCITVanguard Scottsdale FDS
2.0%Added +10%
VUGVanguard Index FDS
1.8%Added +6%
BNDXVanguard Charlotte FDS
1.8%Added +13%
DFAUDimensional ETF Trust
1.5%+552%
DFSVDfa Invt Dimensions Group In
1.5%Added +121%
XMHQInvesco Exchange Traded Fd T
1.4%Added +30%
VTIVanguard Index FDS
5.4%Added +20%
VOOVanguard Index FDS
3.7%
DFACDimensional ETF Trust
3.6%
VEAVanguard Tax-Managed FDS
3.4%
DFICDimensional ETF Trust
2.6%+16%
DFCFDimensional ETF Trust
2.3%
VCITVanguard Scottsdale FDS
2.0%
VUGVanguard Index FDS
1.8%
BNDX1.8%
DFAU
DFSV1.5%
XMHQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 5.4% Added +20%
VOO Vanguard Index FDS 3.7% Held
DFAC Dimensional ETF Trust 3.6% Trimmed −23%
VEA Vanguard Tax-Managed FDS 3.4% Added +25%
DFIC Dimensional ETF Trust 2.6% Added +16%
DFCF Dimensional ETF Trust 2.3% Added +53%
VCIT Vanguard Scottsdale FDS 2.0% Added +10%
VUG Vanguard Index FDS 1.8% Added +6%
BNDX Vanguard Charlotte FDS 1.8% Added +13%
DFAU Dimensional ETF Trust 1.5% Added +552%
DFSV Dfa Invt Dimensions Group In 1.5% Added +121%
XMHQ Invesco Exchange Traded Fd T 1.4% Added +30%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- TPIF $4.34M
- PTL $3.4M
- TPSC $2.39M
- NUSC $2.04M
arrow_upwardAdded
- DFAU +552%
- AVUS +138%
- DFSV +121%
- ACWX +116%
arrow_downwardTrimmed
- FBND −28%
- NUBD −26%
- DFAC −23%
- CME −13%
remove_circleSold out
- IWV $2.8M
- BOXX $2.37M
- MBB $1.36M
- NTSX $1.06M
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