XY Planning Network, Inc.
Q1 2025 13F Holdings
- Locationbozeman, MT
- Num holdings
102
- Value ($000)
$149,919
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001873438
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $12.99M | 9 % | 393,856 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $8.86M | 6 % | 210,726 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.85M | 5 % | 95,953 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $7.37M | 5 % | 142,950 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $5.23M | 4 % | 199,194 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.66M | 3 % | 91,761 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.64M | 3 % | 66,520 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $4.34M | 3 % | 156,226 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.24M | 3 % | 15,429 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.00M | 3 % | 88,333 |
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