XY Planning Network, Inc.
Q2 2025 13F Holdings
- Locationbozeman, MT
- Num holdings
173
- Value ($000)
$293,720
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $20.94M | 7 % | 68,911 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $16.37M | 6 % | 456,678 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.90M | 3 % | 119,352 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $9.60M | 3 % | 227,250 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.11M | 3 % | 13,058 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.59M | 3 % | 133,205 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.46M | 3 % | 12,078 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $7.37M | 3 % | 143,504 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.75M | 2 % | 10,117 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $5.61M | 2 % | 180,535 |
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