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XY Planning Network, Inc.

Q1 2026 13F Holdings

  • Location
    bozeman, MT
  • Num holdings

    273

  • Value ($000)

    $626,029

  • Date Filed
    04/14/2026
  • Form type
    13F-HR
  • CIK
    0001873438
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$37.17M
6 %

950,162

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$34.13M
6 %

105,586

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$28.03M
5 %

46,544

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$18.12M
3 %

502,259

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$17.96M
3 %

275,743

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$17.3M
3 %

209,677

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$13.07M
2 %

309,411

M
MUNI

PIMCO ETF TR

INTER MUN BD ACT
72201R866
$11.31M
2 %

216,985

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$11.23M
2 %

233,977

S
SPMD

SPDR SERIES TRUST

STATE STREET SPD
78464A847
$10.7M
2 %

179,274

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