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XY Planning Network, Inc.

Q2 2026 13F Holdings

  • Location
    bozeman, MT
  • Num holdings

    340

  • Value ($000)

    $797,107

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$43.29M
5 %

975,919

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$41.11M
5 %

111,109

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$33.53M
4 %

48,815

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$25.87M
3 %

363,090

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$20.41M
3 %

547,885

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$18.2M
2 %

220,232

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$15.39M
2 %

178,651

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$15.02M
2 %

310,169

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXE IN ETF
25434V872
$14.6M
2 %

345,812

M
MUNI

PIMCO ETF TR

INTER MUN BD ACT
72201R866
$12.33M
2 %

234,381

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