XY Planning Network, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 27, 2025), XY Planning Network, Inc. reported 92 stock positions worth $133.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 7.0% of the portfolio, followed by Dimensional Core Fixed (DFCF, 6.5%) and PIMCO Intermediate Municipal (MUNI, 5.9%).
- Most Recent 13F
- Q2 2026
- Location
- BOZEMAN, MT
- CIK
- 0001873438
- Portfolio Value
- $133.2M (Q4 2024)
- SEC Filing
- 0001754960-25-000155 ↗ filed Feb 27, 2025
Holdings Value
Holdings 92 stocks · $133.2M
| DFAC Dimensional US Core Equity 2 | 6.98% | 268,631 | $9.3M | — |
| DFCF Dimensional Core Fixed Inc. | 6.53% | 210,654 | $8.7M | — |
| MUNI PIMCO Intermediate Municipal | 5.87% | 151,171 | $7.8M | — |
| VCIT Vanguard Int-Term Corporate | 5.75% | 95,396 | $7.7M | — |
| DFGR Dim Global Real Estate ETF | 3.71% | 193,557 | $4.9M | — |
| AVDV Avantis Intl S/C Value ETF | 3.57% | 72,946 | $4.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.30% | 10,718 | $4.4M | — |
| VWO Vanguard Ftse Emerging Marke | 2.88% | 86,982 | $3.8M | — |
| IJH iShares Core S&P Midcap ETF | 2.44% | 52,128 | $3.2M | — |
| DFIC Dimensional International Co. | 2.30% | 118,658 | $3.1M | — |
| TPIF Timothy Plan Intl ETF | 2.08% | 104,158 | $2.8M | — |
| BIBL Inspire 100 ETF | 2.03% | 69,335 | $2.7M | — |
| DFAX Dimensional World Ex US Core | 1.97% | 105,780 | $2.6M | — |
| DFAT Dimensional US Target Value | 1.91% | 45,660 | $2.5M | — |
| IJR iShares Core S&P Small-Cap E | 1.66% | 19,174 | $2.2M | — |
| DFEM Dimensional Emrg MRKT Core | 1.64% | 83,570 | $2.2M | — |
| DFUS Dimensional US Eq MKT ETF | 1.63% | 33,998 | $2.2M | — |
| IWV iShares Russell 3000 ETF | 1.61% | 6,406 | $2.1M | — |
| IUSV iShares Core S&P U.S. Value | 1.58% | 22,729 | $2.1M | — |
| VEA Vanguard Ftse Developed ETF | 1.56% | 43,518 | $2.1M | — |
| DFSD Dimensional Short Duration | 1.45% | 41,079 | $1.9M | — |
| AVUV Avantis US Small Cap Value | 1.42% | 19,600 | $1.9M | — |
| DISV Dimensional International SM | 1.40% | 70,142 | $1.9M | — |
| DFSV Dimensional US Small Cap Val | 1.38% | 59,726 | $1.8M | — |
| VTIP Vanguard Short-Term Tips | 1.34% | 36,880 | $1.8M | — |
| NVDA Nvidia Corp. | 1.26% | 12,503 | $1.7M | — |
| STIP iShares 0-5 Year Tips Bond E | 1.24% | 16,389 | $1.6M | — |
| NUSC Nuveen ESG Small-Cap ETF | 1.20% | 38,265 | $1.6M | — |
| SCHD Schwab US DVD Equity ETF | 1.16% | 56,472 | $1.5M | — |
| DMXF iShares ESG Advanc MSCI Eafe | 1.11% | 22,944 | $1.5M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 1.07% | 18,294 | $1.4M | — |
| MSFT Microsoft Corp. | 1.07% | 3,375 | $1.4M | — |
| AVUS Avantis U.S. Equity ETF | 1.07% | 14,667 | $1.4M | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.00% | 15,462 | $1.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 4,555 | $1.3M | — |
| ESGE iShares Inc. iShares ESG Awar | 0.94% | 37,464 | $1.3M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.92% | 23,661 | $1.2M | — |
| AAPL Apple Inc. | 0.82% | 4,376 | $1.1M | — |
| USFR Wisdomtree Floating Rate Tre | 0.81% | 21,447 | $1.1M | — |
| TPSC Timothy Plan US Small Cap Co. | 0.79% | 26,946 | $1.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.75% | 5,906 | $1000K | — |
| AMZN Amazon.com Inc. | 0.72% | 4,347 | $954K | — |
| VIG Vanguard Dividend Apprec ETF | 0.69% | 4,678 | $916K | — |
| RSP Invesco S&P 500 Equal Weight | 0.66% | 5,011 | $878K | — |
| AVGO Broadcom Inc. | 0.58% | 3,305 | $766K | — |
| DFIP Dimensional Inflation-Protec | 0.54% | 17,602 | $713K | — |
| VOO Vanguard S&P 500 ETF | 0.52% | 1,277 | $688K | — |
| VYM Vanguard High DVD Yield ETF | 0.50% | 5,170 | $660K | — |
| XMHQ Invesco S&P Midcap Qual ETF | 0.46% | 6,232 | $614K | — |
| SCHG Schwab US Large-Cap Growth | 0.46% | 21,739 | $606K | — |
| BND Vanguard Total Bond Market | 0.43% | 8,001 | $575K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.37% | 10,170 | $499K | — |
| JPM JPMorgan Chase & Co. | 0.35% | 1,958 | $469K | — |
| DFUV Dimensional US Marketwide Va | 0.34% | 11,112 | $455K | — |
| RAVI NT Ultrashrt Fi ETF | 0.34% | 6,016 | $452K | — |
| AMD Advanced Micro Devices | 0.34% | 3,734 | $451K | — |
| PTLC Pacer Trendpilot US Large Ca | 0.33% | 8,329 | $445K | — |
| SPEM State Street SP PTF Em ETF | 0.33% | 11,451 | $439K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.32% | 10,962 | $432K | — |
| GDE Wisdomtree Efficient Gold PL | 0.32% | 11,587 | $430K | — |
| VXUS Vanguard Total Intl Stock | 0.32% | 7,237 | $426K | — |
| DFNM Dimensional National Muni BD | 0.31% | 8,615 | $412K | — |
| SUB iShares Short-Term National | 0.29% | 3,722 | $393K | — |
| TSLA Tesla Inc. | 0.29% | 943 | $381K | — |
| UNH Unitedhealth Group Inc. | 0.28% | 746 | $377K | — |
| HD Home Depot Inc. | 0.28% | 958 | $373K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 631 | $370K | — |
| MDY State Street SPDR S&P Midcap | 0.27% | 631 | $359K | — |
| CHRW C.H. Robinson Worldwide Inc. | 0.26% | 3,397 | $351K | — |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 6,018 | $346K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.26% | 3,945 | $344K | — |
| COST Costco Wholesale Corp. | 0.25% | 368 | $338K | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.23% | 8,192 | $310K | — |
| CAH Cardinal Health Inc. | 0.23% | 2,563 | $303K | — |
| SCHM Schwab US Mid Cap ETF | 0.22% | 10,513 | $291K | — |
| WM Waste Management Inc. | 0.22% | 1,428 | $288K | — |
| RF Regions Financial Corp. | 0.21% | 11,925 | $280K | — |
| V Visa Inc. Class A | 0.21% | 885 | $280K | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.20% | 10,848 | $268K | — |
| AVES Avantis Emerging Markets Val | 0.20% | 5,705 | $264K | — |
| TYA Simplify Intermediate Term | 0.19% | 20,823 | $256K | — |
| GCOW Pacer Global Cash Cows Divid | 0.19% | 7,485 | $253K | — |
| XOM Exxon Mobil Corp. | 0.19% | 2,337 | $251K | — |
| DFAS Dimensional US Small Cap ETF | 0.19% | 3,819 | $249K | — |
| IDV iShares International Select | 0.19% | 9,060 | $248K | — |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,285 | $243K | — |
| BGRN iShares Usd Green Bond ETF | 0.18% | 5,125 | $239K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 1,185 | $235K | — |
| VCEB Vanguard ESG US Corp. Bond | 0.18% | 3,784 | $235K | — |
| KO The Coca-Cola Co. | 0.17% | 3,698 | $230K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 4,350 | $218K | — |
| AVEM Avantis Emerging Markets Eq | 0.15% | 3,428 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 340 | $797.1M | DFAC, VTI, VOO, VEA, DFIC |
| Q1 2026 | 273 | $626.0M | DFAC, VTI, VOO, DFIC, VEA |
| Q4 2025 | 248 | $573.8M | VTI, DFAC, VOO, DFIC, VEA |
| Q3 2025 | 173 | $293.7M | VTI, DFAC, VCIT, DFCF, IVV |
| Q2 2025 | 173 | $293.7M | VTI, DFAC, VCIT, DFCF, IVV |
| Q1 2025 | 102 | $149.9M | DFAC, DFCF, VCIT, MUNI, DFGR |
| Q4 2024 | 92 | $133.2M | DFAC, DFCF, MUNI, VCIT, DFGR |