XY Planning Network, Inc.: 13F holdings
CIK 18734382026Q2
| Positions | 340 |
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| Reported value | $797.1m |
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| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 340 (+67 vs prior quarter) |
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| Reported value | $797.1m (+27.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 975,919 | $43.3m | 5.4% |
| VTI VANGUARD INDEX FDS | 111,109 | $41.1m | 5.2% |
| VOO VANGUARD INDEX FDS | 48,815 | $33.5m | 4.2% |
| VEA VANGUARD TAX-MANAGED FDS | 363,090 | $25.9m | 3.2% |
| DFIC DIMENSIONAL ETF TRUST | 547,885 | $20.4m | 2.6% |
| VCIT VANGUARD SCOTTSDALE FDS | 220,232 | $18.2m | 2.3% |
| VUG VANGUARD INDEX FDS | 178,651 | $15.4m | 1.9% |
| BNDX VANGUARD CHARLOTTE FDS | 310,169 | $15.0m | 1.9% |
| DFCF DIMENSIONAL ETF TRUST | 345,812 | $14.6m | 1.8% |
| MUNI PIMCO ETF TR | 234,381 | $12.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1873438")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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