Xy-Planning-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  null,
  null,
  "VV",
  null,
  null,
  "VWO",
  "IWV",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "VYM",
  "AMZN",
  null,
  null,
  "VUG",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VT",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "IUSV",
  null,
  null,
  null,
  "CHRW",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  null,
  "USMV",
  "QQQ",
  "MDY",
  "GOOG",
  "XOM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 102
Total Value: 149919391
Accession Number: 0001754960-25-000233
Form Type: 13F-HR
CIK: xy-planning-network
Manager Name: Xy-Planning-Network

Data Enrichment

44% identified

45 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $149.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:3.6K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$149.9M)

25434V401

Shares:33.0K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$149.9M)

25434V781

Shares:67.1K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$149.9M)

464287689

IWV|464287689

Shares:6.1K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$149.9M)

25434V815

Shares:68.0K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$149.9M)

025072877

Shares:20.4K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$149.9M)

46436E759

Shares:22.0K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$149.9M)

46429B747

Shares:14.3K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$149.9M)

67092P607

Shares:38.1K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$149.9M)

92206C409

Shares:18.1K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$149.9M)

03463K752

Shares:27.0K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$149.9M)

NVIDIA CORP

NVDA|67066G104

Shares:12.4K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.9M)

025072885

Shares:14.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.9M)

92206C102

VGSH|92206C102

Shares:22.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.9M)

46434G863

Shares:36.1K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$149.9M)

922908363

VOO|922908363

Shares:2.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.9M)

Apple Inc.

AAPL|037833100

Shares:5.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.9M)

67092P201

Shares:15.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.9M)

808524797

SCHD|808524797

Shares:41.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.9M)

25434V583

Shares:21.5K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$149.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	3.6K	QoQ NEW(+3.6K) YoY-	All Managers (Combined)	$2.0M	1.4% ($2.0M/$149.9M)	QoQ NEW(+$2.0M) YoY-
(cusip25434V401)✕	33.0K	QoQ -2.99% (-1.0K) YoY-	All Managers (Combined)	$2.0M	1.3% ($2.0M/$149.9M)	QoQ -7.96% (-$172.7K) YoY-
(cusip25434V781)✕	67.1K	QoQ -4.38% (-3.1K) YoY-	All Managers (Combined)	$2.0M	1.3% ($2.0M/$149.9M)	QoQ +4.78% (-$89.2K) YoY-
(IWVcusip464287689)	6.1K	QoQ -4.23% (-271) YoY-	All Managers (Combined)	$1.9M	1.3% ($1.9M/$149.9M)	QoQ -9.00% (-$192.8K) YoY-
(cusip25434V815)✕	68.0K	QoQ +13.84% (+8.3K) YoY-	All Managers (Combined)	$1.9M	1.3% ($1.9M/$149.9M)	QoQ +4.11% (+$75.7K) YoY-
(cusip025072877)✕	20.4K	QoQ +3.85% (-755) YoY-	All Managers (Combined)	$1.8M	1.2% ($1.8M/$149.9M)	QoQ -6.21% (-$117.6K) YoY-
(cusip46436E759)✕	22.0K	QoQ -3.93% (-903) YoY-	All Managers (Combined)	$1.5M	1.0% ($1.5M/$149.9M)	QoQ +0.10% (-$1.6K) YoY-
(cusip46429B747)✕	14.3K	QoQ -13.00% (-2.1K) YoY-	All Managers (Combined)	$1.5M	1.0% ($1.5M/$149.9M)	QoQ -10.52% (-$173.5K) YoY-
(cusip67092P607)✕	38.1K	QoQ -0.48% (-186) YoY-	All Managers (Combined)	$1.5M	1.0% ($1.5M/$149.9M)	QoQ -8.90% (-$142.7K) YoY-
(cusip92206C409)✕	18.1K	QoQ -1.13% (-208) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$149.9M)	QoQ +0.04% (-$587) YoY-
(cusip03463K752)✕	27.0K	QoQ NEW(+27.0K) YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$149.9M)	QoQ NEW(+$1.4M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	12.4K	QoQ -0.78% (-98) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.9M)	QoQ -19.92% (-$334.6K) YoY-
(cusip025072885)✕	14.3K	QoQ -2.48% (-365) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.9M)	QoQ -7.06% (-$100.5K) YoY-
(VGSHcusip92206C102)	22.3K	QoQ NEW(+22.3K) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.9M)	QoQ NEW(+$1.3M) YoY-
(cusip46434G863)✕	36.1K	QoQ -3.52% (-1.3K) YoY-	All Managers (Combined)	$1.3M	0.8% ($1.3M/$149.9M)	QoQ +0.98% (-$12.4K) YoY-
(VOOcusip922908363)	2.4K	QoQ +88.88% (+1.1K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.9M)	QoQ +80.18% (+$551.7K) YoY-
Apple Inc.(AAPLcusip037833100)	5.3K	QoQ +21.06% (+922) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.9M)	QoQ +7.41% (+$81.3K) YoY-
(cusip67092P201)✕	15.0K	QoQ -2.95% (-457) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.9M)	QoQ -11.50% (-$152.7K) YoY-
(SCHDcusip808524797)	41.3K	QoQ -26.83% (-15.2K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.9M)	QoQ -25.12% (-$387.6K) YoY-
(cusip25434V583)✕	21.5K	QoQ NEW(+21.5K) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$149.9M)	QoQ NEW(+$1.1M) YoY-