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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97717Y527

Shares:22.7K

Value:$1.1M

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

464288646

Shares:21.0K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.9M)

887432342

Shares:28.5K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.9M)

46434G764

EMXC|46434G764

Shares:19.0K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.9M)

92203J407

BNDX|92203J407

Shares:21.4K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.9M)

464287804

IJR|464287804

Shares:9.1K

Value:$948.0K

% of Portfolio:0.6% ($948.0K/$149.9M)

46137V357

RSP|46137V357

Shares:5.1K

Value:$880.0K

% of Portfolio:0.6% ($880.0K/$149.9M)

922908744

VTV|922908744

Shares:5.1K

Value:$877.5K

% of Portfolio:0.6% ($877.5K/$149.9M)

78468R853

Shares:20.2K

Value:$823.5K

% of Portfolio:0.5% ($823.5K/$149.9M)

921909768

VXUS|921909768

Shares:12.8K

Value:$793.5K

% of Portfolio:0.5% ($793.5K/$149.9M)

464287507

IJH|464287507

Shares:13.5K

Value:$787.0K

% of Portfolio:0.5% ($787.0K/$149.9M)

25434V856

Shares:17.9K

Value:$753.6K

% of Portfolio:0.5% ($753.6K/$149.9M)

AMAZON COM INC

AMZN|023135106

Shares:3.8K

Value:$727.2K

% of Portfolio:0.5% ($727.2K/$149.9M)

25434V591

Shares:13.3K

Value:$677.2K

% of Portfolio:0.5% ($677.2K/$149.9M)

46436E718

Shares:6.6K

Value:$664.6K

% of Portfolio:0.4% ($664.6K/$149.9M)

25434V203

Shares:21.0K

Value:$657.3K

% of Portfolio:0.4% ($657.3K/$149.9M)

921946406

VYM|921946406

Shares:4.9K

Value:$629.7K

% of Portfolio:0.4% ($629.7K/$149.9M)

46137V472

Shares:6.7K

Value:$612.8K

% of Portfolio:0.4% ($612.8K/$149.9M)

66538H534

Shares:15.6K

Value:$600.1K

% of Portfolio:0.4% ($600.1K/$149.9M)

02072L409

Shares:9.9K

Value:$588.3K

% of Portfolio:0.4% ($588.3K/$149.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717Y527)✕	22.7K	QoQ +5.62% (+1.2K) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$149.9M)	QoQ +5.64% (+$61.0K) YoY-
(cusip464288646)✕	21.0K	QoQ -11.14% (-2.6K) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.9M)	QoQ -9.99% (-$122.2K) YoY-
(cusip887432342)✕	28.5K	QoQ +5.60% (+1.5K) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.9M)	QoQ +0.14% (+$1.5K) YoY-
(EMXCcusip46434G764)	19.0K	QoQ NEW(+19.0K) YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.9M)	QoQ NEW(+$1.0M) YoY-
(BNDXcusip92203J407)	21.4K	QoQ +110.58% (+11.2K) YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.9M)	QoQ +109.59% (+$546.7K) YoY-
(IJRcusip464287804)	9.1K	QoQ -52.71% (-10.1K) YoY-	All Managers (Combined)	$948.0K	0.6% ($948.0K/$149.9M)	QoQ -57.08% (-$1.3M) YoY-
(RSPcusip46137V357)	5.1K	QoQ +1.37% (+69) YoY-	All Managers (Combined)	$880.0K	0.6% ($880.0K/$149.9M)	QoQ +0.21% (+$1.9K) YoY-
(VTVcusip922908744)	5.1K	QoQ -13.98% (-826) YoY-	All Managers (Combined)	$877.5K	0.6% ($877.5K/$149.9M)	QoQ -12.23% (-$122.4K) YoY-
(cusip78468R853)✕	20.2K	QoQ NEW(+20.2K) YoY-	All Managers (Combined)	$823.5K	0.5% ($823.5K/$149.9M)	QoQ NEW(+$823.5K) YoY-
(VXUScusip921909768)	12.8K	QoQ +76.55% (+5.5K) YoY-	All Managers (Combined)	$793.5K	0.5% ($793.5K/$149.9M)	QoQ +86.04% (+$367.0K) YoY-
(IJHcusip464287507)	13.5K	QoQ -74.12% (-38.6K) YoY-	All Managers (Combined)	$787.0K	0.5% ($787.0K/$149.9M)	QoQ -75.77% (-$2.5M) YoY-
(cusip25434V856)✕	17.9K	QoQ +1.66% (+293) YoY-	All Managers (Combined)	$753.6K	0.5% ($753.6K/$149.9M)	QoQ +5.73% (+$40.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	3.8K	QoQ -12.07% (-525) YoY-	All Managers (Combined)	$727.2K	0.5% ($727.2K/$149.9M)	QoQ -23.75% (-$226.5K) YoY-
(cusip25434V591)✕	13.3K	QoQ NEW(+13.3K) YoY-	All Managers (Combined)	$677.2K	0.5% ($677.2K/$149.9M)	QoQ NEW(+$677.2K) YoY-
(cusip46436E718)✕	6.6K	QoQ NEW(+6.6K) YoY-	All Managers (Combined)	$664.6K	0.4% ($664.6K/$149.9M)	QoQ NEW(+$664.6K) YoY-
(cusip25434V203)✕	21.0K	QoQ NEW(+21.0K) YoY-	All Managers (Combined)	$657.3K	0.4% ($657.3K/$149.9M)	QoQ NEW(+$657.3K) YoY-
(VYMcusip921946406)	4.9K	QoQ -5.55% (-287) YoY-	All Managers (Combined)	$629.7K	0.4% ($629.7K/$149.9M)	QoQ -4.53% (-$29.9K) YoY-
(cusip46137V472)✕	6.7K	QoQ +7.42% (-463) YoY-	All Managers (Combined)	$612.8K	0.4% ($612.8K/$149.9M)	QoQ -0.14% (-$872) YoY-
(cusip66538H534)✕	15.6K	QoQ -77.46% (-53.7K) YoY-	All Managers (Combined)	$600.1K	0.4% ($600.1K/$149.9M)	QoQ -77.75% (-$2.1M) YoY-
(cusip02072L409)✕	9.9K	QoQ NEW(+9.9K) YoY-	All Managers (Combined)	$588.3K	0.4% ($588.3K/$149.9M)	QoQ NEW(+$588.3K) YoY-