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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Xy-Planning-Network
Data Enrichment
44% identified45 identified57 unidentified
Holdings
102 positions • $149.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.0K | YoY- | All Managers (Combined) | $219.0K | 0.1% ($219.0K/$149.9M) | YoY- | |
| 4.3K | QoQ -1.86% (-81)YoY- | All Managers (Combined) | $211.8K | 0.1% ($211.8K/$149.9M) | YoY- |