Xy Planning Network, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 102Value: $149.9MLatest: 2025Q1

XY Planning Network, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 102 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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25434V708

DFAC|25434V708

Shares:393.9K

Value:$13.0M

% of Portfolio:8.7% ($13.0M/$149.9M)

25434V872

Shares:210.7K

Value:$8.9M

% of Portfolio:5.9% ($8.9M/$149.9M)

92206C870

VCIT|92206C870

Shares:96.0K

Value:$7.8M

% of Portfolio:5.2% ($7.8M/$149.9M)

72201R866

Shares:142.9K

Value:$7.4M

% of Portfolio:4.9% ($7.4M/$149.9M)

25434V658

Shares:199.2K

Value:$5.2M

% of Portfolio:3.5% ($5.2M/$149.9M)

921943858

VEA|921943858

Shares:91.8K

Value:$4.7M

% of Portfolio:3.1% ($4.7M/$149.9M)

025072802

Shares:66.5K

Value:$4.6M

% of Portfolio:3.1% ($4.6M/$149.9M)

25434V799

Shares:156.2K

Value:$4.3M

% of Portfolio:2.9% ($4.3M/$149.9M)

922908769

VTI|922908769

Shares:15.4K

Value:$4.2M

% of Portfolio:2.8% ($4.2M/$149.9M)

922042858

VWO|922042858

Shares:88.3K

Value:$4.0M

% of Portfolio:2.7% ($4.0M/$149.9M)

922908736

VUG|922908736

Shares:10.1K

Value:$3.8M

% of Portfolio:2.5% ($3.8M/$149.9M)

887432334

Shares:113.5K

Value:$3.3M

% of Portfolio:2.2% ($3.3M/$149.9M)

25434V732

Shares:104.9K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$149.9M)

25434V880

DFAX|25434V880

Shares:100.6K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$149.9M)

25434V864

Shares:51.6K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$149.9M)

922020805

Shares:48.4K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$149.9M)

78464A847

Shares:41.9K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.9M)

25434V609

Shares:41.2K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.9M)

464287663

IUSV|464287663

Shares:22.8K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.9M)

66537J796

Shares:10.0K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	393.9K	QoQ +46.61% (+125.2K) YoY-	All Managers (Combined)	$13.0M	8.7% ($13.0M/$149.9M)	QoQ +39.83% (+$3.7M) YoY-
(cusip25434V872)✕	210.7K	QoQ +0.03% (+72) YoY-	All Managers (Combined)	$8.9M	5.9% ($8.9M/$149.9M)	QoQ +1.94% (+$169.5K) YoY-
(VCITcusip92206C870)	96.0K	QoQ +0.58% (+557) YoY-	All Managers (Combined)	$7.8M	5.2% ($7.8M/$149.9M)	QoQ +2.45% (+$187.7K) YoY-
(cusip72201R866)✕	142.9K	QoQ -5.43% (-8.2K) YoY-	All Managers (Combined)	$7.4M	4.9% ($7.4M/$149.9M)	QoQ -5.76% (-$451.0K) YoY-
(cusip25434V658)✕	199.2K	QoQ +2.91% (+5.6K) YoY-	All Managers (Combined)	$5.2M	3.5% ($5.2M/$149.9M)	QoQ +5.81% (+$287.4K) YoY-
(VEAcusip921943858)	91.8K	QoQ +110.85% (+48.2K) YoY-	All Managers (Combined)	$4.7M	3.1% ($4.7M/$149.9M)	QoQ +124.13% (+$2.6M) YoY-
(cusip025072802)✕	66.5K	QoQ -8.80% (-6.4K) YoY-	All Managers (Combined)	$4.6M	3.1% ($4.6M/$149.9M)	QoQ -2.27% (-$108.2K) YoY-
(cusip25434V799)✕	156.2K	QoQ +31.66% (+37.6K) YoY-	All Managers (Combined)	$4.3M	2.9% ($4.3M/$149.9M)	QoQ +41.46% (+$1.3M) YoY-
(VTIcusip922908769)	15.4K	QoQ +238.72% (+10.9K) YoY-	All Managers (Combined)	$4.2M	2.8% ($4.2M/$149.9M)	QoQ +221.23% (+$2.9M) YoY-
(VWOcusip922042858)	88.3K	QoQ +1.55% (+1.4K) YoY-	All Managers (Combined)	$4.0M	2.7% ($4.0M/$149.9M)	QoQ +4.36% (+$167.2K) YoY-
(VUGcusip922908736)	10.1K	QoQ -5.46% (-586) YoY-	All Managers (Combined)	$3.8M	2.5% ($3.8M/$149.9M)	QoQ -14.59% (-$641.9K) YoY-
(cusip887432334)✕	113.5K	QoQ +8.97% (+9.3K) YoY-	All Managers (Combined)	$3.3M	2.2% ($3.3M/$149.9M)	QoQ +17.86% (+$494.7K) YoY-
(cusip25434V732)✕	104.9K	QoQ +25.50% (+21.3K) YoY-	All Managers (Combined)	$2.8M	1.9% ($2.8M/$149.9M)	QoQ +26.80% (+$586.6K) YoY-
(DFAXcusip25434V880)	100.6K	QoQ -4.87% (-5.2K) YoY-	All Managers (Combined)	$2.6M	1.8% ($2.6M/$149.9M)	QoQ +0.25% (-$6.6K) YoY-
(cusip25434V864)✕	51.6K	QoQ +25.56% (+10.5K) YoY-	All Managers (Combined)	$2.5M	1.6% ($2.5M/$149.9M)	QoQ +27.27% (+$525.2K) YoY-
(cusip922020805)✕	48.4K	QoQ +31.11% (+11.5K) YoY-	All Managers (Combined)	$2.4M	1.6% ($2.4M/$149.9M)	QoQ +35.12% (+$627.3K) YoY-
(cusip78464A847)✕	41.9K	QoQ NEW(+41.9K) YoY-	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.9M)	QoQ NEW(+$2.1M) YoY-
(cusip25434V609)✕	41.2K	QoQ -9.66% (-4.4K) YoY-	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.9M)	QoQ -16.43% (-$417.7K) YoY-
(IUSVcusip464287663)	22.8K	QoQ +0.14% (-34) YoY-	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.9M)	QoQ -0.17% (-$3.7K) YoY-
(cusip66537J796)✕	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.9M)	QoQ NEW(+$2.1M) YoY-