XY Planning Network, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST | 0 | 975,919 | +975,919 | 0 | 43,291,760 | 5.43% | +43,291,760 |
| DIMENSIONAL ETF TRUST | 0 | 345,812 | +345,812 | 0 | 14,596,692 | 1.83% | +14,596,692 |
| SPDR SERIES TRUST | 0 | 174,104 | +174,104 | 0 | 11,762,482 | 1.48% | +11,762,482 |
| SPDR SERIES TRUST | 0 | 120,473 | +120,473 | 0 | 10,587,124 | 1.33% | +10,587,124 |
| DIMENSIONAL ETF TRUST | 0 | 126,210 | +126,210 | 0 | 10,341,643 | 1.30% | +10,341,643 |
| DIMENSIONAL ETF TRUST | 0 | 119,331 | +119,331 | 0 | 9,782,757 | 1.23% | +9,782,757 |
| ISHARES TR | 0 | 84,102 | +84,102 | 0 | 8,466,548 | 1.06% | +8,466,548 |
| VANGUARD INDEX FDS | 17,325 | 52,971 | +35,646 | 3,407,219 | 11,543,884 | 1.45% | +8,136,665 |
| VANGUARD TAX-MANAGED FDS | 275,743 | 363,090 | +87,347 | 17,961,920 | 25,870,167 | 3.25% | +7,908,247 |
| VANGUARD INDEX FDS | 17,204 | 178,651 | +161,447 | 7,596,180 | 15,389,001 | 1.93% | +7,792,821 |
| VANGUARD MALVERN FDS | 0 | 94,460 | +94,460 | 0 | 7,295,401 | 0.92% | +7,295,401 |
| SPDR SERIES TRUST | 0 | 251,997 | +251,997 | 0 | 7,154,196 | 0.90% | +7,154,196 |
| VANGUARD INDEX FDS | 105,586 | 111,109 | +5,523 | 34,129,512 | 41,114,766 | 5.16% | +6,985,254 |
| SPDR SERIES TRUST | 0 | 116,659 | +116,659 | 0 | 6,727,671 | 0.84% | +6,727,671 |
| DIMENSIONAL ETF TRUST | 0 | 171,402 | +171,402 | 0 | 6,648,694 | 0.83% | +6,648,694 |
| VANGUARD INDEX FDS | 46,544 | 48,815 | +2,271 | 28,033,530 | 33,526,303 | 4.21% | +5,492,773 |
| DIMENSIONAL ETF TRUST | 0 | 104,472 | +104,472 | 0 | 4,988,528 | 0.63% | +4,988,528 |
| HORIZON FDS | 0 | 231,039 | +231,039 | 0 | 4,794,059 | 0.60% | +4,794,059 |
| SPDR SERIES TRUST | 0 | 36,564 | +36,564 | 0 | 4,350,721 | 0.55% | +4,350,721 |
| VANGUARD CHARLOTTE FDS | 233,977 | 310,169 | +76,192 | 11,233,254 | 15,021,507 | 1.88% | +3,788,253 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 4,559 | +4,559 | 0 | 3,479,155 | 0.44% | +3,479,155 |
| DIMENSIONAL ETF TRUST | 0 | 79,964 | +79,964 | 0 | 3,336,886 | 0.42% | +3,336,886 |
| NUSHARES ETF TR | 0 | 143,312 | +143,312 | 0 | 3,172,211 | 0.40% | +3,172,211 |
| BLACKROCK ETF TRUST | 0 | 79,602 | +79,602 | 0 | 2,913,433 | 0.37% | +2,913,433 |
| DIMENSIONAL ETF TRUST | 40,152 | 109,068 | +68,916 | 1,587,619 | 4,499,075 | 0.56% | +2,911,456 |
| INVESCO EXCHANGE TRADED FD T | 71,439 | 91,449 | +20,010 | 7,458,906 | 10,322,795 | 1.30% | +2,863,889 |
| VANGUARD WORLD FD | 0 | 20,812 | +20,812 | 0 | 2,752,179 | 0.35% | +2,752,179 |
| AMERICAN CENTY ETF TR | 23,307 | 41,375 | +18,068 | 2,608,286 | 5,299,310 | 0.66% | +2,691,024 |
| VANGUARD BD INDEX FDS | 6,904 | 41,386 | +34,482 | 539,617 | 3,224,383 | 0.40% | +2,684,766 |
| ISHARES TR | 12,021 | 14,106 | +2,085 | 7,910,612 | 10,563,471 | 1.33% | +2,652,859 |
| DIMENSIONAL ETF TRUST | 12,355 | 75,964 | +63,609 | 421,674 | 3,054,497 | 0.38% | +2,632,823 |
| AMERICAN CENTY ETF TR | 36,975 | 56,733 | +19,758 | 3,005,331 | 5,474,174 | 0.69% | +2,468,843 |
| BLACKROCK ETF TRUST | 0 | 46,018 | +46,018 | 0 | 2,426,069 | 0.30% | +2,426,069 |
| DIMENSIONAL ETF TRUST | 502,259 | 547,885 | +45,626 | 18,116,463 | 20,414,188 | 2.56% | +2,297,725 |
| DIMENSIONAL ETF TRUST | 0 | 43,572 | +43,572 | 0 | 2,212,586 | 0.28% | +2,212,586 |
| VANGUARD INDEX FDS | 2,436 | 11,169 | +8,733 | 531,394 | 2,713,860 | 0.34% | +2,182,466 |
| DIMENSIONAL ETF TRUST | 253,398 | 269,500 | +16,102 | 8,818,238 | 10,952,451 | 1.37% | +2,134,213 |
| DIMENSIONAL ETF TRUST | 0 | 37,557 | +37,557 | 0 | 2,045,354 | 0.26% | +2,045,354 |
| HORIZON FDS | 0 | 208,586 | +208,586 | 0 | 1,961,751 | 0.25% | +1,961,751 |
| ISHARES TR | 0 | 19,935 | +19,935 | 0 | 1,922,901 | 0.24% | +1,922,901 |
| VANGUARD INDEX FDS | 2,708 | 7,312 | +4,604 | 825,453 | 2,673,958 | 0.34% | +1,848,505 |
| ISHARES TR | 48,347 | 87,081 | +38,734 | 2,228,313 | 4,018,788 | 0.50% | +1,790,475 |
| BLACKROCK ETF TRUST | 0 | 34,626 | +34,626 | 0 | 1,744,112 | 0.22% | +1,744,112 |
| VANGUARD BD INDEX FDS | 3,032 | 25,405 | +22,373 | 222,609 | 1,864,981 | 0.23% | +1,642,372 |
| VANGUARD MALVERN FDS | 157,714 | 188,498 | +30,784 | 7,865,185 | 9,468,260 | 1.19% | +1,603,075 |
| DIMENSIONAL ETF TRUST | 346,201 | 374,316 | +28,115 | 9,257,400 | 10,843,918 | 1.36% | +1,586,518 |
| ISHARES TR | 0 | 62,437 | +62,437 | 0 | 1,560,301 | 0.20% | +1,560,301 |
| VANGUARD STAR FDS | 135,545 | 141,044 | +5,499 | 10,573,868 | 12,057,894 | 1.51% | +1,484,026 |
| MICROSOFT CORP(MSFT) | 3,247 | 7,126 | +3,879 | 1,199,178 | 2,658,035 | 0.33% | +1,458,857 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 14,653 | 14,805 | +152 | 9,601,375 | 11,055,637 | 1.39% | +1,454,262 |
| AMERICAN CENTY ETF TR | 68,313 | 80,955 | +12,642 | 6,950,172 | 8,342,408 | 1.05% | +1,392,236 |
| SPDR INDEX SHS FDS | 0 | 16,195 | +16,195 | 0 | 1,387,426 | 0.17% | +1,387,426 |
| ISHARES TR | 30,372 | 35,035 | +4,663 | 3,480,884 | 4,818,307 | 0.60% | +1,337,423 |
| BLACKROCK ETF TRUST | 0 | 30,644 | +30,644 | 0 | 1,321,069 | 0.17% | +1,321,069 |
| ISHARES TR | 24,396 | 38,452 | +14,056 | 1,692,838 | 2,926,582 | 0.37% | +1,233,744 |
| ALPHABET INC(GOOG) | 5,915 | 8,309 | +2,394 | 1,744,445 | 2,935,964 | 0.37% | +1,191,519 |
| SPDR INDEX SHS FDS | 0 | 22,882 | +22,882 | 0 | 1,184,830 | 0.15% | +1,184,830 |
| BLACKROCK ETF TRUST | 0 | 39,817 | +39,817 | 0 | 1,116,867 | 0.14% | +1,116,867 |
| FRANKLIN TEMPLETON ETF TR | 0 | 43,649 | +43,649 | 0 | 1,098,645 | 0.14% | +1,098,645 |
| SPDR SERIES TRUST | 0 | 9,743 | +9,743 | 0 | 1,092,133 | 0.14% | +1,092,133 |
| WISDOMTREE TR(WT) | 0 | 18,033 | +18,033 | 0 | 1,064,849 | 0.13% | +1,064,849 |
| SPDR SERIES TRUST | 0 | 11,478 | +11,478 | 0 | 1,051,838 | 0.13% | +1,051,838 |
| SELECT SECTOR SPDR TR | 0 | 6,564 | +6,564 | 0 | 1,041,444 | 0.13% | +1,041,444 |
| PIMCO ETF TR | 216,985 | 234,381 | +17,396 | 11,311,418 | 12,328,431 | 1.55% | +1,017,013 |
| DIMENSIONAL ETF TRUST | 16,578 | 26,636 | +10,058 | 1,185,664 | 2,193,176 | 0.28% | +1,007,512 |
| ISHARES TR | 0 | 38,881 | +38,881 | 0 | 981,738 | 0.12% | +981,738 |
| AMERICAN CENTY ETF TR | 22,937 | 27,600 | +4,663 | 2,538,407 | 3,443,291 | 0.43% | +904,884 |
| VANGUARD SCOTTSDALE FDS | 209,677 | 220,232 | +10,555 | 17,302,558 | 18,202,231 | 2.28% | +899,673 |
| DIMENSIONAL ETF TRUST | 13,401 | 31,798 | +18,397 | 578,708 | 1,434,099 | 0.18% | +855,391 |
| SPDR SERIES TRUST | 0 | 28,884 | +28,884 | 0 | 837,925 | 0.11% | +837,925 |
| DIMENSIONAL ETF TRUST | 28,958 | 41,643 | +12,685 | 1,315,854 | 2,152,540 | 0.27% | +836,686 |
| GOLDMAN SACHS ETF TR | 0 | 16,471 | +16,471 | 0 | 830,385 | 0.10% | +830,385 |
| VANGUARD WORLD FD | 1,271 | 14,203 | +12,932 | 898,383 | 1,697,499 | 0.21% | +799,116 |
| ISHARES TR | 48,980 | 63,859 | +14,879 | 2,484,272 | 3,260,025 | 0.41% | +775,753 |
| VANGUARD INTL EQUITY INDEX F | 166,254 | 163,066 | -3,188 | 9,012,602 | 9,733,453 | 1.22% | +720,851 |
| BLACKROCK ETF TRUST | 77,457 | 77,229 | -228 | 4,549,021 | 5,252,371 | 0.66% | +703,350 |
| UNITEDHEALTH GROUP INC(UNH) | 772 | 2,184 | +1,412 | 211,509 | 908,013 | 0.11% | +696,504 |
| BLACKROCK ETF TRUST II | 0 | 13,776 | +13,776 | 0 | 692,795 | 0.09% | +692,795 |
| MICRON TECHNOLOGY INC(MU) | 0 | 592 | +592 | 0 | 683,340 | 0.09% | +683,340 |
| VANGUARD SCOTTSDALE FDS | 0 | 5,321 | +5,321 | 0 | 680,125 | 0.09% | +680,125 |
| VANGUARD INTL EQUITY INDEX F | 0 | 8,046 | +8,046 | 0 | 673,878 | 0.08% | +673,878 |
| DIMENSIONAL ETF TRUST | 0 | 13,537 | +13,537 | 0 | 661,701 | 0.08% | +661,701 |
| J P MORGAN EXCHANGE TRADED F | 0 | 12,931 | +12,931 | 0 | 659,481 | 0.08% | +659,481 |
| INVESCO QQQ TR | 3,709 | 3,830 | +121 | 2,166,948 | 2,820,659 | 0.35% | +653,711 |
| ISHARES TR | 0 | 8,487 | +8,487 | 0 | 643,230 | 0.08% | +643,230 |
| SSGA ACTIVE ETF TR | 0 | 17,600 | +17,600 | 0 | 607,376 | 0.08% | +607,376 |
| INVESCO EXCH TRADED FD TR II | 11,433 | 11,669 | +236 | 1,309,092 | 1,885,062 | 0.24% | +575,970 |
| DIMENSIONAL ETF TRUST | 0 | 21,770 | +21,770 | 0 | 569,503 | 0.07% | +569,503 |
| FIDELITY COVINGTON TRUST | 0 | 9,401 | +9,401 | 0 | 566,815 | 0.07% | +566,815 |
| ISHARES TR | 18,247 | 23,205 | +4,958 | 1,939,807 | 2,497,307 | 0.31% | +557,500 |
| SCHWAB STRATEGIC TR | 0 | 16,427 | +16,427 | 0 | 555,900 | 0.07% | +555,900 |
| VANGUARD WORLD FD | 0 | 6,724 | +6,724 | 0 | 553,654 | 0.07% | +553,654 |
| INVESCO EXCHANGE TRADED FD T | 50,547 | 48,694 | -1,853 | 3,834,496 | 4,387,308 | 0.55% | +552,812 |
| ISHARES U S ETF TR | 0 | 10,768 | +10,768 | 0 | 545,507 | 0.07% | +545,507 |
| GLOBAL X FDS | 10,061 | 21,499 | +11,438 | 739,282 | 1,283,705 | 0.16% | +544,423 |
| ISHARES TR | 0 | 6,538 | +6,538 | 0 | 540,235 | 0.07% | +540,235 |
| SPDR SERIES TRUST | 0 | 8,691 | +8,691 | 0 | 528,300 | 0.07% | +528,300 |
| ISHARES INC | 31,000 | 29,233 | -1,767 | 2,465,438 | 2,990,578 | 0.38% | +525,140 |
| ISHARES TR | 36,161 | 58,933 | +22,772 | 825,556 | 1,342,494 | 0.17% | +516,938 |
| ISHARES TR | 7,897 | 12,703 | +4,806 | 840,089 | 1,352,496 | 0.17% | +512,407 |