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XY Planning Network, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $929,348,944
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $49,906,164
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $34,593,151
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $33,306,162
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $31,922,681
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $23,925,148
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $21,170,231
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $18,917,704
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $17,068,828
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $16,417,229
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $14,225,340
Reported holdings
380 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 133,353 shares | $49,906,164 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 49,358 shares | $34,593,151 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 749,295 shares | $33,306,162 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 452,099 shares | $31,922,681 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 636,138 shares | $23,925,148 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 527,673 shares | $21,170,231 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 241,575 shares | $18,917,704 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 189,422 shares | $17,068,828 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 350,272 shares | $16,417,229 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 271,683 shares | $14,225,340 |
| DFA INVT DIMENSIONS GROUP IN | U.S. SML CP VAL | 25239Y170 | — | 378,659 shares | $14,188,343 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | — | 119,092 shares | $13,296,580 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 59,089 shares | $12,767,846 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 98,470 shares | $12,613,055 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 16,308 shares | $12,489,766 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 146,603 shares | $12,455,409 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 250,390 shares | $12,441,877 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 455,858 shares | $12,330,964 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 112,267 shares | $12,279,772 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 130,578 shares | $11,720,720 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 14,968 shares | $11,414,727 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 136,487 shares | $11,332,462 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 173,467 shares | $10,935,369 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 266,268 shares | $10,576,174 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 106,861 shares | $10,047,054 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 165,992 shares | $9,844,959 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 199,617 shares | $9,825,149 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 90,260 shares | $9,087,375 |
| DFA INVT DIMENSIONS GROUP IN | U.S. CORE EQTY 1 | 25239Y220 | — | 109,692 shares | $9,067,142 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 292,197 shares | $7,971,144 |
| APPLE INC | COM | 037833100 | — | 23,712 shares | $7,896,725 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 105,729 shares | $7,783,769 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 33,565 shares | $7,665,383 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 140,300 shares | $6,520,030 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 82,889 shares | $6,268,066 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 117,622 shares | $6,217,543 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 89,308 shares | $6,185,455 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 107,371 shares | $6,180,295 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 38,589 shares | $6,091,274 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 78,222 shares | $6,042,698 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 39,903 shares | $5,676,547 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 242,594 shares | $5,361,330 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 114,223 shares | $5,036,092 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 117,936 shares | $4,886,085 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 115,367 shares | $4,835,017 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 107,764 shares | $4,665,111 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 37,447 shares | $4,608,980 |
| HORIZON FDS | ANFIELD US EQTY | 44053A424 | — | 230,152 shares | $4,575,421 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 16,935 shares | $4,483,541 |
| MICROSOFT CORP | COM | 594918104 | — | 8,692 shares | $4,457,933 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 53,007 shares | $4,456,834 |
| TIMOTHY PLAN | INTL ETF | 887432334 | — | 117,022 shares | $4,343,272 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 18,382 shares | $4,196,338 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 111,577 shares | $4,130,594 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 78,425 shares | $4,003,608 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 143,164 shares | $3,932,713 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 115,302 shares | $3,750,780 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | — | 19,958 shares | $3,603,417 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | — | 139,327 shares | $3,591,863 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 45,849 shares | $3,502,872 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 29,370 shares | $3,458,943 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 94,267 shares | $3,426,616 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 68,716 shares | $3,404,897 |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | 66537J796 | — | 12,482 shares | $3,396,851 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 33,379 shares | $3,307,232 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 83,926 shares | $3,299,131 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 4,431 shares | $3,278,169 |
| ANGEL OAK FUNDS TRUST | OAK ULTRASHORT | 03463K752 | — | 62,946 shares | $3,193,301 |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | 25434V583 | — | 60,297 shares | $3,130,982 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 8,911 shares | $3,036,485 |
| AMAZON COM INC | COM | 023135106 | — | 11,740 shares | $2,925,021 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 121,380 shares | $2,896,129 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 21,167 shares | $2,868,764 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 25,481 shares | $2,810,075 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 11,989 shares | $2,769,880 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 41,525 shares | $2,758,928 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 7,784 shares | $2,629,632 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 26,604 shares | $2,592,261 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 25,598 shares | $2,587,969 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 15,307 shares | $2,545,195 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 53,659 shares | $2,532,168 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 35,136 shares | $2,528,062 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 47,586 shares | $2,402,620 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 | — | 21,504 shares | $2,394,284 |
| TIMOTHY PLAN | U S SM CP CORE | 887432342 | — | 53,367 shares | $2,385,761 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 52,754 shares | $2,284,249 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | — | 48,690 shares | $2,241,223 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | — | 105,673 shares | $2,237,097 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 41,265 shares | $2,234,933 |
| CME GROUP INC | COM | 12572Q105 | — | 8,485 shares | $2,222,928 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 43,689 shares | $2,139,001 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 45,144 shares | $2,129,448 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 20,138 shares | $2,128,797 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 15,573 shares | $2,118,627 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | — | 42,025 shares | $2,039,253 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 42,423 shares | $2,004,499 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 11,931 shares | $1,941,803 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 43,034 shares | $1,927,068 |
| HORIZON FDS | ANFIELD UNIVERSL | 44053A440 | — | 208,586 shares | $1,923,163 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 26,925 shares | $1,888,789 |