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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) |
|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 478160104 | — | 6,932 shares | $1,835,230 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | — | 45,795 shares | $1,788,771 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 14,211 shares | $1,785,886 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 32,357 shares | $1,779,618 |
| ISHARES TR | ESG EAFE ETF | 46436E759 | — | 20,946 shares | $1,773,059 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 | — | 14,447 shares | $1,773,023 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 15,571 shares | $1,770,250 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 31,551 shares | $1,762,434 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,059 shares | $1,740,624 |
| BROADCOM INC | COM | 11135F101 | — | 4,935 shares | $1,733,194 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,362 shares | $1,674,108 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 50,014 shares | $1,631,956 |
| EA SERIES TRUST | ALPHA ARCHITECT | 02072L631 | — | 64,247 shares | $1,568,913 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 52,195 shares | $1,558,543 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | — | 29,939 shares | $1,553,849 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 14,853 shares | $1,552,719 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 70,941 shares | $1,551,483 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 34,874 shares | $1,533,737 |
| FIS TR | BRIG PO EQUI ETF | 337959209 | — | 40,686 shares | $1,514,757 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 18,574 shares | $1,507,442 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 59,060 shares | $1,442,836 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 31,763 shares | $1,434,744 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 14,764 shares | $1,430,307 |
| SPDR INDEX SHS FDS | ST STR MSCI GLB | 78463X475 | — | 16,195 shares | $1,400,868 |
| SALESFORCE INC | COM | 79466L302 | — | 6,022 shares | $1,382,363 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 6,962 shares | $1,361,303 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 4,076 shares | $1,348,336 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 26,630 shares | $1,341,886 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 36,771 shares | $1,321,166 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 | — | 56,381 shares | $1,314,805 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 36,468 shares | $1,302,630 |
| WALMART INC | COM | 931142103 | — | 12,350 shares | $1,283,418 |
| EA SERIES TRUST | US QUAN VALUE | 02072L102 | — | 21,693 shares | $1,265,976 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 20,690 shares | $1,243,069 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 5,970 shares | $1,241,848 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 63,340 shares | $1,237,973 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 15,054 shares | $1,237,138 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | — | 61,431 shares | $1,236,302 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | — | 16,697 shares | $1,235,745 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,650 shares | $1,196,793 |
| EA SERIES TRUST | US QUAN MOMENTUM | 02072L409 | — | 16,591 shares | $1,196,208 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | — | 27,440 shares | $1,162,907 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 22,312 shares | $1,154,875 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 11,178 shares | $1,151,928 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 6,786 shares | $1,142,898 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 14,742 shares | $1,141,302 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | — | 23,168 shares | $1,085,413 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | — | 55,506 shares | $1,083,471 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 11,510 shares | $1,054,776 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 10,519 shares | $1,022,839 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 9,743 shares | $1,018,473 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 6,477 shares | $1,005,294 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 17,730 shares | $996,790 |
| SPDR SERIES TRUST | ST SHO TREAS ETF | 78468R101 | — | 34,586 shares | $991,581 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 18,784 shares | $989,009 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | — | 21,077 shares | $984,304 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 38,733 shares | $983,431 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 19,481 shares | $975,998 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 | — | 39,096 shares | $975,843 |
| VISA INC | COM CL A | 92826C839 | — | 2,710 shares | $973,761 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 9,656 shares | $962,657 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 5,635 shares | $939,918 |
| CATERPILLAR INC | COM | 149123101 | — | 1,147 shares | $930,004 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 3,326 shares | $915,615 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 9,018 shares | $906,760 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 38,064 shares | $902,126 |
| CHEVRON CORPORATION | COM | 166764100 | — | 4,337 shares | $885,675 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 828 shares | $881,911 |
| ISHARES TR | MSCI USA SMCP MN | 46435G433 | — | 19,779 shares | $879,857 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | — | 35,994 shares | $868,181 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 35,199 shares | $853,227 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 2,418 shares | $850,773 |
| ELI LILLY & CO | COM | 532457108 | — | 730 shares | $844,804 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,277 shares | $835,981 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 9,593 shares | $834,492 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,919 shares | $830,426 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | — | 13,005 shares | $827,260 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | — | 20,852 shares | $821,362 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 10,040 shares | $815,248 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 | — | 20,667 shares | $804,980 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 6,194 shares | $798,641 |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 66538H534 | — | 14,750 shares | $797,404 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 15,802 shares | $795,965 |
| GOLDMAN SACHS ETF TR | ULT SHO MUN ETF | 38149W572 | — | 15,767 shares | $791,202 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 11,738 shares | $790,407 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 15,602 shares | $788,828 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 6,877 shares | $784,011 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,069 shares | $776,390 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 8,601 shares | $768,179 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | — | 41,996 shares | $764,330 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 | — | 11,066 shares | $760,013 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 9,101 shares | $755,145 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 12,153 shares | $742,911 |
| HOME DEPOT INC | COM | 437076102 | — | 2,590 shares | $736,755 |
| EA SERIES TRUST | ALPHA ARCHITECT | 02072L516 | — | 8,063 shares | $730,105 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 21,581 shares | $727,080 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 2,728 shares | $722,647 |
| TESLA INC | COM | 88160R101 | — | 2,033 shares | $721,329 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | — | 11,401 shares | $692,412 |