XY Planning Network, Inc.

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CIK 1873438

13F portfolio (2026-Q1)

$626M

Positions

273

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

273

Top 5

21.6%

Top 10

31.8%

Effective N

59.9

HHI

0.017

This quarter

32 new · 0 exit →

By sector

Unclassified93.2%

Information Technology2.5%

Financials1.4%

Consumer Discretionary0.8%

Communication Services0.7%

Health Care0.4%

Industrials0.4%

Energy0.3%

Other0.5%

By market cap

Unknown93.2%

Mega (>$200B)5.5%

Large ($10–200B)1.3%

By region

Other93.2%

North America6.8%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	93.39%	229
Semiconductors & Semiconductor Equipment	1.23%	2
Technology Hardware & Equipment	0.99%	1
Capital Markets	0.72%	3
Specialty Retail	0.63%	4
Software & IT Services	0.59%	3
Pharmaceuticals & Biotechnology	0.37%	4
Oil, Gas & Consumable Fuels	0.31%	3
Banks	0.27%	4
Software	0.25%	2
Machinery	0.25%	3
Tobacco	0.21%	2
Commercial Services & Supplies	0.18%	2
Utilities	0.17%	2
Chemicals	0.09%	1
Hotels, Restaurants & Leisure	0.07%	1
Automobiles & Components	0.06%	1
Distributors	0.04%	1
Beverages	0.04%	1
Diversified Telecommunication Services	0.04%	1
Construction & Engineering	0.03%	1
Insurance	0.03%	1
Media & Entertainment	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFAC	DIMENSIONAL ETF TRUST	Unclassified	5.94%
2	VTI	VANGUARD INDEX FDS	Unclassified	5.45%
3	VOO	VANGUARD INDEX FDS	Unclassified	4.48%
4	DFIC	DIMENSIONAL ETF TRUST	Unclassified	2.89%
5	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	2.87%
6	VCIT	VANGUARD SCOTTSDALE FDS	Unclassified	2.76%
7	DFCF	DIMENSIONAL ETF TRUST	Unclassified	2.09%
8	MUNI	PIMCO Intermediate Muni Bd Actv - ETF	Unclassified	1.81%
9	BNDX	VANGUARD CHARLOTTE FDS	Unclassified	1.79%
10	SPMD	SPDR SERIES TRUST	Unclassified	1.71%

45/273 names classified · sector 6.8% of weight · industry 6.6% · mkt cap 6.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAAPL, NVDA, MSFT, AVGO, AMD · other

FinancialsCME, CBOE, JPM, BRK.B, UNH · other

Consumer DiscretionaryAMZN, COST, HD, TSLA, CAH · other

Communication ServicesGOOG, GOOGL, META, NFLX, VZ

IndustrialsWM, CHRW, CAT, DE, LRCX · other

EnergyXOM, CVX, BP

Health CareJNJ, ABBV, LLY, MRK

Consumer StaplesKO, MO, PM

Materials

UtilitiesDUK, XEL

UnclassifiedDFAC, VTI, VCIT, DFCF, MUNI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 6.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 7% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (43 classified)XY Planning Network, Inc. centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryCommunication ServicesHealth CareIndustrialsEnergyConsumer StaplesUtilitiesMaterials

Style box summary for XY Planning Network, Inc.: centroid Large Core. Heaviest cells: Large Growth 2.8%, Large Core 1.9%, Large Value 1.6%.

Classified: 6.6% of book weight (43/272 names) · unclassified 93.4%: DFAC, VTI, VOO, DFIC, VEA, VCIT, DFCF, MUNI, BNDX, SPMD +219 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 273 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFACDIMENSIONAL ETF TRUST	950,162	$37M	5.9%	ADD 4%
2	VTIVANGUARD INDEX FDS	105,586	$34M	5.5%	TRIM −8%
3	VOOVANGUARD INDEX FDS	46,544	$28M	4.5%	ADD 15%
4	DFICDIMENSIONAL ETF TRUST	502,259	$18M	2.9%	ADD 5%
5	VEAVANGUARD TAX-MANAGED FDS	275,743	$18M	2.9%	ADD 9%
6	VCITVANGUARD SCOTTSDALE FDS	209,677	$17M	2.8%	ADD 12%
7	DFCFDIMENSIONAL ETF TRUST	309,411	$13M	2.1%	ADD 15%
8	MUNIPIMCO Intermediate Muni Bd Actv - ETF	216,985	$11M	1.8%	ADD 16%
9	BNDXVANGUARD CHARLOTTE FDS	233,977	$11M	1.8%	ADD 15%
10	SPMDSPDR SERIES TRUST	179,274	$11M	1.7%	ADD 7%
11	VXUSVANGUARD STAR FDS	135,545	$11M	1.7%	TRIM −2%
12	SPYSTATE STR SPDR S&P 500 ETF T	14,653	$10M	1.5%	HOLD
13	DFGRDIMENSIONAL ETF TRUST	346,201	$9M	1.5%	ADD 12%
14	VWOVANGUARD INTL EQUITY INDEX F	166,254	$9M	1.4%	ADD 9%
15	DFEMDIMENSIONAL ETF TRUST	253,398	$9M	1.4%	ADD 6%
16	DFUSDIMENSIONAL ETF TRUST	113,071	$8M	1.3%	ADD 7%
17	IVVISHARES TR	12,021	$8M	1.3%	ADD 20%
18	VTIPVANGUARD MALVERN FDS	157,714	$8M	1.3%	ADD 10%
19	DCORDIMENSIONAL ETF TRUST	106,219	$8M	1.2%	ADD 11%
20	VUGVANGUARD INDEX FDS	17,204	$8M	1.2%	ADD 20%
21	XMHQINVESCO EXCHANGE TRADED FD T	71,439	$7M	1.2%	ADD 22%
22	AVDVAMERICAN CENTY ETF TR	68,313	$7M	1.1%	ADD 7%
23	SPTISPDR SERIES TRUST	227,423	$6M	1.0%	ADD 20%
24	NVDANVIDIA CORPORATION	35,971	$6M	1.0%	HOLD
25	AAPLAPPLE INC	24,166	$6M	1.0%	TRIM −5%
26	DFSVDIMENSIONAL ETF TRUST	169,013	$6M	0.9%	ADD 20%
27	SPSMSPDR SERIES TRUST	117,355	$6M	0.9%	ADD 11%
28	VGSHVANGUARD SHORT-TERM TREASURY ETF	96,572	$6M	0.9%	HOLD
29	VCSHVANGUARD SCOTTSDALE FDS	66,475	$5M	0.8%	ADD 4%
30	VTVANGUARD INTL EQUITY INDEX F	35,954	$5M	0.8%	ADD 29%
31	SGOVISHARES TR	49,250	$5M	0.8%	ADD 69%
32	SCHZSCHWAB STRATEGIC TR	205,904	$5M	0.8%	ADD 4%
33	DYNFBLACKROCK ETF TRUST	77,457	$5M	0.7%	ADD 27%
34	SPYMSPDR SERIES TRUST	58,869	$5M	0.7%	ADD 41%
35	TPIFTIMOTHY PLAN	117,713	$4M	0.7%	ADD 10%
36	IVEISHARES TR	19,384	$4M	0.7%	ADD 31%
37	TWO RDS SHARED TR	233,715	$4M	0.6%	HOLD
38	DFAXDIMENSIONAL ETF TRUST	114,201	$4M	0.6%	TRIM −15%
39	SPHQINVESCO EXCHANGE TRADED FD T	50,547	$4M	0.6%	ADD 7%
40	IVWISHARES TR	30,372	$3M	0.6%	ADD 26%
41	REETISHARES TR	136,181	$3M	0.6%	ADD 13%
42	VTVVANGUARD INDEX FDS	17,325	$3M	0.5%	ADD 24%
43	SPYGSPDR SERIES TRUST STATE STREET SPD	34,258	$3M	0.5%	ADD 6%
44	UYLDANGEL OAK FUNDS TRUST	63,626	$3M	0.5%	ADD 35%
45	DXJWISDOMTREE TR	19,921	$3M	0.5%	HOLD
46	VUSBVANGUARD BD INDEX FDS	64,735	$3M	0.5%	ADD 26%
47	FBNDFIDELITY TOTAL BOND ETF	70,065	$3M	0.5%	ADD 6%
48	PTLNORTHERN LTS FD TR IV	12,652	$3M	0.5%	ADD 14%
49	CMECME GROUP INC	10,291	$3M	0.5%	TRIM −7%
50	DUHPDIMENSIONAL ETF TRUST	81,277	$3M	0.5%	ADD 6%
51	AVEMAMERICAN CENTY ETF TR	36,975	$3M	0.5%	ADD 61%
52	SCHFSCHWAB STRATEGIC TR	113,864	$3M	0.5%	ADD 8%
53	DFATDIMENSIONAL ETF TRUST	44,333	$3M	0.4%	TRIM −13%
54	EFVISHARES TR	36,259	$3M	0.4%	ADD 17%
55	AVUSAMERICAN CENTY ETF TR	23,307	$3M	0.4%	ADD 20%
56	SCHDSCHWAB STRATEGIC TR	85,267	$3M	0.4%	TRIM −4%
57	SCHOSCHWAB SHORT-TERM US TREASURY ETF	106,687	$3M	0.4%	ADD 14%
58	AVUVAMERICAN CENTY ETF TR	22,937	$3M	0.4%	TRIM −4%
59	DISVDIMENSIONAL ETF TRUST	63,572	$3M	0.4%	ADD 8%
60	IWVISHARES TR	6,707	$3M	0.4%	TRIM −4%
61	FLOTISHARES TR	48,980	$2M	0.4%	ADD 17%
62	EMXCISHARES INC	31,000	$2M	0.4%	TRIM −3%
63	BOXXEA SERIES TRUST	20,145	$2M	0.4%	ADD 616%
64	NUSCNUSHARES ETF TR	50,553	$2M	0.4%	ADD 3%
65	TPSCTIMOTHY PLAN	53,729	$2M	0.4%	ADD 12%
66	QUALISHARES TR	11,700	$2M	0.4%	ADD 8%
67	IUSVISHARES TR	21,988	$2M	0.4%	ADD 2%
68	IUSBISHARES TR	48,347	$2M	0.4%	ADD 16%
69	QQQINVESCO QQQ TR	3,709	$2M	0.3%	ADD 5%
70	ITOTISHARES TR	14,845	$2M	0.3%	TRIM −10%
71	MOATVANECK ETF TRUST	21,227	$2M	0.3%	HOLD
72	USMVISHARES TR	22,006	$2M	0.3%	TRIM −3%
73	EUSAISHARES INC	19,898	$2M	0.3%	ADD 29%
74	ESGEISHARES INC	43,796	$2M	0.3%	HOLD
75	DFGPDIMENSIONAL ETF TRUST	37,014	$2M	0.3%	ADD 3%
76	TWO RDS SHARED TR	213,770	$2M	0.3%	TRIM −3%
77	DFSUDIMENSIONAL ETF TRUST	47,203	$2M	0.3%	HOLD
78	MUBISHARES TR	18,247	$2M	0.3%	ADD 20%
79	COROBLACKROCK ETF TRUST	58,421	$2M	0.3%	NEW
80	DMXFISHARES TR	24,815	$2M	0.3%	ADD 3%
81	ACWVISHARES INC	15,168	$2M	0.3%	HOLD
82	BAIBLACKROCK ETF TRUST	52,073	$2M	0.3%	ADD 43%
83	GOOGALPHABET INC	5,915	$2M	0.3%	HOLD
84	NULGNUSHARES ETF TR	18,684	$2M	0.3%	ADD 3%
85	XTENBONDBLOXX ETF TRUST	37,312	$2M	0.3%	ADD 34%
86	ACWXISHARES TR	24,396	$2M	0.3%	NEW
87	AMZNAMAZON COM INC	8,030	$2M	0.3%	ADD 9%
88	IHDGWisdomTree International Hdgd Div Gr ETF	33,242	$2M	0.3%	ADD 5%
89	DFUVDIMENSIONAL ETF TRUST	32,965	$2M	0.3%	HOLD
90	DFAIDIMENSIONAL ETF TRUST	40,152	$2M	0.3%	HOLD
91	IJHISHARES TR	23,094	$2M	0.3%	ADD 34%
92	DFNMDIMENSIONAL ETF TRUST	32,706	$2M	0.3%	ADD 7%
93	GLDMWORLD GOLD TR	16,493	$2M	0.2%	ADD 98%
94	ISTBISHARES TR	32,164	$2M	0.2%	ADD 24%
95	THROBLACKROCK ETF TRUST	42,162	$2M	0.2%	ADD 41%
96	IJRISHARES TR	12,152	$2M	0.2%	ADD 35%
97	BRK.BBERKSHIRE HATHAWAY INC DEL	3,171	$2M	0.2%	ADD 29%
98	JNJJOHNSON & JOHNSON	6,153	$2M	0.2%	ADD 151%
99	DUSBDIMENSIONAL ETF TRUST	29,023	$1M	0.2%	TRIM −11%
100	GOOGLALPHABET INC	4,945	$1M	0.2%	ADD 15%
101	SCHASCHWAB STRATEGIC TR	48,343	$1M	0.2%	HOLD
102	AVGOBROADCOM INC	4,331	$1M	0.2%	HOLD
103	HIDEEA SERIES TRUST	56,571	$1M	0.2%	ADD 18%
104	DFAUDIMENSIONAL ETF TRUST	28,958	$1M	0.2%	HOLD
105	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	11,433	$1M	0.2%	ADD 43%
106	VPLSVANGUARD MALVERN FDS	16,902	$1M	0.2%	ADD 4%
107	QMOMEA SERIES TRUST	18,721	$1M	0.2%	ADD 4%
108	QVALEA SERIES TRUST	24,845	$1M	0.2%	ADD 2%
109	STIPISHARES TR	12,260	$1M	0.2%	TRIM −3%
110	DFIPDIMENSIONAL ETF TRUST	30,219	$1M	0.2%	ADD 23%
111	SPGMSPDR INDEX SHS FDS	16,195	$1M	0.2%	HOLD
112	USHYISHARES TR	33,183	$1M	0.2%	ADD 2%
113	MBBISHARES TR	12,760	$1M	0.2%	ADD 34%
114	BINCBLACKROCK ETF TRUST II	23,164	$1M	0.2%	ADD 23%
115	GSSTGOLDMAN SACHS ETF TR	23,809	$1M	0.2%	NEW
116	MSFTMICROSOFT CORP	3,247	$1M	0.2%	ADD 7%
117	DFASDIMENSIONAL ETF TRUST	16,578	$1M	0.2%	HOLD
118	USFRWISDOMTREE TR	23,313	$1M	0.2%	TRIM −23%
119	XOMEXXON MOBIL CORP	7,204	$1M	0.2%	ADD 55%
120	RSPINVESCO EXCHANGE TRADED FD T	5,966	$1M	0.2%	ADD 13%
121	CBOECBOE GLOBAL MKTS INC	4,054	$1M	0.2%	TRIM −8%
122	JCPBJ P MORGAN EXCHANGE TRADED F	23,900	$1M	0.2%	ADD 105%
123	WMTWALMART INC	8,679	$1M	0.2%	ADD 6%
124	ESGDISHARES TR	10,658	$1M	0.2%	HOLD
125	DFIVDIMENSIONAL ETF TRUST	18,938	$1M	0.2%	ADD 27%
126	BSCSINVESCO EXCH TRD SLF IDX FD	49,246	$1M	0.2%	TRIM −39%
127	BSCRINVESCO EXCH TRD SLF IDX FD	50,766	$996,799	0.2%	TRIM −38%
128	BSCQINVESCO EXCH TRD SLF IDX FD	50,636	$988,415	0.2%	TRIM −37%
129	IGSBISHARES TR	18,119	$949,630	0.2%	TRIM −3%
130	VOEVANGUARD INDEX FDS	5,123	$945,933	0.2%	HOLD
131	IEFAISHARES TR	10,214	$938,729	0.1%	ADD 49%
132	CATCATERPILLAR INC	1,256	$917,290	0.1%	ADD 18%
133	NTSXWISDOMTREE TR	17,515	$916,910	0.1%	NEW
134	IAGGISHARES TR	18,381	$916,477	0.1%	ADD 46%
135	JEPIJPMorgan Equity Premium Income ETF	16,091	$907,720	0.1%	ADD 23%
136	VGTVANGUARD WORLD FD	1,271	$898,383	0.1%	ADD 105%
137	NULVNUSHARES ETF TR	19,074	$874,578	0.1%	ADD 5%
138	MDYGSPDR SERIES TRUST	8,983	$871,620	0.1%	HOLD
139	JPSTJ P MORGAN EXCHANGE TRADED F	17,091	$862,076	0.1%	ADD 38%
140	SMMVISHARES TR	19,601	$859,509	0.1%	HOLD
141	DUKDUKE ENERGY CORP NEW	6,508	$851,930	0.1%	ADD 3%
142	XSOEWISDOMTREE TR	21,059	$849,961	0.1%	ADD 44%
143	SUBISHARES TR	7,897	$840,089	0.1%	ADD 158%
144	GOVTISHARES TR	36,161	$825,556	0.1%	NEW
145	VBKVANGUARD INDEX FDS	2,708	$825,453	0.1%	HOLD
146	SPTSSPDR SERIES TRUST	28,348	$824,643	0.1%	ADD 60%
147	XLVSELECT SECTOR SPDR TR	5,529	$816,749	0.1%	ADD 4%
148	SHYISHARES TR	9,862	$811,840	0.1%	HOLD
149	SPEMSPDR INDEX SHS FDS	17,180	$808,663	0.1%	ADD 22%
150	ESGUISHARES TR	5,610	$799,088	0.1%	TRIM −12%
151	IEMGISHARES INC	11,329	$796,182	0.1%	TRIM −61%
152	IWDISHARES TR	3,544	$761,747	0.1%	NEW
153	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	28,999	$758,614	0.1%	NEW
154	VYMVANGUARD WHITEHALL FDS	5,045	$746,366	0.1%	ADD 6%
155	SHLDGLOBAL X FDS	10,061	$739,282	0.1%	ADD 45%
156	VVVANGUARD INDEX FDS	2,419	$728,227	0.1%	HOLD
157	JPMJPMORGAN CHASE & CO	2,459	$726,267	0.1%	TRIM −8%
158	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$716,258	0.1%	TRIM −50%
159	MOALTRIA GROUP INC	10,863	$711,332	0.1%	ADD 6%
160	BILSPDR SERIES TRUST	7,775	$710,671	0.1%	HOLD
161	BIBLNORTHERN LTS FD TR IV	14,768	$704,155	0.1%	HOLD
162	SCHRSCHWAB STRATEGIC TR	27,413	$680,123	0.1%	ADD 23%
163	CAOSEA SERIES TRUST	7,339	$665,207	0.1%	ADD 24%
164	COSTCOSTCO WHSL CORP NEW	665	$662,719	0.1%	TRIM −4%
165	VVISA INC	2,186	$652,440	0.1%	ADD 6%
166	RLYSSGA ACTIVE ETF TR	17,710	$639,331	0.1%	HOLD
167	IMOMEA SERIES TRUST	15,614	$639,311	0.1%	TRIM −5%
168	IVALEA SERIES TRUST	18,169	$627,537	0.1%	TRIM −3%
169	GLDSPDR GOLD TR	1,427	$624,769	0.1%	ADD 82%
170	QGRWWISDOMTREE TR	11,475	$620,740	0.1%	NEW
171	BGRNISHARES TR	13,066	$617,565	0.1%	HOLD
172	PTLCPACER FDS TR	11,574	$609,140	0.1%	TRIM −63%
173	IEFISHARES TR	6,399	$608,161	0.1%	TRIM −7%
174	PMPHILIP MORRIS INTL INC	3,764	$592,221	0.1%	ADD 29%
175	BONDPIMCO ETF TR	6,403	$589,221	0.1%	ADD 19%
176	DFSIDIMENSIONAL ETF TRUST	13,401	$578,708	0.1%	HOLD
177	BSCTINVESCO EXCH TRD SLF IDX FD	30,693	$572,586	0.1%	TRIM −59%
178	CVXCHEVRON CORP NEW	2,870	$566,503	0.1%	NEW
179	NEARISHARES U S ETF TR	10,768	$545,507	0.1%	ADD 53%
180	BSVVANGUARD BD INDEX FDS	6,904	$539,617	0.1%	ADD 102%
181	PGPROCTER AND GAMBLE CO	3,710	$534,574	0.1%	HOLD
182	HDHOME DEPOT INC	1,613	$531,530	0.1%	ADD 41%
183	VBRVANGUARD INDEX FDS	2,436	$531,394	0.1%	TRIM −19%
184	FRDMEA SERIES TRUST	9,273	$517,821	0.1%	TRIM −7%
185	METAMETA PLATFORMS INC	874	$506,512	0.1%	ADD 6%
186	GDEWISDOMTREE TR	7,840	$501,133	0.1%	TRIM −43%
187	VCEBVANGUARD WORLD FD	7,944	$497,959	0.1%	HOLD
188	DIHPDIMENSIONAL ETF TRUST	15,083	$493,064	0.1%	ADD 109%
189	MCDMCDONALDS CORP	1,492	$458,477	0.1%	ADD 3%
190	XTISHARES TR	6,538	$451,805	0.1%	NEW
191	WFCWELLS FARGO CO NEW	5,579	$449,530	0.1%	NEW
192	WMWASTE MGMT INC DEL	1,942	$448,602	0.1%	HOLD
193	WTVWISDOMTREE TR	4,654	$439,503	0.1%	TRIM −31%
194	DFAEDIMENSIONAL ETF TRUST	12,355	$421,674	0.1%	ADD 11%
195	JAAAJANUS DETROIT STR TR	8,371	$421,647	0.1%	ADD 37%
196	IDVISHARES TR	9,747	$415,612	0.1%	ADD 10%
197	GCCWISDOMTREE TR	17,315	$413,126	0.1%	HOLD
198	VGITVANGUARD SCOTTSDALE FDS	6,917	$410,224	0.1%	ADD 12%
199	AGGISHARES TR	4,127	$408,568	0.1%	ADD 36%
200	DEDEERE & CO	712	$406,404	0.1%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFACDIMENSIONAL ETF TRUST

269K

394K

457K

918K

950K

$37M

VTIVANGUARD INDEX FDS

15K

69K

115K

106K

$34M

VOOVANGUARD INDEX FDS

10K

40K

47K

$28M

DFICDIMENSIONAL ETF TRUST

119K

156K

181K

479K

502K

$18M

VEAVANGUARD TAX-MANAGED FDS

44K

92K

133K

252K

276K

$18M

VCITVANGUARD SCOTTSDALE FDS

95K

96K

119K

187K

210K

$17M

DFCFDIMENSIONAL ETF TRUST

211K

227K

268K

309K

$13M

MUNIPIMCO Intermediate Muni Bd Actv - ETF

151K

143K

144K

187K

217K

$11M

BNDXVANGUARD CHARLOTTE FDS

10K

21K

64K

203K

234K

$11M

SPMDSPDR SERIES TRUST

—

42K

83K

167K

179K

$11M

VXUSVANGUARD STAR FDS

13K

56K

139K

136K

$11M

SPYSTATE STR SPDR S&P 500 ETF T

631

459

12K

15K

$10M

DFGRDIMENSIONAL ETF TRUST

194K

199K

189K

310K

346K

$9M

VWOVANGUARD INTL EQUITY INDEX F

87K

88K

101K

153K

166K

$9M

DFEMDIMENSIONAL ETF TRUST

84K

105K

107K

240K

253K

$9M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆XY Planning Network, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 273 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

XY Planning Network, Inc.