Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
XY Planning Network, Inc. (CIK 1873438) reported $797.1M across 340 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($43.3M, 5.43%), VTI ($41.1M, 5.16%), VOO ($33.5M, 4.21%), VEA ($25.9M, 3.25%), DFIC ($20.4M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $43.3M | 5.43% | 975,919 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $41.1M | 5.16% | 111,109 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $33.5M | 4.21% | 48,815 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $25.9M | 3.25% | 363,090 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $20.4M | 2.56% | 547,885 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $18.2M | 2.28% | 220,232 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $15.4M | 1.93% | 178,651 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $15.0M | 1.88% | 310,169 | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $14.6M | 1.83% | 345,812 | Added |
| 10 | MUNI | PIMCO ETF TR | $12.3M | 1.55% | 234,381 | Added |
| 11 | VXUS | VANGUARD STAR FDS | $12.1M | 1.51% | 141,044 | Added |
| 12 | SPMD | SPDR SERIES TRUST | $11.8M | 1.48% | 174,104 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS | $11.5M | 1.45% | 52,971 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $11.1M | 1.39% | 14,805 | Added |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $11.0M | 1.37% | 269,500 | Added |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $10.8M | 1.36% | 374,316 | Added |
| 17 | SPLG | SPDR SERIES TRUST | $10.6M | 1.33% | 120,473 | Added |
| 18 | IVV | ISHARES TR | $10.6M | 1.33% | 14,106 | Added |
| 19 | XMHQ | INVESCO EXCHANGE TRADED FD T | $10.3M | 1.30% | 91,449 | Added |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $10.3M | 1.30% | 126,210 | Added |
| 21 | DCOR | DIMENSIONAL ETF TRUST | $9.8M | 1.23% | 119,331 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $9.7M | 1.22% | 163,066 | Trimmed |
| 23 | VTIP | VANGUARD MALVERN FDS | $9.5M | 1.19% | 188,498 | Added |
| 24 | SGOV | ISHARES TR | $8.5M | 1.06% | 84,102 | Added |
| 25 | AVDV | AMERICAN CENTY ETF TR | $8.3M | 1.05% | 80,955 | Added |
Source: SEC Form 13F filings · as of 2026-06-30