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 $626.0M across 273 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($37.2M, 5.94%), VTI ($34.1M, 5.45%), VOO ($28.0M, 4.48%), DFIC ($18.1M, 2.89%), VEA ($18.0M, 2.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $37.2M | 5.94% | 950,162 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $34.1M | 5.45% | 105,586 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $28.0M | 4.48% | 46,544 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $18.1M | 2.89% | 502,259 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $18.0M | 2.87% | 275,743 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $17.3M | 2.76% | 209,677 | Added |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $13.1M | 2.09% | 309,411 | Added |
| 8 | MUNI | PIMCO ETF TR | $11.3M | 1.81% | 216,985 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $11.2M | 1.79% | 233,977 | Added |
| 10 | SPMD | SPDR SERIES TRUST | $10.7M | 1.71% | 179,274 | Added |
| 11 | VXUS | VANGUARD STAR FDS | $10.6M | 1.69% | 135,545 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 1.53% | 14,653 | Added |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $9.3M | 1.48% | 346,201 | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $9.0M | 1.44% | 166,254 | Added |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $8.8M | 1.41% | 253,398 | Added |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $8.1M | 1.29% | 113,071 | Added |
| 17 | VTIP | VANGUARD MALVERN FDS | $7.9M | 1.26% | 157,714 | Added |
| 18 | IVV | ISHARES TR | $7.9M | 1.26% | 12,021 | Added |
| 19 | DCOR | DIMENSIONAL ETF TRUST | $7.7M | 1.23% | 106,219 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $7.6M | 1.21% | 17,204 | Added |
| 21 | XMHQ | INVESCO EXCHANGE TRADED FD T | $7.5M | 1.19% | 71,439 | Added |
| 22 | AVDV | AMERICAN CENTY ETF TR | $7.0M | 1.11% | 68,313 | Added |
| 23 | SPTI | SPDR SERIES TRUST | $6.5M | 1.04% | 227,423 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $6.3M | 1.01% | 35,971 | Added |
| 25 | AAPL | APPLE INC | $6.2M | 0.99% | 24,166 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31