XY Planning Network, Inc.
Q4 2025 13F Holdings
- Locationbozeman, MT
- Num holdings
248
- Value ($000)
$573,799
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001873438
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $38.46M | 7 % | 114,709 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $36.33M | 6 % | 917,707 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $25.36M | 4 % | 40,432 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $16.49M | 3 % | 478,664 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $15.73M | 3 % | 251,855 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $15.64M | 3 % | 186,690 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $11.42M | 2 % | 268,242 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $10.48M | 2 % | 138,955 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.96M | 2 % | 14,610 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $9.82M | 2 % | 203,212 |
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