Xy Planning Network, Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    bozeman, MT
  • CIK
    0001873438
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

173

$293.72 M
VTI, DFAC, VCIT, DFCF
13F-HR
Jul 17, 2025
000175496025000409

102

$149.92 M
DFAC, DFCF, VCIT, MUNI
13F-HR
Apr 22, 2025
000175496025000233

92

$133.16 M
DFAC, DFCF, MUNI, VCIT
13F-HR
Feb 26, 2025
000175496025000155