XY Planning Network, Inc.
Q4 2024 13F Holdings
- Locationbozeman, MT
- Num holdings
92
- Value ($000)
$133,162
- Date Filed02/26/2025
- 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 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $9.29M | 7 % | 268,631 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $8.69M | 7 % | 210,654 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $7.82M | 6 % | 151,171 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.66M | 6 % | 95,396 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $4.94M | 4 % | 193,557 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.75M | 4 % | 72,946 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.40M | 3 % | 10,718 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.83M | 3 % | 86,982 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.25M | 2 % | 52,128 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $3.07M | 2 % | 118,658 |
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