XY Planning Network, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbozeman, MT
- CIK0001873438
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
92 | $133.16M | DFAC, DFCF, MUNI, VCIT | 13F-HR | Feb 26, 2025 | 000175496025000155 |