13F HOLDINGS REPORT

XY Planning Network, Inc.

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001754960-25-000233

Total Value

$149.9M

Positions

102

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (102)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	393,856	$13.0M	8.67%
2	DIMENSIONAL ETF TRUST	25434V872	210,726	$8.9M	5.91%
3	VANGUARD SCOTTSDALE FDS	92206C870	95,953	$7.8M	5.23%
4	PIMCO ETF TR	72201R866	142,950	$7.4M	4.92%
5	DIMENSIONAL ETF TRUST	25434V658	199,194	$5.2M	3.49%
6	VANGUARD TAX-MANAGED FDS	921943858	91,761	$4.7M	3.11%
7	AMERICAN CENTY ETF TR	025072802	66,520	$4.6M	3.09%
8	DIMENSIONAL ETF TRUST	25434V799	156,226	$4.3M	2.89%
9	VANGUARD INDEX FDS	922908769	15,429	$4.2M	2.83%
10	VANGUARD INTL EQUITY INDEX F	922042858	88,333	$4.0M	2.67%
11	VANGUARD INDEX FDS	922908736	10,132	$3.8M	2.51%
12	TIMOTHY PLAN	887432334	113,506	$3.3M	2.18%
13	DIMENSIONAL ETF TRUST	25434V732	104,888	$2.8M	1.85%
14	DIMENSIONAL ETF TRUST	25434V880	100,623	$2.6M	1.76%
15	DIMENSIONAL ETF TRUST	25434V864	51,579	$2.5M	1.63%
16	VANGUARD MALVERN FDS	922020805	48,356	$2.4M	1.61%
17	SPDR SER TR	78464A847	41,853	$2.1M	1.43%
18	DIMENSIONAL ETF TRUST	25434V609	41,246	$2.1M	1.42%
19	ISHARES TR	464287663	22,763	$2.1M	1.40%
20	NORTHERN LTS FD TR IV	NTRSO	10,016	$2.1M	1.37%
21	ISHARES TR	464287200	3,604	$2.0M	1.35%
22	DIMENSIONAL ETF TRUST	25434V401	32,980	$2.0M	1.33%
23	DIMENSIONAL ETF TRUST	25434V781	67,064	$2.0M	1.30%
24	ISHARES TR	464287689	6,135	$1.9M	1.30%
25	DIMENSIONAL ETF TRUST	25434V815	67,995	$1.9M	1.28%
26	AMERICAN CENTY ETF TR	025072877	20,355	$1.8M	1.18%
27	ISHARES TR	46436E759	22,041	$1.5M	0.99%
28	ISHARES TR	46429B747	14,257	$1.5M	0.98%
29	NUSHARES ETF TR	NU	38,079	$1.5M	0.97%
30	VANGUARD SCOTTSDALE FDS	92206C409	18,086	$1.4M	0.95%
31	ANGEL OAK FUNDS TRUST	03463K752	27,044	$1.4M	0.92%
32	NVIDIA CORPORATION	NVDA	12,405	$1.3M	0.90%
33	AMERICAN CENTY ETF TR	025072885	14,302	$1.3M	0.88%
34	VANGUARD SCOTTSDALE FDS	92206C102	22,295	$1.3M	0.87%
35	ISHARES INC	46434G863	36,145	$1.3M	0.84%
36	VANGUARD INDEX FDS	922908363	2,412	$1.2M	0.83%
37	APPLE INC	AAPL	5,298	$1.2M	0.79%
38	NUSHARES ETF TR	NU	15,005	$1.2M	0.78%
39	SCHWAB STRATEGIC TR	808524797	41,316	$1.2M	0.77%
40	DIMENSIONAL ETF TRUST	25434V583	21,515	$1.1M	0.77%
41	WISDOMTREE TR	WT	22,654	$1.1M	0.76%
42	ISHARES TR	464288646	21,024	$1.1M	0.73%
43	TIMOTHY PLAN	887432342	28,456	$1.1M	0.70%
44	ISHARES INC	46434G764	19,030	$1.0M	0.70%
45	VANGUARD CHARLOTTE FDS	92203J407	21,416	$1.0M	0.70%
46	ISHARES TR	464287804	9,066	$948,046	0.63%
47	INVESCO EXCHANGE TRADED FD T	IVZ	5,080	$880,008	0.59%
48	VANGUARD INDEX FDS	922908744	5,080	$877,519	0.59%
49	SPDR SER TR	78468R853	20,204	$823,530	0.55%
50	VANGUARD STAR FDS	921909768	12,777	$793,452	0.53%
51	ISHARES TR	464287507	13,487	$786,957	0.52%
52	DIMENSIONAL ETF TRUST	25434V856	17,895	$753,576	0.50%
53	AMAZON COM INC	AMZN	3,822	$727,174	0.49%
54	DIMENSIONAL ETF TRUST	25434V591	13,350	$677,246	0.45%
55	ISHARES TR	46436E718	6,602	$664,623	0.44%
56	DIMENSIONAL ETF TRUST	25434V203	21,048	$657,331	0.44%
57	VANGUARD WHITEHALL FDS	921946406	4,883	$629,712	0.42%
58	INVESCO EXCHANGE TRADED FD T	IVZ	6,695	$612,793	0.41%
59	NORTHERN LTS FD TR IV	NTRSO	15,622	$600,054	0.40%
60	EA SERIES TRUST	02072L409	9,904	$588,298	0.39%
61	EA SERIES TRUST	02072L102	12,734	$543,105	0.36%
62	BROADCOM INC	AVGO	3,104	$519,703	0.35%
63	EA SERIES TRUST	02072L631	22,539	$513,777	0.34%
64	DIMENSIONAL ETF TRUST	25434V849	10,130	$481,867	0.32%
65	DIMENSIONAL ETF TRUST	25434V724	11,112	$457,926	0.31%
66	SPDR INDEX SHS FDS	78463X509	11,532	$454,015	0.30%
67	NUSHARES ETF TR	NU	10,906	$441,571	0.29%
68	DIMENSIONAL ETF TRUST	25434V625	7,078	$434,094	0.29%
69	SCHWAB STRATEGIC TR	808524300	17,315	$433,568	0.29%
70	ISHARES TR	46429B697	4,626	$433,271	0.29%
71	PACER FDS TR	69374H105	8,334	$428,784	0.29%
72	UNITEDHEALTH GROUP INC	UNH	749	$392,302	0.26%
73	INVESCO QQQ TR	IVZ	782	$366,695	0.24%
74	C H ROBINSON WORLDWIDE INC	CHRW	3,400	$348,160	0.23%
75	ISHARES TR	464288158	3,272	$345,494	0.23%
76	SPDR S&P MIDCAP 400 ETF TR	MDY	644	$343,561	0.23%
77	VANGUARD INTL EQUITY INDEX F	922042742	2,843	$329,646	0.22%
78	SPDR SER TR	78464A300	3,699	$289,986	0.19%
79	WISDOMTREE TR	WT	3,517	$288,992	0.19%
80	VISA INC	V	820	$287,377	0.19%
81	VANGUARD INDEX FDS	922908637	1,101	$282,990	0.19%
82	ALPHABET INC	GOOG	1,800	$281,244	0.19%
83	ISHARES TR	464288448	9,060	$281,041	0.19%
84	SCHWAB STRATEGIC TR	808524508	10,587	$277,379	0.19%
85	DIMENSIONAL ETF TRUST	25434V716	7,735	$276,990	0.18%
86	MICROSOFT CORP	MSFT	709	$266,152	0.18%
87	EA SERIES TRUST	02072L201	10,420	$266,127	0.18%
88	EA SERIES TRUST	02072L300	9,247	$260,858	0.17%
89	SCHWAB STRATEGIC TR	808524854	10,368	$257,748	0.17%
90	SCHWAB STRATEGIC TR	808524805	12,985	$256,843	0.17%
91	SPDR S&P 500 ETF TR	SPY	459	$256,760	0.17%
92	ISHARES TR	46435U440	5,243	$248,287	0.17%
93	EA SERIES TRUST	02072L516	2,814	$247,497	0.17%
94	AMERICAN CENTY ETF TR	025072604	4,082	$245,614	0.16%
95	VANGUARD WORLD FD	921910691	3,879	$244,062	0.16%
96	DIMENSIONAL ETF TRUST	25434V500	3,851	$230,097	0.15%
97	EXXON MOBIL CORP	XOM	1,933	$229,892	0.15%
98	VANGUARD SPECIALIZED FUNDS	921908844	1,138	$220,761	0.15%
99	VANGUARD INDEX FDS	922908611	1,185	$220,754	0.15%
100	AMERICAN CENTY ETF TR	025072372	4,666	$220,049	0.15%
101	VANGUARD BD INDEX FDS	921937835	2,981	$218,954	0.15%
102	VANGUARD MUN BD FDS	922907746	4,269	$211,847	0.14%