13F HOLDINGS REPORT

XY Planning Network, Inc.

Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001754960-25-000409

Total Value

$293.7M

Positions

173

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (173)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908769	68,911	$20.9M	7.13%
2	DIMENSIONAL ETF TRUST	25434V708	456,678	$16.4M	5.57%
3	VANGUARD SCOTTSDALE FDS	92206C870	119,352	$9.9M	3.37%
4	DIMENSIONAL ETF TRUST	25434V872	227,250	$9.6M	3.27%
5	ISHARES TR	464287200	13,058	$8.1M	2.76%
6	VANGUARD TAX-MANAGED FDS	921943858	133,205	$7.6M	2.59%
7	SPDR S&P 500 ETF TR	SPY	12,078	$7.5M	2.54%
8	PIMCO ETF TR	72201R866	143,504	$7.4M	2.51%
9	VANGUARD INDEX FDS	922908363	10,117	$5.7M	1.96%
10	DIMENSIONAL ETF TRUST	25434V799	180,535	$5.6M	1.91%
11	VANGUARD INDEX FDS	922908736	12,078	$5.3M	1.80%
12	DIMENSIONAL ETF TRUST	25434V658	189,126	$5.1M	1.73%
13	VANGUARD INTL EQUITY INDEX F	922042858	101,344	$5.0M	1.71%
14	AMERICAN CENTY ETF TR	025072802	60,623	$4.8M	1.64%
15	DIMENSIONAL ETF TRUST	25434V401	67,117	$4.5M	1.53%
16	SPDR SERIES TRUST	78464A847	82,593	$4.5M	1.53%
17	TWO RDS SHARED TR	90214Q733	236,807	$4.5M	1.53%
18	DIMENSIONAL ETF TRUST	25434V815	143,039	$4.2M	1.43%
19	VANGUARD MALVERN FDS	922020805	82,976	$4.2M	1.42%
20	DIMENSIONAL ETF TRUST	25434V880	137,431	$4.0M	1.37%
21	VANGUARD STAR FDS	921909768	55,998	$3.9M	1.32%
22	APPLE INC	AAPL	17,055	$3.5M	1.19%
23	DIMENSIONAL ETF TRUST	25434V864	69,337	$3.3M	1.13%
24	TIMOTHY PLAN	887432334	102,192	$3.3M	1.12%
25	VANECK ETF TRUST	92189F643	34,696	$3.3M	1.11%
26	DIMENSIONAL ETF TRUST	25434V732	107,424	$3.2M	1.09%
27	VANGUARD CHARLOTTE FDS	92203J407	64,364	$3.2M	1.08%
28	VANGUARD SCOTTSDALE FDS	92206C102	53,912	$3.2M	1.08%
29	DIMENSIONAL ETF TRUST	25434V609	56,848	$3.1M	1.04%
30	ISHARES TR	464287689	8,613	$3.0M	1.03%
31	VANGUARD SCOTTSDALE FDS	92206C409	34,586	$2.7M	0.94%
32	DIMENSIONAL ETF TRUST	25434V781	81,282	$2.7M	0.91%
33	WISDOMTREE TR	WT	22,837	$2.6M	0.89%
34	NVIDIA CORPORATION	NVDA	15,505	$2.4M	0.83%
35	TWO RDS SHARED TR	90214Q766	260,163	$2.4M	0.82%
36	NORTHERN LTS FD TR IV	NTRSO	10,555	$2.4M	0.82%
37	AMERICAN CENTY ETF TR	025072877	24,764	$2.3M	0.77%
38	ANGEL OAK FUNDS TRUST	03463K752	43,500	$2.2M	0.76%
39	ISHARES TR	464287663	22,509	$2.1M	0.73%
40	CME GROUP INC	CME	7,475	$2.1M	0.70%
41	AMERICAN CENTY ETF TR	025072885	20,298	$2.0M	0.70%
42	VANGUARD WORLD FD	92204A702	3,011	$2.0M	0.68%
43	INVESCO QQQ TR	IVZ	3,489	$1.9M	0.66%
44	NUSHARES ETF TR	NU	46,146	$1.9M	0.64%
45	ISHARES INC	464286525	15,100	$1.8M	0.61%
46	DIMENSIONAL ETF TRUST	25434V591	34,825	$1.8M	0.60%
47	TIMOTHY PLAN	887432342	44,373	$1.7M	0.58%
48	VANGUARD INTL EQUITY INDEX F	922042742	13,238	$1.7M	0.58%
49	ISHARES INC	46434G764	26,226	$1.7M	0.56%
50	ISHARES INC	46434G863	41,069	$1.6M	0.55%
51	ISHARES TR	46436E718	15,886	$1.6M	0.54%
52	ISHARES TR	46436E759	20,837	$1.6M	0.53%
53	ISHARES TR	46429B747	14,145	$1.5M	0.50%
54	NUSHARES ETF TR	NU	15,446	$1.5M	0.49%
55	ISHARES TR	46434V647	58,651	$1.4M	0.49%
56	AMAZON COM INC	AMZN	6,548	$1.4M	0.49%
57	DIMENSIONAL ETF TRUST	25434V583	25,264	$1.4M	0.47%
58	SPDR SERIES TRUST	78468R853	30,903	$1.3M	0.45%
59	SCHWAB STRATEGIC TR	808524797	49,563	$1.3M	0.45%
60	ISHARES TR	464288646	24,794	$1.3M	0.45%
61	WISDOMTREE TR	WT	24,947	$1.3M	0.43%
62	ISHARES TR	464287804	11,312	$1.2M	0.42%
63	SCHWAB STRATEGIC TR	808524607	47,856	$1.2M	0.41%
64	INVESCO EXCHANGE TRADED FD T	IVZ	11,287	$1.1M	0.38%
65	CBOE GLOBAL MKTS INC	12503M108	4,740	$1.1M	0.38%
66	ISHARES TR	464288414	10,570	$1.1M	0.38%
67	DIMENSIONAL ETF TRUST	25434V716	27,907	$1.1M	0.37%
68	DIMENSIONAL ETF TRUST	25434V203	30,725	$1.1M	0.36%
69	EA SERIES TRUST	02072L409	16,060	$1.0M	0.36%
70	VANGUARD INDEX FDS	922908744	5,848	$1.0M	0.35%
71	ISHARES TR	464287150	7,563	$1.0M	0.35%
72	BROADCOM INC	AVGO	3,552	$979,098	0.33%
73	ISHARES TR	464287507	15,541	$963,838	0.33%
74	EA SERIES TRUST	02072L102	21,627	$951,804	0.32%
75	DIMENSIONAL ETF TRUST	25434V625	13,178	$880,950	0.30%
76	MICROSOFT CORP	MSFT	1,754	$872,229	0.30%
77	DIMENSIONAL ETF TRUST	25434V724	20,588	$870,480	0.30%
78	ISHARES TR	46435G516	9,669	$862,668	0.29%
79	DIMENSIONAL ETF TRUST	25434V849	17,674	$838,273	0.29%
80	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,720	$835,525	0.28%
81	SELECT SECTOR SPDR TR	81369Y209	6,121	$825,079	0.28%
82	SSGA ACTIVE ETF TR	78467V103	27,972	$813,705	0.28%
83	DIMENSIONAL ETF TRUST	25434V856	19,416	$811,785	0.28%
84	ISHARES TR	46435G425	5,987	$810,041	0.28%
85	SPDR SERIES TRUST	78464A821	8,983	$780,353	0.27%
86	INVESCO EXCHANGE TRADED FD T	IVZ	4,207	$764,580	0.26%
87	PACER FDS TR	69374H105	14,877	$755,157	0.26%
88	EA SERIES TRUST	02072L631	32,867	$749,039	0.26%
89	VANGUARD INDEX FDS	922908595	2,670	$739,430	0.25%
90	SPDR SERIES TRUST	78464A672	24,559	$706,562	0.24%
91	VANGUARD BD INDEX FDS	92203C303	14,156	$705,889	0.24%
92	VANGUARD INDEX FDS	922908637	2,469	$704,406	0.24%
93	VANGUARD INDEX FDS	922908512	4,129	$679,055	0.23%
94	ISHARES TR	46429B697	7,226	$678,305	0.23%
95	JPMORGAN CHASE & CO.	VYLD	2,264	$656,279	0.22%
96	NORTHERN LTS FD TR IV	NTRSO	15,608	$645,093	0.22%
97	VANGUARD WHITEHALL FDS	921946406	4,803	$640,288	0.22%
98	INVESCO EXCH TRD SLF IDX FD	IVZ	30,856	$638,099	0.22%
99	INVESCO EXCH TRD SLF IDX FD	IVZ	31,970	$624,047	0.21%
100	SPDR SERIES TRUST	78468R663	6,614	$606,702	0.21%
101	INVESCO EXCH TRD SLF IDX FD	IVZ	29,694	$583,495	0.20%
102	SPDR INDEX SHS FDS	78463X509	12,911	$551,816	0.19%
103	COSTCO WHSL CORP NEW	22160K105	555	$549,714	0.19%
104	AMERICAN CENTY ETF TR	025072604	7,745	$530,842	0.18%
105	SCHWAB STRATEGIC TR	808524300	17,762	$518,828	0.18%
106	VANGUARD INDEX FDS	922908611	2,655	$517,714	0.18%
107	INVESCO EXCH TRD SLF IDX FD	IVZ	24,792	$507,988	0.17%
108	EA SERIES TRUST	02072L300	14,651	$497,548	0.17%
109	NUSHARES ETF TR	NU	11,851	$496,721	0.17%
110	ORACLE CORP	ORCL-PD	2,271	$496,529	0.17%
111	VISA INC	V	1,395	$495,417	0.17%
112	VANGUARD MALVERN FDS	922020755	6,177	$480,569	0.16%
113	PROCTER AND GAMBLE CO	742718109	2,987	$475,889	0.16%
114	EA SERIES TRUST	02072L201	16,802	$468,440	0.16%
115	DIMENSIONAL ETF TRUST	25434V104	10,940	$463,422	0.16%
116	ALPHABET INC	GOOG	2,579	$454,562	0.15%
117	WASTE MGMT INC DEL	94106L109	1,910	$437,046	0.15%
118	J P MORGAN EXCHANGE TRADED F	46654Q773	8,359	$436,591	0.15%
119	T ROWE PRICE ETF INC	87283Q305	9,686	$407,195	0.14%
120	SCHWAB STRATEGIC TR	808524854	15,867	$397,151	0.14%
121	J P MORGAN EXCHANGE TRADED F	46641Q670	8,411	$395,822	0.13%
122	ISHARES TR	464287481	2,843	$394,267	0.13%
123	ALPHABET INC	GOOG	2,165	$384,132	0.13%
124	SPDR SERIES TRUST	78468R101	13,103	$383,787	0.13%
125	EA SERIES TRUST	02072L516	4,226	$375,438	0.13%
126	DIMENSIONAL ETF TRUST	25434V674	7,053	$369,789	0.13%
127	DIMENSIONAL ETF TRUST	25434V500	5,698	$363,023	0.12%
128	JOHNSON & JOHNSON	JNJ	2,348	$358,658	0.12%
129	EA SERIES TRUST	02072L607	8,801	$355,560	0.12%
130	SPDR S&P MIDCAP 400 ETF TR	MDY	609	$344,824	0.12%
131	ISHARES TR	46432F842	4,060	$338,919	0.12%
132	ISHARES TR	464288158	3,156	$335,649	0.11%
133	META PLATFORMS INC	META	454	$335,260	0.11%
134	SCHWAB STRATEGIC TR	808524805	15,122	$334,196	0.11%
135	SCHWAB STRATEGIC TR	808524508	11,664	$327,175	0.11%
136	WORLD GOLD TR	GLDW	4,990	$326,945	0.11%
137	AMERICAN CENTY ETF TR	025072372	6,077	$325,394	0.11%
138	FIRST TR EXCHNG TRADED FD VI	33740U661	8,396	$324,841	0.11%
139	EXXON MOBIL CORP	XOM	3,012	$324,703	0.11%
140	WISDOMTREE TR	WT	3,734	$322,618	0.11%
141	DIMENSIONAL ETF TRUST	25434V831	8,941	$317,942	0.11%
142	HOME DEPOT INC	HD	853	$312,793	0.11%
143	ISHARES TR	464288448	8,985	$310,072	0.11%
144	ISHARES TR	46434V290	4,333	$294,427	0.10%
145	SPDR SERIES TRUST	78464A300	3,660	$291,932	0.10%
146	DIMENSIONAL ETF TRUST	25434V740	9,687	$290,513	0.10%
147	VANGUARD SCOTTSDALE FDS	92206C730	1,025	$287,860	0.10%
148	VANGUARD SPECIALIZED FUNDS	921908844	1,387	$283,877	0.10%
149	CATERPILLAR INC	CAT	726	$281,840	0.10%
150	ISHARES TR	464289438	1,131	$278,803	0.09%
151	TESLA INC	TSLA	849	$269,693	0.09%
152	ISHARES TR	464287408	1,361	$265,933	0.09%
153	VANGUARD WORLD FD	921910691	4,053	$256,944	0.09%
154	ISHARES TR	46435U440	5,386	$256,769	0.09%
155	SELECT SECTOR SPDR TR	81369Y308	3,149	$254,940	0.09%
156	EA SERIES TRUST	02072L565	2,256	$254,206	0.09%
157	ISHARES TR	464287622	742	$251,961	0.09%
158	DIMENSIONAL ETF TRUST	25434V690	6,045	$238,229	0.08%
159	UNITEDHEALTH GROUP INC	UNH	754	$235,377	0.08%
160	MORGAN STANLEY	MS-PQ	1,659	$233,687	0.08%
161	ISHARES BITCOIN TRUST ETF	IBIT	3,782	$231,496	0.08%
162	ISHARES TR	464287721	1,320	$228,716	0.08%
163	SCHWAB STRATEGIC TR	808524714	8,901	$220,844	0.08%
164	ISHARES TR	464287465	2,464	$220,214	0.07%
165	SPDR SERIES TRUST	78464A474	7,287	$220,007	0.07%
166	NETFLIX INC	NFLX	159	$212,922	0.07%
167	DIMENSIONAL ETF TRUST	25434V823	9,073	$212,853	0.07%
168	AMERICAN CENTY ETF TR	025072174	3,244	$211,866	0.07%
169	INNOVATOR ETFS TRUST	INHD	5,153	$208,451	0.07%
170	VANGUARD BD INDEX FDS	921937835	2,787	$205,207	0.07%
171	SUPER MICRO COMPUTER INC	SMCI	4,175	$204,617	0.07%
172	VANGUARD MUN BD FDS	922907746	4,156	$203,790	0.07%
173	VANGUARD BD INDEX FDS	921937827	2,566	$201,944	0.07%