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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001873438

XY Planning Network, Inc.

BOZEMAN, MT · File #028-25418

Latest AUM
$573.8M
Positions
248
Top-10 Concentration
48.4%
Filings
5

Sector Allocation

Financials
8.3%$47.5M
Technology
2.9%$16.6M
Healthcare
0.3%$1.8M
Industrials
0.1%$611,825
Energy
0.1%$558,291
Materials
0.0%$274,658

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769114,709$38.5M9.82%
2DIMENSIONAL ETF TRUST25434V708917,707$36.3M9.28%
3VANGUARD INDEX FDS92290836340,432$25.4M6.48%
4DIMENSIONAL ETF TRUST25434V799478,664$16.5M4.21%
5VANGUARD TAX-MANAGED FDS921943858251,855$15.7M4.02%
6VANGUARD SCOTTSDALE FDS92206C870186,690$15.6M3.99%
7DIMENSIONAL ETF TRUST25434V872268,242$11.4M2.92%
8VANGUARD STAR FDS921909768138,955$10.5M2.68%
9SPDR S&P 500 ETF TRSPY14,610$10.0M2.54%
10VANGUARD CHARLOTTE FDS92203J407203,212$9.8M2.51%
11PIMCO ETF TR72201R866187,252$9.8M2.51%
12SPDR SERIES TRUST78464A847167,277$9.7M2.47%
13VANGUARD INTL EQUITY INDEX F922042858152,745$8.2M2.10%
14DIMENSIONAL ETF TRUST25434V658310,046$8.2M2.09%
15DIMENSIONAL ETF TRUST25434V732239,806$7.9M2.03%
16DIMENSIONAL ETF TRUST25434V401106,107$7.9M2.01%
17VANGUARD MALVERN FDS922020805143,100$7.1M1.81%
18DIMENSIONAL ETF TRUST25434V62596,059$7.1M1.81%
19VANGUARD INDEX FDS92290873614,346$7.0M1.79%
20APPLE INCAAPL25,550$6.9M1.77%