Xy Planning Network, Inc. has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $9.29B, Dimensional ETF Tr Core Fxd In with a value of $8.69B, Pimco ETF Tr Inter Mun Bd Acti with a value of $7.82B, Vanguard Intermediate Term Cor with a value of $7.66B, and Dimensional ETF Trust with a value of $4.94B.

Examining the 13F form we can see an increase of $133B in the current position value.

Xy Planning Network, Inc. is based out at Bozeman, MT

Below you can find more details about Xy Planning Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $113 Billion
Technology: $5.41 Billion
Consumer Cyclical: $1.71 Billion
Financial Services: $1.03 Billion
Healthcare: $681 Million
Industrials: $639 Million
Consumer Defensive: $568 Million
Energy: $251 Million
Other: $243 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $133 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 92 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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