Xy Planning Network, Inc. Portfolio Holdings by Sector

Xy Planning Network, Inc.

$133 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF MUNI VCIT AVDV VUG VWO IJH 68 stocks	$112 Million 90.43% of portfolio	68	-	68	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD 3 stocks	$2.9 Million 2.34% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.42 Million 1.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.32 Million 1.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.1 Million 0.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$953,688 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$469,353 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$380,821 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$377,340 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$372,699 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$350,978 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$337,524 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$303,168 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$288,183 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services RF 1 stocks	$280,476 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$279,695 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$251,391 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$243,251 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$230,230 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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