Xy Planning Network, Inc. Purchases in Q2 2025

Xy Planning Network, Inc.

  • $294 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.94K
New
$29.36 - $35.56 $263K - $318K
8.94K $318M
HD
Home Depot, Inc.

Consumer Cyclical
853
New
$335.24 - $380.78 $286K - $325K
853 $313M
VBR
Vanguard Small Cap Value ETF

ETFs
1.47K
+ 124.05%
$162.76 - $195.77 $239K - $288K
2.66K $518M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.33K
New
$54.28 - $67.95 $235K - $294K
4.33K $294M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.69K
New
$23.66 - $29.99 $229K - $291K
9.69K $291M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.25K
+ 24.77%
$90.56 - $109.49 $203K - $246K
11.3K $1.24B
VONE
Vanguard Russell 1000 ETF

ETFs
1.03K
New
$225.48 - $280.86 $231K - $288K
1.03K $288M
AVEM
American Centy ETF Tr Avantis

ETFs
3.66K
+ 89.74%
$53.08 - $68.54 $194K - $251K
7.75K $531M
CAT
Caterpillar Inc

Industrials
726
New
$273.94 - $388.21 $199K - $282K
726 $282M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.13K
New
$187.5 - $246.51 $212K - $279K
1.13K $279M
TSLA
Tesla, Inc.

Consumer Cyclical
849
New
$221.86 - $362.89 $188K - $308K
849 $270M
IVE
Ishares S&P 500 Value ETF

ETFs
1.36K
New
$168.34 - $195.42 $229K - $266K
1.36K $266M
XLP
Consumer Staples Sector Spdr

ETFs
3.15K
New
N/A
3.15K $255M
Ea Series Trust
2.26K
New
N/A
2.26K $254M
IWB
Ishares Tr Russell 1000 ETF

ETFs
742
New
$272.36 - $339.57 $202K - $252K
742 $252M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.6K
+ 56.2%
$85.42 - $94.39 $222K - $245K
7.23K $678M
DFSI
Dimensional ETF Tr Dimen Intl
6.05K
New
N/A
6.05K $238M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
5.4K
+ 58.44%
$24.59 - $33.96 $133K - $184K
14.7K $498M
HIDE
Ea Ser Tr Alpha Architect High
10.3K
+ 45.82%
N/A
32.9K $749M
MS
Morgan Stanley

Financial Services
1.66K
New
$99.83 - $140.86 $166K - $234K
1.66K $234M
Ishares Bitcoin Trust ETF
3.78K
New
N/A
3.78K $231M
IYW
Ishares Dj Us Tech ETF

ETFs
1.32K
New
$122.57 - $173.27 $162K - $229K
1.32K $229M
Dimensional ETF Trust
3.75K
+ 17.43%
N/A
25.3K $1.38B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.9K
New
$24.32 - $24.81 $216K - $221K
8.9K $221M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.46K
New
$72.96 - $90.39 $180K - $223K
2.46K $220M
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.29K
New
$29.82 - $30.19 $217K - $220K
7.29K $220M
NFLX
Netflix Inc

Communication Services
159
New
$855.86 - $1339.13 $136K - $213K
159 $213M
DFAR
Dimensional ETF Tr Dimensional

ETFs
9.07K
New
$20.99 - $23.93 $190K - $217K
9.07K $213M
American Centy ETF Tr
3.24K
New
N/A
3.24K $212M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
5.15K
New
$36.26 - $40.45 $187K - $208K
5.15K $208M
V
Visa Inc.

Financial Services
575
+ 70.12%
$308.27 - $373.31 $177K - $215K
1.4K $495M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.77K
+ 17.93%
$51.68 - $52.76 $195K - $199K
24.8K $1.31B
Super Micro Computer Inc
4.18K
New
N/A
4.18K $205M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
6.38K
+ 61.25%
$22.92 - $28.04 $146K - $179K
16.8K $468M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.57K
New
$77.74 - $78.78 $199K - $202K
2.57K $202M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.05K
+ 15.23%
$51.16 - $62.02 $105K - $127K
15.5K $964M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.25K
+ 19.96%
$24.32 - $27.87 $201K - $230K
49.6K $1.31B
VTV
Vanguard Value ETF

ETFs
768
+ 15.12%
$153.67 - $176.74 $118K - $136K
5.85K $1.03B
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.5K
+ 53.04%
$24.54 - $25.07 $135K - $138K
15.9K $397M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.85K
+ 47.96%
$52.31 - $63.72 $96.6K - $118K
5.7K $363M
Ea Series Trust
1.41K
+ 50.18%
N/A
4.23K $375M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.29K
+ 10.12%
$50.28 - $50.47 $115K - $116K
24.9K $1.26B
AVES
American Centy ETF Tr Avantis

ETFs
1.41K
+ 30.24%
$42.02 - $53.63 $59.3K - $75.7K
6.08K $325M
GOOG
Alphabet Inc.

Communication Services
365
+ 20.28%
$146.58 - $180.01 $53.5K - $65.7K
2.17K $384M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.38K
+ 11.96%
$34.72 - $42.74 $47.9K - $58.9K
12.9K $552M
XOM
Exxon Mobil Corp

Energy
1.08K
+ 55.82%
$99.93 - $119.04 $108K - $128K
3.01K $325M
SCHG
Schwab Strategic Tr Us Large C

ETFs
447
+ 2.58%
$22.27 - $29.21 $9.95K - $13.1K
17.8K $519M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.14K
+ 16.46%
$17.76 - $22.1 $38K - $47.2K
15.1K $334M
VIG
Vanguard Dividend Appreciation

ETFs
249
+ 21.88%
N/A
1.39K $284M
Activity Summary
Buys All Purchases 158 New Holdings 72 Increased Positions 86 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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