Xy Planning Network, Inc. Incresed Positions in Q2 2025

Xy Planning Network, Inc.

  • $294 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.54K
+ 74.47%
$46.77 - $47.89 $353K - $361K
17.7K $838M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.92K
+ 13.62%
$30.87 - $39.17 $152K - $193K
41.1K $1.61B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.54K
+ 78.51%
$47.42 - $51.67 $310K - $338K
14.9K $755M
VBR
Vanguard Small Cap Value ETF

ETFs
1.47K
+ 124.05%
$162.76 - $195.77 $239K - $288K
2.66K $518M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.25K
+ 24.77%
$90.56 - $109.49 $203K - $246K
11.3K $1.24B
AVEM
American Centy ETF Tr Avantis

ETFs
3.66K
+ 89.74%
$53.08 - $68.54 $194K - $251K
7.75K $531M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
441
+ 2.94%
$70.54 - $93.95 $31.1K - $41.4K
15.4K $1.45B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.6K
+ 56.2%
$85.42 - $94.39 $222K - $245K
7.23K $678M
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
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
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
6.38K
+ 61.25%
$22.92 - $28.04 $146K - $179K
16.8K $468M
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
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.52K
+ 8.5%
$41.11 - $42.42 $62.5K - $64.5K
19.4K $812M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
945
+ 8.66%
$36.02 - $41.92 $34K - $39.6K
11.9K $497M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.08K
+ 10.17%
$22.92 - $28.05 $24.7K - $30.2K
11.7K $327M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
217
+ 6.17%
$72.32 - $86.4 $15.7K - $18.7K
3.73K $323M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
174
+ 4.49%
$61.25 - $63.4 $10.7K - $11K
4.05K $257M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
143
+ 2.73%
$46.47 - $47.67 $6.65K - $6.82K
5.39K $257M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
554
+ 0.39%
$50.34 - $51.86 $27.9K - $28.7K
144K $7.37B
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.67%
$274.35 - $599.47 $1.37K - $3K
754 $235M
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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