Xy Planning Network, Inc. New Holdings in Q4 2024

Xy Planning Network, Inc.

$133 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held
DFAC Dimensional ETF Tr U S Core Eq ETFs	269K New	$33.92 - $36.6 $9.11M - $9.83M	269K $9.29B
DFCF Dimensional ETF Tr Core Fxd In ETFs	211K New	$41.17 - $43.34 $8.67M - $9.13M	211K $8.69B
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	151K New	$51.58 - $52.91 $7.8M - $8M	151K $7.82B
VCIT Vanguard Intermediate Term Cor ETFs	95.4K New	$80.13 - $83.77 $7.64M - $7.99M	95.4K $7.66B
Dimensional ETF Trust	194K New	N/A	194K $4.94B
AVDV American Centy ETF Tr Avantis ETFs	72.9K New	$63.85 - $70.4 $4.66M - $5.14M	72.9K $4.75B
VUG Vanguard Growth ETF ETFs	10.7K New	$378.79 - $428.11 $4.06M - $4.59M	10.7K $4.4B
VWO Vanguard Ftse Emerging Mkts Et ETFs	87K New	$44.04 - $49.49 $3.83M - $4.3M	87K $3.83B
IJH Ishares Core S&P Mid Cap ETF ETFs	52.1K New	$61.68 - $67.87 $3.22M - $3.54M	52.1K $3.25B
DFIC Dimensional ETF Tr Dimensional ETFs	119K New	$25.61 - $28.0 $3.04M - $3.32M	119K $3.07B
TPIF Timothy Plan Intl ETF (De) ETFs	104K New	$26.38 - $28.72 $2.75M - $2.99M	104K $2.77B
BIBL Northern Lts Fd Tr Iv ETFs	69.3K New	$38.73 - $42.41 $2.69M - $2.94M	69.3K $2.7B
DFAX Dimensional ETF Tr	106K New	$24.76 - $27.04 $2.62M - $2.86M	106K $2.63B
DFAT Dimensional ETF Tr U S Target ETFs	45.7K New	$54.54 - $61.04 $2.49M - $2.79M	45.7K $2.54B
IJR Ishares Core S&P Sm Cap ETF ETFs	19.2K New	$113.92 - $127.38 $2.18M - $2.44M	19.2K $2.21B
DFEM Dimensional ETF Tr Emerging Mk ETFs	83.6K New	$26.16 - $28.82 $2.19M - $2.41M	83.6K $2.19B
DFUS Dimensional ETF Tr U S Equity ETFs	34K New	$61.52 - $66.5 $2.09M - $2.26M	34K $2.17B
IWV Ishares Russell 3000 ETF ETFs	6.41K New	$323.08 - $349.08 $2.07M - $2.24M	6.41K $2.14B
IUSV Ishares Core S&P U.S. Value Et ETFs	22.7K New	$91.94 - $100.02 $2.09M - $2.27M	22.7K $2.1B
VEA Vanguard Ftse Developed Market ETFs	43.5K New	$47.57 - $52.44 $2.07M - $2.28M	43.5K $2.08B
DFSD Dimensional ETF Tr Short Durat ETFs	41.1K New	$46.75 - $47.8 $1.92M - $1.96M	41.1K $1.93B
AVUV American Centy ETF Tr Avantis ETFs	19.6K New	$94.37 - $106.41 $1.85M - $2.09M	19.6K $1.89B
DISV Dimensional ETF Tr Dimensional ETFs	70.1K New	$26.18 - $28.77 $1.84M - $2.02M	70.1K $1.86B
DFSV Dimensional ETF Tr Dimensional ETFs	59.7K New	$30.18 - $33.87 $1.8M - $2.02M	59.7K $1.84B
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	36.9K New	$48.33 - $49.08 $1.78M - $1.81M	36.9K $1.79B
NVDA Nvidia Corp Technology	12.5K New	$117.0 - $148.88 $1.46M - $1.86M	12.5K $1.68B
STIP Ishares Barclays 0 5 Year Tips ETFs	16.4K New	$100.24 - $101.35 $1.64M - $1.66M	16.4K $1.65B
NUSC Nuveen Esg Small Cap ETF ETFs	38.3K New	$41.74 - $46.2 $1.6M - $1.77M	38.3K $1.6B
SCHD Schwab Strategic Tr Us Dividen ETFs	56.5K New	$26.93 - $84.95 $1.52M - $4.8M	56.5K $1.54B
DMXF Ishares Esg Advanced Msci Eafe Technology	22.9K New	$64.62 - $71.43 $1.48M - $1.64M	22.9K $1.48B
VCSH Vanguard Sht Term Corp Bd ETF ETFs	18.3K New	$77.86 - $79.27 $1.42M - $1.45M	18.3K $1.43B
MSFT Microsoft Corp Technology	3.38K New	$406.35 - $454.46 $1.37M - $1.53M	3.38K $1.42B
AVUS American Centy ETF Tr Avantis ETFs	14.7K New	$94.36 - $102.06 $1.38M - $1.5M	14.7K $1.42B
NULG Nuveen Esg Large Cap Growth Et ETFs	15.5K New	$81.6 - $90.89 $1.26M - $1.41M	15.5K $1.33B
VTI Vanguard Total Stock Market Et ETFs	4.56K New	$280.04 - $302.45 $1.28M - $1.38M	4.56K $1.32B
ESGE Ishares, Inc. Ishares Esg Awar ETFs	37.5K New	$33.39 - $37.66 $1.25M - $1.41M	37.5K $1.25B
IGSB Ishares Trust Ishares 1 5 Year ETFs	23.7K New	$51.54 - $52.55 $1.22M - $1.24M	23.7K $1.22B
AAPL Apple Inc. Technology	4.38K New	$221.69 - $259.02 $970K - $1.13M	4.38K $1.1B
USFR Wisdomtree Floating Rate Treas ETFs	21.4K New	$50.23 - $50.46 $1.08M - $1.08M	21.4K $1.08B
TPSC Timothy Plan U S Sm Cap Core E ETFs	26.9K New	$38.17 - $42.95 $1.03M - $1.16M	26.9K $1.05B
VTV Vanguard Value ETF ETFs	5.91K New	$168.32 - $181.87 $994K - $1.07M	5.91K $1B
AMZN Amazon Com Inc Consumer Cyclical	4.35K New	$180.88 - $232.93 $786K - $1.01M	4.35K $954M
VIG Vanguard Dividend Appreciation ETFs	4.68K New	N/A	4.68K $916M
RSP Invesco S&P 500 Equal Weight E ETFs	5.01K New	$174.22 - $187.62 $873K - $940K	5.01K $878M
AVGO Broadcom Inc. Technology	3.31K New	$159.67 - $250.0 $528K - $826K	3.31K $766M
DFIP Dimensional ETF Tr Inflation P ETFs	17.6K New	$40.31 - $42.43 $710K - $747K	17.6K $713M
VOO Vanguard Index Fds S&P 500 ETF ETFs	1.28K New	$521.84 - $558.82 $666K - $714K	1.28K $688M
VYM Vanguard Whitehall Fds (Vangua ETFs	5.17K New	$126.68 - $134.74 $655K - $697K	5.17K $660M
XMHQ Invesco Exchange Traded Fd Tr ETFs	6.23K New	$98.47 - $109.35 $614K - $681K	6.23K $614M
SCHG Schwab Strategic Tr Us Large C ETFs	21.7K New	$25.93 - $105.3 $564K - $2.29M	21.7K $606M

Activity Summary All Purchases 92 New Holdings 92 Increased Positions 0 All Sells 0 Reductions 0 Sold out 0 Calls 0 Puts 0

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Account

Xy Planning Network, Inc. New Holdings in Q4 2024

Xy Planning Network, Inc.

269K

211K

151K

95.4K

194K

72.9K

10.7K

87K

52.1K

119K

104K

69.3K

106K

45.7K

19.2K

83.6K

34K

6.41K

22.7K

43.5K

41.1K

19.6K

70.1K

59.7K

36.9K

12.5K

16.4K

38.3K

56.5K

22.9K

18.3K

3.38K

14.7K

15.5K

4.56K

37.5K

23.7K

4.38K

21.4K

26.9K

5.91K

4.35K

4.68K

5.01K

3.31K

17.6K

1.28K

5.17K

6.23K

21.7K

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