Xy Planning Network, Inc. Reduced Holdings in Q1 2025

Xy Planning Network, Inc.

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-38.6K
- 74.13%
$57.21 - $65.8 $2.21M - $2.54M
13.5K $787M
BIBL
Northern Lts Fd Tr Iv

ETFs
-53.7K
- 77.47%
$37.55 - $41.94 $2.02M - $2.25M
15.6K $600M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.1K
- 52.72%
$102.49 - $119.96 $1.04M - $1.21M
9.07K $948M
MSFT
Microsoft Corp

Technology
-2.67K
- 78.99%
$375.39 - $447.2 $1M - $1.19M
709 $266M
VIG
Vanguard Dividend Appreciation

ETFs
-3.54K
- 75.67%
N/A
1.14K $221M
VUG
Vanguard Growth ETF

ETFs
-586
- 5.47%
$369.1 - $427.61 $216K - $251K
10.1K $3.76B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-8.22K
- 5.44%
$51.26 - $52.53 $421K - $432K
143K $7.37B
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.41K
- 9.67%
$50.44 - $58.1 $223K - $256K
41.2K $2.12B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.2K
- 26.84%
$27.01 - $28.54 $409K - $433K
41.3K $1.16B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.02K
- 62.74%
$71.17 - $73.66 $357K - $370K
2.98K $219M
AVGO
Broadcom Inc.

Technology
-201
- 6.08%
$167.43 - $244.7 $33.7K - $49.2K
3.1K $520M
AMZN
Amazon Com Inc

Consumer Cyclical
-525
- 12.08%
$190.26 - $242.06 $99.9K - $127K
3.82K $727M
IWV
Ishares Russell 3000 ETF

ETFs
-271
- 4.23%
$313.1 - $349.83 $84.9K - $94.8K
6.14K $1.95B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.13K
- 13.01%
$100.59 - $103.47 $214K - $221K
14.3K $1.48B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.02K
- 2.99%
$59.61 - $66.71 $60.7K - $67.9K
33K $1.99B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.42K
- 20.35%
$24.91 - $29.02 $110K - $128K
17.3K $434M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-457
- 2.96%
$77.67 - $90.15 $35.5K - $41.2K
15K $1.17B
NUSC
Nuveen Esg Small Cap ETF

ETFs
-186
- 0.49%
$37.9 - $43.9 $7.05K - $8.17K
38.1K $1.46B
VTV
Vanguard Value ETF

ETFs
-826
- 13.99%
$167.73 - $179.21 $139K - $148K
5.08K $878M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.64K
- 11.14%
$51.52 - $52.37 $136K - $138K
21K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-172
- 27.26%
$551.42 - $612.93 $94.8K - $105K
459 $257M
AVDV
American Centy ETF Tr Avantis

ETFs
-6.43K
- 8.81%
$63.74 - $71.96 $410K - $462K
66.5K $4.64B
AVUS
American Centy ETF Tr Avantis

ETFs
-365
- 2.49%
$90.7 - $101.57 $33.1K - $37.1K
14.3K $1.32B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-246
- 6.24%
$77.33 - $90.16 $19K - $22.2K
3.7K $290M
SUB
Ishares Short Term National Mu

ETFs
-450
- 12.09%
$105.3 - $106.24 $47.4K - $47.8K
3.27K $345M
AVES
American Centy ETF Tr Avantis

ETFs
-1.04K
- 18.21%
$44.71 - $48.65 $46.5K - $50.5K
4.67K $220M
DFSU
Dimensional ETF Tr Dimen Us Su
-457
- 5.58%
N/A
7.74K $277M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-287
- 5.55%
$126.11 - $135.06 $36.2K - $38.8K
4.88K $630M
XOM
Exxon Mobil Corp

Energy
-404
- 17.29%
$105.44 - $118.93 $42.6K - $48K
1.93K $230M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-81
- 1.86%
$49.25 - $50.66 $3.99K - $4.1K
4.27K $212M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-208
- 1.14%
$77.7 - $78.94 $16.2K - $16.4K
18.1K $1.43B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-903
- 3.94%
$63.91 - $70.19 $57.7K - $63.4K
22K $1.48B
DFAX
Dimensional ETF Tr
-5.16K
- 4.88%
$24.45 - $27.2 $126K - $140K
101K $2.64B
V
Visa Inc.

Financial Services
-65
- 7.34%
$306.92 - $362.71 $19.9K - $23.6K
820 $287M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-56
- 0.51%
$38.89 - $41.6 $2.18K - $2.33K
10.9K $442M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.32K
- 3.52%
$32.74 - $36.2 $43.2K - $47.7K
36.1K $1.26B
DISV
Dimensional ETF Tr Dimensional

ETFs
-3.08K
- 4.39%
$26.09 - $30.21 $80.3K - $93K
67.1K $1.95B
Activity Summary
Buys All Purchases 61 New Holdings 26 Increased Positions 35 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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