Xy Planning Network, Inc. ETFs

Xy Planning Network, Inc.

$150 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$482 Million 0.32% of portfolio	10,130	Q1 2025 Added 17.59%
DFUV Dimensional ETF Tr Us Marketwi	$0	$458 Million 0.31% of portfolio	11,112	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$454 Million 0.3% of portfolio	11,532	Q1 2025 Added 0.71%
NULV Nuveen Esg Large Cap Value ETF	$0	$442 Million 0.29% of portfolio	10,906	Q1 2025 Reduced 0.51%
SCHG Schwab Strategic Tr Us Large C	$0	$434 Million 0.29% of portfolio	17,315	Q1 2025 Reduced 20.35%
USMV Ishares Msci Usa Min Vol Facto	$0	$433 Million 0.29% of portfolio	4,626	Q1 2025 New
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$429 Million 0.29% of portfolio	8,334	Q1 2025 Added 0.06%
QQQ Invesco Qqq Trust, Series 1	$0	$367 Million 0.24% of portfolio	782	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$345 Million 0.23% of portfolio	3,272	Q1 2025 Reduced 12.09%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$344 Million 0.23% of portfolio	644	Q1 2025 Added 2.06%
VT Vanguard Total World Stk Index	$0	$330 Million 0.22% of portfolio	2,843	Q1 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$290 Million 0.19% of portfolio	3,699	Q1 2025 Reduced 6.24%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$289 Million 0.19% of portfolio	3,517	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$283 Million 0.19% of portfolio	1,101	Q1 2025 New
IDV Ishares Tr	$0	$281 Million 0.19% of portfolio	9,060	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$277 Million 0.19% of portfolio	10,587	Q1 2025 Added 0.7%
IVAL Ea Ser Tr Alpha Architect Intl	$0	$266 Million 0.18% of portfolio	10,420	Q1 2025 New
IMOM Ea Ser Tr Alpha Architect Intl	$0	$261 Million 0.17% of portfolio	9,247	Q1 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$258 Million 0.17% of portfolio	10,368	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$257 Million 0.17% of portfolio	12,985	Q1 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$257 Million 0.17% of portfolio	459	Q1 2025 Reduced 27.26%
BGRN Ishares Trust Ishares Usd Gre	$0	$248 Million 0.17% of portfolio	5,243	Q1 2025 Added 2.3%
AVEM American Centy ETF Tr Avantis	$0	$246 Million 0.16% of portfolio	4,082	Q1 2025 Added 19.08%
VCEB Vanguard World Fd Esg U S Corp	$0	$244 Million 0.16% of portfolio	3,879	Q1 2025 Added 2.51%
DFAS Dimensional ETF Tr U S Small C	$0	$230 Million 0.15% of portfolio	3,851	Q1 2025 Added 0.84%
VIG Vanguard Dividend Appreciation	$0	$221 Million 0.15% of portfolio	1,138	Q1 2025 Reduced 75.67%
VBR Vanguard Small Cap Value ETF	$0	$221 Million 0.15% of portfolio	1,185	Q4 2024 New
AVES American Centy ETF Tr Avantis	$0	$220 Million 0.15% of portfolio	4,666	Q1 2025 Reduced 18.21%
BND Vanguard Bd Index Fd Inc Total	$0	$219 Million 0.15% of portfolio	2,981	Q1 2025 Reduced 62.74%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$212 Million 0.14% of portfolio	4,269	Q1 2025 Reduced 1.86%

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