Xy Planning Network, Inc. ETFs

Xy Planning Network, Inc.

$294 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GLDM World Gold Trust	$11.9B	$327 Million 0.11% of portfolio	4,990	Q2 2025 New
AVES American Centy ETF Tr Avantis	$0	$325 Million 0.11% of portfolio	6,077	Q2 2025 Added 30.24%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$323 Million 0.11% of portfolio	3,734	Q2 2025 Added 6.17%
DUHP Dimensional ETF Tr Dimensional	$0	$318 Million 0.11% of portfolio	8,941	Q2 2025 New
IDV Ishares Tr	$0	$310 Million 0.11% of portfolio	8,985	Q2 2025 Reduced 0.83%
SMLF Ishares Msci Usa Small Cap Mul	$0	$294 Million 0.1% of portfolio	4,333	Q2 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$292 Million 0.1% of portfolio	3,660	Q2 2025 Reduced 1.05%
DFEV Dimensional ETF Tr Emerging Mk	$0	$291 Million 0.1% of portfolio	9,687	Q2 2025 New
VONE Vanguard Russell 1000 ETF	$0	$288 Million 0.1% of portfolio	1,025	Q2 2025 New
VIG Vanguard Dividend Appreciation	$0	$284 Million 0.1% of portfolio	1,387	Q2 2025 Added 21.88%
IWY Ishares Tr Russell 200 Growth	$0	$279 Million 0.09% of portfolio	1,131	Q2 2025 New
IVE Ishares S&P 500 Value ETF	$0	$266 Million 0.09% of portfolio	1,361	Q2 2025 New
VCEB Vanguard World Fd Esg U S Corp	$0	$257 Million 0.09% of portfolio	4,053	Q2 2025 Added 4.49%
BGRN Ishares Trust Ishares Usd Gre	$0	$257 Million 0.09% of portfolio	5,386	Q2 2025 Added 2.73%
XLP Consumer Staples Sector Spdr	$0	$255 Million 0.09% of portfolio	3,149	Q2 2025 New
IWB Ishares Tr Russell 1000 ETF	$0	$252 Million 0.09% of portfolio	742	Q2 2025 New
IYW Ishares Dj Us Tech ETF	$0	$229 Million 0.08% of portfolio	1,320	Q2 2025 New
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$221 Million 0.08% of portfolio	8,901	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$220 Million 0.07% of portfolio	2,464	Q2 2025 New
SPSB Spdr Portfolio Short Term Corp	$0	$220 Million 0.07% of portfolio	7,287	Q2 2025 New
DFAR Dimensional ETF Tr Dimensional	$0	$213 Million 0.07% of portfolio	9,073	Q2 2025 New
UJAN Innovator U.S. Equity Ultra Bu	$0	$208 Million 0.07% of portfolio	5,153	Q2 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$205 Million 0.07% of portfolio	2,787	Q2 2025 Reduced 6.51%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$204 Million 0.07% of portfolio	4,156	Q2 2025 Reduced 2.65%
BSV Vanguard Bd Index Fd Inc Short	$0	$202 Million 0.07% of portfolio	2,566	Q2 2025 New

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