XY PLANNING NETWORK, INC. 13F Portfolio
XY PLANNING NETWORK, INC. runs XY PLANNING NETWORK, INC. and currently holds 340 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $797.11M. Their top holdings are DFAC, VTI, VOO, VEA, DFIC. The top five represent 20.6% of reported portfolio weight. XY PLANNING NETWORK, INC. ranks #916 out of 1000 investors tracked by Alpha Score. In the most recent quarter, XY PLANNING NETWORK, INC. initiated 4 new positions. They added to 72 existing positions. They trimmed 24 positions. Their current best-performing preview position is LRCX with returns of +98.93%.
Portfolio Value
$797.11M
Alpha Score
20.4
#916 of 1000
Holdings
340
XY PLANNING NETWORK, INC. Current 13F Holdings
Reported holdings from XY PLANNING NETWORK, INC.'s latest SEC 13F filing, ranked by portfolio weight.
340 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 5.43% | $37.23 | $45.31 | +21.69% | Added +2.71% |
 VTI VANGUARD INDEX FDS | 5.16% | $315.95 | $381.92 | +20.88% | Added +5.23% |
 VOO VANGUARD INDEX FDS | 4.21% | $611.93 | $715.51 | +16.93% | Added +4.88% |
 VEA VANGUARD TAX-MANAGED FDS | 3.25% | $60.76 | $70.36 | +15.79% | Added +31.68% |
 DFIC DIMENSIONAL ETF TRUST | 2.56% | $32.27 | $37.51 | +16.24% | Added +9.08% |
 VCIT VANGUARD SCOTTSDALE FDS | 2.28% | $81.99 | $78.41 | -4.37% | Added +5.03% |
 VUG VANGUARD INDEX FDS | 1.93% | $119.08 | $91.99 | -22.75% | Added +938.43% |
 BNDX VANGUARD CHARLOTTE FDS | 1.88% | $48.53 | $46.98 | -3.19% | Added +32.56% |
 DFCF DIMENSIONAL ETF TRUST | 1.83% | $41.68 | $40.28 | -3.36% | Added +11.76% |
 MUNI PIMCO ETF TR | 1.55% | $51.98 | $49.80 | -4.19% | Added +8.02% |
Showing 1-10 of 340