XY Planning Network, Inc.
CIK 1873438 · Holdings on Dec 31, 2024 · First reported Feb 27, 2025
Top ten holdings
Q4 2024- DFAC6.98%
- DFCF6.53%
- MUNI5.87%
- VCIT5.75%
- DFGR3.71%
- AVDV3.57%
- VUG3.30%
- VWO2.88%
- IJH2.44%
- DFIC2.30%
Share classes counted separately43.33%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $9.29M | 6.98% | 268.63K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $8.69M | 6.53% | 210.65K shares | Prior unavailable — | — | ↗▾ |
| 03 | MUNIPIMCO INTERMEDIATE MUNICIPALINTER MUN BD ACT View history and evidence | $7.82M | 5.87% | 151.17K shares | Prior unavailable — | — | ↗▾ |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $7.66M | 5.75% | 95.40K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $4.94M | 3.71% | 193.56K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $4.75M | 3.57% | 72.95K shares | Prior unavailable — | — | ↗▾ |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $4.40M | 3.30% | 10.72K shares | Prior unavailable — | — | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $3.83M | 2.88% | 86.98K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $3.25M | 2.44% | 52.13K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $3.07M | 2.30% | 118.66K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1873438 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 27, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 133162057
}Research all 92 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.