AI Portfolio Summary
In 2026 Q1, XY Planning Network, Inc. maintained a portfolio of 280 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 3.5%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 15.0%.
Total Positions
280
Quarter
2026 Q1
Top Holding
DFAC (5.9%)
Top 10 Concentration
31.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 280
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 5.94% | 6.33% |
#1
1
Prev: #2
|
4.9 | 32,455 | 3.5% |
P
S
|
950,162 | $37,170,319 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.45% | 6.70% |
#2
1
Prev: #1
|
4.2 | -9,123 | -8.0% |
P
S
|
105,586 | $34,129,512 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 4.48% | 4.42% |
#3
Prev: #3
|
4.8 | 6,112 | 15.1% |
P
S
|
46,544 | $28,033,530 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 2.89% | 2.87% |
#4
Prev: #4
|
2.2 | 23,595 | 4.9% |
P
S
|
502,259 | $18,116,463 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.87% | 2.74% |
#5
Prev: #5
|
3.6 | 23,888 | 9.5% |
P
S
|
275,743 | $17,961,920 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.76% | 2.72% |
#6
Prev: #6
|
3.1 | 22,987 | 12.3% |
P
S
|
209,677 | $17,302,558 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.09% | 1.99% |
#7
Prev: #7
|
2.8 | 41,169 | 15.3% |
P
S
|
309,411 | $13,069,504 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 1.81% | 1.71% |
#8
3
Prev: #11
|
2.7 | 29,733 | 15.9% |
P
S
|
216,985 | $11,311,418 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.79% | 1.71% |
#9
1
Prev: #10
|
2.7 | 30,765 | 15.1% |
P
S
|
233,977 | $11,233,254 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 1.71% | 1.69% |
#10
2
Prev: #12
|
2.7 | 11,997 | 7.2% |
P
S
|
179,274 | $10,700,897 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.69% | 1.83% |
#11
3
Prev: #8
|
1.2 | -3,410 | -2.5% |
P
S
|
135,545 | $10,573,868 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.53% | 1.74% |
#12
3
Prev: #9
|
1.1 | 43 | 0.3% |
P
S
|
14,653 | $9,601,375 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.48% | 1.43% |
#13
1
Prev: #14
|
2.6 | 36,155 | 11.7% |
P
S
|
346,201 | $9,257,400 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.44% | 1.43% |
#14
1
Prev: #13
|
2.6 | 13,509 | 8.8% |
P
S
|
166,254 | $9,012,602 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.41% | 1.38% |
#15
Prev: #15
|
2.6 | 13,592 | 5.7% |
P
S
|
253,398 | $8,818,238 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.29% | 1.37% |
#16
Prev: #16
|
2.5 | 6,964 | 6.6% |
P
S
|
113,071 | $8,080,070 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.26% | 1.20% |
#17
4
Prev: #21
|
2.5 | 2,000 | 20.0% |
P
S
|
12,021 | $7,910,612 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.26% | 1.23% |
#18
1
Prev: #17
|
2.5 | 14,614 | 10.2% |
P
S
|
157,714 | $7,865,185 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 1.23% | 1.23% |
#19
1
Prev: #18
|
2.5 | 10,160 | 10.6% |
P
S
|
106,219 | $7,701,941 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.21% | 1.22% |
#20
1
Prev: #19
|
2.5 | 2,858 | 19.9% |
P
S
|
17,204 | $7,596,180 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 1.19% | 1.04% |
#21
2
Prev: #23
|
3.0 | 12,951 | 22.1% |
P
S
|
71,439 | $7,458,906 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.11% | 1.04% |
#22
2
Prev: #24
|
2.4 | 4,585 | 7.2% |
P
S
|
68,313 | $6,950,172 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 1.04% | 0.95% |
#23
3
Prev: #26
|
2.9 | 38,614 | 20.5% |
P
S
|
227,423 | $6,490,642 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.01% | 1.16% |
#24
2
Prev: #22
|
0.9 | 236 | 0.7% |
P
S
|
35,971 | $6,321,945 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.99% | 1.21% |
#25
5
Prev: #20
|
0.9 | -1,384 | -5.4% |
P
S
|
24,166 | $6,177,677 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.95% | 0.81% |
#26
3
Prev: #29
|
2.4 | 27,938 | 19.8% |
P
S
|
169,013 | $5,934,033 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.91% | 0.86% |
#27
1
Prev: #28
|
2.4 | 11,896 | 11.3% |
P
S
|
117,355 | $5,708,107 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.90% | 1.00% |
#28
3
Prev: #25
|
0.9 | -934 | -1.0% |
P
S
|
96,572 | $5,634,037 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.84% | 0.89% |
#29
2
Prev: #27
|
0.8 | 2,610 | 4.1% |
P
S
|
66,475 | $5,254,189 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.80% | 0.69% |
#30
3
Prev: #33
|
2.8 | 8,013 | 28.7% |
P
S
|
35,954 | $5,022,414 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.79% | 0.51% |
#31
15
Prev: #46
|
3.3 | 20,032 | 68.6% |
P
S
|
49,250 | $4,944,208 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.76% | 0.81% |
#32
2
Prev: #30
|
0.8 | 7,563 | 3.8% |
P
S
|
205,904 | $4,768,727 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.73% | 0.65% |
#33
1
Prev: #34
|
2.8 | 16,235 | 26.5% |
P
S
|
77,457 | $4,549,021 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.73% | 0.58% |
#34
5
Prev: #39
|
2.8 | 17,074 | 40.9% |
P
S
|
58,869 | $4,540,013 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TPIF
TIMOTHY PLAN
|
Bond/Debt | 0.69% | 0.65% |
#35
Prev: #35
|
2.3 | 10,729 | 10.0% |
P
S
|
117,713 | $4,296,525 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVE
ISHARES TR
|
ETF | 0.65% | 0.55% |
#36
4
Prev: #40
|
2.8 | 4,565 | 30.8% |
P
S
|
19,384 | $4,099,527 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AESR
TWO RDS SHARED ...
|
ETF | 0.64% | 0.69% |
#37
5
Prev: #32
|
1.3 | no change | no change |
P
S
|
233,715 | $3,980,166 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.63% | 0.77% |
#38
7
Prev: #31
|
0.8 | -20,093 | -15.0% |
P
S
|
114,201 | $3,930,789 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 0.61% | 0.62% |
#39
2
Prev: #37
|
2.2 | 3,296 | 7.0% |
P
S
|
50,547 | $3,834,496 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVW
ISHARES TR
|
Warrant | 0.56% | 0.52% |
#40
5
Prev: #45
|
2.7 | 6,230 | 25.8% |
P
S
|
30,372 | $3,480,884 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
REET
ISHARES TR
|
ETF | 0.55% | 0.53% |
#41
3
Prev: #44
|
2.2 | 15,312 | 12.7% |
P
S
|
136,181 | $3,458,996 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.54% | 0.47% |
#42
9
Prev: #51
|
2.7 | 3,342 | 23.9% |
P
S
|
17,325 | $3,407,219 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.54% | 0.60% |
#43
5
Prev: #38
|
2.2 | 1,818 | 5.6% |
P
S
|
34,258 | $3,398,437 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
UYLD
ANGEL OAK FUNDS...
|
Unknown | 0.52% | 0.42% |
#44
13
Prev: #57
|
2.7 | 16,633 | 35.4% |
P
S
|
63,626 | $3,247,363 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 0.52% | 0.50% |
#45
3
Prev: #48
|
1.2 | no change | no change |
P
S
|
19,921 | $3,230,389 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 0.51% | 0.45% |
#46
6
Prev: #52
|
2.7 | 13,270 | 25.8% |
P
S
|
64,735 | $3,211,520 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 0.51% | 0.53% |
#47
6
Prev: #41
|
2.2 | 4,096 | 6.2% |
P
S
|
70,065 | $3,195,673 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PTL
NORTHERN LTS FD...
|
ETF | 0.51% | 0.48% |
#48
1
Prev: #49
|
2.2 | 1,521 | 13.7% |
P
S
|
12,652 | $3,184,508 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.49% | 0.53% |
#49
7
Prev: #42
|
0.7 | -821 | -7.4% |
P
S
|
10,291 | $3,055,665 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.48% | 0.51% |
#50
3
Prev: #47
|
2.2 | 4,265 | 5.5% |
P
S
|
81,277 | $3,006,452 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-50 of 280 holdings