13F-HR filed by XY Planning Network, Inc.
XY Planning Network, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-27, with 92 holding rows worth $133,162,057.
- Accession
- 0001754960-25-000155
- Filer
- CIK 1873438
- Filed
- 2025-02-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 92 entries on the cover page, a total value of $133,162,057 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,162,057 with VALUE read as dollars as filed, 13F file number 028-25418. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 268,631 | $9,291,914 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 210,654 | $8,693,668 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 151,171 | $7,820,057 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 95,396 | $7,657,467 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 193,557 | $4,943,441 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 72,946 | $4,747,340 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 10,718 | $4,399,124 | dollars as filed | |
| VWO | 922042858 | SHS | 86,982 | $3,830,677 | dollars as filed | |
| IJH | 464287507 | COM | 52,128 | $3,248,130 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 118,658 | $3,066,723 | dollars as filed | |
| TIMOTHY PLAN | 887432334 | INTL ETF | 104,158 | $2,768,634 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H534 | INSPIRE 100 ETF | 69,335 | $2,697,561 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 105,780 | $2,629,691 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 45,660 | $2,541,432 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 19,174 | $2,209,167 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 83,570 | $2,188,678 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 33,998 | $2,167,362 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 6,406 | $2,141,361 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 22,729 | $2,104,478 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 43,518 | $2,081,018 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 41,079 | $1,925,780 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 19,600 | $1,891,988 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 70,142 | $1,863,679 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 59,726 | $1,838,370 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 36,880 | $1,785,723 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,503 | $1,679,042 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 16,389 | $1,648,717 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 38,265 | $1,602,619 | dollars as filed | |
| SCHD | 808524797 | COM | 56,472 | $1,542,805 | dollars as filed | |
| ISHARES TR | 46436E759 | COM | 22,944 | $1,482,657 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 18,294 | $1,427,123 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,375 | $1,422,429 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 14,667 | $1,421,672 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 15,462 | $1,327,222 | dollars as filed | |
| VTI | 922908769 | COM | 4,555 | $1,320,055 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 37,464 | $1,250,927 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 23,661 | $1,223,256 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,376 | $1,095,702 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 21,447 | $1,079,213 | dollars as filed | |
| TIMOTHY PLAN | 887432342 | U S SM CP CORE | 26,946 | $1,052,190 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 5,906 | $999,886 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,347 | $953,688 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,678 | $916,171 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 5,011 | $878,078 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,305 | $766,231 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V856 | INFLATION PROTE | 17,602 | $712,720 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,277 | $687,959 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 5,170 | $659,640 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 6,232 | $613,665 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 21,739 | $605,866 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 8,001 | $575,357 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 10,170 | $498,839 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,958 | $469,353 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 11,112 | $454,703 | dollars as filed | |
| FLEXSHARES TR | 33939L886 | ULTR SHO INC FD | 6,016 | $452,229 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 3,734 | $451,030 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 8,329 | $445,102 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 11,451 | $439,375 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 10,962 | $431,569 | dollars as filed | |
| WISDOMTREE TR | 97717Y568 | EFFICIENT GLD PL | 11,587 | $429,762 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 7,237 | $426,476 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 8,615 | $411,553 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 3,722 | $392,648 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 943 | $380,821 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 746 | $377,340 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 958 | $372,699 | dollars as filed | |
| SPY | 78462F103 | SHS | 631 | $369,816 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 631 | $359,405 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 3,397 | $350,978 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 6,018 | $346,210 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 3,945 | $344,201 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 368 | $337,524 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 8,192 | $310,477 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 2,563 | $303,168 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 10,513 | $291,315 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,428 | $288,183 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 11,925 | $280,476 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 885 | $279,695 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 10,848 | $267,620 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 5,705 | $263,571 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N798 | INTMD TERM TRSRY | 20,823 | $255,590 | dollars as filed | |
| PACER FDS TR | 69374H709 | GLOBL CASH ETF | 7,485 | $252,544 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,337 | $251,391 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 3,819 | $248,541 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 9,060 | $248,063 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,285 | $243,251 | dollars as filed | |
| iShares Trust iShares USD Green Bond ETF | 46435U440 | SHS | 5,125 | $238,949 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,185 | $234,843 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 3,784 | $234,562 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,698 | $230,230 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 4,350 | $218,070 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 3,428 | $201,532 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000155 | this filing | 2025-02-27 | acceptance time not in the bulk data set |