SEC Form 13F

XY Planning Network, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$797,106,891
Positions340

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$43,291,760975,919
VANGUARD INDEX FDSVTITOTAL STK MKT$41,114,766111,109
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$33,526,30348,815
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$25,870,167363,090
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$20,414,188547,885
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$18,202,231220,232
VANGUARD INDEX FDSVUGGROWTH ETF$15,389,001178,651
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$15,021,507310,169
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$14,596,692345,812
PIMCO ETF TRMUNIINTER MUN BD ACT$12,328,431234,381

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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