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XY Planning Network, Inc.

报告期 2026-03-31 · CIK 0001873438

持仓数

273

前50大市值合计

$421.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$37.2M

950,162

8.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$34.1M

105,586

8.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$28.0M

46,544

6.7%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$18.1M

502,259

4.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$18.0M

275,743

4.3%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$17.3M

209,677

4.1%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$13.1M

309,411

3.1%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$11.3M

216,985

2.7%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$11.2M

233,977

2.7%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$10.7M

179,274

2.5%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$10.6M

135,545

2.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$9.6M

14,653

2.3%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$9.3M

346,201

2.2%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$9.0M

166,254

2.1%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$8.8M

253,398

2.1%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$8.1M

113,071

1.9%

IVV ISHARES TR

CORE S&P500 ETF

$7.9M

12,021

1.9%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$7.9M

157,714

1.9%

DCOR DIMENSIONAL ETF TRUST

US CORE EQUITY 1

$7.7M

106,219

1.8%

VUG VANGUARD INDEX FDS

GROWTH ETF

$7.6M

17,204

1.8%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$7.5M

71,439

1.8%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$7.0M

68,313

1.7%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$6.5M

227,423

1.5%

NVDA NVIDIA CORPORATION

COM

$6.3M

35,971

1.5%

AAPL APPLE INC

COM

$6.2M

24,166

1.5%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$5.9M

169,013

1.4%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$5.7M

117,355

1.4%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$5.6M

96,572

1.3%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$5.3M

66,475

1.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$5.0M

35,954

1.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$4.9M

49,250

1.2%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$4.8M

205,904

1.1%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$4.5M

77,457

1.1%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$4.5M

58,869

1.1%

TPIF TIMOTHY PLAN

INTL ETF

$4.3M

117,713

1.0%

IVE ISHARES TR

S&P 500 VAL ETF

$4.1M

19,384

1.0%

— TWO RDS SHARED TR

ANFIELD US EQU

$4.0M

233,715

0.9%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$3.9M

114,201

0.9%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$3.8M

50,547

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$3.5M

30,372

0.8%

REET ISHARES TR

GLOBAL REIT ETF

$3.5M

136,181

0.8%

VTV VANGUARD INDEX FDS

VALUE ETF

$3.4M

17,325

0.8%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$3.4M

34,258

0.8%

UYLD ANGEL OAK FUNDS TRUST

OAK ULTRASHORT

$3.2M

63,626

0.8%

DXJ WISDOMTREE TR

JAPN HEDGE EQT

$3.2M

19,921

0.8%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$3.2M

64,735

0.8%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$3.2M

70,065

0.8%

PTL NORTHERN LTS FD TR IV

INSPIRE 500 ETF

$3.2M

12,652

0.8%

CME CME GROUP INC

COM

$3.1M

10,291

0.7%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$3.0M

81,277

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

DFAC8.8%VTI8.1%VOO6.7%DFIC4.3%VEA4.3%VCIT4.1%

XY Planning Network, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心