Xy Planning Network, Inc. ETFs

Xy Planning Network, Inc.

$150 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAC Dimensional ETF Tr U S Core Eq	$0	$13 Billion 8.67% of portfolio	393,856	Q1 2025 Added 46.62%
DFCF Dimensional ETF Tr Core Fxd In	$0	$8.86 Billion 5.91% of portfolio	210,726	Q1 2025 Added 0.03%
VCIT Vanguard Intermediate Term Cor	$0	$7.85 Billion 5.23% of portfolio	95,953	Q1 2025 Added 0.58%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$7.37 Billion 4.92% of portfolio	142,950	Q1 2025 Reduced 5.44%
VEA Vanguard Ftse Developed Market	$0	$4.66 Billion 3.11% of portfolio	91,761	Q1 2025 Added 110.86%
AVDV American Centy ETF Tr Avantis	$0	$4.64 Billion 3.09% of portfolio	66,520	Q1 2025 Reduced 8.81%
DFIC Dimensional ETF Tr Dimensional	$0	$4.34 Billion 2.89% of portfolio	156,226	Q1 2025 Added 31.66%
VWO Vanguard Ftse Emerging Mkts Et	$0	$4 Billion 2.67% of portfolio	88,333	Q1 2025 Added 1.55%
VUG Vanguard Growth ETF	$0	$3.76 Billion 2.51% of portfolio	10,132	Q1 2025 Reduced 5.47%
TPIF Timothy Plan Intl ETF (De)	$0	$3.26 Billion 2.18% of portfolio	113,506	Q1 2025 Added 8.97%
DFEM Dimensional ETF Tr Emerging Mk	$0	$2.78 Billion 1.85% of portfolio	104,888	Q1 2025 Added 25.51%
DFSD Dimensional ETF Tr Short Durat	$0	$2.45 Billion 1.63% of portfolio	51,579	Q1 2025 Added 25.56%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$2.41 Billion 1.61% of portfolio	48,356	Q1 2025 Added 31.12%
SPMD Spdr Portfolio	$0	$2.14 Billion 1.43% of portfolio	41,853	Q1 2025 New
DFAT Dimensional ETF Tr U S Target	$0	$2.12 Billion 1.42% of portfolio	41,246	Q1 2025 Reduced 9.67%
IUSV Ishares Core S&P U.S. Value Et	$0	$2.1 Billion 1.4% of portfolio	22,763	Q1 2025 Added 0.15%
IVV Ishares Core S&P 500 ETF	$0	$2.03 Billion 1.35% of portfolio	3,604	Q1 2025 New
DFUS Dimensional ETF Tr U S Equity	$0	$1.99 Billion 1.33% of portfolio	32,980	Q1 2025 Reduced 2.99%
DISV Dimensional ETF Tr Dimensional	$0	$1.95 Billion 1.3% of portfolio	67,064	Q1 2025 Reduced 4.39%
IWV Ishares Russell 3000 ETF	$0	$1.95 Billion 1.3% of portfolio	6,135	Q1 2025 Reduced 4.23%
DFSV Dimensional ETF Tr Dimensional	$0	$1.91 Billion 1.28% of portfolio	67,995	Q1 2025 Added 13.84%
AVUV American Centy ETF Tr Avantis	$0	$1.77 Billion 1.18% of portfolio	20,355	Q1 2025 Added 3.85%
STIP Ishares Barclays 0 5 Year Tips	$0	$1.48 Billion 0.98% of portfolio	14,257	Q1 2025 Reduced 13.01%
NUSC Nuveen Esg Small Cap ETF	$0	$1.46 Billion 0.97% of portfolio	38,079	Q1 2025 Reduced 0.49%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1.43 Billion 0.95% of portfolio	18,086	Q1 2025 Reduced 1.14%
AVUS American Centy ETF Tr Avantis	$0	$1.32 Billion 0.88% of portfolio	14,302	Q1 2025 Reduced 2.49%
VGSH Vanguard	$0	$1.31 Billion 0.87% of portfolio	22,295	Q1 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$1.26 Billion 0.84% of portfolio	36,145	Q1 2025 Reduced 3.52%
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.24 Billion 0.83% of portfolio	2,412	Q1 2025 Added 88.88%
NULG Nuveen Esg Large Cap Growth Et	$0	$1.17 Billion 0.78% of portfolio	15,005	Q1 2025 Reduced 2.96%
SCHD Schwab Strategic Tr Us Dividen	$0	$1.16 Billion 0.77% of portfolio	41,316	Q1 2025 Reduced 26.84%
USFR Wisdomtree Floating Rate Treas	$0	$1.14 Billion 0.76% of portfolio	22,654	Q1 2025 Added 5.63%
IGSB Ishares Trust Ishares 1 5 Year	$0	$1.1 Billion 0.73% of portfolio	21,024	Q1 2025 Reduced 11.14%
TPSC Timothy Plan U S Sm Cap Core E	$0	$1.05 Billion 0.7% of portfolio	28,456	Q1 2025 Added 5.6%
EMXC Ishares Inc Msci Emerging Mkts	$0	$1.05 Billion 0.7% of portfolio	19,030	Q1 2025 New
BNDX Vanguard Total International B	$0	$1.05 Billion 0.7% of portfolio	21,416	Q1 2025 Added 110.58%
IJR Ishares Core S&P Sm Cap ETF	$0	$948 Million 0.63% of portfolio	9,066	Q1 2025 Reduced 52.72%
RSP Invesco S&P 500 Equal Weight E	$0	$880 Million 0.59% of portfolio	5,080	Q1 2025 Added 1.38%
VTV Vanguard Value ETF	$0	$878 Million 0.59% of portfolio	5,080	Q1 2025 Reduced 13.99%
SPSM Spdr Portfolio S&P 600 Small C	$0	$824 Million 0.55% of portfolio	20,204	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$793 Million 0.53% of portfolio	12,777	Q1 2025 Added 76.55%
IJH Ishares Core S&P Mid Cap ETF	$0	$787 Million 0.52% of portfolio	13,487	Q1 2025 Reduced 74.13%
DFIP Dimensional ETF Tr Inflation P	$0	$754 Million 0.5% of portfolio	17,895	Q1 2025 Added 1.66%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$665 Million 0.44% of portfolio	6,602	Q1 2025 New
DFAI Dimensional ETF Tr	$0	$657 Million 0.44% of portfolio	21,048	Q1 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$630 Million 0.42% of portfolio	4,883	Q1 2025 Reduced 5.55%
XMHQ Invesco Exchange Traded Fd Tr	$0	$613 Million 0.41% of portfolio	6,695	Q1 2025 Added 7.43%
BIBL Northern Lts Fd Tr Iv	$0	$600 Million 0.4% of portfolio	15,622	Q1 2025 Reduced 77.47%
QMOM Ea Ser Tr Momentumshares U S Q	$0	$588 Million 0.39% of portfolio	9,904	Q1 2025 New
QVAL Ea Ser Tr Alpha Architect U S	$0	$543 Million 0.36% of portfolio	12,734	Q1 2025 New

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