Xy Planning Network, Inc. Reduced Holdings in Q4 2025

Xy Planning Network, Inc.

  • $574 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-2.39K
- 79.44%
$736.33 - $801.52 $1.76M - $1.92M
619 $467M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.04K
- 23.26%
$656.2 - $690.71 $1.99M - $2.1M
10K $6.86B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13K
- 37.6%
N/A
21.7K $2.24B
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-3.09K
- 1.31%
$20.06 - $21.2 $62K - $65.6K
234K $3.96B
DISV
Dimensional ETF Tr Dimensional

ETFs
-22.3K
- 27.45%
$35.06 - $36.3 $782K - $810K
59K $2.24B
AFIF
Two Rds Shared Tr

ETFs
-39.4K
- 15.15%
$9.36 - $9.48 $369K - $374K
221K $2.08B
IWV
Ishares Russell 3000 ETF

ETFs
-1.62K
- 18.84%
$371.33 - $389.89 $603K - $633K
6.99K $2.7B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.08K
- 24.53%
$52.76 - $53.18 $321K - $323K
18.7K $989M
RLY
Ssga Active ETF Tr

ETFs
-10.3K
- 36.69%
$30.63 - $31.64 $314K - $325K
17.7K $557M
ORCL
Oracle Corp

Technology
-608
- 26.77%
$217.57 - $313.0 $132K - $190K
1.66K $324M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.31K
- 20.46%
$114.27 - $121.15 $264K - $280K
9K $1.08B
Dimensional ETF Trust
-2.16K
- 6.21%
N/A
32.7K $1.65B
TGRW
T Rowe Price Exchange Traded F

Technology
-2.26K
- 23.31%
$44.65 - $48.03 $101K - $108K
7.43K $342M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.08K
- 10.69%
$55.75 - $58.83 $339K - $358K
50.8K $3.02B
XLP
Consumer Staples Sector Spdr

ETFs
-385
- 12.23%
N/A
2.76K $215M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.76K
- 15.1%
$28.9 - $30.17 $50.9K - $53.1K
9.9K $298M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.69K
- 15.15%
$31.41 - $33.69 $84.5K - $90.7K
15.1K $492M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-75
- 12.32%
$577.77 - $604.78 $43.3K - $45.4K
534 $322M
SUB
Ishares Short Term National Mu

ETFs
-90
- 2.85%
$106.22 - $106.81 $9.56K - $9.61K
3.07K $327M
XLV
Select Sector Spdr Fund Health

ETFs
-786
- 12.84%
$141.95 - $152.82 $112K - $120K
5.34K $826M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-425
- 11.61%
$84.91 - $90.88 $36.1K - $38.6K
3.24K $294M
CBOE
Cboe Global Markets, Inc.

Financial Services
-312
- 6.58%
$232.68 - $260.88 $72.6K - $81.4K
4.43K $1.11B
AVES
American Centy ETF Tr Avantis

ETFs
-222
- 3.65%
$55.32 - $58.99 $12.3K - $13.1K
5.86K $341M
BIBL
Northern Lts Fd Tr Iv

ETFs
-626
- 4.01%
$43.57 - $45.74 $27.3K - $28.6K
15K $676M
IDV
Ishares Tr

ETFs
-163
- 1.81%
$35.91 - $38.56 $5.85K - $6.29K
8.82K $348M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-53
- 1.1%
$137.47 - $143.13 $7.29K - $7.59K
4.75K $682M
VV
Vanguard Large Cap ETF

ETFs
-51
- 2.07%
$301.9 - $317.98 $15.4K - $16.2K
2.42K $761M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-967
- 4.3%
$98.0 - $102.56 $94.8K - $99.2K
21.5K $2.21B
AVUS
American Centy ETF Tr Avantis

ETFs
-864
- 4.26%
$105.96 - $111.17 $91.5K - $96.1K
19.4K $2.17B
AVUV
American Centy ETF Tr Avantis

ETFs
-895
- 3.61%
$95.19 - $100.66 $85.2K - $90.1K
23.9K $2.43B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.92K
- 12.77%
$126.92 - $139.12 $370K - $406K
19.9K $2.87B
DFAX
Dimensional ETF Tr
-3.14K
- 2.28%
$30.71 - $32.34 $96.3K - $101K
134K $4.4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.96K
- 1.37%
$30.55 - $32.35 $60K - $63.5K
141K $4.64B
Activity Summary
Buys All Purchases 210 New Holdings 85 Increased Positions 125 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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