XY Planning Network, Inc.

CIK 1873438 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +27.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas30,08%

Bobot 25 kepemilikan teratas49,63%

Posisi di atas 1%25

Jumlah posisi efektif65,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 5,98% Perkiraan pembelian $169.935.624 · penjualan $42.572.700

Kepemilikan median: 3,0 kuartal Dilacak Q1 2025–Q2 2026 · 91,6% masih dipegang

Posisi baru85

Meningkat183

Menurun56

Tertutup18

Nilai Portofolio $797.1M #2.898 dari 9.337 berdasarkan nilai 13F · top 31.0%

Posisi 340

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 2,9%

Financials 1,1%

Communication Services 0,7%

Retail 0,5%

Healthcare 0,5%

Industrials 0,3%

Energy 0,2%

Consumer Staples 0,2%

Utilities 0,1%

Consumer Discretionary 0,1%

Consumer products 0,1%

Lainnya/Tidak terpetakan 93,0%

Portofolio lengkap 340 posisi

Cari posisi berdasarkan ticker atau nama perusahaan

					Rentetan
DFAC Dimensional ETF Trust	$43.291.760	5,43%	975.919	$6.121.441	Naik ×3
VTI Vanguard Morningstar Total Stock Market ETF	$41.114.766	5,16%	111.109	$6.985.254	Naik ×1
VOO Vanguard S&P 500 ETF	$33.526.303	4,21%	48.815	$5.492.773	Naik ×3
VEA Vanguard FTSE Developed Markets ETF	$25.870.167	3,25%	363.090	$7.908.247	Naik ×3
DFIC Dimensional ETF Trust	$20.414.188	2,56%	547.885	$2.297.725	Naik ×3
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$18.202.231	2,28%	220.232	$899.673	Naik ×3
VUG Vanguard Morningstar Growth ETF	$15.389.001	1,93%	178.651	$7.792.821	Naik ×3
BNDX Vanguard Total International Bond ETF	$15.021.507	1,88%	310.169	$3.788.253	Naik ×3
DFCF Dimensional ETF Trust	$14.596.692	1,83%	345.812	$1.527.188	Naik ×3
MUNI PIMCO ETF Trust	$12.328.431	1,55%	234.381	$1.017.013	Naik ×3
VXUS Vanguard Total International Stock ETF	$12.057.894	1,51%	141.044	$1.484.026	Naik ×1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF	$11.762.482	1,48%	174.104	$1.061.585	Turun ×1
VTV Vanguard Morningstar Value ETF	$11.543.884	1,45%	52.971	$8.136.665	Naik ×3
SPY SPY	$11.055.637	1,39%	14.805	$1.454.262	Naik ×3
DFEM Dimensional ETF Trust	$10.952.451	1,37%	269.500	$2.134.213	Naik ×3
DFGR Dimensional ETF Trust	$10.843.918	1,36%	374.316	$1.586.518	Naik ×3
SPYM State Street SPDR Portfolio S&P 500 ETF	$10.587.124	1,33%	120.473	$6.047.111	Naik ×2
IVV iShares Trust	$10.563.471	1,33%	14.106	$2.652.859	Naik ×2
DFUS Dimensional ETF Trust	$10.341.643	1,30%	126.210	$2.261.573	Naik ×3
XMHQ Invesco Exchange-Traded Fund Trust	$10.322.795	1,30%	91.449	$2.863.889	Naik ×3
DCOR Dimensional ETF Trust	$9.782.757	1,23%	119.331	$2.080.816	Naik ×3
VWO Vanguard FTSE Emerging Markets ETF	$9.733.453	1,22%	163.066	$720.851	Turun ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	$9.468.260	1,19%	188.498	$1.603.075	Naik ×3
SGOV iShares Trust	$8.466.548	1,06%	84.102	$3.522.340	Naik ×3
AVDV AMERICAN CENTURY ETF TRUST	$8.342.408	1,05%	80.955	$1.392.236	Naik ×3
VCRB Vanguard Core Bond ETF	$7.295.401	0,92%	94.460		Naik ×1
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF	$7.154.196	0,90%	251.997	$663.554	Naik ×3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF	$6.727.671	0,84%	116.659	$1.019.564	Turun ×1
DFSV Dimensional ETF Trust	$6.648.694	0,83%	171.402	$714.661	Naik ×2
NVDA NVIDIA Corporation - Common Stock	$6.130.717	0,77%	30.640	$-191.228	Turun ×1
VGSH Vanguard Short-Term Treasury ETF	$5.867.886	0,74%	100.823	$233.849	Naik ×1
VCSH Vanguard Short-Term Corporate Bond ETF	$5.660.052	0,71%	71.619	$405.863	Naik ×3
AVEM AMERICAN CENTURY ETF TRUST	$5.474.174	0,69%	56.733	$2.468.843	Naik ×3
AAPL Apple Inc. - Common Stock	$5.385.855	0,68%	18.613	$-791.822	Turun ×2
VT Vanguard Total World Stock Index ETF	$5.384.798	0,68%	34.309	$362.384	Turun ×1
AVUS AMERICAN CENTURY ETF TRUST	$5.299.310	0,66%	41.375	$2.691.024	Naik ×2
DYNF BlackRock ETF Trust	$5.252.371	0,66%	77.229	$703.350	Turun ×1
DFSD Dimensional ETF Trust	$4.988.528	0,63%	104.472	$4.739.238	Naik ×1
SCHZ SCHWAB STRATEGIC TRUST	$4.917.656	0,62%	212.609	$148.929	Naik ×2
IVW iShares S&P 500 Growth ETF	$4.818.307	0,60%	35.035	$1.337.423	Naik ×2
Penerbit tidak dikenal (CUSIP: 44053A424)	$4.794.059	0,60%	231.039		Naik ×1
DFAI Dimensional ETF Trust	$4.499.075	0,56%	109.068	$2.911.456	Naik ×3
DFAX Dimensional ETF Trust	$4.438.565	0,56%	120.482	$507.776	Naik ×1
SPHQ Invesco S&P 500 Quality ETF	$4.387.308	0,55%	48.694	$552.812	Turun ×1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	$4.350.721	0,55%	36.564	$952.284	Naik ×2
IUSB iShares Core Universal USD Bond ETF	$4.018.788	0,50%	87.081	$1.790.475	Naik ×2
IVE iShares Trust	$3.901.394	0,49%	17.182	$-198.133	Turun ×1
REET iShares Trust	$3.696.648	0,46%	133.840	$237.652	Turun ×1
UYLD Angel Oak UltraShort Income ETF	$3.481.601	0,44%	68.260	$234.238	Naik ×3
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock	$3.479.155	0,44%	4.559		Naik ×1
DXJ WisdomTree Trust	$3.461.030	0,43%	19.946	$230.641	Naik ×1
AVUV AMERICAN CENTURY ETF TRUST	$3.443.291	0,43%	27.600	$904.884	Naik ×1
VUSB Vanguard Ultra-Short Bond ETF	$3.416.185	0,43%	68.626	$204.665	Naik ×3
DUHP Dimensional ETF Trust	$3.336.886	0,42%	79.964	$330.434	Turun ×1
FBND Fidelity Merrimack Street Trust	$3.318.017	0,42%	72.939	$122.344	Naik ×2
SCHF SCHWAB STRATEGIC TRUST	$3.305.537	0,41%	119.333	$442.997	Naik ×3
FLOT iShares Floating Rate Bond ETF	$3.260.025	0,41%	63.859	$775.753	Naik ×2
BSV VANGUARD BOND INDEX FUNDS	$3.224.383	0,40%	41.386	$2.684.766	Naik ×3
DFAT Dimensional ETF Trust	$3.206.800	0,40%	45.877	$429.758	Naik ×1
NUBD Nushares ETF Trust	$3.172.211	0,40%	143.312		Naik ×1
DFAE Dimensional ETF Trust	$3.054.497	0,38%	75.964	$2.632.823	Naik ×2
EMXC iShares MSCI Emerging Markets ex China ETF	$2.990.578	0,38%	29.233	$525.140	Turun ×2
GOOG Alphabet Inc. - Class C Capital Stock	$2.935.964	0,37%	8.309	$1.191.519	Naik ×3
ACWX iShares MSCI ACWI ex U.S. ETF	$2.926.582	0,37%	38.452	$1.233.744	Naik ×1
CORO iShares International Country Rotation Active ETF	$2.913.433	0,37%	79.602	$1.003.066	Naik ×1
SCHD SCHWAB STRATEGIC TRUST	$2.891.115	0,36%	91.174	$289.628	Naik ×1
QQQ Invesco QQQ Trust, Series 1	$2.820.659	0,35%	3.830	$653.711	Naik ×3
IWV iShares Russell 3000 Fund	$2.799.052	0,35%	6.565	$295.854	Turun ×3
ESGV VANGUARD WORLD FUND	$2.752.179	0,35%	20.812		Naik ×1
VBR Vanguard Morningstar Small-Cap Value ETF	$2.713.860	0,34%	11.169	$2.182.466	Naik ×1
VBK Vanguard Morningstar Small-Cap Growth ETF	$2.673.958	0,34%	7.312	$1.848.505	Naik ×3
MSFT Microsoft Corporation - Common Stock	$2.658.035	0,33%	7.126	$1.458.857	Naik ×3
SCHO SCHWAB STRATEGIC TRUST	$2.556.504	0,32%	105.903	$-25.325	Turun ×1
DISV Dimensional ETF Trust	$2.542.352	0,32%	63.353	$5.839	Turun ×1
MUB iShares Trust	$2.497.307	0,31%	23.205	$557.500	Naik ×3
IUSV iShares Core S&P U.S. Value ETF	$2.476.943	0,31%	22.487	$225.592	Naik ×2
BAI iShares A.I. Innovation and Tech Active ETF	$2.426.069	0,30%	46.018	$651.942	Turun ×1
ITOT iShares Trust	$2.404.304	0,30%	14.636	$274.847	Turun ×2
BOXX EA Series Trust	$2.372.009	0,30%	20.258	$30.959	Naik ×3
EUSA iShares MSCI USA Equal Weighted ETF	$2.340.692	0,29%	20.498	$308.856	Naik ×2
ESGE iShares ESG Aware MSCI EM ETF	$2.273.982	0,29%	41.579	$268.082	Turun ×1
DUSB Dimensional ETF Trust	$2.212.586	0,28%	43.572	$741.120	Naik ×1
DFAS Dimensional ETF Trust	$2.193.176	0,28%	26.636	$1.007.512	Naik ×3
DFAU Dimensional ETF Trust	$2.152.540	0,27%	41.643	$836.686	Naik ×3
CME CME Group Inc. - Class A Common Stock	$2.145.384	0,27%	9.715	$-910.281	Turun ×2
MOAT VanEck ETF Trust	$2.110.284	0,26%	20.299	$62.940	Turun ×3
DFSU Dimensional ETF Trust	$2.102.474	0,26%	45.088	$147.343	Turun ×1
DFNM Dimensional ETF Trust	$2.082.567	0,26%	43.086	$511.683	Naik ×3
ISTB iShares Core 1-5 Year USD Bond ETF	$2.054.867	0,26%	42.588	$501.339	Naik ×2
DFGP Dimensional Global Core Plus Fixed Income ETF	$2.045.354	0,26%	37.557	$43.822	Naik ×3
AMZN Amazon.com, Inc. - Common Stock	$2.011.113	0,25%	8.438	$320.236	Naik ×3
Penerbit tidak dikenal (CUSIP: 44053A440)	$1.961.751	0,25%	208.586		Naik ×1
USMV iShares MSCI USA Min Vol Factor ETF	$1.922.901	0,24%	19.935	$-116.405	Turun ×2
SPMO Invesco S&P 500 Momentum ETF	$1.885.062	0,24%	11.669	$575.970	Naik ×2
BND Vanguard Total Bond Market ETF	$1.864.981	0,23%	25.405	$1.642.372	Naik ×1
IJH iShares Trust	$1.864.131	0,23%	24.175	$291.398	Naik ×3
IJR iShares Trust	$1.826.266	0,23%	12.313	$308.335	Naik ×2
AVGO Broadcom Inc. - Common Stock	$1.799.574	0,23%	4.764	$441.739	Naik ×1
DFUV Dimensional ETF Trust	$1.775.957	0,22%	32.284	$173.838	Turun ×2
ACWV iShares, Inc.	$1.773.535	0,22%	14.751	$-39.395	Turun ×2
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
DFAC	$43.291.760	5,43%	naik ×3
VOO	$33.526.303	4,21%	naik ×3
VEA	$25.870.167	3,25%	naik ×3
DFIC	$20.414.188	2,56%	naik ×3
VCIT	$18.202.231	2,28%	naik ×3
VUG	$15.389.001	1,93%	naik ×3
BNDX	$15.021.507	1,88%	naik ×3
DFCF	$14.596.692	1,83%	naik ×3
MUNI	$12.328.431	1,55%	naik ×3
VTV	$11.543.884	1,45%	naik ×3
SPY	$11.055.637	1,39%	naik ×3
DFEM	$10.952.451	1,37%	naik ×3
DFGR	$10.843.918	1,36%	naik ×3
DFUS	$10.341.643	1,30%	naik ×3
XMHQ	$10.322.795	1,30%	naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
VCRB	$7.295.401	94.460	0,92%
Penerbit tidak dikenal (CUSIP: 44053A424)	$4.794.059	231.039	0,60%
CRWD	$3.479.155	4.559	0,44%
NUBD	$3.172.211	143.312	0,40%
ESGV	$2.752.179	20.812	0,35%
Penerbit tidak dikenal (CUSIP: 44053A440)	$1.961.751	208.586	0,25%
SUSB	$1.560.301	62.437	0,20%
IALT	$1.116.867	39.817	0,14%
FLMI	$1.098.645	43.649	0,14%
IBDT	$981.738	38.881	0,12%
GUMI	$830.385	16.471	0,10%
GGOV	$692.795	13.776	0,09%
MU	$683.340	592	0,09%
VONG	$680.125	5.321	0,09%
VEU	$673.878	8.046	0,08%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
VTV	Beli lebih banyak	+36K	+$8.1M
VEA	Beli lebih banyak	+87K	+$7.9M
VUG	Beli lebih banyak	+161K	+$7.8M
VTI	Beli lebih banyak	+6K	+$7.0M
DFAC	Beli lebih banyak	+26K	+$6.1M
SPYM	Beli lebih banyak	+62K	+$6.0M
VOO	Beli lebih banyak	+2K	+$5.5M
BNDX	Beli lebih banyak	+76K	+$3.8M
SGOV	Beli lebih banyak	+35K	+$3.5M
DFAI	Beli lebih banyak	+69K	+$2.9M

1 position hidden — reported move looks larger than the position itself (data completeness check)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
TPIF	30 Juni 2026	117.713	$4.296.525
AESR	30 Juni 2026	233.715	$3.980.166
PTL	30 Juni 2026	12.652	$3.184.508
NUSC	30 Juni 2026	50.553	$2.297.126
TPSC	30 Juni 2026	53.729	$2.296.377
AFIF	30 Juni 2026	213.770	$1.998.750
XLG	31 Maret 2026	33.263	$1.971.831
DMXF	30 Juni 2026	24.815	$1.901.552
NULG	30 Juni 2026	18.684	$1.717.252
STIP	30 Juni 2026	12.260	$1.264.268
IGSB	30 Juni 2026	18.119	$949.630
BIBL	30 Juni 2026	14.768	$704.155
BSCP	31 Des. 2025	30.856	$638.099	Tidak lagi dilacak
VCEB	30 Juni 2026	7.944	$497.959
SCHG	31 Maret 2026	15.071	$491.616	24,5%
OEF	31 Maret 2026	1.404	$481.585
WM	30 Juni 2026	1.942	$448.602	-8,6%
JPLD	31 Des. 2025	8.359	$436.591
CHRW	30 Juni 2025	3.400	$348.160	46,4%
BALT	30 Juni 2026	9.920	$332.419
EMB	31 Maret 2026	3.344	$321.960
GDX	31 Maret 2026	3.717	$318.807	-5,4%
SLYV	30 Juni 2026	3.204	$303.351	-4,7%
SMLF	31 Des. 2025	4.333	$294.427
DFEV	31 Des. 2025	9.687	$290.513
VONE	31 Des. 2025	1.025	$287.860
UJAN	31 Maret 2026	6.349	$274.658
SCHJ	31 Des. 2025	8.901	$220.844	-3,0%
SPSB	31 Des. 2025	7.287	$220.007
PWR	30 Juni 2026	389	$217.938	-5,9%
BP	30 Juni 2026	4.620	$213.305	20,7%
DFAR	31 Des. 2025	9.073	$212.853
SWAN	31 Maret 2026	6.400	$207.808
SMCI	31 Des. 2025	4.175	$204.617	47,7%
VTEB	31 Des. 2025	4.156	$203.790
NFLX	30 Juni 2026	2.100	$200.655	-6,5%