XY Planning Network, Inc.
CIK 1873438 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $797.1M
- Posisi
- 340
- Per tanggal
- 30 Juni 2026
#2.838 dari 9.443 berdasarkan nilai 13F · top 30.1%
Nilai portofolio QoQ: +27.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 30,08%
- Bobot 25 kepemilikan teratas
- 49,63%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 65,4
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 Q4 2024–Q2 2026 · 90,2% masih dipegang
- Posisi baru
- 85
- Meningkat
- 183
- Menurun
- 56
- Tertutup
- 18
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,9%
Communication Services
0,7%
Financial Services
0,5%
Retail
0,5%
Healthcare
0,5%
Industrials
0,3%
Financials
0,3%
Energy
0,2%
Consumer Staples
0,2%
Utilities
0,1%
Consumer Discretionary
0,1%
Consumer products
0,1%
Communications
0,0%
Telecommunication
0,0%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
93,3%
Portofolio lengkap 340 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $43.291.760 | 5,43% | 975.919 | $6.121.441 | Naik ×3 | ||
| VTI | $41.114.766 | 5,16% | 111.109 | $6.985.254 | Naik ×1 | ||
| VOO | $33.526.303 | 4,21% | 48.815 | $5.492.773 | Naik ×3 | ||
| VEA | $25.870.167 | 3,25% | 363.090 | $7.908.247 | Naik ×3 | ||
| DFIC | $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 | $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 | $14.596.692 | 1,83% | 345.812 | $1.527.188 | Naik ×3 | ||
| MUNI | $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 | $11.762.482 | 1,48% | 174.104 | $1.061.585 | Turun ×1 | ||
| VTV | $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 | $10.952.451 | 1,37% | 269.500 | $2.134.213 | Naik ×3 | ||
| DFGR | $10.843.918 | 1,36% | 374.316 | $1.586.518 | Naik ×3 | ||
| SPYM | $10.587.124 | 1,33% | 120.473 | $6.047.111 | Naik ×2 | ||
| IVV | $10.563.471 | 1,33% | 14.106 | $2.652.859 | Naik ×2 | ||
| DFUS | $10.341.643 | 1,30% | 126.210 | $2.261.573 | Naik ×3 | ||
| XMHQ | $10.322.795 | 1,30% | 91.449 | $2.863.889 | Naik ×3 | ||
| DCOR | $9.782.757 | 1,23% | 119.331 | $2.080.816 | Naik ×3 | ||
| VWO | $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 0-3 Month Treasury Bond ETF | $8.466.548 | 1,06% | 84.102 | $3.522.340 | Naik ×3 | ||
| AVDV | $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 | $7.154.196 | 0,90% | 251.997 | $663.554 | Naik ×3 | ||
| SPSM | $6.727.671 | 0,84% | 116.659 | $1.019.564 | Turun ×1 | ||
| DFSV | $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 | $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 | $5.384.798 | 0,68% | 34.309 | $362.384 | Turun ×1 | ||
| AVUS | $5.299.310 | 0,66% | 41.375 | $2.691.024 | Naik ×2 | ||
| DYNF | $5.252.371 | 0,66% | 77.229 | $703.350 | Turun ×1 | ||
| DFSD | $4.988.528 | 0,63% | 104.472 | $4.739.238 | Naik ×1 | ||
| SCHZ | $4.917.656 | 0,62% | 212.609 | $148.929 | Naik ×2 | ||
| IVW | $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 | $4.499.075 | 0,56% | 109.068 | $2.911.456 | Naik ×3 | ||
| DFAX | $4.438.565 | 0,56% | 120.482 | $507.776 | Naik ×1 | ||
| SPHQ | $4.387.308 | 0,55% | 48.694 | $552.812 | Turun ×1 | ||
| SPYG | $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 | $3.901.394 | 0,49% | 17.182 | $-198.133 | Turun ×1 | ||
| REET | $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 | $3.461.030 | 0,43% | 19.946 | $230.641 | Naik ×1 | ||
| AVUV | $3.443.291 | 0,43% | 27.600 | $904.884 | Naik ×1 | ||
| VUSB | $3.416.185 | 0,43% | 68.626 | $204.665 | Naik ×3 | ||
| DUHP | $3.336.886 | 0,42% | 79.964 | $330.434 | Turun ×1 | ||
| FBND | $3.318.017 | 0,42% | 72.939 | $122.344 | Naik ×2 | ||
| SCHF | $3.305.537 | 0,41% | 119.333 | $442.997 | Naik ×3 | ||
| FLOT | $3.260.025 | 0,41% | 63.859 | $775.753 | Naik ×2 | ||
| BSV | $3.224.383 | 0,40% | 41.386 | $2.684.766 | Naik ×3 | ||
| DFAT | $3.206.800 | 0,40% | 45.877 | $429.758 | Naik ×1 | ||
| NUBD | $3.172.211 | 0,40% | 143.312 | Naik ×1 | |||
| DFAE | $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 | $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 | $2.799.052 | 0,35% | 6.565 | $295.854 | Turun ×3 | ||
| ESGV | $2.752.179 | 0,35% | 20.812 | Naik ×1 | |||
| VBR | $2.713.860 | 0,34% | 11.169 | $2.182.466 | Naik ×1 | ||
| VBK | $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 | $2.556.504 | 0,32% | 105.903 | $-25.325 | Turun ×1 | ||
| DISV | $2.542.352 | 0,32% | 63.353 | $5.839 | Turun ×1 | ||
| MUB | $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 | $2.426.069 | 0,30% | 46.018 | $651.942 | Turun ×1 | ||
| ITOT | $2.404.304 | 0,30% | 14.636 | $274.847 | Turun ×2 | ||
| BOXX | $2.372.009 | 0,30% | 20.258 | $30.959 | Naik ×3 | ||
| EUSA | $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 | $2.212.586 | 0,28% | 43.572 | $741.120 | Naik ×1 | ||
| DFAS | $2.193.176 | 0,28% | 26.636 | $1.007.512 | Naik ×3 | ||
| DFAU | $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 | $2.110.284 | 0,26% | 20.299 | $62.940 | Turun ×3 | ||
| DFSU | $2.102.474 | 0,26% | 45.088 | $147.343 | Turun ×1 | ||
| DFNM | $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 | $1.922.901 | 0,24% | 19.935 | $-116.405 | Turun ×2 | ||
| SPMO | $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 | $1.864.131 | 0,23% | 24.175 | $291.398 | Naik ×3 | ||
| IJR | $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 | $1.775.957 | 0,22% | 32.284 | $173.838 | Turun ×2 | ||
| ACWV | $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 posisi disembunyikan (pemeriksaan kelengkapan data)
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 | Tidak lagi dilacak |
| AESR | 30 Juni 2026 | 233.715 | $3.980.166 | Tidak lagi dilacak |
| PTL | 30 Juni 2026 | 12.652 | $3.184.508 | Tidak lagi dilacak |
| NUSC | 30 Juni 2026 | 50.553 | $2.297.126 | Tidak lagi dilacak |
| TPSC | 30 Juni 2026 | 53.729 | $2.296.377 | Tidak lagi dilacak |
| AFIF | 30 Juni 2026 | 213.770 | $1.998.750 | Tidak lagi dilacak |
| XLG | 31 Maret 2026 | 33.263 | $1.971.831 | Tidak lagi dilacak |
| DMXF | 30 Juni 2026 | 24.815 | $1.901.552 | 12,0% |
| NULG | 30 Juni 2026 | 18.684 | $1.717.252 | Tidak lagi dilacak |
| STIP | 30 Juni 2026 | 12.260 | $1.264.268 | Tidak lagi dilacak |
| IGSB | 30 Juni 2026 | 18.119 | $949.630 | |
| BIBL | 30 Juni 2026 | 14.768 | $704.155 | Tidak lagi dilacak |
| BSCP | 31 Des. 2025 | 30.856 | $638.099 | Tidak lagi dilacak |
| VCEB | 30 Juni 2026 | 7.944 | $497.959 | Tidak lagi dilacak |
| SCHG | 31 Maret 2026 | 15.071 | $491.616 | Tidak lagi dilacak |
| OEF | 31 Maret 2026 | 1.404 | $481.585 | Tidak lagi dilacak |
| JPM | 31 Maret 2025 | 1.958 | $469.353 | 47,4% |
| RAVI | 31 Maret 2025 | 6.016 | $452.229 | Tidak lagi dilacak |
| AMD | 31 Maret 2025 | 3.734 | $451.030 | 351,9% |
| WM | 30 Juni 2026 | 1.942 | $448.602 | 1,8% |
| JPLD | 31 Des. 2025 | 8.359 | $436.591 | Tidak lagi dilacak |
| GDE | 31 Maret 2025 | 11.587 | $429.762 | Tidak lagi dilacak |
| TSLA | 31 Maret 2025 | 943 | $380.821 | 30,5% |
| HD | 31 Maret 2025 | 958 | $372.699 | -5,3% |
| CHRW | 30 Juni 2025 | 3.400 | $348.160 | 52,8% |
| JEPI | 31 Maret 2025 | 6.018 | $346.210 | Tidak lagi dilacak |
| COST | 31 Maret 2025 | 368 | $337.524 | 3,0% |
| BALT | 30 Juni 2026 | 9.920 | $332.419 | Tidak lagi dilacak |
| EMB | 31 Maret 2026 | 3.344 | $321.960 | |
| GDX | 31 Maret 2026 | 3.717 | $318.807 | Tidak lagi dilacak |
| SLYV | 30 Juni 2026 | 3.204 | $303.351 | Tidak lagi dilacak |
| CAH | 31 Maret 2025 | 2.563 | $303.168 | 71,5% |
| SMLF | 31 Des. 2025 | 4.333 | $294.427 | Tidak lagi dilacak |
| DFEV | 31 Des. 2025 | 9.687 | $290.513 | Tidak lagi dilacak |
| WM | 31 Maret 2025 | 1.428 | $288.183 | -2,0% |
| VONE | 31 Des. 2025 | 1.025 | $287.860 | |
| RF | 31 Maret 2025 | 11.925 | $280.476 | 45,4% |
| UJAN | 31 Maret 2026 | 6.349 | $274.658 | Tidak lagi dilacak |
| CGXU | 31 Maret 2025 | 10.848 | $267.620 | Tidak lagi dilacak |
| TYA | 31 Maret 2025 | 20.823 | $255.590 | Tidak lagi dilacak |
| GCOW | 31 Maret 2025 | 7.485 | $252.544 | Tidak lagi dilacak |
| GOOGL | 31 Maret 2025 | 1.285 | $243.251 | 121,1% |
| KO | 31 Maret 2025 | 3.698 | $230.230 | 25,5% |
| SCHJ | 31 Des. 2025 | 8.901 | $220.844 | Tidak lagi dilacak |
| SPSB | 31 Des. 2025 | 7.287 | $220.007 | Tidak lagi dilacak |
| PWR | 30 Juni 2026 | 389 | $217.938 | -6,6% |
| BP | 30 Juni 2026 | 4.620 | $213.305 | 19,2% |
| DFAR | 31 Des. 2025 | 9.073 | $212.853 | Tidak lagi dilacak |
| SWAN | 31 Maret 2026 | 6.400 | $207.808 | Tidak lagi dilacak |
| SMCI | 31 Des. 2025 | 4.175 | $204.617 | 23,9% |
| VTEB | 31 Des. 2025 | 4.156 | $203.790 | Tidak lagi dilacak |
| NFLX | 30 Juni 2026 | 2.100 | $200.655 | 11,8% |