XPN

XY Planning Network Portfolio holdings

AUM $574M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18M
3
+$15.2M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$9.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.27M

Top Sells

1
+$2.06M
2
+$1.82M
3
+$1.33M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$809K
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$638K

Sector Composition

1 Technology 2.95%
2 Financials 1.63%
3 Communication Services 0.69%
4 Consumer Staples 0.58%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFGP icon
76
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.32B
$1.93M 0.34%
35,768
+10,504
ESGE icon
77
iShares ESG Aware MSCI EM ETF
ESGE
$6.25B
$1.91M 0.33%
43,352
+2,283
GOOG icon
78
Alphabet (Google) Class C
GOOG
$3.75T
$1.83M 0.32%
5,844
+3,679
DMXF icon
79
iShares ESG Advanced MSCI EAFE ETF
DMXF
$665M
$1.81M 0.31%
24,019
+3,182
ACWV icon
80
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.45B
$1.8M 0.31%
15,191
+91
NULG icon
81
Nuveen ESG Large-Cap Growth ETF
NULG
$2.24B
$1.78M 0.31%
18,207
+2,761
AVEM icon
82
Avantis Emerging Markets Equity ETF
AVEM
$20.7B
$1.77M 0.31%
22,985
+15,240
PTLC icon
83
Pacer Trendpilot US Large Cap ETF
PTLC
$3.22B
$1.72M 0.3%
30,909
+16,032
AMZN icon
84
Amazon
AMZN
$2.29T
$1.71M 0.3%
7,391
+843
BSCS icon
85
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.4B
$1.65M 0.29%
80,317
+55,525
DUSB icon
86
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.79B
$1.65M 0.29%
32,661
-2,164
MUB icon
87
iShares National Muni Bond ETF
MUB
$42.7B
$1.63M 0.28%
15,195
+4,625
BSCR icon
88
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$1.62M 0.28%
81,922
+52,228
EUSA icon
89
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
$1.6M 0.28%
+15,463
BSCQ icon
90
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.14B
$1.58M 0.28%
80,600
+48,630
DFUV icon
91
Dimensional US Marketwide Value ETF
DFUV
$13.4B
$1.55M 0.27%
33,370
+12,782
IHDG icon
92
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
$1.55M 0.27%
+31,768
USFR icon
93
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
$1.53M 0.27%
30,450
+5,503
BRK.A icon
94
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.51M 0.26%
+2
AVGO icon
95
Broadcom
AVGO
$1.62T
$1.51M 0.26%
4,361
+809
DFAI icon
96
Dimensional International Core Equity Market ETF
DFAI
$14.8B
$1.5M 0.26%
39,474
+8,749
DFNM icon
97
Dimensional National Municipal Bond ETF
DFNM
$2.05B
$1.48M 0.26%
30,636
+12,962
MSFT icon
98
Microsoft
MSFT
$3T
$1.47M 0.26%
3,034
+1,280
BSCT icon
99
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$1.42M 0.25%
+75,480
SCHA icon
100
Schwab U.S Small- Cap ETF
SCHA
$20B
$1.37M 0.24%
48,109
+253
2 3
4
5 6