XPN

XY Planning Network Portfolio holdings

AUM $294M
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.89%
2 Financials 1.83%
3 Consumer Discretionary 0.69%
4 Communication Services 0.47%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
151
Tesla
TSLA
$1.51T
$270K 0.09%
849
IVE icon
152
iShares S&P 500 Value ETF
IVE
$47.3B
$266K 0.09%
1,361
VCEB icon
153
Vanguard ESG US Corporate Bond ETF
VCEB
$965M
$257K 0.09%
4,053
BGRN icon
154
iShares USD Green Bond ETF
BGRN
$437M
$257K 0.09%
5,386
XLP icon
155
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$255K 0.09%
3,149
BOXX icon
156
Alpha Architect 1-3 Month Box ETF
BOXX
$9.03B
$254K 0.09%
2,256
IWB icon
157
iShares Russell 1000 ETF
IWB
$45.6B
$252K 0.09%
742
DFSI icon
158
Dimensional International Sustainability Core 1 ETF
DFSI
$897M
$238K 0.08%
6,045
UNH icon
159
UnitedHealth
UNH
$300B
$235K 0.08%
754
MS icon
160
Morgan Stanley
MS
$281B
$234K 0.08%
1,659
IBIT icon
161
iShares Bitcoin Trust
IBIT
$69.4B
$231K 0.08%
3,782
IYW icon
162
iShares US Technology ETF
IYW
$21.4B
$229K 0.08%
1,320
SCHJ icon
163
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$639M
$221K 0.08%
8,901
EFA icon
164
iShares MSCI EAFE ETF
EFA
$69.1B
$220K 0.08%
2,464
SPSB icon
165
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.27B
$220K 0.07%
7,287
NFLX icon
166
Netflix
NFLX
$425B
$213K 0.07%
1,590
DFAR icon
167
Dimensional US Real Estate ETF
DFAR
$1.4B
$213K 0.07%
9,073
AVNM icon
168
Avantis All International Markets Equity ETF
AVNM
$422M
$212K 0.07%
3,244
UJAN icon
169
Innovator US Equity Ultra Buffer ETF January
UJAN
$205M
$208K 0.07%
5,153
BND icon
170
Vanguard Total Bond Market
BND
$142B
$205K 0.07%
2,787
SMCI icon
171
Super Micro Computer
SMCI
$20.7B
$205K 0.07%
4,175
VTEB icon
172
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$204K 0.07%
4,156
BSV icon
173
Vanguard Short-Term Bond ETF
BSV
$39.2B
$202K 0.07%
2,566