XPN

XY Planning Network Portfolio holdings

AUM $626M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.01M
3
+$2M
4
CORO
iShares International Country Rotation Active ETF
CORO
+$1.92M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.92M

Top Sells

1
+$3.36M
2
+$3.06M
3
+$1.97M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.27M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.07M

Sector Composition

1 Technology 2.5%
2 Financials 1.46%
3 Communication Services 0.66%
4 Consumer Staples 0.61%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFSI icon
176
Dimensional International Sustainability Core 1 ETF
DFSI
$1.03B
$579K 0.09%
13,401
+22
BSCT icon
177
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.79B
$573K 0.09%
30,693
-44,787
CVX icon
178
Chevron
CVX
$369B
$567K 0.09%
+2,870
NEAR icon
179
iShares Short Maturity Bond ETF
NEAR
$4.29B
$546K 0.09%
10,768
+3,720
BSV icon
180
Vanguard Short-Term Bond ETF
BSV
$44.4B
$540K 0.09%
6,904
+3,487
PG icon
181
Procter & Gamble
PG
$344B
$535K 0.09%
3,710
-15
HD icon
182
Home Depot
HD
$335B
$532K 0.08%
1,613
+466
VBR icon
183
Vanguard Small-Cap Value ETF
VBR
$34.6B
$531K 0.08%
2,436
-559
FRDM icon
184
Freedom 100 Emerging Markets ETF
FRDM
$3.01B
$518K 0.08%
9,273
-673
META icon
185
Meta Platforms (Facebook)
META
$1.71T
$507K 0.08%
874
+46
GDE icon
186
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$620M
$501K 0.08%
7,840
-5,915
VCEB icon
187
Vanguard ESG US Corporate Bond ETF
VCEB
$1.2B
$498K 0.08%
7,944
-43
DIHP icon
188
Dimensional International High Profitability ETF
DIHP
$5.74B
$493K 0.08%
15,083
+7,851
MCD icon
189
McDonald's
MCD
$213B
$458K 0.07%
1,492
+47
XT icon
190
iShares Future Exponential Technologies ETF
XT
$3.83B
$452K 0.07%
+6,538
WFC icon
191
Wells Fargo
WFC
$243B
$450K 0.07%
+5,579
WM icon
192
Waste Management
WM
$92.5B
$449K 0.07%
1,942
+5
WTV icon
193
WisdomTree US Value Fund
WTV
$2.71B
$440K 0.07%
4,654
-2,058
DFAE icon
194
Dimensional Emerging Core Equity Market ETF
DFAE
$8.99B
$422K 0.07%
12,355
+1,243
JAAA icon
195
Janus Henderson AAA CLO ETF
JAAA
$26.9B
$422K 0.07%
8,371
+2,276
IDV icon
196
iShares International Select Dividend ETF
IDV
$8.32B
$416K 0.07%
9,747
+925
GCC icon
197
WisdomTree Enhanced Commodity Strategy Fund
GCC
$277M
$413K 0.07%
17,315
+206
VGIT icon
198
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.4B
$410K 0.07%
6,917
+724
AGG icon
199
iShares Core US Aggregate Bond ETF
AGG
$136B
$409K 0.07%
4,127
+1,082
DE icon
200
Deere & Co
DE
$152B
$406K 0.06%
+712
6 7
8
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