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
UNH icon
176
UnitedHealth
UNH
$258B
$473K 0.08%
1,433
+679
PM icon
177
Philip Morris
PM
$260B
$470K 0.08%
+2,929
TSLA icon
178
Tesla
TSLA
$1.52T
$470K 0.08%
1,044
+195
VGT icon
179
Vanguard Information Technology ETF
VGT
$110B
$467K 0.08%
619
-2,392
SCHH icon
180
Schwab US REIT ETF
SCHH
$9.4B
$460K 0.08%
+22,040
SHLD icon
181
Global X Defense Tech ETF
SHLD
$7.86B
$450K 0.08%
+6,946
MCD icon
182
McDonald's
MCD
$232B
$442K 0.08%
+1,445
WM icon
183
Waste Management
WM
$95.5B
$426K 0.07%
1,937
+27
AAEQ
184
Alpha Architect US Equity 2 ETF
AAEQ
$458M
$419K 0.07%
+8,501
IWB icon
185
iShares Russell 1000 ETF
IWB
$45.2B
$401K 0.07%
1,073
+331
HD icon
186
Home Depot
HD
$350B
$395K 0.07%
1,147
+294
IWP icon
187
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$389K 0.07%
2,843
IYW icon
188
iShares US Technology ETF
IYW
$19.4B
$386K 0.07%
1,934
+614
VGIT icon
189
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.7B
$371K 0.06%
+6,193
DGCB icon
190
Dimensional Global Credit ETF
DGCB
$896M
$367K 0.06%
+6,759
DFSB icon
191
Dimensional Global Sustainability Fixed Income ETF
DFSB
$639M
$365K 0.06%
7,053
DFAE icon
192
Dimensional Emerging Core Equity Market ETF
DFAE
$8.22B
$362K 0.06%
+11,112
GCC icon
193
WisdomTree Enhanced Commodity Strategy Fund
GCC
$267M
$362K 0.06%
+17,109
NEAR icon
194
iShares Short Maturity Bond ETF
NEAR
$4.16B
$360K 0.06%
+7,048
IDV icon
195
iShares International Select Dividend ETF
IDV
$7.83B
$348K 0.06%
8,822
-163
GJUL icon
196
FT Vest US Equity Moderate Buffer ETF July
GJUL
$392M
$347K 0.06%
8,396
BIV icon
197
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$345K 0.06%
+4,426
IWS icon
198
iShares Russell Mid-Cap Value ETF
IWS
$14.6B
$344K 0.06%
+2,440
VB icon
199
Vanguard Small-Cap ETF
VB
$71.3B
$343K 0.06%
+1,330
TGRW icon
200
T. Rowe Price Growth Stock ETF
TGRW
$915M
$342K 0.06%
7,428
-2,258
6 7
8
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