Instuitional Investor - Xy Planning Network, Inc.
Fund Profile
Filing Period:
| Fund Name: | Xy Planning Network, Inc. |
| Portfolio Value | $626,029,112 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 950,162 | $37,170,319 | 5.94% | |
| 2. | Vanguard Index Fds | 105,586 | $34,129,512 | 5.45% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 46,544 | $28,033,530 | 4.48% | |
| 4. | Dimensional Etf Trust | 502,259 | $18,116,463 | 2.89% | |
| 5. | Vanguard Tax-Managed Fds | 275,743 | $17,961,920 | 2.87% |