13F filer

XY Planning Network

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 1873438 SEC filings ↗

13F Value

$929.3M

Positions

380

Top Position

VTI5.4%

Top 5

18.7%

Latest filing changes

vs Jun 30, 2026

1 DFAU Dimensional US Core Equity Market ETF +552.4%+$12.0M

2 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +20.0%+$8.3M

3 AVUS Avantis U.S. Equity ETF +138.0%+$7.3M

4 DFCF Dimensional Core Fixed Income ETF +52.6%+$7.3M

5 VEA Vanguard Developed Markets Index Fund — ETF Shares +24.5%+$6.3M

Holdings380

#							Trend (4Q)
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	5.4%	$49.9M	+20.0%	133.4K	5.2%		ETF
2	VOO Vanguard 500 Index Fund — ETF Shares	3.7%	$34.6M	+1.1%	49.4K	4.2%		ETF
3	DFAC Dimensional U.S. Core Equity 2 ETF	3.6%	$33.3M	-23.2%	749.3K	5.4%		ETF
4	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.4%	$31.9M	+24.5%	452.1K	3.2%		ETF
5	DFIC Dimensional International Core Equity 2 ETF	2.6%	$23.9M	+16.1%	636.1K	2.6%		ETF
6	DFCF Dimensional Core Fixed Income ETF	2.3%	$21.2M	+52.6%	527.7K	1.8%		ETF
7	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	2.0%	$18.9M	+9.7%	241.6K	2.3%		ETF
8	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.8%	$17.1M	+6.0%	189.4K	1.9%	—	ETF
9	BNDX Vanguard Total International Bond Index Fund — ETF Shares	1.8%	$16.4M	+12.9%	350.3K	1.9%		ETF
10	DFAU Dimensional US Core Equity Market ETF	1.5%	$14.2M	+552.4%	271.7K	0.3%		ETF
11	DFA INVT DIMENSIONS GROUP IN — U.S. SML CP VAL Dfa Invt Dimensions Group in — U.S. Sml Cp Val	1.5%	$14.2M	NEW	378.7K	—		Equity
12	XMHQ Invesco S&P MidCap Quality ETF	1.4%	$13.3M	+30.2%	119.1K	1.3%		ETF
13	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.4%	$12.8M	+11.5%	59.1K	1.4%		ETF
14	AVUS Avantis U.S. Equity ETF	1.4%	$12.6M	+138.0%	98.5K	0.7%		ETF
15	IVV iShares Core S&P 500 ETF	1.3%	$12.5M	+15.6%	16.3K	1.3%		ETF
16	VXUS Vanguard Total International Stock Index Fund — ETF Shares	1.3%	$12.5M	+3.9%	146.6K	1.5%		ETF
17	MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	1.3%	$12.4M	+6.8%	250.4K	1.5%		ETF
18	DFGR Dimensional Global Real Estate ETF	1.3%	$12.3M	+21.8%	455.9K	1.4%		ETF
19	AVDV Avantis International Small Cap Value ETF	1.3%	$12.3M	+38.7%	112.3K	1.0%		ETF
20	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.3%	$11.7M	+8.4%	130.6K	1.3%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing20

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.