Instuitional Investor - Xy Planning Network, Inc.
Fund Profile
Filing Period:
Fund Name: | Xy Planning Network, Inc. |
Portfolio Value | $149,919,391 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 393,856 | $12,993,315 | 8.67% | |
2. | Dimensional Etf Trust | 210,726 | $8,863,123 | 5.91% | |
3. | Vanguard Scottsdale Funds | 95,953 | $7,845,134 | 5.23% | |
4. | Pimco Etf Trust | 142,950 | $7,369,073 | 4.92% | |
5. | Dimensional Etf Trust | 199,194 | $5,230,854 | 3.49% |