Instuitional Investor - Xy Planning Network, Inc.
Fund Profile
Filing Period:
Fund Name: | Xy Planning Network, Inc. |
Portfolio Value | $133,162,057 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 268,631 | $9,291,914 | 6.98% | |
2. | Dimensional Etf Trust | 210,654 | $8,693,668 | 6.53% | |
3. | Pimco Etf Trust | 151,171 | $7,820,057 | 5.87% | |
4. | Vanguard Scottsdale Funds | 95,396 | $7,657,467 | 5.75% | |
5. | Dimensional Etf Trust | 193,557 | $4,943,441 | 3.71% |