Instuitional Investor - Xy Planning Network, Inc.
Fund Profile
Filing Period:
| Fund Name: | Xy Planning Network, Inc. |
| Portfolio Value | $573,799,381 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 114,709 | $38,458,352 | 6.7% | |
| 2. | Dimensional Etf Trust | 917,707 | $36,332,013 | 6.33% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 40,432 | $25,355,920 | 4.42% | |
| 4. | Dimensional Etf Trust | 478,664 | $16,494,788 | 2.87% | |
| 5. | Vanguard Tax-Managed Fds | 251,855 | $15,733,404 | 2.74% |
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