Titelia

Holdings of XY Planning Network, Inc.

215 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.4 % of the equity sleeve

Sector breakdown

  • Funds 12.3 %
  • Technology 3.0 %
  • Financials 1.8 %
  • Communication 0.8 %
  • Consumer staples 0.7 %
  • Consumer discretionary 0.6 %
  • Health care 0.5 %
  • Industrials 0.4 %
  • Energy 0.3 %
  • Utilities 0.2 %
  • Unattributed 79.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US214516.7M $99.96 %
2GB1213.3K $0.04 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 950,16237.2M $
2Vanguard Total Stock Market ETF 105,58634.1M $
3Vanguard S&P 500 ETF 46,54428M $
4Dimensional International Core 502,25918.1M $
5Vanguard FTSE Developed Markets ETF 275,74318M $
6Vanguard Intermediate-Term Corporate Bond ETF 209,67717.3M $
7Dimensional ETF Trust 309,41113.1M $
8Vanguard Charlotte Funds 233,97711.2M $
9SPDR Series Trust 179,27410.7M $
10Vanguard Total International S 135,54510.6M $
11State Street SPDR S&P 500 ETF Trust 14,6539.6M $
12Vanguard International Equity Index Funds 166,2549M $
13Dimensional ETF Trust 113,0718.1M $
14iShares Core S&P 500 ETF 12,0217.9M $
15Vanguard Malvern Funds 157,7147.9M $
16Vanguard Growth ETF 17,2047.6M $
17Avantis International Small Cap Value ETF 68,3137M $
18State Street SPDR Portfolio Intermediate Term Treasury ETF 227,4236.5M $
19NVIDIA Corp 35,9716.3M $
20Apple Inc 24,1666.2M $
21SPDR Series Trust 117,3555.7M $
22Vanguard Scottsdale Funds 96,5725.6M $
23VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 66,4755.3M $
24Vanguard Total World Stock ETF 35,9545M $
25iShares Trust 49,2504.9M $
26Schwab U.S. Aggregate Bond ETF 205,9044.8M $
27BlackRock ETF Trust 77,4574.5M $
28SPDR Series Trust 58,8694.5M $
29Timothy Plan 117,7134.3M $
30iShares Trust 19,3844.1M $
31Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 50,5473.8M $
32iShares Trust 30,3723.5M $
33iShares Trust 136,1813.5M $
34Vanguard Value ETF 17,3253.4M $
35SPDR Series Trust 34,2583.4M $
36WisdomTree Trust 19,9213.2M $
37Vanguard Ultra Short Bond ETF 64,7353.2M $
38Fidelity Total Bond ETF 70,0653.2M $
39CME Group Inc 10,2913.1M $
40Dimensional ETF Trust 81,2773M $
41Avantis Emerging Markets Equity ETF 36,9753M $
42Schwab International Equity ETF 113,8642.9M $
43Dimensional U S Targeted Value ETF 44,3332.8M $
44iShares Trust 36,2592.7M $
45Avantis US Equity ETF 23,3072.6M $
46Schwab US Dividend Equity ETF 85,2672.6M $
47Schwab Short-Term U.S. Treasury ETF 106,6872.6M $
48American Century ETF Trust 22,9372.5M $
49Dimensional International Smal 63,5722.5M $
50iShares Russell 3000 ETF 6,7072.5M $
51iShares Trust 48,9802.5M $
52Ishares Inc 31,0002.5M $
53Alpha Architect 1-3 Month Box 20,1452.3M $
54Timothy Plan 53,7292.3M $
55iShares Trust 11,7002.3M $
56iShares Trust 21,9882.3M $
57iShares Trust 48,3472.2M $
58Invesco QQQ Trust Series 1 3,7092.2M $
59iShares Core S&P Total U.S. Stock Market ETF 14,8452.1M $
60VanEck Morningstar Wide Moat ETF 21,2272M $
61iShares MSCI USA Min Vol Factor ETF 22,0062M $
62iShares ESG Aware MSCI EM ETF 43,7962M $
63iShares National Muni Bond ETF 18,2471.9M $
64iShares MSCI Global Min Vol Factor ETF 15,1681.8M $
65Alphabet Inc 5,9151.7M $
66iShares Trust 24,3961.7M $
67Amazon.com Inc 8,0301.7M $
68DFA Dimensional US Marketwide Value ETF 32,9651.6M $
69Dimensional ETF Trust 40,1521.6M $
70iShares Core S&P Mid-Cap ETF 23,0941.6M $
71DFA Dimensional National Municipal Bond ETF 32,7061.6M $
72SPDR Gold MiniShares Trust 16,4931.6M $
73ISHARES CORE 1-5 YEAR USD BO 32,1641.6M $
74BlackRock ETF Trust 42,1621.5M $
75iShares Core S&P Small-Cap ETF 12,1521.5M $
76Berkshire Hathaway Inc 3,1711.5M $
77Johnson & Johnson 6,1531.5M $
78Alphabet Inc 4,9451.5M $
79Schwab U.S. Small-Cap ETF 48,3431.4M $
80Broadcom Inc 4,3311.4M $
81Alpha Architect High Inflation And Deflation ETF 56,5711.4M $
82Invesco S&P 500 Momentum ETF 11,4331.3M $
83Alpha Architect US Quantitativ 18,7211.3M $
84iShares 0-5 Year TIPS Bond ETF 12,2601.3M $
85Dimensional Inflation-Protecte 30,2191.3M $
86iShares Broad USD High Yield Corporate Bond ETF 33,1831.2M $
87iShares MBS ETF 12,7601.2M $
88BlackRock ETF Trust II 23,1641.2M $
89Goldman Sachs Ultra Short Bond 23,8091.2M $
90Microsoft Corp 3,2471.2M $
91Dimensional U S Small Cap ETF 16,5781.2M $
92WisdomTree Trust 23,3131.2M $
93Exxon Mobil Corp 7,2041.2M $
94Invesco S&P 500 Equal Weight ETF 5,9661.1M $
95Cboe Global Markets Inc 4,0541.1M $
96Jpmorgan Core Plus Bond Etf 23,9001.1M $
97Walmart Inc 8,6791.1M $
98iShares ESG Aware MSCI EAFE ETF 10,6581M $
99Dimensional International Value ETF 18,9381M $
100iShares Trust 18,119949.6K $