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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 214 | 516.7M $ | 99.96 % |
| 2 | GB | 1 | 213.3K $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Vanguard Mid-Cap ETF | 808 | 233.5K $ | |
| 202 | Lam Research Corp | 1,048 | 232.7K $ | |
| 203 | Vanguard Bond Index Funds | 3,010 | 231.5K $ | |
| 204 | Vanguard Bond Index Funds | 3,325 | 227.8K $ | |
| 205 | Select Sector Spdr Trust | 2,765 | 225.2K $ | |
| 206 | Vanguard Total Bond Market ETF | 3,032 | 222.6K $ | |
| 207 | Quanta Services Inc | 389 | 217.9K $ | |
| 208 | Fifth Third Bancorp | 4,625 | 216.5K $ | |
| 209 | Xcel Energy Inc | 2,685 | 214K $ | |
| 210 | BP PLC | 4,620 | 213.3K $ | |
| 211 | State Street SPDR Nuveen ICE High Yield Municipal Bond ETF | 8,572 | 213.1K $ | |
| 212 | UnitedHealth Group Inc | 772 | 211.5K $ | |
| 213 | PIMCO ETF TR | 2,213 | 211.2K $ | |
| 214 | PIMCO Enhanced Short Maturity | 2,007 | 201.3K $ | |
| 215 | Netflix Inc | 2,100 | 200.7K $ |