Holdings of XY Planning Network, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 215 in 2 countries
- Top ten
- 38.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
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 $ |
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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
- United Kingdom 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 214 | 516.7M $ | 99.96 % |
| 2 | United Kingdom | 1 | 213.3K $ | 0.04 % |
Cite this page
Titelia. "Holdings of XY Planning Network, Inc.". https://titelia.com/en/funds/US13F1873438