XY Planning Network, Inc.
Annual return '25
-77.8%
SPY '25
+17.7%
Alpha
-95.5ptsvs SPY
Invested
$1.3B
Holdings
273
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 456.7k shares)
5.9%
02
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 68.9k shares)
5.5%
03
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 10.1k shares)
4.5%
04
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 180.5k shares)
2.9%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 133.2k shares)
2.9%
06
$VCIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 119.4k shares)
2.8%
07
$DFCF
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 227.3k shares)
2.1%
08
$MUNI
PIMCO ETF TR
Q4 2025: Exited (was 143.5k shares)
1.8%
09
$BNDX
VANGUARD CHARLOTTE FDS
Q4 2025: Exited (was 64.4k shares)
1.8%
10
$SPMD
SPDR SERIES TRUST
Q4 2025: Exited (was 82.6k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.