Institutional Fund
Xy Planning Network, Inc.
Bozeman, MTCIK 18734385 filings on record
Portfolio Value
$626.03M
Q1 2026
Holdings
273
Reported positions
New Buys
32
Opened this quarter
QoQ Change
+9.1%
from $573.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust5.9%
- Vanguard Index Fds5.5%
- Vanguard Index Fds4.5%
- Dimensional ETF Trust2.9%
- Vanguard Tax-Managed Fds2.9%
- Vanguard Scottsdale Fds2.8%
- Other75.6%
Portfolio Holdings
273 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 950.2K | $37.17M | 5.9% | +32.5K | Added |
| 2 | Vanguard Index Fds | 105.6K | $34.13M | 5.5% | −9.1K | Reduced |
| 3 | Vanguard Index Fds | 46.5K | $28.03M | 4.5% | +6.1K | Added |
| 4 | Dimensional ETF Trust | 502.3K | $18.12M | 2.9% | +23.6K | Added |
| 5 | Vanguard Tax-Managed Fds | 275.7K | $17.96M | 2.9% | +23.9K | Added |
| 6 | Vanguard Scottsdale Fds | 209.7K | $17.30M | 2.8% | +23.0K | Added |
| 7 | Dimensional ETF Trust | 309.4K | $13.07M | 2.1% | +41.2K | Added |
| 8 | Pimco ETF Tr | 217.0K | $11.31M | 1.8% | +29.7K | Added |
| 9 | Vanguard Charlotte Fds | 234.0K | $11.23M | 1.8% | +30.8K | Added |
| 10 | Spdr Series Trust | 179.3K | $10.70M | 1.7% | +12.0K | Added |
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