Portfolio (Quarterly)
Guide ↗
XY Planning Network, Inc.
· CIK 0001873438| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | DGRW | WISDOMTREE TR | — | 3,730.0 | $357K | 0.04% | NEW | — | $95.62 | +3.2% |
| 262 | IBDV | ISHARES TR | — | 16,357.0 | $357K | 0.04% | NEW | — | $21.80 | -0.8% |
| 263 | XLP | SELECT SECTOR SPDR TR | — | 4,282.0 | $356K | 0.04% | NEW | — | $83.07 | +2.7% |
| 264 | JAAA | JANUS DETROIT STR TR | — | 7,042.0 | $356K | 0.04% | NEW | — | $50.49 | +0.3% |
| 265 | BBAG | J P MORGAN EXCHANGE TRADED F | — | 7,732.0 | $355K | 0.04% | NEW | — | $45.95 | -1.7% |
| 266 | TGRW | T ROWE PRICE EXCHANGE-TRADED | — | 7,428.0 | $354K | 0.04% | NEW | — | $47.72 | -1.7% |
| 267 | MRK | MERCK & CO INC | Healthcare | 2,758.0 | $354K | 0.04% | NEW | — | $128.49 | +16.2% |
| 268 | AAEQ | EA SERIES TRUST | — | 6,605.0 | $351K | 0.04% | NEW | — | $53.19 | +2.3% |
| 269 | AVIG | AMERICAN CENTY ETF TR | — | 8,438.0 | $349K | 0.04% | NEW | — | $41.41 | -1.6% |
| 270 | ABBV | ABBVIE INC | Healthcare | 1,384.0 | $348K | 0.04% | NEW | — | $251.61 | +4.1% |
| 271 | IMCG | ISHARES TR | — | 3,503.0 | $344K | 0.04% | NEW | — | $98.30 | -1.2% |
| 272 | ACIO | ETF SER SOLUTIONS | — | 7,425.0 | $343K | 0.04% | NEW | — | $46.14 | +1.3% |
| 273 | IWY | ISHARES TR | — | 1,175.0 | $341K | 0.04% | NEW | — | $290.62 | -2.1% |
| 274 | CSCO | CISCO SYS INC | Technology | 2,897.0 | $340K | 0.04% | NEW | — | $117.47 | -6.7% |
| 275 | AVDE | AMERICAN CENTY ETF TR | — | 3,801.0 | $339K | 0.04% | NEW | — | $89.20 | +4.8% |
| 276 | DFEV | DIMENSIONAL ETF TRUST | — | 7,924.0 | $338K | 0.04% | NEW | — | $42.66 | -2.0% |
| 277 | DFGX | DIMENSIONAL ETF TRUST | — | 6,273.0 | $336K | 0.04% | NEW | — | $53.59 | -2.9% |
| 278 | STOT | SSGA ACTIVE TR | — | 7,094.0 | $334K | 0.04% | NEW | — | $47.06 | -0.4% |
| 279 | AMD | ADVANCED MICRO DEVICES INC | Technology | 559.0 | $325K | 0.04% | NEW | — | $580.91 | -19.2% |
| 280 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 19,487.0 | $324K | 0.04% | NEW | — | $16.65 | -0.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.5%
Financial Services
33.5%
Communication Services
8.0%
Healthcare
6.2%
Consumer Defensive
6.1%
Consumer Cyclical
5.3%
Industrials
3.5%
Energy
2.4%
Utilities
1.6%