Aryn Sands

Xy Planning Network, Inc.

Assets Managed

$797.107M

Holdings

340

Last Quarter

2026 - Q2

Filed Date

6d ago

Growth Rate

27.33%(2Q avg: 18.22%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Xy Planning Network, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 340 positions.

Assets under management

The assets under management (AUM) of Xy Planning Network, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 797.107M in assets, with a quarterly growth rate of 27.33% and a 2-quarter average growth rate of 18.22%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 2.72%	5.44%	$43.292M 975,919 shares@ $44.36 avg price	Increased 2.72%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 5.24%	5.16%	$41.115M 111,109 shares@ $370.04 avg price	Increased 5.24%
VOO Vanguard S&p 500 Etf Recent Activity Increased 4.88%	4.21%	$33.526M 48,815 shares@ $686.81 avg price	Increased 4.88%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 31.68%	3.25%	$25.87M 363,090 shares@ $71.26 avg price	Increased 31.68%
DFIC Dimensional International Co Recent Activity Increased 9.09%	2.57%	$20.414M 547,885 shares@ $37.26 avg price	Increased 9.09%
VCIT Vanguard Int-term Corporate Recent Activity Increased 5.04%	2.29%	$18.202M 220,232 shares@ $82.66 avg price	Increased 5.04%
VUG Vanguard Growth Etf Recent Activity Increased 938.43%	1.94%	$15.389M 178,651 shares@ $86.15 avg price	Increased 938.43%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 32.57%	1.89%	$15.022M 310,169 shares@ $48.44 avg price	Increased 32.57%
DFCF Dimensional Core Fixed Inc Recent Activity Increased 11.77%	1.84%	$14.597M 345,812 shares@ $42.21 avg price	Increased 11.77%
MUNI Pimco Intermediate Municipal Recent Activity Increased 8.02%	1.55%	$12.328M 234,381 shares@ $52.6 avg price	Increased 8.02%

1-10 of 340