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Aryn Sands

Xy Planning Network, Inc.

Assets Managed
$626.029M
Holdings
273
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
9.11%(2Q avg: 52.23%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Xy Planning Network, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 273 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 626.029M in assets, with a quarterly growth rate of 9.11% and a 2-quarter average growth rate of 52.23%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.54%
5.94%
$37.17M
950,162 shares@ $39.12 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -7.95%
5.46%
$34.13M
105,586 shares@ $323.24 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 15.12%
4.48%
$28.034M
46,544 shares@ $602.31 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.93%
2.9%
$18.116M
502,259 shares@ $36.07 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 9.49%
2.87%
$17.962M
275,743 shares@ $65.15 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 12.32%
2.77%
$17.303M
209,677 shares@ $82.53 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 15.35%
2.09%
$13.07M
309,411 shares@ $42.24 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Increased 15.88%
1.81%
$11.311M
216,985 shares@ $52.13 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 15.14%
1.8%
$11.233M
233,977 shares@ $48.02 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 7.18%
1.71%
$10.701M
179,274 shares@ $59.7 avg price

1-10 of 273