Titelia

Holdings of XY Planning Network, Inc.

215 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.4 % of the equity sleeve

Sector breakdown

  • Funds 12.3 %
  • Technology 3.0 %
  • Financials 1.8 %
  • Communication 0.8 %
  • Consumer staples 0.7 %
  • Consumer discretionary 0.6 %
  • Health care 0.5 %
  • Industrials 0.4 %
  • Energy 0.3 %
  • Utilities 0.2 %
  • Unattributed 79.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US214516.7M $99.96 %
2GB1213.3K $0.04 %

Positions

RankCompanySharesValueWeight
101Vanguard Index Funds 5,123945.9K $
102iShares Core MSCI EAFE ETF 10,214938.7K $
103Caterpillar Inc 1,256917.3K $
104iShares Trust 18,381916.5K $
105J P Morgan Exchange Traded Fund Trust 16,091907.7K $
106Vanguard Information Technology ETF 1,271898.4K $
107JPMorgan Ultra-Short Income ETF 17,091862.1K $
108iShares Trust 19,601859.5K $
109Duke Energy Corp 6,508851.9K $
110Wisdomtree Trust 21,059850K $
111iShares Short-Term National Muni Bond ETF 7,897840.1K $
112iShares Trust 36,161825.6K $
113Vanguard Index Funds 2,708825.5K $
114State Street SPDR Portfolio Short Term Treasury ETF 28,348824.6K $
115State Street Health Care Select Sector SPDR ETF 5,529816.7K $
116iShares Trust 9,862811.8K $
117State Street SPDR Portfolio Emerging Markets ETF 17,180808.7K $
118iShares ESG Aware MSCI USA ETF 5,610799.1K $
119iShares Core MSCI Emerging Markets ETF 11,329796.2K $
120iShares Trust 3,544761.7K $
121PIMCO Multisector Bond Active 28,999758.6K $
122Vanguard High Dividend Yield E 5,045746.4K $
123Global X Funds 10,061739.3K $
124Vanguard Large-Cap ETF 2,419728.2K $
125JPMorgan Chase & Co 2,459726.3K $
126Berkshire Hathaway Inc 1716.3K $
127Altria Group, Inc. 10,863711.3K $
128SPDR Series Trust 7,775710.7K $
129Schwab Intermediate-Term U.S. Treasury ETF 27,413680.1K $
130Costco Wholesale Corp 665662.7K $
131Visa Inc 2,186652.4K $
132State Street Multi-Asset Real Return ETF 17,710639.3K $
133Alpha Architect International 15,614639.3K $
134SPDR Gold Shares 1,427624.8K $
135Pacer Trendpilot US Large Cap 11,574609.1K $
136iShares Trust 6,399608.2K $
137Philip Morris International Inc. 3,764592.2K $
138PIMCO ETF Trust 6,403589.2K $
139Chevron Corp 2,870566.5K $
140ISHARES U S ETF TR 10,768545.5K $
141Vanguard Short-term Bond Etf 6,904539.6K $
142Procter & Gamble Co/The 3,710534.6K $
143Home Depot Inc/The 1,613531.5K $
144Vanguard Index Funds 2,436531.4K $
145Freedom 100 Emerging Markets E 9,273517.8K $
146Meta Platforms Inc 874506.5K $
147McDonald's Corp. 1,492458.5K $
148Wells Fargo & Co 5,579449.5K $
149Waste Management Inc 1,942448.6K $
150Wisdomtree Trust 4,654439.5K $
151Dimensional ETF Trust 12,355421.7K $
152Janus Detroit Street Trust 8,371421.6K $
153iShares Trust 9,747415.6K $
154Vanguard Scottsdale Funds 6,917410.2K $
155iShares Core U.S. Aggregate Bond ETF 4,127408.6K $
156Deere & Co 712406.4K $
157iShares iBoxx USD Investment Grade Corporate Bond ETF 3,657397.3K $
158Schwab U.S. REIT ETF 18,247393.8K $
159iShares Trust 3,023389.3K $
160Oracle Corp 2,678388.9K $
161iShares Trust 1,074385.8K $
162Vanguard Real Estate ETF 4,318384.4K $
163iShares Russell Mid-Cap Value 2,602381.7K $
164VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,751377.7K $
165Avantis Emerging Markets Value ETF 6,187372K $
166Vanguard Small-Cap ETF 1,335351.7K $
167State Street Utilities Select Sector SPDR ETF 7,572349.1K $
168Tesla Inc 909346.6K $
169First Trust Exchange-Traded Fund VIII 8,396343.7K $
170Morgan Stanley 2,060342.3K $
171State Street SPDR S&P MidCap 400 ETF Trust 534332K $
172BlackRock ETF Trust 7,861328K $
173iMGP DBi Managed Futures Strat 10,833327.3K $
174iShares MSCI EAFE ETF 3,300325.4K $
175Invesco BulletShares 2030 Corp 19,265322.2K $
176Invesco Bulletshares 2031 Corp 19,536321.7K $
177iShares MSCI USA Momentum Factor ETF 1,290316.4K $
178iShares MSCI EAFE Growth ETF 2,739311.4K $
179State Street DoubleLine Short 6,562308.2K $
180TRP GROWTH STOCK ETF 7,428304.1K $
181SPDR SERIES TRUST 3,204303.4K $
182ETF Series Solutions 7,168302.4K $
183American Express Co 998300.9K $
184State Street SPDR Portfolio S& 3,760299.5K $
185iShares Russell Top 200 Growth 1,175294.9K $
186Ishares Gold Trust 3,266292.9K $
187AbbVie Inc 1,329285.7K $
188FIDELITY COVINGTON TRUST 1,339282.1K $
189SPDR Series Trust 12,331275.4K $
190Eli Lilly & Co 284271.1K $
191Merck & Co Inc 2,234270K $
192iShares U.S. Technology ETF 1,437265K $
193iShares Bitcoin Trust ETF 6,754261K $
194iShares Trust 2,576258.2K $
195Vanguard Emerging Markets Government Bond ETF 3,902256K $
196JPMorgan Income ETF 5,523253.5K $
197McKesson Corp 290253.3K $
198Vanguard Scottsdale Funds 5,129240.2K $
199Coca-Cola Co/The 3,132238.3K $
200Verizon Communications Inc 4,770235.6K $