XPN
XY Planning Network Inc. Portfolio
Invests via XY Planning Network Inc. | Managed by Aryn Sands
Invests via XY Planning Network Inc.
Managed by Aryn Sands
Automatically Tracked
Company Profile
XY Planning Network Inc. is a pioneering organization dedicated to advancing financial planning for Generation X and Generation Y clients. By fostering a network of fee-only, independent advisors, the company champions a client-centered approach tailored to modern financial challenges. As an innovator in wealth management, it facilitates unique membership opportunities for planners seeking to elevate their practice while prioritizing holistic advice and access to technology-driven solutions. Its relevance in the capital markets space stems from its commitment to reshaping how younger generations perceive financial services, making it an essential player in transforming traditional advisory models.
XY Planning Network Inc. is a pioneering organization dedicated to advancing financial planning for Generation X and Generation Y clients. By fostering a network of fee-only, independent advisors, the company champions a client-centered approach tailored to modern financial challenges. As an innovator in wealth management, it facilitates unique membership opportunities for planners seeking to elevate their practice while prioritizing holistic advice and access to technology-driven solutions. Its relevance in the capital markets space stems from its commitment to reshaping how younger generations perceive financial services, making it an essential player in transforming traditional advisory models.
Investment Philosophy & Strategy
Focused on meeting the distinct financial needs of younger demographics, XY Planning Network Inc. employs a transformative strategy in advisory services. Its emphasis lies in fostering deep connections among independent, fee-only advisors who prioritize genuine client engagement and holistic planning. The organization actively cultivates innovation within its network by providing comprehensive resources and support aimed at enhancing practice development while ensuring that modern financial solutions remain accessible. By leveraging technology alongside an evolving membership model, it challenges conventional paradigms, thereby positioning itself as a dynamic force committed to reshaping financial management for Generation X and Y.
Focused on meeting the distinct financial needs of younger demographics, XY Planning Network Inc. employs a transformative strategy in advisory services. Its emphasis lies in fostering deep connections among independent, fee-only advisors who prioritize genuine client engagement and holistic planning. The organization actively cultivates innovation within its network by providing comprehensive resources and support aimed at enhancing practice development while ensuring that modern financial solutions remain accessible. By leveraging technology alongside an evolving membership model, it challenges conventional paradigms, thereby positioning itself as a dynamic force committed to reshaping financial management for Generation X and Y.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
42.64%
Gain -0.91%
Monthly
1.75%
Yearly
23.17%
Drawdown
14.59%
$800.05M
Equity
Holdings
$800.05M
Investment
$719.81M
$85.94M
Profit -$2.86M
Realized
$5.7M
Unrealized
$80.23M
Dividends
$14.07M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$2.86M
Win %
63%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$2.86M
Win %
63%
This Month
Compared to last month
Gain
-1.03%
Profit
-$8.33M
Win %
63%
This Year
Compared to last year
Gain
0.39%
Profit
$3.13M
Win %
65%
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$534,861.7 
NOW ServiceNow, Inc.
+7.65%
+$21,902.4 
MCK McKesson Corporation
+3.22%
+$9,478.92 
CHRW C.H. Robinson Worldwide, Inc.
+2.95%
+$5,199.81 
GOOGL Alphabet Inc
+2.9%
+$44,262.72 
META Meta Platforms Inc Class A
+2.81%
+$26,521 
GOOG Alphabet Inc
+2.77%
+$77,356.71 
IBIT iShares Bitcoin Trust
+2.44%
+$9,066.11 
WMT Walmart Inc.
+2.39%
+$29,661.66 
MSFT Microsoft Corp.
+2.27%
+$80,096.24 
MO Altria Group, Inc.
+2.25%
+$18,053.55 
LLY Eli Lilly and Company
+2.09%
+$10,587.87 
MCD McDonald's Corporation
+1.96%
+$7,538.44 
CME CME Group Inc.
+1.86%
+$49,740.8 
ABBV AbbVie Inc.
+1.74%
+$6,200.32 
PM Philip Morris International Inc.
+1.65%
+$12,497.81 
COST Costco Wholesale Corporation
+1.64%
+$6,574.11 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$15,753.6 
VZ Verizon Communications Inc.
+1.44%
+$3,937.62 
UNH UnitedHealth Group Incorporated
+1.37%
+$11,313.13 
MOAT VanEck Morningstar Wide Moat Fund
+1.3%
+$28,723.08 
XLP Consumer Staples Select Sector SPDR Fund
+1.29%
+$4,624.56 
CBOE Cboe Global Markets Inc.
+1.21%
+$12,515.88 
SHLD Global X Defense Tech ETF
+1.06%
+$14,081.84 
KO The Coca-Cola Company
+1.06%
+$4,534.75 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$16,119.6 
V Visa Inc. Class A
+1.01%
+$8,209.28 
HD The Home Depot, Inc.
+0.97%
+$4,921.56 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,605.94 
AXP American Express Company
+0.84%
+$3,000.27 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$3,229.3 
URI United Rentals, Inc.
+0.7%
+$1,329.77 
DE Deere & Company
+0.68%
+$3,459.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$12,359.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$18,845.67 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.59%
+$11,063.25 
MA Mastercard Incorporated
+0.54%
+$1,511.01 
JNJ Johnson & Johnson
+0.54%
+$8,914.68 
PG Procter & Gamble Co
+0.53%
+$3,127.32 
AAPL Apple Inc.
+0.47%
+$29,036.47 
MRK Merck & Co., Inc.
+0.46%
+$1,820.31 
GD General Dynamics Corporation
+0.37%
+$754.56 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$2,055.02 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+0.32%
+$2,952 
WTV WisdomTree U.S. Value Fund
+0.25%
+$1,339.47 
XT iShares Future Exponential Technologies ETF
+0.24%
+$1,274.91 
BLV Vanguard Long-Term Bond ETF
+0.16%
+$336.63 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$250.53 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.1%
+$1,163.03 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$1,193.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$304.22 
DFIP Dimensional Inflation-Protected Securities ETF
+0.06%
+$1,014.8 
DXJ WisdomTree Japan Hedged Equity Fund
+0.06%
+$2,194.06 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.05%
+$200.81 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$1,602.86 
JBND JPMorgan Active Bond ETF
+0.03%
+$129.58 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$94.5 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$193.97 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$161.52 
GOVT iShares U.S. Treasury Bond ETF
+0.03%
+$371.28 
VCRB Vanguard Core Bond ETF
+0.03%
+$1,889.2 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$263.6 
JCPB JPMorgan Core Plus Bond ETF
+0.02%
+$302.36 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.02%
+$77.98 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$177.78 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$440.08 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$194.41 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$70.42 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$312.19 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$686.26 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.02%
+$137.76 
NULV Nuveen ESG Large-Cap Value ETF
+0.02%
+$192.51 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.02%
+$144.42 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$33.16 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$1,729.06 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.01%
+$29.23 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$57.39 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$420.51 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
+$6.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AFIF Anfield Universal Fixed Income Fund
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
CAOS Alpha Architect Tail Risk ETF
0%
$0 
CLSE Convergence Long/Short Equity Fund
0%
$0 
IBTK iShares iBonds Dec 2030 Treasury ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
+$22.02 
GUMI Goldman Sachs Ultra Short Municipal Income ETF
0%
$0 
LRCX Lam Research Corporation
-7.79%
-$33,093.76 
ASML ASML Holding N.V. New York Registry Shares
-7.1%
-$15,921.85 
AMAT Applied Materials, Inc.
-6.72%
-$10,032.36 
KLAC KLA Corporation
-6.53%
-$8,229.42 
BAC Bank of America Corporation
-5.24%
-$13,067.73 
INTC Intel Corporation
-5.24%
-$11,723.25 
AVGO Broadcom Inc.
-4.75%
-$81,940.75 
MU Micron Technology, Inc.
-4.75%
-$27,403.69 
ORCL Oracle Corporation
-4.5%
-$19,416.36 
CAT Caterpillar Inc.
-4.14%
-$35,957.3 
GS The Goldman Sachs Group, Inc.
-3.97%
-$8,380.4 
AMD Advanced Micro Devices, Inc.
-3.9%
-$11,247.08 
BAI iShares A.I. Innovation and Tech Active ETF
-3.65%
-$74,779.25 
MS Morgan Stanley
-3.38%
-$17,088.25 
FRDM Freedom 100 Emerging Markets ETF
-3.3%
-$22,044.74 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.14%
-$92,376.28 
XMMO Invesco S&P MidCap Momentum ETF
-3%
-$5,538.84 
NVDA NVIDIA Corporation
-2.85%
-$190,427.29 
SPMO Invesco S&P 500 Momentum ETF
-2.57%
-$44,458.89 
IEMG iShares Core MSCI Emerging Markets ETF
-2.36%
-$26,578.42 
ESGE iShares ESG Aware MSCI EM ETF
-2.32%
-$53,013.22 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.19%
-$23,986.2 
DFAE Dimensional Emerging Core Equity Market ETF
-2.13%
-$64,949.22 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$11,255.34 
AVEM Avantis Emerging Markets Equity ETF
-2.1%
-$113,466 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$211,557.5 
WFC Wells Fargo & Company
-1.92%
-$10,847.22 
DFEV Dimensional Emerging Markets Value ETF
-1.91%
-$6,576.92 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.87%
-$12,429.67 
IMOM Alpha International Quantitative Momentum ETF
-1.85%
-$10,356.7 
JPM JPMorgan Chase & Co.
-1.69%
-$16,904.19 
XEL Xcel Energy Inc.
-1.68%
-$3,569.97 
CSCO Cisco Systems, Inc.
-1.65%
-$5,344.97 
GDE WisdomTree Efficient Gold Plus
-1.5%
-$7,908 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.42%
-$16,863.17 
XLU Utilities Select Sector SPDR Fund
-1.39%
-$4,667.49 
TSLA Tesla, Inc.
-1.36%
-$8,299.9 
NANR SPDR S&P North American Natural Resources ETF
-1.35%
-$4,047.16 
RTX RTX Corporation
-1.31%
-$2,859.99 
GLD SPDR Gold Shares
-1.3%
-$5,350.79 
FTEC Fidelity MSCI Information Technology Index ETF
-1.29%
-$4,994.47 
AESR Anfield U.S. Equity Sector Rotation Fund
-1.28%
-$58,914.94 
GLDM SPDR Gold MiniShares Trust
-1.28%
-$14,501.3 
IAU iShares Gold Trust
-1.25%
-$3,833.5 
CORO Ishares International Country Rotational Active ETF
-1.25%
-$37,014.93 
VGT Vanguard Information Technology ETF
-1.24%
-$21,375.51 
AMZN Amazon.com Inc
-1.21%
-$26,115.61 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.16%
-$3,069.12 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$34,222.28 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.15%
-$11,886.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$299,549.25 
VWO Vanguard FTSE Emerging Markets ETF
-1.13%
-$110,884.88 
EFG iShares MSCI EAFE Growth ETF
-1.12%
-$4,416.88 
SCHE Schwab Emerging Markets Equity ETF
-1.12%
-$2,455.97 
SCHF Schwab International Equity ETF
-1.12%
-$37,589.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$134,697.02 
BLCR iShares Large Cap Core ACT ETF
-1.1%
-$18,698.04 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$7,442.55 
AVES Avantis Emerging Markets Value ETF
-1.08%
-$7,459.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.05%
-$4,319.46 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$5,782.64 
QCOM QUALCOMM Incorporated
-1.03%
-$2,357.52 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-1.02%
-$2,346.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$45,783.16 
AVNM Avantis All International Markets Equity ETF
-0.97%
-$3,260.24 
SPEM SPDR Portfolio Emerging Markets ETF
-0.97%
-$11,667.53 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$15,894.77 
IDUB Aptus International Enhanced Fund
-0.94%
-$2,609.99 
CVX Chevron Corporation
-0.93%
-$7,279.99 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.86%
-$5,720 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$3,220.2 
XOM Exxon Mobil Corporation
-0.84%
-$11,234.02 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$34,329.27 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.82%
-$93,145.64 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$14,625.87 
MDY SPDR S&P MidCap 400 ETF Trust
-0.81%
-$2,910.2 
DFIS Dimensional International Small Cap ETF
-0.77%
-$3,955.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$41,317.51 
FNDF Schwab Fundamental International Large Company Index ETF
-0.76%
-$2,484.12 
AVDV Avantis International Small Cap Value ETF
-0.76%
-$68,406.98 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.74%
-$2,469.61 
TGRW T. Rowe Price Growth Stock ETF
-0.74%
-$2,575.29 
AVDE Avantis International Equity ETF
-0.73%
-$2,565.68 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$7,857.62 
BKIE BNY Mellon International Equity ETF
-0.68%
-$3,334.65 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$4,576.06 
IWY iShares Russell Top 200 Growth ETF
-0.67%
-$2,261.87 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.67%
-$9,474.08 
AVGE FRCL 3 2022Q3 Hb Float
-0.66%
-$1,512.06 
DISV Dimensional International Small Cap Equity Fund
-0.65%
-$18,372.37 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,849.6 
EFA iShares MSCI EAFE ETF
-0.64%
-$2,771 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$2,598.69 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.62%
-$7,376.16 
VT Vanguard Total World Stock ETF
-0.62%
-$34,137.46 
DFAW Dimensional World Equity ETF
-0.61%
-$3,020.68 
REET iShares Global REIT ETF
-0.61%
-$22,083.6 
OSCV Opus Small Cap Value ETF
-0.59%
-$1,222.55 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$123,274.12 
IYW iShares U.S. Technology ETF
-0.58%
-$3,571.16 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$10,492.3 
QQQ Invesco QQQ Trust, Series 1
-0.57%
-$15,511.5 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.56%
-$2,628.42 
FITB Fifth Third Bancorp
-0.56%
-$1,444.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$26,976.95 
DFAI Dimensional International Core Equity Market ETF
-0.55%
-$25,630.98 
CGDV Capital Group Dividend Value ETF
-0.55%
-$1,305.51 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.54%
-$23,949.42 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.54%
-$1,336.05 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$7,201.34 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.53%
-$34,414.4 
XLG Invesco S&P 500 Top 50 ETF
-0.53%
-$1,651.88 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$1,129.93 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$9,111.62 
VNQ Vanguard Real Estate ETF
-0.52%
-$2,883.16 
DFGR Dimensional Global Real Estate ETF
-0.51%
-$54,275.82 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.51%
-$8,038.77 
AVUS Avantis U.S. Equity ETF
-0.51%
-$27,100.62 
SCHH Schwab U.S. REIT ETF
-0.5%
-$2,206.39 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$12,211.04 
DFAR Dimensional US Real Estate ETF
-0.49%
-$2,721.25 
TFC Truist Financial Corporation
-0.48%
-$1,377.1 
DUK Duke Energy Corporation
-0.47%
-$3,866.8 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$1,359.19 
VO Vanguard Mid-Cap ETF
-0.44%
-$1,768.68 
VTV Vanguard Value ETF
-0.44%
-$52,441.29 
AAEQ Alpha Architect US Equity 2 ETF
-0.44%
-$1,585.2 
DFSI Dimensional International Sustainability Core 1 ETF
-0.43%
-$6,359.6 
FDVV Fidelity High Dividend ETF
-0.42%
-$2,491.26 
DFSV Dimensional US Small Cap Value ETF
-0.41%
-$28,281.33 
NTSX WisdomTree U.S. Efficient Core Fund
-0.4%
-$4,237.76 
DFUS Dimensional U.S. Equity Market ETF
-0.39%
-$41,018.25 
DIHP Dimensional International High Profitability Portfolio
-0.39%
-$2,599.43 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$8,257.16 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$4,024.02 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$166,003.82 
IALT iShares Systematic Alternatives Active ETF
-0.37%
-$4,379.87 
DFIV Dimensional International Value ETF
-0.37%
-$5,664.39 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$1,327.61 
DFAU Dimensional US Core Equity Market ETF
-0.36%
-$7,912.17 
DCOR Dimensional US Core Equity 1 ETF
-0.36%
-$35,799.3 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.36%
-$3,038.33 
VOO Vanguard S&P 500 ETF
-0.35%
-$120,573.05 
ESGU iShares ESG Aware MSCI USA ETF
-0.35%
-$3,383.72 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$38,789.1 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$11,010.48 
IVV iShares Core S&P 500 ETF
-0.34%
-$36,816.66 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,737.45 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$8,196.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.34%
-$36,262.37 
ACIO Aptus Collared Investment Opportunity ETF
-0.33%
-$1,150.87 
CTA Simplify Managed Futures Strategy ETF
-0.33%
-$804.2 
IWB iShares Russell 1000 ETF
-0.33%
-$1,482.12 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.33%
-$136,664.07 
IWV ISHARES RUSSELL 3000 ETF
-0.32%
-$9,223.83 
IDV iShares International Select Dividend ETF
-0.32%
-$1,516.12 
SCHX Schwab U.S. Large-Cap ETF
-0.32%
-$1,223.69 
CGGR Capital Group Growth ETF
-0.31%
-$766.76 
PTLC Pacer Trendpilot US Large Cap ETF
-0.3%
-$2,083.32 
VB Vanguard Small-Cap ETF
-0.3%
-$1,492.11 
DUHP Dimensional US High Profitability ETF
-0.3%
-$9,995.5 
AVUV Avantis U.S. Small Cap Value ETF
-0.29%
-$9,936 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.27%
-$606.39 
IVAL Alpha Architect International Quantitative Value ETF
-0.26%
-$1,525.7 
VXF Vanguard Extended Market ETF
-0.25%
-$648.56 
SFLR Innovator Equity Managed Floor ETF
-0.24%
-$887.59 
ESGV Vanguard ESG U.S. Stock ETF
-0.23%
-$6,555.78 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.22%
-$3,480.12 
DFSU Dimensional US Sustainability Core 1 ETF
-0.22%
-$4,734.24 
EFV iShares MSCI EAFE Value ETF
-0.21%
-$902.48 
QGRW WisdomTree U.S. Quality Growth Fund
-0.2%
-$1,668.33 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.19%
-$463.62 
VUG Vanguard Growth ETF
-0.19%
-$29,477.42 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.19%
-$761.99 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$1,789.8 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.17%
-$653.95 
TXUE Thornburg International Equity ETF
-0.17%
-$559.08 
JPIB JPMorgan International Bond ETF
-0.15%
-$721.28 
AVSC Avantis U.S. Small Cap Equity ETF
-0.15%
-$402.25 
FLMI Franklin Dynamic Municipal Bond ETF
-0.15%
-$1,527.71 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$3,853.3 
XMHQ Invesco S&P MidCap Quality ETF
-0.14%
-$14,631.84 
BINC iShares Flexible Income Active ETF
-0.14%
-$683.06 
PYLD PIMCO Multisector Bond Active ETF
-0.14%
-$1,012.07 
HMOP Hartford Municipal Opportunities ETF
-0.13%
-$313.8 
JPIE JPMorgan Income ETF
-0.13%
-$477.72 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$3,267.36 
GJUL FT Vest US Equity Moderate Class B
-0.12%
-$342.88 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$14,062.86 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.12%
-$390.17 
UYLD Angel Oak UltraShort Income Fund
-0.12%
-$4,095.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$428.95 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$608.37 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.11%
-$345.01 
BNDX Vanguard Total International Bond ETF
-0.1%
-$13,957.6 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$423.36 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$3,608.22 
DGCB Dimensional Global Credit Fund
-0.09%
-$304.31 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$1,013.73 
NYF iShares New York Muni Bond ETF
-0.08%
-$186 
IBTL iShares iBonds Dec 2031 Term Fund
-0.08%
-$284.46 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$1,508.01 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$258.37 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.07%
-$184.97 
EUSA iShares MSCI USA Equal Weighted ETF
-0.07%
-$1,537.35 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$168.68 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.06%
-$194.87 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$211.59 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$255.68 
BGRN iShares USD Green Bond ETF
-0.05%
-$295.98 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$3,779.95 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$1,064.7 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$698.66 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$102.5 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$193.05 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.05%
-$104.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$184.34 
VPLS Vanguard Core-Plus Bond ETF
-0.05%
-$619.36 
MBB iShares MBS ETF
-0.04%
-$573.48 
MUB iShares National Muni Bond ETF
-0.04%
-$1,044.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$174.1 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$1,367.17 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$206.67 
DFGP Dimensional Global Core Fixed Income Fund
-0.03%
-$604.67 
VONV Vanguard Russell 1000 Value Index Fund
-0.03%
-$61.47 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$93.4 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,512.35 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.03%
-$607.74 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$255.57 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$257.67 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$81.78 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$53.14 
IWD iShares Russell 1000 Value ETF
-0.02%
-$212.64 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.02%
-$716.56 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$398.86 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$109.41 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$61.3 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$1,063.05 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$529.51 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$147.93 
IEF iShares 7-10 Year Treasury Bond ETF
-0.02%
-$83.43 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.01%
-$199.47 
DGRO iShares Core Dividend Growth ETF
-0.01%
-$84.87 
AVIG Avantis Core Fixed Income ETF
-0.01%
-$42.19 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.01%
-$38.66 
FBND Fidelity Total Bond ETF
-0.01%
-$364.69 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$120.09 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$942.49 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$386.55 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$206.93 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$322.29 Events
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Dividends
Dividend Analysis
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| Trades 1193 | Longs Won 765/1193 64% | Profit Factor 10.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $263,643.13 |
| Average Win $123,814.71 | Best Trade (Aug 14) $4.3M | Sharpe Ratio -12.72 |
| Average Loss -$20,518.15 | Worst Trade (Jun 29) -$448,733.59 | Z-Score 8.41 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 5d | Expectancy $72,033.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 6,605 | $325,825.17 | $359,708.3 | - | $33,883.13 | 10.4% | -0.439% |
| AAPL Apple Inc. | 18,613 | $4.39M | $6.21M | - | $1.83M | 41.69% | +0.47% |
| ABBV AbbVie Inc. | 1,384 | $317,430.18 | $362,054.4 | - | $44,624.22 | 14.06% | +1.742% |
| ACIO Aptus Collared Investment Opportunity ETF | 7,425 | $314,262.51 | $346,710.37 | - | $32,447.86 | 10.33% | -0.331% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 14,751 | $1.75M | $1.87M | - | $120,203.97 | 6.87% | +0.595% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 38,452 | $2.76M | $2.94M | - | $173,554.46 | 6.28% | -1.152% |
| AESR Anfield U.S. Equity Sector Rotation Fund | 231,039 | $4.79M | $4.54M | - | -$255,297.85 | -5.33% | -1.281% |
| AFIF Anfield Universal Fixed Income Fund | 208,586 | $1.96M | $1.95M | - | -$10,428.97 | -0.53% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,736 | $372,167.18 | $358,487.88 | - | -$13,679.3 | -3.68% | -0.026% |
| AMAT Applied Materials, Inc. | 327 | $236,744 | $139,239.87 | - | -$97,504.13 | -41.19% | -6.721% |
| AMD Advanced Micro Devices, Inc. | 559 | $324,729 | $277,269.59 | - | -$47,459.41 | -14.62% | -3.898% |
| AMZN Amazon.com Inc | 8,438 | $1.86M | $2.14M | - | $277,650.23 | 14.9% | -1.205% |
| ASML ASML Holding N.V. New York Registry Shares | 132 | $262,606 | $208,253.76 | - | -$54,352.24 | -20.7% | -7.102% |
| AVDE Avantis International Equity ETF | 3,801 | $339,068 | $350,699.26 | - | $11,631.26 | 3.43% | -0.726% |
| AVDV Avantis International Small Cap Value ETF | 80,955 | $6.01M | $8.97M | - | $2.96M | 49.29% | -0.757% |
| AVEM Avantis Emerging Markets Equity ETF | 56,733 | $4.71M | $5.3M | - | $586,735.35 | 12.46% | -2.098% |
| AVES Avantis Emerging Markets Value ETF | 10,433 | $579,365.86 | $684,143.97 | - | $104,778.11 | 18.08% | -1.079% |
| AVGE FRCL 3 2022Q3 Hb Float | 2,291 | $227,038 | $229,065.63 | - | $2,027.63 | 0.89% | -0.656% |
| AVGO Broadcom Inc. | 4,764 | $1.28M | $1.64M | - | $362,846.11 | 28.35% | -4.752% |
| AVIG Avantis Core Fixed Income ETF | 8,438 | $349,418 | $337,562.19 | - | -$11,855.81 | -3.39% | -0.012% |
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FAQ
Which stocks have generated the highest profits for XY Planning Network Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Timothy Plan International ETF - $1.23M, Vanguard Intermediate-Term Corporate Bond Fund - $978,453.81, VANGUARD TOTAL STOCK MKT ETF - $744,727.35, Dimensional Core Fixed Income ETF - $687,981.89, and Inspire 500 ETF - $520,811. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Invesco S&P 500 Top 50 ETF - $154,209.62, UnitedHealth Group Incorporated - $141,735.22, Tesla, Inc - $127,847.12, iShares Core S&P Mid-Cap ETF - $126,509.33, and Microsoft Corp - $104,179.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does XY Planning Network Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.07M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $978,453.81, Anfield U.S. Equity Sector Rotation Fund - $923,997.23, Dimensional Core Fixed Income ETF - $687,981.89, PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $493,823.86, and Dimensional International Core Equity Market ETF - $407,853.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are XY Planning Network Inc.'s monthly returns?
XY Planning Network Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can XY Planning Network Inc.'s strategy be considered aggressive or moderate?
XY Planning Network Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow XY Planning Network Inc.'s strategy?
XY Planning Network Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
