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:
37.79%
Gain +1.4%
Monthly
1.7%
Yearly
22.53%
Drawdown
14.56%
$786.59M
Equity
Holdings
$786.59M
Investment
$719.81M
$72.7M
Profit +$5.12M
Realized
$5.92M
Unrealized
$66.78M
Dividends
$12.87M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.4%
Profit
$5.12M
Win %
60%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$4.25M
Win %
60%
This Month
Compared to last month
Gain
-1.21%
Profit
-$9.59M
Win %
60%
This Year
Compared to last year
Gain
-1.3%
Profit
-$10.33M
Win %
62%
MSFT Microsoft Corp.
+2.15%
+$60,357.29 
INTC Intel Corporation
+2.12%
+$4,393.5 
AVGO Broadcom Inc.
+1.98%
+$34,943.94 
MU Micron Technology, Inc.
+1.95%
+$9,773.93 
CBOE Cboe Global Markets Inc.
+1.76%
+$17,721.56 
AMD Advanced Micro Devices, Inc.
+1.57%
+$4,365.79 
GOOG Alphabet Inc
+1.52%
+$43,622.25 
GOOGL Alphabet Inc
+1.5%
+$23,552.59 
IBIT iShares Bitcoin Trust
+1.49%
+$4,575.42 
NOW ServiceNow, Inc.
+1.41%
+$3,153.6 
CVX Chevron Corporation
+1.24%
+$8,481.27 
AMZN Amazon.com Inc
+1.12%
+$23,288.96 
CTA Simplify Managed Futures Strategy ETF
+0.85%
+$1,849.66 
MA Mastercard Incorporated
+0.71%
+$1,877.75 
KO The Coca-Cola Company
+0.69%
+$2,716 
XOM Exxon Mobil Corporation
+0.68%
+$8,053 
DUK Duke Energy Corporation
+0.67%
+$5,800.2 
MO Altria Group, Inc.
+0.61%
+$5,224.5 
V Visa Inc. Class A
+0.56%
+$4,411.97 
GD General Dynamics Corporation
+0.55%
+$1,163.53 
RTX RTX Corporation
+0.48%
+$1,023 
SPMO Invesco S&P 500 Momentum ETF
+0.44%
+$7,351.47 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$15,065.4 
IYW iShares U.S. Technology ETF
+0.3%
+$1,785.56 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$3,142.95 
ESGE iShares ESG Aware MSCI EM ETF
+0.29%
+$6,236.85 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.29%
+$1,212.05 
IALT iShares Systematic Alternatives Active ETF
+0.29%
+$3,280.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.28%
+$12,066.12 
SCHE Schwab Emerging Markets Equity ETF
+0.28%
+$591.8 
BAI iShares A.I. Innovation and Tech Active ETF
+0.28%
+$5,522.16 
NVDA NVIDIA Corporation
+0.23%
+$14,401.11 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.23%
+$832.3 
QGRW WisdomTree U.S. Quality Growth Fund
+0.2%
+$1,606.54 
MTUM iShares MSCI USA Momentum Factor ETF
+0.18%
+$946.57 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.18%
+$1,827.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$14,675.94 
BLCR iShares Large Cap Core ACT ETF
+0.14%
+$2,423.82 
CAOS Alpha Architect Tail Risk ETF
+0.13%
+$965.4 
DXJ WisdomTree Japan Hedged Equity Fund
+0.12%
+$3,989 
VGT Vanguard Information Technology ETF
+0.12%
+$1,846.42 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$1,575.6 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$2,795.9 
VUG Vanguard Growth ETF
+0.07%
+$10,719.06 
FTEC Fidelity MSCI Information Technology Index ETF
+0.06%
+$200.85 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.04%
+$258.62 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$1,701.99 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$94.5 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$337.91 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$186.63 
CME CME Group Inc.
+0.02%
+$582.9 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$638.59 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$236.17 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$686.26 
VONG Vanguard Russell 1000 Growth Fund
+0.02%
+$106.42 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$114.78 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$22.11 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$841.02 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$202.58 
UYLD Angel Oak UltraShort Income Fund
+0.01%
+$232.08 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
ORCL Oracle Corporation
-3.98%
-$14,426.04 
URI United Rentals, Inc.
-3.11%
-$6,272.5 
TSLA Tesla, Inc.
-2.96%
-$18,820.88 
TFC Truist Financial Corporation
-2.86%
-$8,589 
LLY Eli Lilly and Company
-2.73%
-$14,655.54 
MRK Merck & Co., Inc.
-2.42%
-$8,522.22 
KLAC KLA Corporation
-2.42%
-$3,594.7 
CRWD CrowdStrike Holdings, Inc.
-2.26%
-$83,703.24 
AAPL Apple Inc.
-2.14%
-$133,082.95 
MS Morgan Stanley
-2.12%
-$10,747.9 
LRCX Lam Research Corporation
-2.09%
-$9,312.95 
DE Deere & Company
-1.88%
-$8,407.51 
CAT Caterpillar Inc.
-1.81%
-$16,954.79 
WMT Walmart Inc.
-1.79%
-$23,590.56 
HD The Home Depot, Inc.
-1.72%
-$9,596.17 
JNJ Johnson & Johnson
-1.67%
-$26,307.48 
BAC Bank of America Corporation
-1.39%
-$3,381.3 
WFC Wells Fargo & Company
-1.35%
-$7,377.36 
AAEQ Alpha Architect US Equity 2 ETF
-1.34%
-$4,755.6 
CHRW C.H. Robinson Worldwide, Inc.
-1.29%
-$3,118.5 
MCK McKesson Corporation
-1.18%
-$3,316.61 
AVES Avantis Emerging Markets Value ETF
-1.16%
-$7,616.09 
XLV Health Care Select Sector SPDR Fund
-1.14%
-$12,077.73 
CSCO Cisco Systems, Inc.
-1.11%
-$3,592.28 
UNH UnitedHealth Group Incorporated
-1.07%
-$9,915.36 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$3,867.65 
FITB Fifth Third Bancorp
-1.05%
-$2,888.96 
AXP American Express Company
-0.96%
-$3,758.6 
GS The Goldman Sachs Group, Inc.
-0.96%
-$2,088.94 
DFAT Dimensional US Targeted Value ETF
-0.94%
-$30,278.82 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.93%
-$2,335.2 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.92%
-$14,560.77 
DFSV Dimensional US Small Cap Value ETF
-0.91%
-$61,704.72 
EFG iShares MSCI EAFE Growth ETF
-0.91%
-$3,514.16 
QCOM QUALCOMM Incorporated
-0.85%
-$1,830.84 
AVSC Avantis U.S. Small Cap Equity ETF
-0.82%
-$2,298.6 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$14,746.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.8%
-$21,779.55 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$2,883.51 
DFIV Dimensional International Value ETF
-0.77%
-$11,328.78 
DFAS Dimensional U.S. Small Cap ETF
-0.76%
-$16,514.32 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.76%
-$87,052 
DFAI Dimensional International Core Equity Market ETF
-0.75%
-$33,810.97 
AMAT Applied Materials, Inc.
-0.75%
-$1,294.92 
IDV iShares International Select Dividend ETF
-0.74%
-$3,345.9 
VXF Vanguard Extended Market ETF
-0.74%
-$1,886.71 
EFA iShares MSCI EAFE ETF
-0.74%
-$3,097 
AVDE Avantis International Equity ETF
-0.73%
-$2,470.65 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$8,340.2 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$3,560.7 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$7,934.96 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$2,784.78 
IUSV iShares Core S&P U.S. Value ETF
-0.69%
-$17,314.99 
BKIE BNY Mellon International Equity ETF
-0.68%
-$3,216.45 
VB Vanguard Small-Cap ETF
-0.68%
-$3,372 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.67%
-$170,652.3 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.67%
-$1,632.95 
IWS iShares Russell Mid-Cap Value ETF
-0.67%
-$2,937.07 
IDUB Aptus International Enhanced Fund
-0.67%
-$1,772.82 
JPM JPMorgan Chase & Co.
-0.65%
-$6,261.84 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.65%
-$1,463.7 
AVNM Avantis All International Markets Equity ETF
-0.65%
-$2,062.2 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.65%
-$3,476.4 
FDVV Fidelity High Dividend ETF
-0.64%
-$3,760.4 
BLV Vanguard Long-Term Bond ETF
-0.64%
-$1,378.58 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$11,327.89 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.63%
-$2,479.69 
FNDF Schwab Fundamental International Large Company Index ETF
-0.63%
-$1,928.85 
VOE Vanguard Mid-Cap Value ETF
-0.63%
-$6,551.93 
IMOM Alpha International Quantitative Momentum ETF
-0.62%
-$3,450.41 
AVUV Avantis U.S. Small Cap Value ETF
-0.62%
-$21,528 
DFIC Dimensional International Core Equity Market ETF
-0.62%
-$126,013.55 
IVE ISHARES S&P 500 VALUE ETF
-0.61%
-$24,398.27 
XMHQ Invesco S&P MidCap Quality ETF
-0.6%
-$62,185.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$39,664.06 
DFIS Dimensional International Small Cap ETF
-0.59%
-$2,914.8 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$3,819.15 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.58%
-$1,877.87 
SCHM Schwab U.S. Mid-Cap ETF
-0.57%
-$2,146.8 
DFGR Dimensional Global Real Estate ETF
-0.57%
-$63,633.72 
PG Procter & Gamble Co
-0.57%
-$3,474.8 
XMMO Invesco S&P MidCap Momentum ETF
-0.57%
-$1,078.68 
TLH iShares 10-20 Year Treasury Bond ETF
-0.56%
-$1,312.3 
SCHF Schwab International Equity ETF
-0.56%
-$17,899.95 
DFEV Dimensional Emerging Markets Value ETF
-0.55%
-$1,743.28 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.55%
-$5,748.37 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,177.34 
COST Costco Wholesale Corporation
-0.54%
-$2,246.01 
DIHP Dimensional International High Profitability Portfolio
-0.53%
-$3,465.9 
DUHP Dimensional US High Profitability ETF
-0.53%
-$17,592.24 
SCHA Schwab U.S. Small-Cap ETF
-0.53%
-$8,803.21 
EUSA iShares MSCI USA Equal Weighted ETF
-0.52%
-$12,093.82 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.51%
-$1,656.39 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.51%
-$4,723.2 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$1,819.53 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$1,129.92 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.49%
-$5,823.84 
XT iShares Future Exponential Technologies ETF
-0.49%
-$2,549.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.49%
-$14,587.84 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.48%
-$1,611.38 
CORO Ishares International Country Rotational Active ETF
-0.48%
-$13,532.34 
FRDM Freedom 100 Emerging Markets ETF
-0.48%
-$2,926.71 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.48%
-$1,005.6 
WTV WisdomTree U.S. Value Fund
-0.48%
-$2,480.5 
VYM Vanguard High Dividend Yield ETF
-0.47%
-$4,994.25 
DFSU Dimensional US Sustainability Core 1 ETF
-0.47%
-$9,919.45 
VSGX Vanguard ESG International Stock ETF
-0.47%
-$2,487.88 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.47%
-$5,427.41 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.47%
-$4,855.93 
VBK Vanguard Small-Cap Growth ETF
-0.45%
-$11,406.73 
SCHH Schwab U.S. REIT ETF
-0.45%
-$2,110.46 
RSP Invesco S&P 500 Equal Weight ETF
-0.45%
-$5,668.65 
VTV Vanguard Value ETF
-0.45%
-$51,381.87 
DFAR Dimensional US Real Estate ETF
-0.44%
-$2,612.4 
VONV Vanguard Russell 1000 Value Index Fund
-0.44%
-$983.52 
DISV Dimensional International Small Cap Equity Fund
-0.44%
-$11,403.54 
ABBV AbbVie Inc.
-0.44%
-$1,536.24 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$2,471.68 
IWD iShares Russell 1000 Value ETF
-0.43%
-$3,792.08 
AVDV Avantis International Small Cap Value ETF
-0.43%
-$35,620.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$2,020.89 
OSCV Opus Small Cap Value ETF
-0.42%
-$898.2 
DFSI Dimensional International Sustainability Core 1 ETF
-0.42%
-$6,041.62 
TXUE Thornburg International Equity ETF
-0.4%
-$1,304.52 
VO Vanguard Mid-Cap ETF
-0.4%
-$1,572.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.39%
-$2,574.72 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.39%
-$16,867.48 
XLP Consumer Staples Select Sector SPDR Fund
-0.39%
-$1,413.06 
DFUV Dimensional US Marketwide Value ETF
-0.38%
-$6,779.64 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$1,496.91 
DFAW Dimensional World Equity ETF
-0.38%
-$1,800.79 
DCOR Dimensional US Core Equity 1 ETF
-0.37%
-$36,694.04 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.37%
-$2,342.26 
AVGE FRCL 3 2022Q3 Hb Float
-0.37%
-$824.76 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$10,382.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$42,313.2 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$3,690.33 
NULV Nuveen ESG Large-Cap Value ETF
-0.35%
-$3,465.18 
DFLV Dimensional US Large Cap Value ETF
-0.35%
-$1,028.58 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.34%
-$4,261.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.32%
-$1,668.6 
VT Vanguard Total World Stock ETF
-0.32%
-$16,811.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.31%
-$1,119 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.31%
-$1,936 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.31%
-$4,210.7 
NTSX WisdomTree U.S. Efficient Core Fund
-0.31%
-$3,245.94 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.31%
-$1,091.72 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.3%
-$1,043.82 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.3%
-$9,315.28 
SPHQ Invesco S&P 500 Quality ETF
-0.29%
-$12,173.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.29%
-$126,869.47 
CGDV Capital Group Dividend Value ETF
-0.29%
-$677.18 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$41,497.44 
SFLR Innovator Equity Managed Floor ETF
-0.29%
-$1,027.73 
IVAL Alpha Architect International Quantitative Value ETF
-0.28%
-$1,601.18 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$2,774.88 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.28%
-$2,892.23 
DFAU Dimensional US Core Equity Market ETF
-0.28%
-$6,038.23 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$50,653.36 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.28%
-$1,928.63 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.27%
-$739.86 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.27%
-$1,678.59 
AVIG Avantis Core Fixed Income ETF
-0.27%
-$928.18 
AVUS Avantis U.S. Equity ETF
-0.27%
-$14,067.5 
FBND Fidelity Total Bond ETF
-0.27%
-$8,752.68 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$3,535.98 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$1,053.4 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$12,756.54 
JCPB JPMorgan Core Plus Bond ETF
-0.26%
-$3,628.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$934 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$4,572.9 
JBND JPMorgan Active Bond ETF
-0.24%
-$985.14 
REET iShares Global REIT ETF
-0.24%
-$9,368.8 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$9,578.91 
IWV ISHARES RUSSELL 3000 ETF
-0.24%
-$6,630.72 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.24%
-$1,124.97 
BNDX Vanguard Total International Bond ETF
-0.23%
-$34,118.59 
ESGU iShares ESG Aware MSCI USA ETF
-0.23%
-$2,158.58 
GLDM SPDR Gold MiniShares Trust
-0.23%
-$2,372.94 
MBB iShares MBS ETF
-0.22%
-$3,010.77 
VCRB Vanguard Core Bond ETF
-0.22%
-$16,058.2 
GLD SPDR Gold Shares
-0.22%
-$833.48 
AFIF Anfield Universal Fixed Income Fund
-0.21%
-$4,171.72 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$15,119.82 
DFUS Dimensional U.S. Equity Market ETF
-0.21%
-$21,455.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$4,976.23 
VPLS Vanguard Core-Plus Bond ETF
-0.21%
-$2,827.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$84,443.95 
DFIP Dimensional Inflation-Protected Securities ETF
-0.21%
-$3,450.32 
VZ Verizon Communications Inc.
-0.21%
-$485.46 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.2%
-$856.28 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$1,777.85 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$835.68 
DFGP Dimensional Global Core Fixed Income Fund
-0.2%
-$4,071.25 
IAU iShares Gold Trust
-0.2%
-$561 
GDE WisdomTree Efficient Gold Plus
-0.2%
-$948.96 
ACIO Aptus Collared Investment Opportunity ETF
-0.2%
-$668.25 
IVV iShares Core S&P 500 ETF
-0.18%
-$19,183.74 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.18%
-$445.08 
BGRN iShares USD Green Bond ETF
-0.18%
-$1,006.3 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.18%
-$634.08 
IWB iShares Russell 1000 ETF
-0.17%
-$751.79 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$644.05 
MUB iShares National Muni Bond ETF
-0.17%
-$4,176.9 
NYF iShares New York Muni Bond ETF
-0.17%
-$418.5 
FLMI Franklin Dynamic Municipal Bond ETF
-0.16%
-$1,745.96 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$17,765.3 
GJUL FT Vest US Equity Moderate Class B
-0.16%
-$437.99 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.15%
-$564.24 
PTLC Pacer Trendpilot US Large Cap ETF
-0.15%
-$1,041.66 
NANR SPDR S&P North American Natural Resources ETF
-0.15%
-$399.72 
BINC iShares Flexible Income Active ETF
-0.15%
-$780.63 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.15%
-$18,750.48 
ESGV Vanguard ESG U.S. Stock ETF
-0.15%
-$4,162.4 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$1,159.96 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$568.92 
DGCB Dimensional Global Credit Fund
-0.15%
-$540.38 
JPIB JPMorgan International Bond ETF
-0.15%
-$714.14 
VOO Vanguard S&P 500 ETF
-0.14%
-$46,861.42 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$592.65 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$490.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.14%
-$14,456.76 
PM Philip Morris International Inc.
-0.14%
-$1,028.3 
XEL Xcel Energy Inc.
-0.13%
-$281.1 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.12%
-$407.73 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.12%
-$3,215.63 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.12%
-$1,873.11 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.12%
-$6,178.32 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.12%
-$1,166.43 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.12%
-$430.62 
MOAT VanEck Morningstar Wide Moat Fund
-0.11%
-$2,435.88 
AESR Anfield U.S. Equity Sector Rotation Fund
-0.11%
-$5,082.86 
CGGR Capital Group Growth ETF
-0.11%
-$264.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.11%
-$10,780 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.1%
-$5,223.6 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.1%
-$2,129.36 
USMV iShares MSCI USA Min Vol Factor ETF
-0.1%
-$1,993.5 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.1%
-$301.07 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$5,729.52 
IAGG iShares International Aggregate Bond Fund
-0.1%
-$205 
JMUB JPMorgan Municipal Bond ETF
-0.1%
-$386.1 
THRO iShares U.S. Thematic Rotation Active ETF
-0.1%
-$1,225.76 
IBTI iShares iBonds Dec 2028 Term ETF
-0.09%
-$212.56 
CLSE Convergence Long/Short Equity Fund
-0.09%
-$445.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.09%
-$492.81 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$437.64 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.08%
-$1,265.5 
GUMI Goldman Sachs Ultra Short Municipal Income ETF
-0.08%
-$658.84 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,483.16 
HMOP Hartford Municipal Opportunities ETF
-0.08%
-$188.28 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.07%
-$248.29 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$605.25 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$6,597.43 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$577.68 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$4,032.92 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.06%
-$139.5 
TGRW T. Rowe Price Growth Stock ETF
-0.06%
-$207.98 
VOT Vanguard Mid-Cap Growth ETF
-0.06%
-$129.96 
SHLD Global X Defense Tech ETF
-0.05%
-$644.99 
JPIE JPMorgan Income ETF
-0.04%
-$159.24 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$345.17 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,059.03 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$215.36 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$457.64 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.03%
-$590.04 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$381.09 
DFAE Dimensional Emerging Core Equity Market ETF
-0.03%
-$759.64 
MCD McDonald's Corporation
-0.03%
-$106.84 
META Meta Platforms Inc Class A
-0.03%
-$232.99 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$435.72 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$240.19 
IWY iShares Russell Top 200 Growth ETF
-0.01%
-$35.25 Events
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Dividends
Dividend Analysis
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| Trades 1193 | Longs Won 725/1193 60% | Profit Factor 10.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,874.55 |
| Average Win $110,980.69 | Best Trade (Jul 22) $3.54M | Sharpe Ratio -12.93 |
| Average Loss -$16,588.04 | Worst Trade (Jun 29) -$448,733.59 | Z-Score 4.35 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $60,936.96 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $828,211.54, VANGUARD TOTAL STOCK MKT ETF - $793,567.12, Dimensional Core Fixed Income ETF - $630,414.57, and Inspire 500 ETF - $520,227.22. 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: UnitedHealth Group Incorporated - $141,735.22, iShares Core S&P Mid-Cap ETF - $126,509.33, Microsoft Corp - $110,664.57, iShares Core S&P Small-Cap ETF - $67,891.93, and Netflix, Inc - $59,847.9. 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 $12.87M earned over time. The largest contributors to dividend income include Anfield U.S. Equity Sector Rotation Fund - $923,997.23, Vanguard Intermediate-Term Corporate Bond Fund - $828,211.54, Dimensional Core Fixed Income ETF - $630,414.57, PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $455,923.32, and VANGUARD TOTAL STOCK MKT ETF - $420,155.48. 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.
