StockDriftsStockDriftsTop 50 Xy Planning Network, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 5.94% | 950.2K | $37.2M | +3.54%(+32.45K) | $36.76(+16.13%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.45% | 105.6K | $34.1M | -7.95%(-9.12K) | $305.17(+16.98%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.48% | 46.5K | $28.0M | +15.12%(+6.11K) | $600.83(+10.73%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.89% | 502.3K | $18.1M | +4.93%(+23.59K) | $31.42(+18.63%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.87% | 275.7K | $18.0M | +9.48%(+23.89K) | $56.52(+22.05%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.76% | 209.7K | $17.3M | +12.31%(+22.99K) | $82.79(-0.34%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.09% | 309.4K | $13.1M | +15.35%(+41.17K) | $42.30(-0.12%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 1.81% | 217.0K | $11.3M | +15.88%(+29.73K) | $52.34(-0.03%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.79% | 234.0K | $11.2M | +15.14%(+30.77K) | $48.88(-2.03%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 1.71% | 179.3K | $10.7M | +7.17%(+12.00K) | $55.44(+15.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.39% | +13.77% |
| Top 20 Holdings Unweighted | +4.05% | +12.65% |
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