XY Planning Network, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Bozeman, MT
CIK
0001873438
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
102
149,919
DFAC, DFCF, VCIT, MUNI
13F-HR
4/21/2025
000175496025000233
Q4 2024
92
133,162
DFAC, DFCF, MUNI, VCIT
13F-HR
2/26/2025
000175496025000155