XY Planning Network
BOZEMAN, MTfiles as XY Planning Network, Inc.
$797m in 340 US stocks at the end of 30 June 2026. The top 10 are 30.1% of the money. It changed about 14.6% of the portfolio this quarter.
Value
$797m
Stocks
340
Top 10 share
30.1%
Turnover
14.6%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Malvern FDSVCRB0.9% of the fund
- Horizon FDS Anfield U S Equity Sector Rotation ETFAESR0.6% of the fund
- CrowdStrike HoldingsCRWD0.4% of the fund
- Nushares ETF TRNUBD0.4% of the fund
- Vanguard World FDESGV0.3% of the fund
- Horizon FDSAFIF0.2% of the fund
- Ishares TRSUSB0.2% of the fund
- Blackrock ETF TrustIALT0.1% of the fund
- Franklin Templeton ETF TRFLMI0.1% of the fund
- Ishares TRIBDT0.1% of the fund
- Goldman Sachs ETF TRGUMI0.1% of the fund
- Blackrock ETF Trust IIGGOV<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Vanguard Scottsdale FDSVONG<0.1% of the fund
- Vanguard Intl Equity Index FVEU<0.1% of the fund
- J P Morgan Exchange Traded FJMST<0.1% of the fund
- Ishares TRDGRO<0.1% of the fund
- Dimensional ETF TrustDFAR<0.1% of the fund
- Fidelity Covington TrustFDVV<0.1% of the fund
- Schwab Strategic TRSCHG<0.1% of the fund
- Vanguard World FDVSGX<0.1% of the fund
- Spdr Series TrustSPYV<0.1% of the fund
- Trust FOR Professional ManagCLSE<0.1% of the fund
- Ishares TRIBDU<0.1% of the fund
- J P Morgan Exchange Traded FJPIB<0.1% of the fund
Added
Bought more of a stock they already held.
- Dimensional ETF TrustDFAC5.4% of the fund+3%
- Vanguard Index FDSVTI5.2% of the fund+5%
- Vanguard Index FDSVOO4.2% of the fund+5%
- Vanguard Tax-Managed FDSVEA3.2% of the fund+32%
- Dimensional ETF TrustDFIC2.6% of the fund+9%
- Vanguard Scottsdale FDSVCIT2.3% of the fund+5%
- Vanguard Index FDSVUG1.9% of the fund+73%
- Vanguard Charlotte FDSBNDX1.9% of the fund+33%
- Dimensional ETF TrustDFCF1.8% of the fund+12%
- Pimco ETF TRMUNI1.5% of the fund+8%
- Vanguard Star FDSVXUS1.5% of the fund+4%
- Vanguard Index FDSVTV1.4% of the fund+206%
- Dimensional ETF TrustDFEM1.4% of the fund+6%
- Dimensional ETF TrustDFGR1.4% of the fund+8%
- Spdr Series TrustSPYM1.3% of the fund+105%
- Ishares TRIVV1.3% of the fund+17%
- Dimensional ETF TrustDFUS1.3% of the fund+12%
- Invesco Exchange Traded FD TXMHQ1.3% of the fund+28%
- Dimensional ETF TrustDCOR1.2% of the fund+12%
- Vanguard Malvern FDSVTIP1.2% of the fund+20%
- Ishares TRSGOV1.1% of the fund+71%
- American Centy ETF TRAVDV1.0% of the fund+19%
- Spdr Series TrustSPTI0.9% of the fund+11%
- Vanguard Scottsdale FDSVGSH0.7% of the fund+4%
- Vanguard Scottsdale FDSVCSH0.7% of the fund+8%
Cut
Sold some of their stake.
- Spdr Series TrustSPMD1.5% of the fund-3%
- NvidiaNVDA0.8% of the fund-15%
- AppleAAPL0.7% of the fund-23%
- Vanguard Intl Equity Index FVT0.7% of the fund-5%
- Invesco Exchange Traded FD TSPHQ0.6% of the fund-4%
- Ishares TRIVE0.5% of the fund-11%
- IsharesEMXC0.4% of the fund-6%
- Ishares TRIWV0.4% of the fund-2%
- Blackrock ETF TrustBAI0.3% of the fund-12%
- IsharesESGE0.3% of the fund-5%
- CME GroupCME0.3% of the fund-6%
- Vaneck ETF TrustMOAT0.3% of the fund-4%
- Dimensional ETF TrustDFSU0.3% of the fund-4%
- Ishares TRUSMV0.2% of the fund-9%
- Dimensional ETF TrustDFUV0.2% of the fund-2%
- IsharesACWV0.2% of the fund-3%
- AlphabetGOOGL0.2% of the fund-9%
- Wisdomtree TRIHDG0.2% of the fund-9%
- Berkshire HathawayBRK-B0.2% of the fund-4%
- Blackrock ETF TrustTHRO0.2% of the fund-27%
- EA Series TrustQMOM0.2% of the fund-14%
- EA Series TrustQVAL0.2% of the fund-12%
- Bondbloxx ETF TrustXTEN0.1% of the fund-31%
- CaterpillarCAT0.1% of the fund-16%
- World Gold TRGLDM0.1% of the fund-20%
Sold out
Sold their entire stake.
- Timothy PlanTPIF-100%
- TWO RDS Shared TR-100%
- Northern LTS FD TR IVPTL-100%
- Nushares ETF TRNUSC-100%
- Timothy PlanTPSC-100%
- TWO RDS Shared TR-100%
- Ishares TRDMXF-100%
- Nushares ETF TRNULG-100%
- Ishares TRSTIP-100%
- Ishares TRIGSB-100%
- Northern LTS FD TR IVBIBL-100%
- Vanguard World FDVCEB-100%
- Waste ManagementWM-100%
- Innovator Etfs TrustBALT-100%
- Spdr Series TrustSLYV-100%
- Quanta ServicesPWR-100%
- BPBP-100%
- NetflixNFLX-100%
Holdings
- Dimensional ETF TrustDFAC
- Share
- 5.4%
- Value
- $43m
- Shares
- 975,919
+3%
- Vanguard Index FDSVTI
- Share
- 5.2%
- Value
- $41m
- Shares
- 111,109
+5%
- Vanguard Index FDSVOO
- Share
- 4.2%
- Value
- $34m
- Shares
- 48,815
+5%
- Vanguard Tax-Managed FDSVEA
- Share
- 3.2%
- Value
- $26m
- Shares
- 363,090
+32%
- Dimensional ETF TrustDFIC
- Share
- 2.6%
- Value
- $20m
- Shares
- 547,885
+9%
- Vanguard Scottsdale FDSVCIT
- Share
- 2.3%
- Value
- $18m
- Shares
- 220,232
+5%
- Vanguard Index FDSVUG
- Share
- 1.9%
- Value
- $15m
- Shares
- 178,651
+73%
- Vanguard Charlotte FDSBNDX
- Share
- 1.9%
- Value
- $15m
- Shares
- 310,169
+33%
- Dimensional ETF TrustDFCF
- Share
- 1.8%
- Value
- $15m
- Shares
- 345,812
+12%
- Pimco ETF TRMUNI
- Share
- 1.5%
- Value
- $12m
- Shares
- 234,381
+8%
- Vanguard Star FDSVXUS
- Share
- 1.5%
- Value
- $12m
- Shares
- 141,044
+4%
- Spdr Series TrustSPMD
- Share
- 1.5%
- Value
- $12m
- Shares
- 174,104
-3%
- Vanguard Index FDSVTV
- Share
- 1.4%
- Value
- $12m
- Shares
- 52,971
+206%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.4%
- Value
- $11m
- Shares
- 14,805
Held
- Dimensional ETF TrustDFEM
- Share
- 1.4%
- Value
- $11m
- Shares
- 269,500
+6%
- Dimensional ETF TrustDFGR
- Share
- 1.4%
- Value
- $11m
- Shares
- 374,316
+8%
- Spdr Series TrustSPYM
- Share
- 1.3%
- Value
- $11m
- Shares
- 120,473
+105%
- Ishares TRIVV
- Share
- 1.3%
- Value
- $11m
- Shares
- 14,106
+17%
- Dimensional ETF TrustDFUS
- Share
- 1.3%
- Value
- $10m
- Shares
- 126,210
+12%
- Invesco Exchange Traded FD TXMHQ
- Share
- 1.3%
- Value
- $10m
- Shares
- 91,449
+28%
- Dimensional ETF TrustDCOR
- Share
- 1.2%
- Value
- $10m
- Shares
- 119,331
+12%
- Vanguard Intl Equity Index FVWO
- Share
- 1.2%
- Value
- $10m
- Shares
- 163,066
Held
- Vanguard Malvern FDSVTIP
- Share
- 1.2%
- Value
- $9m
- Shares
- 188,498
+20%
- Ishares TRSGOV
- Share
- 1.1%
- Value
- $8m
- Shares
- 84,102
+71%
- American Centy ETF TRAVDV
- Share
- 1.0%
- Value
- $8m
- Shares
- 80,955
+19%
- Vanguard Malvern FDSVCRB
- Share
- 0.9%
- Value
- $7m
- Shares
- 94,460
New
- Spdr Series TrustSPTI
- Share
- 0.9%
- Value
- $7m
- Shares
- 251,997
+11%
- Spdr Series TrustSPSM
- Share
- 0.8%
- Value
- $7m
- Shares
- 116,659
Held
- Dimensional ETF TrustDFSV
- Share
- 0.8%
- Value
- $7m
- Shares
- 171,402
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.7%
- Value
- $6m
- Shares
- 100,823
+4%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.7%
- Value
- $6m
- Shares
- 71,619
+8%
- American Centy ETF TRAVEM
- Share
- 0.7%
- Value
- $5m
- Shares
- 56,733
+53%
- Vanguard Intl Equity Index FVT
- Share
- 0.7%
- Value
- $5m
- Shares
- 34,309
-5%
- American Centy ETF TRAVUS
- Share
- 0.7%
- Value
- $5m
- Shares
- 41,375
+78%
- Blackrock ETF TrustDYNF
- Share
- 0.7%
- Value
- $5m
- Shares
- 77,229
Held
- Dimensional ETF TrustDFSD
- Share
- 0.6%
- Value
- $5m
- Shares
- 104,472
+1906%
- Schwab Strategic TRSCHZ
- Share
- 0.6%
- Value
- $5m
- Shares
- 212,609
+3%
- Ishares TRIVW
- Share
- 0.6%
- Value
- $5m
- Shares
- 35,035
+15%
- Horizon FDS Anfield U S Equity Sector Rotation ETFAESR
- Share
- 0.6%
- Value
- $5m
- Shares
- 231,039
New
- Dimensional ETF TrustDFAI
- Share
- 0.6%
- Value
- $4m
- Shares
- 109,068
+172%
- Dimensional ETF TrustDFAX
- Share
- 0.6%
- Value
- $4m
- Shares
- 120,482
+6%
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.6%
- Value
- $4m
- Shares
- 48,694
-4%
- Spdr Series TrustSPYG
- Share
- 0.5%
- Value
- $4m
- Shares
- 36,564
+7%
- Ishares TRIUSB
- Share
- 0.5%
- Value
- $4m
- Shares
- 87,081
+80%
- Ishares TRIVE
- Share
- 0.5%
- Value
- $4m
- Shares
- 17,182
-11%
- Ishares TRREET
- Share
- 0.5%
- Value
- $4m
- Shares
- 133,840
Held
- Angel OAK Funds TrustUYLD
- Share
- 0.4%
- Value
- $3m
- Shares
- 68,260
+7%
- Wisdomtree TRDXJ
- Share
- 0.4%
- Value
- $3m
- Shares
- 19,946
Held
- American Centy ETF TRAVUV
- Share
- 0.4%
- Value
- $3m
- Shares
- 27,600
+20%
- Vanguard BD Index FDSVUSB
- Share
- 0.4%
- Value
- $3m
- Shares
- 68,626
+6%
- Dimensional ETF TrustDUHP
- Share
- 0.4%
- Value
- $3m
- Shares
- 79,964
Held
- Fidelity Merrimack STR TRFBND
- Share
- 0.4%
- Value
- $3m
- Shares
- 72,939
+4%
- Schwab Strategic TRSCHF
- Share
- 0.4%
- Value
- $3m
- Shares
- 119,333
+5%
- Ishares TRFLOT
- Share
- 0.4%
- Value
- $3m
- Shares
- 63,859
+30%
- Vanguard BD Index FDSBSV
- Share
- 0.4%
- Value
- $3m
- Shares
- 41,386
+499%
- Dimensional ETF TrustDFAT
- Share
- 0.4%
- Value
- $3m
- Shares
- 45,877
+3%
- Nushares ETF TRNUBD
- Share
- 0.4%
- Value
- $3m
- Shares
- 143,312
New
- Dimensional ETF TrustDFAE
- Share
- 0.4%
- Value
- $3m
- Shares
- 75,964
+515%
- IsharesEMXC
- Share
- 0.4%
- Value
- $3m
- Shares
- 29,233
-6%
- Ishares TRACWX
- Share
- 0.4%
- Value
- $3m
- Shares
- 38,452
+58%
- Blackrock ETF TrustCORO
- Share
- 0.4%
- Value
- $3m
- Shares
- 79,602
+36%
- Schwab Strategic TRSCHD
- Share
- 0.4%
- Value
- $3m
- Shares
- 91,174
+7%
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $3m
- Shares
- 3,830
+3%
- Ishares TRIWV
- Share
- 0.4%
- Value
- $3m
- Shares
- 6,565
-2%
- Vanguard World FDESGV
- Share
- 0.3%
- Value
- $3m
- Shares
- 20,812
New
- Vanguard Index FDSVBR
- Share
- 0.3%
- Value
- $3m
- Shares
- 11,169
+359%
- Vanguard Index FDSVBK
- Share
- 0.3%
- Value
- $3m
- Shares
- 7,312
+170%
- Schwab Strategic TRSCHO
- Share
- 0.3%
- Value
- $3m
- Shares
- 105,903
Held
- Dimensional ETF TrustDISV
- Share
- 0.3%
- Value
- $3m
- Shares
- 63,353
Held
- Ishares TRMUB
- Share
- 0.3%
- Value
- $2m
- Shares
- 23,205
+27%
- Ishares TRIUSV
- Share
- 0.3%
- Value
- $2m
- Shares
- 22,487
+2%
- Blackrock ETF TrustBAI
- Share
- 0.3%
- Value
- $2m
- Shares
- 46,018
-12%
- Ishares TRITOT
- Share
- 0.3%
- Value
- $2m
- Shares
- 14,636
Held
- EA Series TrustBOXX
- Share
- 0.3%
- Value
- $2m
- Shares
- 20,258
Held
- IsharesEUSA
- Share
- 0.3%
- Value
- $2m
- Shares
- 20,498
+3%
- IsharesESGE
- Share
- 0.3%
- Value
- $2m
- Shares
- 41,579
-5%
- Dimensional ETF TrustDUSB
- Share
- 0.3%
- Value
- $2m
- Shares
- 43,572
+50%
- Dimensional ETF TrustDFAS
- Share
- 0.3%
- Value
- $2m
- Shares
- 26,636
+61%
- Dimensional ETF TrustDFAU
- Share
- 0.3%
- Value
- $2m
- Shares
- 41,643
+44%
- Vaneck ETF TrustMOAT
- Share
- 0.3%
- Value
- $2m
- Shares
- 20,299
-4%
- Dimensional ETF TrustDFSU
- Share
- 0.3%
- Value
- $2m
- Shares
- 45,088
-4%
- Dimensional ETF TrustDFNM
- Share
- 0.3%
- Value
- $2m
- Shares
- 43,086
+32%
- Ishares TRISTB
- Share
- 0.3%
- Value
- $2m
- Shares
- 42,588
+32%
- Dimensional ETF TrustDFGP
- Share
- 0.3%
- Value
- $2m
- Shares
- 37,557
Held
- Horizon FDSAFIF
- Share
- 0.2%
- Value
- $2m
- Shares
- 208,586
New
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $2m
- Shares
- 19,935
-9%
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.2%
- Value
- $2m
- Shares
- 11,669
+2%
- Vanguard BD Index FDSBND
- Share
- 0.2%
- Value
- $2m
- Shares
- 25,405
+738%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,175
+5%
- Ishares TRIJR
- Share
- 0.2%
- Value
- $2m
- Shares
- 12,313
Held
- Dimensional ETF TrustDFUV
- Share
- 0.2%
- Value
- $2m
- Shares
- 32,284
-2%
- IsharesACWV
- Share
- 0.2%
- Value
- $2m
- Shares
- 14,751
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAC | 5.4% | $43m | 975,919 | +3% |
| Vanguard Index FDSVTI | 5.2% | $41m | 111,109 | +5% |
| Vanguard Index FDSVOO | 4.2% | $34m | 48,815 | +5% |
| Vanguard Tax-Managed FDSVEA | 3.2% | $26m | 363,090 | +32% |
| Dimensional ETF TrustDFIC | 2.6% | $20m | 547,885 | +9% |
| Vanguard Scottsdale FDSVCIT | 2.3% | $18m | 220,232 | +5% |
| Vanguard Index FDSVUG | 1.9% | $15m | 178,651 | +73% |
| Vanguard Charlotte FDSBNDX | 1.9% | $15m | 310,169 | +33% |
| Dimensional ETF TrustDFCF | 1.8% | $15m | 345,812 | +12% |
| Pimco ETF TRMUNI | 1.5% | $12m | 234,381 | +8% |
| Vanguard Star FDSVXUS | 1.5% | $12m | 141,044 | +4% |
| Spdr Series TrustSPMD | 1.5% | $12m | 174,104 | -3% |
| Vanguard Index FDSVTV | 1.4% | $12m | 52,971 | +206% |
| State STR Spdr S&P 500 ETF TSPY | 1.4% | $11m | 14,805 | Held |
| Dimensional ETF TrustDFEM | 1.4% | $11m | 269,500 | +6% |
| Dimensional ETF TrustDFGR | 1.4% | $11m | 374,316 | +8% |
| Spdr Series TrustSPYM | 1.3% | $11m | 120,473 | +105% |
| Ishares TRIVV | 1.3% | $11m | 14,106 | +17% |
| Dimensional ETF TrustDFUS | 1.3% | $10m | 126,210 | +12% |
| Invesco Exchange Traded FD TXMHQ | 1.3% | $10m | 91,449 | +28% |
| Dimensional ETF TrustDCOR | 1.2% | $10m | 119,331 | +12% |
| Vanguard Intl Equity Index FVWO | 1.2% | $10m | 163,066 | Held |
| Vanguard Malvern FDSVTIP | 1.2% | $9m | 188,498 | +20% |
| Ishares TRSGOV | 1.1% | $8m | 84,102 | +71% |
| American Centy ETF TRAVDV | 1.0% | $8m | 80,955 | +19% |
| Vanguard Malvern FDSVCRB | 0.9% | $7m | 94,460 | New |
| Spdr Series TrustSPTI | 0.9% | $7m | 251,997 | +11% |
| Spdr Series TrustSPSM | 0.8% | $7m | 116,659 | Held |
| Dimensional ETF TrustDFSV | 0.8% | $7m | 171,402 | Held |
| NvidiaNVDA | 0.8% | $6m | 30,640 | -15% |
| Vanguard Scottsdale FDSVGSH | 0.7% | $6m | 100,823 | +4% |
| Vanguard Scottsdale FDSVCSH | 0.7% | $6m | 71,619 | +8% |
| American Centy ETF TRAVEM | 0.7% | $5m | 56,733 | +53% |
| AppleAAPL | 0.7% | $5m | 18,613 | -23% |
| Vanguard Intl Equity Index FVT | 0.7% | $5m | 34,309 | -5% |
| American Centy ETF TRAVUS | 0.7% | $5m | 41,375 | +78% |
| Blackrock ETF TrustDYNF | 0.7% | $5m | 77,229 | Held |
| Dimensional ETF TrustDFSD | 0.6% | $5m | 104,472 | +1906% |
| Schwab Strategic TRSCHZ | 0.6% | $5m | 212,609 | +3% |
| Ishares TRIVW | 0.6% | $5m | 35,035 | +15% |
| Horizon FDS Anfield U S Equity Sector Rotation ETFAESR | 0.6% | $5m | 231,039 | New |
| Dimensional ETF TrustDFAI | 0.6% | $4m | 109,068 | +172% |
| Dimensional ETF TrustDFAX | 0.6% | $4m | 120,482 | +6% |
| Invesco Exchange Traded FD TSPHQ | 0.6% | $4m | 48,694 | -4% |
| Spdr Series TrustSPYG | 0.5% | $4m | 36,564 | +7% |
| Ishares TRIUSB | 0.5% | $4m | 87,081 | +80% |
| Ishares TRIVE | 0.5% | $4m | 17,182 | -11% |
| Ishares TRREET | 0.5% | $4m | 133,840 | Held |
| Angel OAK Funds TrustUYLD | 0.4% | $3m | 68,260 | +7% |
| CrowdStrike HoldingsCRWD | 0.4% | $3m | 4,559 | New |
| Wisdomtree TRDXJ | 0.4% | $3m | 19,946 | Held |
| American Centy ETF TRAVUV | 0.4% | $3m | 27,600 | +20% |
| Vanguard BD Index FDSVUSB | 0.4% | $3m | 68,626 | +6% |
| Dimensional ETF TrustDUHP | 0.4% | $3m | 79,964 | Held |
| Fidelity Merrimack STR TRFBND | 0.4% | $3m | 72,939 | +4% |
| Schwab Strategic TRSCHF | 0.4% | $3m | 119,333 | +5% |
| Ishares TRFLOT | 0.4% | $3m | 63,859 | +30% |
| Vanguard BD Index FDSBSV | 0.4% | $3m | 41,386 | +499% |
| Dimensional ETF TrustDFAT | 0.4% | $3m | 45,877 | +3% |
| Nushares ETF TRNUBD | 0.4% | $3m | 143,312 | New |
| Dimensional ETF TrustDFAE | 0.4% | $3m | 75,964 | +515% |
| IsharesEMXC | 0.4% | $3m | 29,233 | -6% |
| AlphabetGOOG | 0.4% | $3m | 8,309 | +40% |
| Ishares TRACWX | 0.4% | $3m | 38,452 | +58% |
| Blackrock ETF TrustCORO | 0.4% | $3m | 79,602 | +36% |
| Schwab Strategic TRSCHD | 0.4% | $3m | 91,174 | +7% |
| Invesco QQQ TRQQQ | 0.4% | $3m | 3,830 | +3% |
| Ishares TRIWV | 0.4% | $3m | 6,565 | -2% |
| Vanguard World FDESGV | 0.3% | $3m | 20,812 | New |
| Vanguard Index FDSVBR | 0.3% | $3m | 11,169 | +359% |
| Vanguard Index FDSVBK | 0.3% | $3m | 7,312 | +170% |
| MicrosoftMSFT | 0.3% | $3m | 7,126 | +119% |
| Schwab Strategic TRSCHO | 0.3% | $3m | 105,903 | Held |
| Dimensional ETF TrustDISV | 0.3% | $3m | 63,353 | Held |
| Ishares TRMUB | 0.3% | $2m | 23,205 | +27% |
| Ishares TRIUSV | 0.3% | $2m | 22,487 | +2% |
| Blackrock ETF TrustBAI | 0.3% | $2m | 46,018 | -12% |
| Ishares TRITOT | 0.3% | $2m | 14,636 | Held |
| EA Series TrustBOXX | 0.3% | $2m | 20,258 | Held |
| IsharesEUSA | 0.3% | $2m | 20,498 | +3% |
| IsharesESGE | 0.3% | $2m | 41,579 | -5% |
| Dimensional ETF TrustDUSB | 0.3% | $2m | 43,572 | +50% |
| Dimensional ETF TrustDFAS | 0.3% | $2m | 26,636 | +61% |
| Dimensional ETF TrustDFAU | 0.3% | $2m | 41,643 | +44% |
| CME GroupCME | 0.3% | $2m | 9,715 | -6% |
| Vaneck ETF TrustMOAT | 0.3% | $2m | 20,299 | -4% |
| Dimensional ETF TrustDFSU | 0.3% | $2m | 45,088 | -4% |
| Dimensional ETF TrustDFNM | 0.3% | $2m | 43,086 | +32% |
| Ishares TRISTB | 0.3% | $2m | 42,588 | +32% |
| Dimensional ETF TrustDFGP | 0.3% | $2m | 37,557 | Held |
| Amazon.comAMZN | 0.3% | $2m | 8,438 | +5% |
| Horizon FDSAFIF | 0.2% | $2m | 208,586 | New |
| Ishares TRUSMV | 0.2% | $2m | 19,935 | -9% |
| Invesco Exch Traded FD TR IISPMO | 0.2% | $2m | 11,669 | +2% |
| Vanguard BD Index FDSBND | 0.2% | $2m | 25,405 | +738% |
| Ishares TRIJH | 0.2% | $2m | 24,175 | +5% |
| Ishares TRIJR | 0.2% | $2m | 12,313 | Held |
| BroadcomAVGO | 0.2% | $2m | 4,764 | +10% |
| Dimensional ETF TrustDFUV | 0.2% | $2m | 32,284 | -2% |
| IsharesACWV | 0.2% | $2m | 14,751 | -3% |
Showing the largest 100 of 340.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 171.4% since 30 June 2025.
Where the money is
Technology2.9%
Financial services1.0%
Media & telecom0.7%
Health care0.5%
Everyday goods0.5%
Retail & consumer0.5%
Industrials0.3%
Energy0.2%
Utilities0.1%
Other93.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.