XY Planning Network, Inc.

CIK 0001873438 • 7 13F filings • Apr 22, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $293.7M172 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$455K	0.2%Prev: 0.2%	2,579 SH	Decreased-2,366 SH
ALPHABET INC	CAP STK CL C	$384K	0.1%Prev: 0.3%	2,165 SH	Decreased-3,750 SH
AMAZON COM INC	COM	$1.4M	0.5%Prev: 0.3%	6,548 SH	Decreased-1,482 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$212K	0.1%Prev: 0.0%	3,244 SH	Decreased-541 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$531K	0.2%Prev: 0.5%	7,745 SH	Decreased-29,230 SH
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$325K	0.1%Prev: 0.1%	6,077 SH	Decreased-110 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$4.8M	1.6%Prev: 1.1%	60,623 SH	Decreased-7,690 SH
AMERICAN CENTY ETF TR	US EQT ETF	$2.0M	0.7%Prev: 0.4%	20,298 SH	Decreased-3,009 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.3M	0.8%Prev: 0.4%	24,764 SH	Decreased+1,827 SH
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$2.2M	0.8%Prev: 0.5%	43,500 SH	Decreased-20,126 SH
APPLE INC	COM	$3.5M	1.2%Prev: 1.0%	17,055 SH	Decreased-7,111 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$836K	0.3%Prev: 0.2%	1,720 SH	Decreased-1,451 SH
BROADCOM INC	COM	$979K	0.3%Prev: 0.2%	3,552 SH	Decreased-779 SH
CATERPILLAR INC	COM	$282K	0.1%Prev: 0.1%	726 SH	Decreased-530 SH
CBOE GLOBAL MKTS INC	COM	$1.1M	0.4%Prev: 0.2%	4,740 SH	Decreased+686 SH
CME GROUP INC	COM	$2.1M	0.7%Prev: 0.5%	7,475 SH	Decreased-2,816 SH
COSTCO WHSL CORP NEW	COM	$550K	0.2%	555 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.6M	3.3%Prev: 2.1%	227,250 SH	Decreased-82,161 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.2M	1.1%Prev: 1.4%	107,424 SH	Decreased-145,974 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$291K	0.1%	9,687 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$1.4M	0.5%Prev: 0.3%	25,264 SH	Decreased-11,750 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.1M	1.7%Prev: 1.5%	189,126 SH	Decreased-157,075 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$370K	0.1%Prev: 0.1%	7,053 SH	Increased
DIMENSIONAL ETF TRUST	INFLATION PROTE	$812K	0.3%Prev: 0.2%	19,416 SH	Decreased-10,803 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$238K	0.1%Prev: 0.1%	6,045 SH	Decreased-7,356 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.1M	0.4%Prev: 0.3%	30,725 SH	Decreased-9,427 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.6M	1.9%Prev: 2.9%	180,535 SH	Decreased-321,724 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.7M	0.9%Prev: 0.4%	81,282 SH	Increased+17,710 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$838K	0.3%Prev: 0.3%	17,674 SH	Decreased-15,032 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$3.3M	1.1%Prev: 0.0%	69,337 SH	Increased+64,129 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.8M	0.6%Prev: 0.2%	34,825 SH	Increased+5,802 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$463K	0.2%Prev: 0.2%	10,940 SH	Decreased-18,018 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$881K	0.3%Prev: 1.2%	13,178 SH	Decreased-93,041 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$16.4M	5.6%Prev: 5.9%	456,678 SH	Decreased-493,484 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.5M	1.5%Prev: 1.3%	67,117 SH	Decreased-45,954 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$318K	0.1%Prev: 0.5%	8,941 SH	Decreased-72,336 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$870K	0.3%Prev: 0.3%	20,588 SH	Decreased-12,377 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$213K	0.1%	9,073 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$363K	0.1%Prev: 0.2%	5,698 SH	Decreased-10,880 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$4.2M	1.4%Prev: 0.9%	143,039 SH	Decreased-25,974 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.1M	0.4%Prev: 0.3%	27,907 SH	Decreased-19,296 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.1M	1.0%Prev: 0.4%	56,848 SH	Increased+12,515 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.0M	1.4%Prev: 0.6%	137,431 SH	Increased+23,230 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$254K	0.1%Prev: 0.4%	2,256 SH	Decreased-17,889 SH
EA SERIES TRUST	ALPHA ARCHITECT	$1.1M	0.4%Prev: 0.4%	37,093 SH	Decreased-35,318 SH
EA SERIES TRUST	FREEDOM 100 EM	$356K	0.1%Prev: 0.1%	8,801 SH	Decreased-472 SH
EA SERIES TRUST	INTL QUAN MOMNTM	$498K	0.2%Prev: 0.1%	14,651 SH	Decreased-963 SH
EA SERIES TRUST	INTL QUAN VALUE	$468K	0.2%Prev: 0.1%	16,802 SH	Decreased-1,367 SH
EA SERIES TRUST	US QUAN MOMENTUM	$1.0M	0.4%Prev: 0.2%	16,060 SH	Decreased-2,661 SH
EA SERIES TRUST	US QUAN VALUE	$952K	0.3%Prev: 0.2%	21,627 SH	Decreased-3,218 SH
EXXON MOBIL CORP	COM	$325K	0.1%Prev: 0.2%	3,012 SH	Decreased-4,192 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$325K	0.1%Prev: 0.1%	8,396 SH	Decreased
HOME DEPOT INC	COM	$313K	0.1%Prev: 0.1%	853 SH	Decreased-760 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$208K	0.1%	5,153 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$638K	0.2%	30,856 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$624K	0.2%Prev: 0.2%	31,970 SH	Decreased-18,666 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$583K	0.2%Prev: 0.2%	29,694 SH	Decreased-21,072 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$508K	0.2%Prev: 0.2%	24,792 SH	Decreased-24,454 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$1.1M	0.4%Prev: 1.2%	11,287 SH	Decreased-60,152 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$765K	0.3%Prev: 0.2%	4,207 SH	Decreased-1,759 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.7%Prev: 0.3%	3,489 SH	Decreased-220 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$231K	0.1%Prev: 0.0%	3,782 SH	Decreased-2,972 SH
ISHARES INC	ESG AWR MSCI EM	$1.6M	0.5%Prev: 0.3%	41,069 SH	Decreased-2,727 SH
ISHARES INC	MSCI EMRG CHN	$1.7M	0.6%Prev: 0.4%	26,226 SH	Decreased-4,774 SH
ISHARES INC	MSCI GBL MIN VOL	$1.8M	0.6%Prev: 0.3%	15,100 SH	Decreased-68 SH
ISHARES TR	0-3 MNTH TREASRY	$1.6M	0.5%Prev: 0.8%	15,886 SH	Decreased-33,364 SH
ISHARES TR	0-5 YR TIPS ETF	$1.5M	0.5%Prev: 0.2%	14,145 SH	Increased+1,885 SH
ISHARES TR	CORE MSCI EAFE	$339K	0.1%Prev: 0.1%	4,060 SH	Decreased-6,154 SH
ISHARES TR	CORE S&P MCP ETF	$964K	0.3%Prev: 0.3%	15,541 SH	Decreased-7,553 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.4%Prev: 0.2%	11,312 SH	Decreased-840 SH
ISHARES TR	CORE S&P TTL STK	$1.0M	0.3%Prev: 0.3%	7,563 SH	Decreased-7,282 SH
ISHARES TR	CORE S&P US VLU	$2.1M	0.7%Prev: 0.4%	22,509 SH	Decreased+521 SH
ISHARES TR	CORE S&P500 ETF	$8.1M	2.8%Prev: 1.3%	13,058 SH	Increased+1,037 SH
ISHARES TR	ESG AW MSCI EAFE	$863K	0.3%Prev: 0.2%	9,669 SH	Decreased-989 SH
ISHARES TR	ESG AWR MSCI USA	$810K	0.3%Prev: 0.1%	5,987 SH	Increased+377 SH
ISHARES TR	ESG EAFE ETF	$1.6M	0.5%Prev: 0.3%	20,837 SH	Decreased-3,978 SH
ISHARES TR	GLOBAL REIT ETF	$1.4M	0.5%Prev: 0.6%	58,651 SH	Decreased-77,530 SH
ISHARES TR	INTL SEL DIV ETF	$310K	0.1%Prev: 0.1%	8,985 SH	Decreased-762 SH
ISHARES TR	ISHS 1-5YR INVS	$1.3M	0.4%Prev: 0.2%	24,794 SH	Increased+6,675 SH
ISHARES TR	MSCI EAFE ETF	$220K	0.1%Prev: 0.1%	2,464 SH	Decreased-836 SH
ISHARES TR	MSCI USA MIN VOL	$678K	0.2%Prev: 0.3%	7,226 SH	Decreased-14,780 SH
ISHARES TR	NATIONAL MUN ETF	$1.1M	0.4%Prev: 0.3%	10,570 SH	Decreased-7,677 SH
ISHARES TR	RUS 1000 ETF	$252K	0.1%Prev: 0.1%	742 SH	Decreased-332 SH
ISHARES TR	RUS MD CP GR ETF	$394K	0.1%Prev: 0.1%	2,843 SH	Increased-180 SH
ISHARES TR	RUS TP200 GR ETF	$279K	0.1%Prev: 0.0%	1,131 SH	Decreased-44 SH
ISHARES TR	RUSSELL 3000 ETF	$3.0M	1.0%Prev: 0.4%	8,613 SH	Increased+1,906 SH
ISHARES TR	S&P 500 VAL ETF	$266K	0.1%Prev: 0.7%	1,361 SH	Decreased-18,023 SH
ISHARES TR	SHRT NAT MUN ETF	$336K	0.1%Prev: 0.1%	3,156 SH	Decreased-4,741 SH
ISHARES TR	U.S. TECH ETF	$229K	0.1%Prev: 0.0%	1,320 SH	Decreased-117 SH
ISHARES TR	US SML CAP EQT	$294K	0.1%	4,333 SH	New
ISHARES TR	USD GRN BOND ETF	$257K	0.1%Prev: 0.1%	5,386 SH	Decreased-7,680 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$396K	0.1%Prev: 0.2%	8,411 SH	Decreased-15,489 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$437K	0.1%	8,359 SH	New
JOHNSON & JOHNSON	COM	$359K	0.1%Prev: 0.2%	2,348 SH	Decreased-3,805 SH
JPMORGAN CHASE & CO.	COM	$656K	0.2%	2,264 SH	New
META PLATFORMS INC	CL A	$335K	0.1%Prev: 0.1%	454 SH	Decreased-420 SH
MICROSOFT CORP	COM	$872K	0.3%Prev: 0.2%	1,754 SH	Decreased-1,493 SH
MORGAN STANLEY	COM NEW	$234K	0.1%Prev: 0.1%	1,659 SH	Decreased-401 SH
NETFLIX INC	COM	$213K	0.1%	159 SH	New
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$645K	0.2%Prev: 0.1%	15,608 SH	Decreased+840 SH
NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$2.4M	0.8%Prev: 0.5%	10,555 SH	Decreased-2,097 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.5M	0.5%Prev: 0.3%	15,446 SH	Decreased-3,238 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$497K	0.2%Prev: 0.1%	11,851 SH	Decreased-7,223 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.9M	0.6%Prev: 0.4%	46,146 SH	Decreased-4,407 SH
NVIDIA CORPORATION	COM	$2.4M	0.8%Prev: 1.0%	15,505 SH	Decreased-20,466 SH
ORACLE CORP	COM	$497K	0.2%Prev: 0.1%	2,271 SH	Increased-407 SH
PACER FDS TR	TRENDP US LAR CP	$755K	0.3%Prev: 0.1%	14,877 SH	Increased+3,303 SH
PIMCO ETF TR	INTER MUN BD ACT	$7.4M	2.5%Prev: 1.8%	143,504 SH	Decreased-73,481 SH
PROCTER AND GAMBLE CO	COM	$476K	0.2%	2,987 SH	New
SCHWAB STRATEGIC TR	1 5YR CORP BD	$221K	0.1%	8,901 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$397K	0.1%Prev: 0.1%	15,867 SH	Decreased-11,546 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$334K	0.1%Prev: 0.5%	15,122 SH	Decreased-98,742 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	0.4%Prev: 0.4%	49,563 SH	Decreased-35,704 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$519K	0.2%	17,762 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$327K	0.1%Prev: 0.0%	11,664 SH	Increased+1,779 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.2M	0.4%Prev: 0.2%	47,856 SH	Decreased-487 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$255K	0.1%	3,149 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$825K	0.3%	6,121 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$552K	0.2%	12,911 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$7.5M	2.5%	12,078 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$345K	0.1%	609 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$607K	0.2%	6,614 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$707K	0.2%	24,559 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$4.5M	1.5%	82,593 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$1.3M	0.4%	30,903 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$384K	0.1%	13,103 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$220K	0.1%	7,287 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$780K	0.3%	8,983 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$292K	0.1%	3,660 SH	New
SSGA ACTIVE ETF TR	MULT ASS RLRTN	$814K	0.3%	27,972 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$205K	0.1%	4,175 SH	New
T ROWE PRICE ETF INC	PRICE GRW STOCK	$407K	0.1%Prev: 0.0%	9,686 SH	Increased+2,258 SH
TESLA INC	COM	$270K	0.1%Prev: 0.1%	849 SH	Decreased-60 SH
TIMOTHY PLAN	INTL ETF	$3.3M	1.1%Prev: 0.7%	102,192 SH	Decreased-15,521 SH
TIMOTHY PLAN	U S SM CP CORE	$1.7M	0.6%Prev: 0.4%	44,373 SH	Decreased-9,356 SH
TWO RDS SHARED TR	ANFIELD UNVL ETF	$2.4M	0.8%Prev: 0.3%	260,163 SH	Increased+46,393 SH
TWO RDS SHARED TR	ANFIELD US EQU	$4.5M	1.5%Prev: 0.6%	236,807 SH	Increased+3,092 SH
UNITEDHEALTH GROUP INC	COM	$235K	0.1%Prev: 0.0%	754 SH	Increased-18 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.3M	1.1%Prev: 0.3%	34,696 SH	Increased+13,469 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$202K	0.1%Prev: 0.1%	2,566 SH	Decreased-4,338 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$205K	0.1%Prev: 0.0%	2,787 SH	Decreased-245 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$706K	0.2%Prev: 0.5%	14,156 SH	Decreased-50,579 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.2M	1.1%Prev: 1.8%	64,364 SH	Decreased-169,613 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.3M	1.8%Prev: 1.2%	12,078 SH	Decreased-5,126 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$704K	0.2%Prev: 0.1%	2,469 SH	Decreased+50 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$679K	0.2%Prev: 0.2%	4,129 SH	Decreased-994 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.7M	2.0%Prev: 4.5%	10,117 SH	Decreased-36,427 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$518K	0.2%Prev: 0.1%	2,655 SH	Decreased+219 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$739K	0.3%Prev: 0.1%	2,670 SH	Decreased-38 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$20.9M	7.1%Prev: 5.5%	68,911 SH	Decreased-36,675 SH
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.4%Prev: 0.5%	5,848 SH	Decreased-11,477 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	1.7%Prev: 1.4%	101,344 SH	Decreased-64,910 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.7M	0.6%Prev: 0.8%	13,238 SH	Decreased-22,716 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$481K	0.2%Prev: 0.2%	6,177 SH	Decreased-10,725 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.2M	1.4%Prev: 1.3%	82,976 SH	Decreased-74,738 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$204K	0.1%	4,156 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$9.9M	3.4%Prev: 2.8%	119,352 SH	Decreased-90,325 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.2M	1.1%Prev: 0.9%	53,912 SH	Decreased-42,660 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.7M	0.9%Prev: 0.8%	34,586 SH	Decreased-31,889 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$288K	0.1%	1,025 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$284K	0.1%Prev: 0.1%	1,387 SH	Decreased-364 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.9M	1.3%Prev: 1.7%	55,998 SH	Decreased-79,547 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.6M	2.6%Prev: 2.9%	133,205 SH	Decreased-142,538 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$640K	0.2%Prev: 0.1%	4,803 SH	Decreased-242 SH
VANGUARD WORLD FD	ESG US CORP BD	$257K	0.1%Prev: 0.1%	4,053 SH	Decreased-3,891 SH
VANGUARD WORLD FD	INF TECH ETF	$2.0M	0.7%Prev: 0.1%	3,011 SH	Increased+1,740 SH
VISA INC	COM CL A	$495K	0.2%Prev: 0.1%	1,395 SH	Decreased-791 SH
WASTE MGMT INC DEL	COM	$437K	0.1%Prev: 0.1%	1,910 SH	Decreased-32 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.3M	0.4%Prev: 0.2%	24,947 SH	Increased+1,634 SH
WISDOMTREE TR	JAPN HEDGE EQT	$2.6M	0.9%Prev: 0.5%	22,837 SH	Decreased+2,916 SH
WISDOMTREE TR	WISDOMTREE US VA	$323K	0.1%Prev: 0.1%	3,734 SH	Decreased-920 SH
WORLD GOLD TR	SPDR GLD MINIS	$327K	0.1%Prev: 0.2%	4,990 SH	Decreased-11,503 SH

Sold (vs prior filing)

ABBVIE INC — $286K
ALTRIA GROUP INC — $711K
AMERICAN EXPRESS CO — $301K
BERKSHIRE HATHAWAY INC DEL — $716K
BLACKROCK ETF TRUST — $1.8M
BLACKROCK ETF TRUST — $1.9M
BLACKROCK ETF TRUST — $328K
BLACKROCK ETF TRUST — $4.5M
BLACKROCK ETF TRUST — $1.5M
BLACKROCK ETF TRUST II — $1.2M
BONDBLOXX ETF TRUST — $1.7M
BP PLC — $213K
CHEVRON CORPORATION — $567K
COCA COLA CO — $238K
COSTCO WHOLESALE CORPORATION — $663K
DEERE & CO — $406K
DIMENSIONAL ETF TRUST — $317K
DIMENSIONAL ETF TRUST — $232K
DIMENSIONAL ETF TRUST — $422K
DIMENSIONAL ETF TRUST — $369K
… and 95 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000864	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001754960-26-000116	$573.8M	View
Nov 13, 2025	Q3 2025