XY Planning Network, Inc.

**XY Planning Network, Inc.** manages $574M across a diversified portfolio of 248 positions. The fund exhibits a notable allocation to broad market indices, with VTI anchoring the top holdings at $38.5M, followed by DFAC at $36.3M and VOO at $25.4M. Significant exposure is also maintained in international and fixed-income assets, including VEA ($15.7M) and VCIT ($15.6M). This structure suggests a core focus on diversified, large-cap equity and fixed-income market exposure.

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