Long-term investor

Xy Planning Network, Inc. @xyplanningnetworkinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001873438).

Record

  • Tracked since 2025-06-30 (434 days), 193 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.6% · 6 months +16.5% · 1 year +16.5% · all +16.5%
  • Max drawdown -0.1% · Sharpe 1.11 · win rate 34% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V708 · 5.4% · long · since 2025-06-30
  • 922908769 · 5.2% · long · since 2025-06-30
  • 922908363 · 4.2% · long · since 2025-06-30
  • 921943858 · 3.2% · long · since 2025-06-30
  • 25434V799 · 2.6% · long · since 2025-06-30
  • 92206C870 · 2.3% · long · since 2025-06-30
  • 922908736 · 1.9% · long · since 2025-06-30
  • 92203J407 · 1.9% · long · since 2025-06-30
  • 25434V872 · 1.8% · long · since 2025-06-30
  • 72201R866 · 1.5% · long · since 2025-06-30
  • 921909768 · 1.5% · long · since 2025-06-30
  • 78464A847 · 1.5% · long · since 2025-06-30

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