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 (472 days), 234 trades recorded
- Returns: week n/a · month n/a · 90 days -0.5% · 6 months -0.1% · 1 year n/a · all -0.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 5.4% · long · since 2025-09-30
- 922908363 · 3.7% · long · since 2025-09-30
- 25434V708 · 3.6% · long · since 2025-09-30
- 921943858 · 3.4% · long · since 2025-09-30
- 25434V799 · 2.6% · long · since 2025-09-30
- 25434V872 · 2.3% · long · since 2025-09-30
- 92206C870 · 2.0% · long · since 2025-09-30
- 922908736 · 1.8% · long · since 2025-09-30
- 92203J407 · 1.8% · long · since 2025-09-30
- 25434V104 · 1.5% · long · since 2025-09-30
- 25239Y170 · 1.5% · long · since 2026-09-30
- 46137V472 · 1.4% · long · since 2025-09-30