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Xena Financial Planning, LLC Portfolio
$104.8M across 38 positions as of 2026-09-30, with 77% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $16.9M | 16.1% | 24,085 |
| AAPLApple Inc | $11.8M | 11.3% | 35,482 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $10.6M | 10.1% | 211,187 |
| ISHARES TR | $9.1M | 8.7% | 66,882 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $7.4M | 7.0% | 71,373 |
| IUSBiShares Core Total USD Bond Market ETF | $7.2M | 6.9% | 163,176 |
| IAGGiShares International Aggregate Bond Fund | $5.4M | 5.2% | 109,935 |
| VTEBVanguard Tax-Exempt Bond ETF | $5.2M | 5.0% | 110,711 |
| VXFVanguard Extended Market ETF | $3.8M | 3.6% | 16,416 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $3.3M | 3.2% | 64,426 |
| EA SERIES TRUST | $3.1M | 3.0% | 44,433 |
| EUSBiShares ESG Advanced Universal USD Bond ETF | $3M | 2.9% | 72,015 |
| MUBiShares National Muni Bond ETF | $2.8M | 2.7% | 27,518 |
| VTIVanguard Total Stock Market ETF | $2.5M | 2.4% | 6,651 |
| NUSHARES ETF TR | $2.1M | 2.0% | 43,672 |
| ESGVVanguard ESG U.S. Stock ETF | $1.4M | 1.3% | 10,119 |
| IVViShares Core S&P 500 ETF | $1.3M | 1.2% | 1,647 |
| ESGUiShares ESG Aware MSCI USA ETF | $1M | 1.0% | 6,163 |
| MSFTMicrosoft Corp | $707K | 0.7% | 1,378 |
| IEFAiShares Core MSCI EAFE ETF | $446.1K | 0.4% | 4,605 |
| BNDXVanguard Total International Bond ETF | $438.8K | 0.4% | 9,362 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $436.6K | 0.4% | 9,649 |
| SGOViShares 0-3 Month Treasury Bond ETF | $420.5K | 0.4% | 4,176 |
| VEAVanguard FTSE Developed Markets ETF | $410.2K | 0.4% | 5,809 |
| VTVanguard Total World Stock Index ETF | $408K | 0.4% | 2,585 |
| ESGEiShares ESG Aware MSCI EM ETF | $406.3K | 0.4% | 7,503 |
| GOOGAlphabet Inc | $362.9K | 0.3% | 1,065 |
| ISHARES TR | $339.2K | 0.3% | 6,960 |
| BRK.BBerkshire Hathaway Inc | $337.6K | 0.3% | 678 |
| AVGOBroadcom Inc | $285.5K | 0.3% | 813 |
| VSGXVanguard ESG International Stock ETF | $271.8K | 0.3% | 3,353 |
| METAMeta Platforms Inc | $266.9K | 0.3% | 368 |
| NVDANVIDIA Corp | $242.1K | 0.2% | 1,060 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $230.3K | 0.2% | 4,429 |
| SCHFSchwab International Equity ETF | $229.9K | 0.2% | 8,368 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $225.3K | 0.2% | 1,355 |
| SCHXSchwab U.S. Large-Cap ETF | $215.5K | 0.2% | 7,183 |
| GOOGLAlphabet Inc | $201.3K | 0.2% | 585 |
Quarter ending 2026-09-30.
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