Xena Financial Planning

Latest statistics and disclosures from Xena Financial Planning's latest quarterly 13F-HR filing:

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Positions held by Xena Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Xena Financial Planning

Xena Financial Planning holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.8 $14M 23k 627.14
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Apple (AAPL) 11.6 $9.9M 36k 271.86
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.8 $9.2M 207k 44.41
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 8.0 $6.8M 136k 50.29
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Ishares Tr Esg Aw Msci Eafe (ESGD) 6.8 $5.8M 61k 95.09
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Ishares Tr Core Univrsl Usd (IUSB) 6.8 $5.8M 125k 46.54
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Ishares Tr Esg Msci Leadr (SUSL) 5.9 $5.1M 42k 121.27
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Ishares Tr Core Intl Aggr (IAGG) 4.9 $4.2M 83k 50.01
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Vanguard Index Fds Extend Mkt Etf (VXF) 3.8 $3.2M 16k 209.13
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.3 $2.8M 60k 46.81
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Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $2.6M 7.7k 335.26
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Ea Series Trust Freedom 100 Em (FRDM) 2.6 $2.2M 43k 51.27
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.6 $1.4M 31k 44.65
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Ishares Tr Esg Awr Msci Usa (ESGU) 1.6 $1.4M 9.2k 148.99
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Ishares Tr National Mun Etf (MUB) 1.5 $1.3M 12k 107.11
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Vanguard World Esg Us Stk Etf (ESGV) 1.4 $1.2M 10k 120.96
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Ishares Tr Esg Advanced Uni (EUSB) 1.3 $1.1M 25k 43.91
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Microsoft Corporation (MSFT) 1.1 $930k 1.9k 483.73
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.8 $648k 14k 47.85
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Ishares Esg Awr Msci Em (ESGE) 0.7 $576k 13k 44.17
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $533k 11k 48.32
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J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.5 $388k 7.7k 50.38
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Ishares Tr Esg Aware Msci (ESML) 0.5 $387k 8.4k 45.98
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $366k 534.00 684.94
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $349k 2.5k 141.06
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $341k 678.00 502.65
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Alphabet Cap Stk Cl C (GOOG) 0.4 $334k 1.1k 313.80
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Ishares Tr Core 40/60 Moder (AOM) 0.4 $332k 7.0k 47.73
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NVIDIA Corporation (NVDA) 0.3 $286k 1.5k 186.50
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Broadcom (AVGO) 0.3 $281k 813.00 346.10
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Meta Platforms Cl A (META) 0.3 $252k 381.00 660.09
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $244k 10k 24.04
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Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $241k 3.4k 71.63
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Roblox Corp Cl A (RBLX) 0.3 $237k 2.9k 81.03
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $202k 1.4k 148.69
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Past Filings by Xena Financial Planning

SEC 13F filings are viewable for Xena Financial Planning going back to 2025