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Xena Financial Planning

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

Top 5 stock holdings are VOO, AAPL, SPDW, VTEB, SUSL, and represent 52.86% of Xena Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SUSL, EUSB, IAGG, IUSB, VOO, ESGD, NUSC, AAPL, VT, META.
Reduced shares in these 10 stocks: RBLX, ITOT, VTI, EAGG, MSFT, ESGU, ESML, ESGE, BNDX, SCHF.
Sold out of its positions in ITOT, RBLX.
Xena Financial Planning was a net buyer of stock by $5.4M.
Xena Financial Planning has $89M in assets under management (AUM), dropping by 4.06%.
Central Index Key (CIK): 0002101744

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Portfolio Holdings for Xena Financial Planning

Xena Financial Planning holds 33 positions in its portfolio as reported in the March 2026 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)	16.1	$14M	+4%	24k	598.33	View chart
Apple (AAPL)	10.7	$9.5M	+3%	38k	253.79	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	10.7	$9.5M		208k	45.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	7.7	$6.8M		137k	49.89	View chart
Ishares Tr Esg Msci Leadr (SUSL)	7.7	$6.8M	+43%	60k	113.60	View chart
Ishares Tr Core Univrsl Usd (IUSB)	7.3	$6.4M	+11%	140k	46.19	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	7.1	$6.3M	+7%	66k	95.62	View chart
Ishares Tr Core Intl Aggr (IAGG)	5.6	$5.0M	+19%	99k	50.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.6	$3.2M		16k	206.05	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	3.2	$2.8M		61k	46.97	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.8	$2.4M	+3%	45k	54.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$2.3M	-6%	7.2k	320.81	View chart
Ishares Tr Esg Advanced Uni (EUSB)	2.2	$2.0M	+86%	46k	43.50	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	2.1	$1.8M	+29%	41k	45.06	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$1.3M	+4%	13k	106.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.4	$1.2M	-7%	8.5k	141.41	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.3	$1.1M		10k	112.27	View chart
Microsoft Corporation (MSFT)	0.7	$595k	-16%	1.6k	370.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.6	$529k	-10%	12k	45.47	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.6	$524k	-18%	11k	47.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$501k	-5%	10k	48.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$429k	+25%	3.1k	138.32	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.4	$378k		7.6k	49.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$362k	+3%	554.00	653.21	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$330k		7.0k	47.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$325k		678.00	479.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$306k		1.1k	286.86	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$303k	-23%	6.4k	47.02	View chart
Meta Platforms Cl A (META)	0.3	$293k	+34%	512.00	572.13	View chart
Broadcom (AVGO)	0.3	$252k		813.00	309.51	View chart
NVIDIA Corporation (NVDA)	0.3	$249k	-6%	1.4k	174.40	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$237k		3.3k	71.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$227k	-9%	9.2k	24.75	View chart

Past Filings by Xena Financial Planning

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

Xena Financial Planning 2026 Q1 filed April 14, 2026
Xena Financial Planning 2025 Q4 filed Jan. 15, 2026

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